Listen "Is the Gold to Bitcoin Rotation Underway?"
Episode Synopsis
Gold’s record-breaking rally just snapped with its biggest one-day drop in over a decade, and now traders are asking whether the long-anticipated rotation from gold into Bitcoin has begun. In today’s episode, NLW breaks down what caused gold’s blow-off top, why even small capital shifts from the $20 trillion gold market could send Bitcoin soaring, and how new Fed policy, Tether’s explosive growth, and whale flows into ETFs are reshaping the balance between crypto and traditional finance.
Enjoying this content?
SUBSCRIBE to the Podcast: https://pod.link/1438693620
Watch on YouTube: https://www.youtube.com/@TheBreakdownBW
Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown
Join the discussion: https://discord.gg/VrKRrfKCz8
Follow on Twitter:
NLW: https://twitter.com/nlw
Breakdown: https://twitter.com/BreakdownBW
Enjoying this content?
SUBSCRIBE to the Podcast: https://pod.link/1438693620
Watch on YouTube: https://www.youtube.com/@TheBreakdownBW
Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown
Join the discussion: https://discord.gg/VrKRrfKCz8
Follow on Twitter:
NLW: https://twitter.com/nlw
Breakdown: https://twitter.com/BreakdownBW
More episodes of the podcast The Breakdown
Crypto Market Structure Slips to 2026
18/12/2025
DTCC Puts US Securities On Chain
16/12/2025
The Fed Is Fracturing
12/12/2025
Bitcoin Treasury Honeymoon Ends
11/12/2025
MicroStrategy’s Big Buy Raises New Questions
10/12/2025
Crypto Regulation Hits a DeFi Wall
09/12/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.