Bitcoin: Is capital rotating away from TradFi and back into BTC?

Bitcoin looks strong again. After bouncing from the $60K dip, BTC started beating traditional markets.

The move stayed small. However, it was enough to bring back the Bitcoin versus Gold debate. Is Bitcoin quietly setting up for another stretch of outperformance?

Bitcoin reclaims strength against traditional markets

Bitcoin regained momentum on the 11th of March. The king coin moved back above $71.7K and outpaced both Gold and the S&P 500.

Since the 24th of February dip, Bitcoin has gained about 13.2% in two weeks. Gold rose around 1.6%, while the S&P 500 slipped slightly.

This gap suggested that money was moving back into crypto. As a result, Bitcoin stopped looking weak and started standing out again.

Meanwhile, the Iran-Israel-U.S. conflict added pressure across global markets. Gold usually benefits from that kind of fear. However, Bitcoin moved faster this time, as traders rushed into assets that stay active around the clock.

BTC/Gold chart hints at a cycle bottom

The monthly Bitcoin versus gold chart showed a clear pattern once again.

For context, in 2018, Bitcoin took 12 months to bottom against gold, while in 2022, it took 13 months.

Source: TradingView

Tracking the current cycle suggested another slow reset. If BTC/Gold bottomed last month, then the 2026 cycle took roughly 14 months to form a low.

Meanwhile, the monthly RSI bounced from a key support zone. Notably, that same level marked the previous cycle bottom.

This mattered because the correction kept getting longer with each cycle. However, that did not weaken the signal. It only suggested that larger capital moved slower than before.

Therefore, the setup looked familiar. Bitcoin had spent months bleeding against gold, and that pain may have finally reached exhaustion.

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Final Summary

• Santiment’s data shows Bitcoin has already started reclaiming strength from Gold and stocks.
  
• The BTC/Gold chart suggests that the market may have started another important rotation.

Source: https://ambcrypto.com/bitcoin-is-capital-rotating-away-from-tradfi-and-back-into-btc/