Lark Davis|Jan 27, 2026 17:02
Gold and silver hit fresh ATHs yesterday
Zooming out, gold and silver are up 250% and 860% respectively since the 2020 crash.
Meanwhile, Bitcoin is stuck in the upper $80Ks.
So what explains this divergence?
Metals are surging due to safe-haven demand amidst global de-dollarization, inflation, and geopolitical tensions.
Bitcoin, on the other hand, is still treated as a risk-on play.
Plus lingering fears about quantum, the 4-year cycle, and no passage on the CLARITY Act.
So does that mean you should just top blast metals right now?
Absolutely NOT!!
A better approach could be to sell the euphoria, buy the blood.
Keep in mind that BTC is up 2,186% since the 2020 crash.(Lark Davis)
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