Global financial markets showed a sharp divergence today. While gold continued to print new record highs following remarks by Federal Reserve Chair Jerome Powell, Bitcoin moved sluggishly and failed to keep pace with the safe-haven rally.
Gold Surges After Jerome Powell’s Comments
Gold prices jumped above the $5,400–$5,500 per ounce range after the Federal Reserve decided to keep its benchmark interest rate unchanged at 3.50%–3.75%.
During the press conference, Fed Chair Jerome Powell attempted to cool market speculation by warning against “overinterpreting” the gold rally as a sign of macroeconomic distress or a loss of central bank credibility.
Instead, the statement prompted investors to aggressively accumulate gold, rejecting Powell’s narrative and seeking protection from perceived fiscal risks.
Bitcoin “Stalls” & Asset Divergence
In contrast to gold, Bitcoin (BTC) appeared constrained, trading within a narrow range around $89,000.
Despite often being referred to as “digital gold,” Bitcoin failed to match the momentum of physical gold today. A CoinDesk report highlighted that physical gold appears to be “reclaiming market share” from Bitcoin as the primary hedge asset amid geopolitical uncertainty. While gold rose sharply, Bitcoin remained relatively flat over the past 24 hours, creating a stark contrast for macro traders.
Tether: $1 Billion Monthly Purchases and a “James Bond” Bunker
Amid this shift toward physical assets, Tether has taken a bold step. CEO Paolo Ardoino confirmed that the company allocates 10%–15% of its investment portfolio to gold.
Tether is now purchasing up to $1 billion worth of gold per month. The gold is stored in a high-security facility in the Swiss mountains dubbed the “James Bond bunker,” reinforcing its strategy of holding hard assets resilient to geopolitical shocks.
Robert Kiyosaki’s Regret
In line with this trend, Robert Kiyosaki admitted he had made a “big mistake” by recently selling part of his Bitcoin and gold holdings. He urged his followers to use the current moment to accumulate real assets, calling the US dollar “fake money” that continues to lose purchasing power.
The Road to $1 Trillion & Bitcoin Miners
Ripple President Monica Long projected that institutional crypto holdings will surpass $1 trillion by the end of 2026. She emphasized that regulated stablecoins such as Ripple USD (RLUSD) are now becoming core infrastructure for B2B payments, enabling cash flow efficiency for Fortune 500 companies.
Meta & Microsoft’s AI Spending Benefits Bitcoin Miners
Tech giants Meta and Microsoft continue to ramp up spending on AI infrastructure. This trend benefits Bitcoin miners, as mining sites with access to large-scale power capacity have become highly sought after. Many miners are now leasing their infrastructure for AI computing needs (HPC), creating a new and more stable revenue stream.
WLD Token Surge and Sam Altman’s Biometrics
The “World” token (formerly Worldcoin), founded by Sam Altman, surged 27% following reports of a biometric-based social network under development. The project aims to create an identity verification system resistant to manipulation by AI bots—an increasingly relevant solution in the era of digital misinformation.
Today is marked by a clear decoupling: institutional and retail investors are flocking to gold as the primary hedge, while Bitcoin takes a brief pause. With the Fed holding rates steady and Tether stockpiling gold in Swiss bunkers, the “hard money” narrative is dominating global sentiment.
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