{"id":49434,"date":"2025-09-25T08:31:46","date_gmt":"2025-09-25T08:31:46","guid":{"rendered":"https:\/\/dogewisperer.com\/?p=49434"},"modified":"2025-09-25T08:31:46","modified_gmt":"2025-09-25T08:31:46","slug":"gold-is-a-4t-liquidity-sponge-btc-usd-fair-value-at-250000","status":"publish","type":"post","link":"https:\/\/dogewisperer.com\/?p=49434","title":{"rendered":"Gold Is A $4T Liquidity Sponge: BTC USD Fair Value At $250,000"},"content":{"rendered":"
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Looking at how safe havens have performed so far this year, one thing is clear: fear is driving markets. With Donald Trump as US President, tariffs were swiftly rolled out, and businesses, even nations, had to shield themselves from uncertainty. This flight to safety has funneled trillions of dollars into bonds, high-quality equities, crypto, and gold. BTC USD rocketed to new all-time highs in August, breaking $124,500, but gold has truly stolen the show with its relentless climb.<\/span><\/p>\n

In 2025, gold prices have trended strictly upward, a pattern that\u2019s hard to miss. According to CME data, the yellow metal is up nearly +45% over the past ten months, jumping from about $2,640 in late 2024 and peaking at $3,824 earlier this week. This spike was hardly surprising: The yellow metal remains a premier safe haven preferred by central banks.<\/span><\/p>\n

\"Gold<\/p>\n

(Source: <\/span>MGC, TradingView<\/span><\/a>)<\/span><\/p>\n

The gold buying frenzy has inflated its <\/span>total market capitalization<\/span><\/a> by nearly $4T in just the past few months. At that blistering pace, it has absorbed value equivalent to the entire crypto market cap, and nearly 2X the Bitcoin market cap. This rotation into hard assets was a glaring signal of investor caution. Yet analysts haven\u2019t written off Bitcoin<\/a>: despite recent pullbacks, it\u2019s holding steady above $110,000, rebounding from the sharp dip on September 22.<\/span><\/p>\n

DISCOVER: <\/span>Next 1000X Crypto \u2013 Here\u2019s 10+ Crypto Tokens That Can Hit 1000x This Year<\/span><\/a><\/strong><\/p>\n

Is gold a $4T Liquidity Black Hole?<\/span><\/h2>\n

At press time, gold is changing hands at around $3,765, retreating from its all-time high of $3,824 on September 23. <\/span><\/p>\n

Notably, even as global M2 liquidity swelled past $114.1T in recent days, crypto prices have been stagnant, even falling.<\/span><\/p>\n

Instead, gold has been the biggest beneficiary. The gold market cap now exceeds $25.2T, up from $22T in early June. That gap reflects over $3.5T poured into the metal in mere weeks.<\/span><\/p>\n

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The Gold Price is Wrong<\/p>\n

Gold is actually\u00a0cheap\u00a0relative to the global currency fiat money supply.<\/p>\n

And the setup for much higher prices is staring us in the face.<\/p>\n

At $3,600, everyone knows that gold is at nominal all-time highs. <\/p>\n

But relative to M2, it\u2019s well below historical\u2026 pic.twitter.com\/98QMsyCuxl<\/a><\/p>\n

\u2014 Katusa Research (@KatusaResearch) September 20, 2025<\/a><\/p>\n<\/blockquote>\n