Gold and Silver Rally as Bitcoin Falls Below $90,000 — $150 Billion Wiped from Global Crypto Markets

The markets are in full risk-off mode.
As traditional assets gold and silver surge to multi-month highs, Bitcoin has fallen below the $90,000 mark, triggering an estimated $150 billion in total crypto market losses within 48 hours.

The shift underscores a classic investor rotation — from volatile digital assets into hard commodities — as global uncertainty intensifies around inflation, interest rates, and geopolitical risk.

Bitcoin’s Correction Deepens

Bitcoin’s price dipped to around $89,500 during early Asian trading hours, marking its sharpest single-week decline since Q3 2025.
The drop comes amid rising global yields and growing demand for tangible stores of value like gold, which has rallied more than 8% month-to-date.

“Investors are temporarily seeking safety,” said a Coinccino market strategist. “It’s not the end of the Bitcoin bull cycle, but a healthy correction as liquidity shifts across markets.”

Despite the decline, on-chain data shows no mass panic selling — long-term holders remain largely unmoved, suggesting confidence in Bitcoin’s mid-term strength.

Gold & Silver Shine Amid Uncertainty

Gold prices surged past $2,350 per ounce, while silver climbed above $30, their strongest levels in months.
The rally reflects renewed demand for hard assets as central banks and institutional investors rebalance portfolios against inflation fears and volatile equity markets.

Analysts note that metals’ strength often coincides with crypto pullbacks, as investors rotate into historically proven hedges.

“Gold and silver remain beneficiaries of cautious sentiment,” said a commodities analyst. “But digital gold — Bitcoin — tends to rebound once monetary tightening slows.”

$150 Billion in Crypto Market Cap Lost

According to CoinMarketCap data, the total crypto market capitalization dropped from $3.78 trillion to $3.63 trillion, led by Bitcoin and Ethereum declines.
Altcoins faced steeper losses, with major tokens like SOL, AVAX, and ADA sliding over 7% in 24 hours.

Meanwhile, stablecoin volumes surged — signaling that traders are moving to the sidelines, awaiting a technical confirmation before re-entering the market.

Market Context: Temporary Risk-Off or Early Warning?

Macro headwinds — including rising Treasury yields, China’s liquidity tightening, and renewed Middle East tensions — are fueling a defensive tone across all risk assets.
However, analysts suggest this rotation is likely short-term, as crypto fundamentals remain strong:

• Institutional inflows into ETFs are steady.
• On-chain activity continues to rise.
• Bitcoin’s hash rate remains near all-time highs.

“We’ve seen this pattern before,” said a Coinccino research lead. “Every time gold spikes and crypto dips, it tends to reset leverage — paving the way for the next leg up.”

Outlook: A Market Rebalancing, Not a Collapse

While $150 billion in losses sounds dramatic, experts agree that this is a consolidation phase, not a breakdown.
With macro conditions tightening and commodities rallying, Bitcoin’s pullback may offer a key entry point for long-term investors before the next wave of institutional accumulation.

In other words: gold is shining now — but Bitcoin’s moment isn’t over.