The US Google search volume of Bitcoin has fallen to a low-point of 11 months in Gold's record shock, where experts indicate a potential for capital rotation in the Bellwether-Crypto.
Google Trends data shows that Bitcoin's search interest has fallen to lows for the last time in October 2024, despite strong institutional ETF streams at the beginning of 2025.
The performance between the two assets reflects this diverse trend, with gold an increase of 38% since the beginning of 2025 compared to the 18% of Bitcoin.
“This divergence reflects a fundamental shift in investment psychology into safety about speculation in the midst of increased macro -economic uncertainty,” Derek Lim, head of research to Caladan, said Decrypt.
Bitcoin has stagnated since May 2025 and acts around $ 111,565, according to Coingecko data. Gold, on the other hand, hit $ 3,613.48 today.
Search interest is “cyclical” and powered by “Retail Attention Spikes”, Shawn Young, chief analyst at Mexc, said Decrypt. “Macro drivers such as the Fed Rate-S-Schanden expectations, Dollar Weakness and buying central bank feeding gold to new records,” he explained.
Lim emphasized Bitcoin's 15% delay under his all time high in golden terms and underlined the edge of the precious metal in risk-off environments, which are mainly powered by the 'established stories' and 'universal acceptance'.
Analysts have previously emphasized a lead-lag dynamic, with gold rallies preceding the large movements of Bitcoin.
“Gold often moves first and then follows Bitcoin and performs better” tweet.
Vaneck's head of digital assets research, Matthew Sigel, repeated this sentiment in a tweet Saturday, which says: “Every gold rally leads to the same pattern: Bitcoin breaks out bigger.”
Leopard predicted a golden outbreak above $ 3,500 as a “prelude up to $ 140,000 bitcoin.”
Experts are cautiously optimistic. They expect that the Lead-Lag pattern of Bitcoin and Gold will continue to coordinate macro catalysts.
LIM identified the reduction of the FED rate as an important trigger that could renew the appetite of the risk and give the 'higher-beta characteristics' of Bitcoin.
Tether, El Salvador deepens the ties with gold, the 'natural bitcoin'
