On December 31, 2025, crypto trader Michaël van de Poppe said the BTCUSD/gold ratio is showing a bullish divergence on the daily chart. He highlighted a potential rotation from gold into Bitcoin after Monday’s pullback, while BTC traded at $87,975 and roughly one Bitcoin equaled around 20 ounces of gold. He compared the setup to Q3 2024 and Q4 2022.

On December 29, 2025, economist Tyler Cowen highlighted that the US Dollar Index has fallen 10.41% since the start of 2025 while gold and silver have staged historic price rallies. Gold has climbed 65.32% to $4,331 per ounce and silver has jumped 147.97% to $72 per ounce, which he argues is a "flash warning" about rising economic and political risks and waning confidence in the dollar as a safe-haven asset.

On December 29, 2025, Coinbase released a 2026 market outlook outlining expectations for Bitcoin and the broader crypto sector. The report discusses US economic conditions, regulatory initiatives, institutional adoption via spot ETFs and digital asset treasuries, and forecasts for stablecoin and tokenization growth through 2028.

In Q3 2025, according to Citadel's latest 13F filing, Ken Griffin increased positions across six Magnificent Seven stocks, adding over $4.2 billion in value based on September 30 closing prices. Microsoft was doubled with 1.99 million new shares worth $1.03 billion, Meta holdings rose 12,693%, and Amazon was reduced by 39%.

On December 26, 2025, pseudonymous trader Kaleo said Bitcoin is echoing a 2020-style bullish setup and could rise more than 60% next year. He also outlined a supercycle view that includes new all-time highs in 2026, potentially toward $140,000. Bitcoin stood at $87,943 at the time of writing, according to The Daily Hodl.

On December 25, 2025, VanEck's digital asset research team said that a recent decline in Bitcoin's hash rate could precede higher BTC prices based on past data. The analysts found that when the network's hashing power shrinks over 30- and 90-day periods, subsequent 90- to 180-day returns for Bitcoin have more often been positive and on average stronger. At the time of their report, Bitcoin was trading at $86,960, slightly lower on the day.

On December 24, 2025, veteran trader Peter Brandt told his 835,400 X followers that palladium could rally after a pullback exceeding 17%, possibly dipping toward $1,650–$1,700. He added platinum may be near a correction after a breakout and projected Bitcoin's next bull-market peak for Sep 2029.

On December 24, 2025, macro investor Dan Tapiero said Bitcoin's bull market remains mid-cycle and that BTC could align with this year's strength in precious metals. He outlined targets of BTC $180,000, gold $5,500 per ounce and silver $85 per ounce, and highlighted forthcoming listings such as a Kraken IPO and broader US market support.

On December 23, 2025, CoinShares reported $952,000,000 in weekly net outflows from digital asset investment products, the first in four weeks. Ethereum posted $555 million in withdrawals and Bitcoin $460 million, while Solana and XRP saw $48.5 million and $62.9 million of inflows. The United States recorded $990 million of outflows, partly offset by Canada and Germany.