Bitcoin’s “digital gold” claim was challenged with traders to bonds and Gold Hits new levels

April 2 is formed to be a pivotal moment in global trade policy. US President Donald Trump called it “Liberation Day”, indicating when the new definitions fade – by 20 % – will reach imports from more than 25 countries. according to Wall Street MagazineThe administration also weighs a “wider and higher tariff” that goes beyond this initial wave, which means that it is unlikely to be the end of economic uncertainty.

The market reaction was negatively over the past week, as the S&P 500 decreased by 3.5 %, while Nasdaq 100 % slipped, confirming the investor concern. At the same time, gold rose 4 %, reaching a standard level above $ 3,150 an ounce. The return on the cabinet decreased for 10 years to 4.2 %, even when modern inflation data showed an increase in some basic ingredients.

The Markets’ is a classic sign of a risk environment-one that often precedes economic contraction.

During the fluctuations, Bitcoin (BTC) decreased by 6 % – modestly compared to its historical fluctuation, but this does not make it reliable hedging yet, although its increasing role as a backup asset indicates that this may turn over time.

The bonds and gold lead the journey to safety.

In periods of economic and geopolitical instability, investors usually seek to obtain historically stable assets. Both American government bonds “low return and gold prices” increase the increasing demand for these types of assets.

Gold has a prominent moment. Over the past two months, gold boxes have attracted more than $ 12 billion of net flow, according to Bloomberg – as it represented the largest capital increase to assets since 2020.

Since the beginning of the year, gold prices have increased approximately 17 %, while S&P 500 decreased by 5 %. This indicates an unstable state of the economy, and also confirmed through a sharp decrease in consumer morale in the United States, which decreased about 20 points to reach levels that have not witnessed since 2008.

Copsy Put itand

“The economic slowdown began clearly.”

Bitcoin: digital gold or technological agent?

Matrix table He explains that Spot Bitcoin Etf (IBIT) of Blackrock is now 70 % associated with NASDAQ 100 – a level that has been only reached twice before. This indicates that the total forces still constitute a short -term bitcoin movements, such as technical stocks.

ETF data supports this trend. After a strong week of flows, Spot Bitcoin ETFS witnessed a $ 93 million external flow on March 28, according to Coinglass. Bitcoin ETP assets fell under management to $ 114.5 billion, the lowest level in 2025.

Numbers show that Bitcoin is still seen as a speculative technical agent and has not yet entered a new stage of market behavior. However, some signs of this potential transition are already clear.

Related to: The worst Q1 for the BTC price since 2018: 5 things to know in Bitcoin this week

Bitcoin on the road to become one of the reserve assets

Under fluctuation, there is a structural shift. Companies are increasingly used Bitcoin and ETFS to diversify their public budgets.

according to Tipranks80.8 % of IBIT shares in Blackrock owned by public companies and individual investors. Moreover, in February 2025, Blackrock merged the IBIT allocating from 1 % to 2 % in the target allocation portfolios, reflecting the adoption of the increasing institutions.

Data from Bitcointreasuries He explains that publicly listed companies currently own 665,618 BTC, and private companies have 424,130 BTC. Together, this is 1,089,748 BTC – 5.5 % of the total width (except for lost metal currencies). These numbers emphasize the increasing acceptance of Bitcoin as the origin of the cabinet reserve. Moreover, some experts expect that the BTC contract in the corporate wardrobe will be a standard exercise by the end of the contract.

Elliot Chun, a partner at M & A Architect Partners, who focuses on encryption, said at a blog on March 28, said a partner at M & A Architect Partners, who focuses on encryption, at a blog on March 28, said.

“I expect that by 2030, a quarter of the S&P 500 will get BTC somewhere on its public budgets as a long -term asset.”

The personality of any origin is defined by the position of those who possess it. Since more companies adopt Bitcoin to diversify the cabinet – while sovereign entities begin to try bitcoin reserves – the Cryptocurrency file turns. The American strategic bitcoin reserves, as it is incomplete, contributes to this direction.

It is too early to call Bitcoin completely. Its price is still paid primarily with short -term speculation. But the transition is underway. As adoption in countries, Bitcoin fluctuations may decrease, and their benefit will increase as partial hedging.

Currently, a safe haven may be ambitious. But if the current trends persist, it may not be for a long time.

This article does not contain investment advice or recommendations. Each step includes investment and risk trading, and readers must conduct their own research when making a decision.