The Bitcoin price today jumped nearly 3%, showing a sign of slight recovery as market sentiment begins to shift. Well-known crypto analyst Michael van de Poppe believes the market is entering a high-volatility phase, with capital likely moving from record-high metals like gold and silver into Bitcoin, potentially pushing BTC closer to the $100k to $110k level soon.
Bitcoin Shows Early Signs of Rotation
One major signal is coming from the silver market. Van de Poppe points out that silver premiums have jumped sharply, with prices in Dubai near $91, an unusually high level that signals tight supply and rising demand.
Adding to the pressure, China is set to restrict silver exports from January 1, 2026, despite controlling nearly 60–70% of the global supply.
Gold is also flashing warning signs. It recently hit a new all-time high and is now trading far above its weekly 21-week moving average, showing it may be overheated. A similar setup happened in August 2020, when gold paused after a strong rally.
Back then, when gold paused after its strong run, Bitcoin stepped in and began a powerful bull run. The current charts suggest a similar rotation could be forming again, with capital slowly shifting from metals into crypto.
Global Liquidity is Thinning Due To the Holiday Season
At the same time, overall liquidity across global markets remains low due to the holiday season. When fewer traders are active, even small trades can cause big price swings. Van de Poppe warns that this setup often leads to sudden and sharp volatility, especially in assets like Bitcoin.
That rotation may already be starting. Over the past 24 hours, Bitcoin has climbed more than 3%, pushing its price to around $90,430. This move suggests fresh money is entering the market, despite thin liquidity.
Looking ahead, van de Poppe believes Bitcoin could stay above $90,000 and begin moving toward the $100,000 level this week.
$110K Bitcoin in Sight?
Another important signal comes from the gold-to-silver ratio. The last time this ratio fell sharply was in February 2021, and that same week, Bitcoin formed a major bottom.
What followed was a powerful move. Bitcoin surged nearly 27% in one week, marking the start of a strong rally that lifted the entire cryptocurrency market.
If this pattern repeats, Bitcoin could see a quick upside move, with prices pushing toward key levels above $110,000.
FAQs
Bitcoin is up today due to improving sentiment, thin holiday liquidity, and early signs of capital rotating from gold and silver into crypto.
Record highs in gold and silver suggest overheating. Analysts expect some capital to rotate into Bitcoin, supporting higher prices.
Holiday trading reduces liquidity, so smaller trades can cause sharp price swings, making Bitcoin more volatile short term.
Major risks include global recessions, tighter crypto regulations, declining liquidity, or a sustained breakdown below key support levels.
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