In early 2026, Bitcoin (BTC) experienced a swift surge, climbing beyond the $90,000 mark amid significant declines in Gold (XAU) and Silver (XAG). Market data from TradingView reveals that over the last four days, Gold and Silver prices fell by more than 4% and 13%, respectively, ending their rapid bullish trends.
During this same timeframe, Bitcoin’s value increased by approximately 4%, reaching a peak near $90,768 on Saturday, January 3rd. Alongside BTC’s rise, the broader altcoin market—led by Ethereum (ETH)—and U.S.-based cryptocurrency stocks also saw notable gains.
Bitcoin Benefits from Capital Shifting Away from Precious Metals
Wall Street analysts like Tom Lee suggest that Bitcoin is positioned to capitalize on the recent parabolic moves seen in Gold and Silver. Popular trader Garrett Jin—known as BTC OG Insider Whale—has indicated that both metals have likely peaked and investors are beginning to redirect funds into cryptocurrencies.
“Even as equities declined after market open,” Jin observed, “crypto continued its upward momentum. This inflow may persist and even accelerate price gains through a potential short squeeze without major pullbacks.”
On-chain insights from Arkham highlight that the $10 billion Hyperunit whale associated with Jin has reached break-even on its long positions. This whale has accurately forecasted Bitcoin movements multiple times recently and maintained a bullish stance during BTC’s struggle to surpass $90k.
The year began positively for U.S.-based spot Bitcoin ETFs as well: BlackRock’s IBIT contributed to an impressive net cash inflow of $471 million reported on Friday across these funds.
The Revival of U.S. Crypto Stocks
The strong start for Bitcoin against precious metals also fueled rallies among U.S. crypto-related equities alongside overall crypto market growth. CoinMarketCap data shows total cryptocurrency market capitalization climbed over 2%, settling around $3.07 trillion at press time due largely to altcoin appreciation.
For instance, Strategy Inc. (NASDAQ: MSTR) ended Friday up by 3.4% with an additional post-market gain of about 1%, trading near $158.50 per share.
Coinbase Global Inc.’s stock (NASDAQ: COIN) rose roughly 4.6% during regular hours followed by nearly another percent increase after hours to reach approximately $237.88.
The Road Ahead for Bitcoin
The coming weeks will be critical in shaping how Bitcoin performs throughout Q1 of this year.
With institutional investors increasingly backing BTC’s steep ascent in value during 2026—and capital continuing its rotation away from traditional safe havens like Gold and Silver—the momentum appears set to strengthen further.
A combination of robust fundamentals established throughout 2025 plus anticipated regulatory clarity worldwide—especially within the United States—is expected to reinforce medium-term optimism surrounding cryptocurrencies.
Moreover,BTC’s status as a politically neutral asset resistant to attacks enhances its appeal globally.
This evolution suggests diminishing influence from historical four-year cyclical patterns while signaling growing maturity within crypto markets where practical utility begins outweighing speculative hype.
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