Is Capital Rotating Into Crypto?

• The classic old liquidity rotation from Gold to Bitcoin during bull markets has gained momentum.
• Bitcoin price has rallied above $90k catalyzed by bullish whales. 
• U.S. crypto stocks, led by COIN and MSTR, gained in tandem with crypto bullish sentiment.

Bitcoin (BTC) has quickly rallied above $90k in 2026 amid notable corrections in Gold (XAU) and Silver (XAG) over the past few days. According to market data from TradingView, XAU and XAG prices have dropped over 4% and 13% respectively in the past four days, thus fading their parabolic bull rallies.

Meanwhile, Bitcoin price has surged 4% during the same period to reach a local high of about $90,768 on Saturday, January 3, 2026. The wider altcoin industry, led by Ethereum (ETH), and the US crypto stocks rallied in tandem with BTC during the past four days.

Bitcoin Gains on Capital Rotation from Gold and Silver

According to Wall Street market experts, led by Tom Lee, the Bitcoin price, in 2026, is well poised to benefit from the parabolic Gold and Silver moves. Garrett Jin, the popular trader known as BTC OG Insider Whale, stated that Gold and Silver have already topped out and capital rotation to the crypto market has commenced.

“Even with equities selling off after the open, crypto kept pushing higher. Inflows could continue and upside momentum could accelerate triggering a short squeeze without a pullback,” Garrett Jin noted.

According to on-chain data from Arkham, the $10 billion Hyperunit whale, linked to Jin, has broken even on the long positions. The $10B Hyperunit whale has made several timely correct predictions on Bitcoin, and has been bullish in the past few weeks as Bitcoin price struggled to reclaim the $90k mark.

Meanwhile, the U.S. spot BTC exchange-traded funds (ETFs) have opened 2026 on a high note, after BlackRock’s IBIT helped the cohort report a daily total net cash inflow of $471 million on Friday.

Related: Gold Tops 2025 Returns as Bitcoin Ranks Weakest Asset

U.S. Crypto Stocks Rebounds

Following an impressive 2026 kickoff of Bitcoin against the precious metals, the U.S. crypto-related stocks rallied in tandem with the wider cryptocurrency market. According to market data from CoinMarketCap, the total crypto market cap surged over 2% to hover about $3.07 trillion at press time, bolstered by the altcoin gain.

Meanwhile, Strategy Inc. (NASDAQ: MSTR) closed Friday 3.4% higher, and edged 1% more during the after-market to trade about $158.5. Coinbase Global Inc. (NASDAQ: COIN) closed Friday up 4.6%, and gained nearly 1% during the after-market to trade about $237.88.

What’s Next?

The Bitcoin price over the next few weeks will heavily influence its performance in the three months. With more institutional capital betting on the parabolic rise for Bitcoin in 2026, capital rotation from Gold and Silver will escalate.

The cumulative strong fundamentals for Bitcoin in 2025 and the anticipated crypto legal clarity in global markets, led by the United States, will bolster midterm bullish sentiment. Furthermore, Bitcoin has earned its global asset status, through being politically neutral and attack-resistant.

As such, the impacts of the four-year Bitcoin cycle will be suppressed, thus signaling further crypto maturity as utility overtakes hype.

Related: Bitcoin Price Prediction 2026: Strategic Reserve & CLARITY Act Target $150K-$250K