The divergence highlights a shift in institutional investor sentiment as Bitcoin solidifies its position as a potential high-growth investment vehicle.
Deenar co-founder Maruf Yusupov said Bitcoin's rapid rise after Trump's victory in the US election may be reshaping traditional views of inflation hedging. Trump's focus on tax cuts, tariffs and cryptocurrencies is driving interest in Bitcoin as a modern alternative to gold. As institutional adoption accelerates, a major shift in capital from gold to digital assets may be seen. Nigel Green, CEO of deVere Group, also said that Bitcoin is increasingly seen as a hedge against inflation and portfolio diversification, institutional interest has reached an all-time high, and the infrastructure to support mass adoption is also expanding. Fadi Aboualfa, head of research at Copper.co, expressed the same view, and also highlighted the increasingly similar price movement patterns between spot Bitcoin and gold exchange-traded funds (ETFs).