Crypto Lagged in 2025 — But 2026 Could Be the Catch-Up Year
Over the past few months, crypto has significantly underperformed traditional assets. While gold and equities recovered, Bitcoin and the broader crypto market stayed behind — but analysts believe this divergence may not last.
📊 Since November: • Gold: +9%
• S&P 500: +1%
• Bitcoin: −20% (≈ $88K)
According to Santiment, crypto’s lag behind gold and stocks has historically created conditions for a powerful catch-up rally once liquidity and sentiment flip.
🥇 Metals Led the Debasement Trade in 2025
• Gold: +70% YTD
• Silver: +150% YTD
• Bitcoin: −6% YTD
Gold has stayed above its 200-day moving average for ~550 straight sessions — a sign of strong defensive demand as investors hedge inflation, debt expansion, and geo

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