essential notes
- Bitcoin costs rose 10% in 10 days, regaining the $113,800 degree as investor sentiment improved.
- Gold’s rally paused at $4,400, prompting $200 million in new Bitcoin deposits throughout DeFi platforms.
- Because the US-China commerce warfare continues, buyers are switching from gold to higher-yielding BTC positions.
Bitcoin worth opened at $111,200 on Sunday October and has since risen 2% to $113,800. Since gold’s historic worth discovery section stopped at $4,380 on October 18th, the Bitcoin-Defi protocol has seen $400 million in new TVL deposits. The rise in long-term publicity to BTC means that buyers are actually shifting to yield-bearing BTC positions.
Bitcoin rebounds after President Trump and Xi Jinping meet
Following President Trump’s announcement, Bitcoin rallied to a 10-day excessive of almost $114,000 on Sunday. prepare to meet China’s Xi Jinping will go to South Korea to debate commerce relations. The assembly was scheduled because the climax of Trump’s week-long tour of Asia, which included stops in Japan and Malaysia, the place he oversaw the signing of peace offers in Cambodia and Thailand, sparking optimism throughout world markets over the weekend.
Over the previous 10 days, Bitcoin has recouped almost 10% of its mid-October losses, rising from $103,500 on October seventeenth to $113,800 as of press time on Sunday, October twenty sixth.
In the meantime, gold, which hit a report excessive of $4,381 per ounce on October 18, is down 6% from its all-time excessive and is buying and selling at $4,103 on the time of writing.
Correlation between Bitcoin worth fluctuation and gold (XAU), October 26, 2025 |Supply: TradingView
Bitcoin’s weekend restoration follows a interval of intense volatility in mid-October. The cryptocurrency market was disrupted by President Trump’s postponement of tariffs on China on October tenth and the extended US authorities shutdown that started on October 1st.
The mix of those occasions triggered a speedy flight of capital into conventional safe-haven belongings, leading to a $19.4 billion wave of liquidations within the crypto derivatives market, the most important single-day explosion in historical past.
From October 10 to October 17, Bitcoin fell 16% from $123,800 to a low of $103,500, whereas gold rose 12% from $3,900 to $4,381 per ounce. Based on TradingView information, the correlation between Bitcoin and gold has fallen to -0.84, its lowest degree since February 2025, when tensions over President Trump’s tariffs on North American neighbors Mexico and Canada disrupted world market stability.
BTC TVL rises by $400 million in 10 days: Will gold concede to Bitcoin?
Since gold’s report rally stalled on October 17, buyers have begun reallocating capital into Bitcoin and different yield-producing digital belongings. Based on on-chain information, the whole worth of Bitcoin Lock (TVL) within the decentralized finance protocol elevated from $7.8 billion to $8.2 billion between October 17 and October 26, a rise of about $400 million in 10 days.
Bitcoin TVL rose $400 million from $7.8 billion to $8.2 billion between October seventeenth and October twenty sixth | Supply: Artemis
Traders transferring BTC to staking and lending protocols to seize on-chain yield indicators renewed long-term confidence in Bitcoin, particularly as gold’s rally reveals indicators of drying up.
Lynn Alden: “Bitcoin is a mix of gold and tech shares.” pic.twitter.com/fF7zEYmgN8
— Bitcoin Archive (@BTC_Archive) October 25, 2025
Alternatively, a outstanding macro analyst Lynn Alden In an interview with YouTuber David Lin, he downplayed the affect of gold on Bitcoin’s near-term worth outlook. When requested in regards to the outlook for each belongings, Alden famous that Bitcoin at the moment competes extra immediately with shares than with gold.
Alden added that Bitcoin’s risk-adjusted yield potential and proximity to know-how make it extra engaging to portfolio managers than static hedging devices like gold.
Bitcoin worth outlook: Market awaits President Trump and Xi Jinping assembly and Fed coverage choice
Trying forward, world markets stay tense because the US authorities shutdown enters its fourth week with little prospect of a political answer. Investor sentiment is more likely to be influenced by two essential occasions this week: the Federal Reserve’s coverage assembly on October twenty ninth and the Trump-Xi Jinping summit scheduled for October thirtieth.
US Fed rate of interest likelihood at October twenty ninth FOMC assembly | Supply: CME FedWatch
Traders at the moment have a 96.2% likelihood of pricing in a further fee minimize of between 375 and 400 foundation factors, the paper stated. CME Fed Watch.
If the talks lead to optimistic commerce indicators, or if the Fed’s choice turns dovish as most count on, Bitcoin might lengthen its upward trajectory towards the $115,000 to $118,000 vary. Nevertheless, new geopolitical tensions and hawkish financial tightening might set off a pullback in direction of the $109,000 help within the close to time period.
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Disclaimer: Coinspeaker is dedicated to offering honest and clear reporting. This text is meant to offer correct and well timed info however shouldn’t be taken as monetary or funding recommendation. Market situations can change quickly, so we suggest that you just confirm the knowledge your self and seek the advice of knowledgeable earlier than making any selections based mostly on this content material.
Ibrahim Ajibade is an skilled analysis analyst with a background supporting varied Web3 startups and monetary establishments. He holds a Bachelor’s diploma in Economics and is at the moment finding out for a Grasp’s diploma in Blockchain and Distributed Ledger Know-how on the College of Malta.
