Bitcoin’s Potential Rally Ahead: Lagging Behind Gold Amid Record Global Liquidity Expansion

• The cryptocurrency market is poised for a significant shift as Bitcoin continues to evolve alongside gold and global liquidity dynamics.

• The recent surge in corporate Bitcoin acquisitions has marked a historic trend, indicating increasing institutional confidence in cryptocurrency.

• “People want to own Bitcoin. Corporations do too,” said Hunter Horsley, CEO of Bitwise, reflecting the growing demand in the market.

The crypto landscape is evolving as Bitcoin sees a potential rally linked to surging gold prices and unprecedented liquidity levels.

What Bitcoin’s Ties to Gold and Liquidity Signal for Its Price

According to Joe Consorti, Head of Growth at Theya, Bitcoin tends to follow gold’s lead with a lag of about 100 to 150 days. A chart shared by Consorti on X, based on Bloomberg data, illustrates this trend from 2019 to April 14, 2025.

The chart shows gold (XAU/USD) in white and Bitcoin (XBT/USD) in orange. The data reveals that gold usually moves first during upswings, but Bitcoin often rallies harder afterward—especially when global liquidity is rising.

“When the printer roars to life, gold sniffs it out first, then Bitcoin follows harder,” Consorti said.

That 100-to-150-day lag is notable, suggesting Bitcoin could be set for a sharp move higher within the next 3 to 4 months. The recent surge in global liquidity also supports this view.

According to analyst Root, M2 money supply from major central banks—including the US Federal Reserve, European Central Bank (ECB), and others—has hit a record high as of April 2025.

The sharp rise points to more cash flowing through the global economy.

Historically, Bitcoin bull markets have often aligned with significant increases in global liquidity, as more money in the system tends to push investors toward riskier assets like Bitcoin.

Why Bitcoin Might Outperform Gold and Stocks

Matt Hougan, Chief Investment Officer at Bitwise Invest, states that Bitcoin is not just outperforming gold but is also surpassing the S&P 500 in the long run, indicating that Bitcoin is becoming a stronger investment option despite its price volatility.

Data also supports this. A recent Bitwise report shows corporations bought over 95,400 BTC in Q1, comprising about 0.5% of all Bitcoin in circulation. This marks it as the largest quarter for corporate accumulation on record.

“People want to own Bitcoin. Corporations do too. 95,000 BTC purchased in Q1,” Bitwise CEO Hunter Horsley said.

With rising corporate demand and Bitcoin’s robust performance against traditional assets, the stage may be set for a major rally in summer 2025—driven by peak global liquidity and Bitcoin’s historical tendency to follow gold’s lead.

Conclusion

In conclusion, Bitcoin’s interconnectedness with gold prices and global liquidity trends indicates a promising outlook. As institutional demand rises and liquidity expands, Bitcoin may experience a significant price surge in the near future. The correlation with gold, along with substantial corporate acquisitions, strengthens its position within the investment landscape.