Dan Gambardello|1月 19, 2026 18:25
Gold is up around 70% in last year and crypto has done nothing.
And somehow this is the most bullish chart we've seen since last cycle.
Not because anyone is being blindly bullish. But because we've seen this exact thing play out before, and we just have to look back at what it leads to.
Last cycle...QT drains $673B. Fed pivots. Gold runs to ATHs while Bitcoin does nothing. Everyone thought it's gameover for crypto.
Then crypto explodes out of no where.
Well now, we just finished a $2.43 TRILLION drain. The largest ever.
Gold isn't leaving Bitcoin behind, but it is creating the setup for a bitcoin and crypto bull move. One that we've seen before.
Intro 00:00
This happened before 1:20
The tariff playbook 2:10
Liquidity injections 4:25
Gold vs. crypto 6:15(Dan Gambardello)
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