Bitcoin Hits Record Low Against Gold: Is This the Ultimate Buying Opportunity?

In a stunning turn of events that has the crypto world buzzing, Bitcoin has plunged to its lowest valuation against gold in history, creating what some analysts are calling the “once-in-a-lifetime” buying opportunity that could rival the legendary 2015-2017 bull run.

The Numbers Don’t Lie: Bitcoin vs. Gold Ratio Crashes to Historic Low

According to fresh data from Bitwise Europe, Bitcoin’s value compared to gold has fallen to unprecedented depths after adjusting for global money supply. The indicator, which measures Bitcoin’s strength relative to the precious metal, has now dipped into extreme territory—specifically hitting the -2 level that historically has aligned with major Bitcoin market bottoms.

To put this into perspective, the last time this ratio reached similar levels was in 2015, a period that preceded an astronomical 11,800% surge in Bitcoin’s price, catapulting it from around $165 to a staggering $20,000 within just two years.

“Today represents a better opportunity to be buying Bitcoin than 2017,” declared analyst Michaël van de Poppe in a Saturday X post, sending shockwaves through both crypto and traditional investment communities.

The Gold-to-Bitcoin Rotation: February Could Be the Magic Month

The bullish sentiment is being echoed by industry heavyweights. Bitwise European head of research André Dragosch and Swyftx lead analyst Pav Hundal are predicting that capital rotation from gold into Bitcoin could begin as early as February or March.

This rotation theory gains even more traction when you consider that gold prices have doubled over the past year, while Bitcoin has experienced an 18% decline during the same period. The divergence is creating what many see as an unsustainable imbalance that’s ripe for correction.

But Not Everyone’s Buying the Hype

However, not all analysts are convinced that a mass exodus from precious metals to Bitcoin is imminent. Benjamin Cowen, a prominent voice in the crypto analysis space, warns that Bitcoin’s downtrend may persist longer than many holders anticipate.

“Bitcoin is likely going to keep bleeding against the stock market,” Cowen stated, cautioning against expectations of a “massive rotation” out of gold and silver in the short term. His skepticism stems from historical patterns showing that even when precious metals remain strong, the transition into Bitcoin doesn’t happen overnight.

The On-Chain Data Tells a Different Story

While the price action might seem discouraging to some, on-chain metrics reveal a fascinating subplot developing beneath the surface. Bitcoin’s Long-Term Holders (LTH)—entities that hold BTC for over 155 days—have been quietly rebuilding their positions during the January selloff.

The LTH supply began recovering during the recent price dip, and more importantly, the LTH Spent Binary metric, which indicates whether long-term holders are selling or holding firm, has continued to decline throughout this period.

This pattern isn’t new. Historical analysis shows that recovering LTH supply combined with declining LTH Spent Binary has consistently preceded the formation of durable Bitcoin bottoms. The most recent example occurred after the April 2025 lows, where long-term holder supply recovery was followed by a sharp Bitcoin rebound approximately one month later, resulting in a remarkable 60% rally from the lows.

What This Means for the Future

These on-chain trends suggest that patient, long-term investors are viewing the January price drop as a strategic buying opportunity—precisely the kind of reset that has historically helped Bitcoin build stronger foundations for future gains.

Meanwhile, traditional finance isn’t ignoring Bitcoin’s discount. Citi has noted that silver could extend its gains in the coming months due to Chinese demand and a weaker US dollar. RBC Capital Markets has even predicted that gold’s price could reach $7,000 by the end of 2026.

The Bottom Line

Whether you’re a seasoned crypto veteran or a curious newcomer, the current Bitcoin-to-gold ratio presents a compelling narrative. The combination of historical precedent, on-chain data suggesting accumulation by smart money, and the potential for capital rotation from traditional safe-haven assets creates a perfect storm of bullish indicators.

However, as always in the volatile world of cryptocurrency, caution remains paramount. While the stars may be aligning for a significant Bitcoin rally, the path to the moon is rarely a straight line.

tags

Bitcoin #Gold #Crypto #Investment #MarketAnalysis #BTC #XAU #Cryptocurrency #BullMarket #TradingOpportunity #OnChainData #LongTermHolders #CapitalRotation #MarketBottom #DigitalGold #FinancialMarkets

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