While Gold and Silver have heavily benefited from the global geopolitical tensions, Bitcoin has lagged. The current Bitcoin price action has been compared to the post 2019 period that was heavily influenced by the Federal Reserve’s Quantitative Easing (QE).
Source: X
Moreover, capital rotation from Gold and the wider precious industry has already been kick-started by BlackRock’s IBIT. Since the beginning of 2026, BlackRock’s IBIT has recorded a net cash inflow of over $5 billion.
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