US Bitcoin (BTC) Stock List Funds (ETFs) have registered large capital tickets in the past five weeks, attracting more than USD 9,000 million.
Market data shows that precious metal-backed ETFs face significant output over the same five weeks, exceeding US$2.8 billion.
This graph, provided by Bloomberg, shows the performance of Bitcoin and Gold ETFs over the past few weeks.
This behavior reflects a change in preferences of investors moving valuable metal resources towards digital currency in context Bitcoin is increasingly accepting as a coverage assetaccording to financial market analyst Christopher Wood.
The evidence is that May merged as the third month with the highest capital flows to these ETFs last year, with a net flow of USD 5.85 billion per month. According to data from SOSOValue, the metric measures the difference between asset purchases and asset sales in ETFS is below the US$6030 million registered in January 2024 US$6,049 million in November of the same year.
In this graph in Sosovalue, you can see the month where the biggest monthly net ticket flows with Bitcoin ETFs.
In general, these moves suggest persistent interest through structural factors (such as an upward trend in digital currencies and their institutional adoption) and Bitcoin, driven by regulations and politics (such as US support). They strengthen the legitimacy of BTC in traditional financial markets.
Plus, it needs to be clear Bitcoin has properties that are resistant to censorship and become free and decentralized assets. Therefore, factors such as new laws and regulations, especially regulatory authorities, usually do not inherently affect them.
Bitcoin Gananaland
Analysts interpret this market rotation as an indication that BTC is taking on position As a legitimate compensation for your investment portfolio. Wood, a global variable rental strategist at Jefferies, told Bloomberg: “I’m still in both gold and bitcoin. Both are the best coverage for the G7 world facing currency decline.”
BTC is increasingly aware of an alternative shelter, particularly in the US uncertainty environment, where concerns are concerns about economic stability and the debt crisis. They facilitated searching for non-traditional assets.
Geoff Kendrick, Head of Research on Global Digital Assets at Standard Chartered, stressed that Bitcoin provides protection against private sector risks, such as the collapse of Silicon Valley Bank in 2023, and two types of risks associated with government agencies.
Kendrick said, “It strengthens the appeal of Bitcoin, along with recent threats to the independence of the Federal Reserve and concerns about the credibility of tariff climbing and American politics.”
These dynamics contribute to cutting traditional assets. Breaking the reputation of its old speculative assets According to Dilin Wu, Pepperstone Research strategist, it links to technology.
He observed that the content correlation between Bitcoin and the Nasdaq index was significantly lower in the dollar and gold last month. For him, This indicates that BTC is increasingly recognized as coverage.
This evolution is consistent with an environment in which commercial tensions reduce the demand for traditional shelters such as gold, and BTC exploits economic and political uncertainty.
Despite its performance, Gold It remains the best performing asset so far since 2025Market data shows that this is a 25% increase compared to 15% of Bitcoin. However, ETF flows show that investors prioritize digital currencies against their diversified nature and their ability to protect against systematic risk.
This macromicrograph shows the increase gold and Bitcoin have had in market capitalization so far this year.
Anyway, both BTC and gold are considered hard assets that will become particularly prominent in the coming months due to a series of geopolitical and macroeconomic factors. As reported by Cryptootics, analytics firm Capriole Investments said, among them is the US tariff war and high inflation.