Key Notes
- Bitcoin’s value rose 10% over 10 days, reclaiming the $113,800 stage as investor sentiment improved.
- Gold’s rally paused at $4,400, prompting $200 million in new Bitcoin deposits throughout DeFi platforms.
- Traders are rotating from Gold to yield-bearing BTC positions amid ongoing U.S.–China commerce tussle.
Bitcoin value opened buying and selling at $111,200 on Sunday, October earlier than transferring up 2% to hit $113,800. Since Gold’s historic value discovery section paused at $4,380 on October 18, Bitcoin-Defi protocols have seen $400 million in recent TVL deposits. Elevated long-term publicity to BTC suggests buyers are actually rotating in direction of yield-bearing BTC positions.
Bitcoin Recovers as Trump Meets Xi Jinping
Bitcoin recovered to 10-day peaks close to $114,000 on Sunday, as President Trump prepares to meet China’s Xi Jinping in Korea to debate commerce relations. The assembly is scheduled because the climax to Trump’s week-long go to to Asia, which included stops in Japan and Malaysia, the place he oversaw peace pact signing between Cambodia and Thailand, stirring optimism throughout international markets over the weekend.
Prior to now ten days, Bitcoin has clawed again almost 10% of its mid-October losses, rising from $103,500 on October 17 to $113,800 at press time on Sunday, October 26.
In the meantime, Gold, which hit a record high of $4,381 per ounce on October 18, has skilled a 6% decline from its peak, buying and selling at $4,103 at press time.
Bitcoin value motion and correlation to Gold (XAU), October 26, 2025 | Supply: TradingView
Bitcoin’s weekend restoration follows a interval of intense volatility in mid-October. The crypto market was rattled by President Trump’s now-deferred tariff name on China on October 10 and the extended U.S. authorities shutdown that started on October 1.
Collectively, these occasions triggered a pointy capital flight towards conventional safe-haven belongings, resulting in a $19.4 billion liquidation wave in cryptocurrency derivatives markets — the most important single-day blowout on report.
Between October 10 and October 17, Bitcoin fell 16% from $123,800 to lows of $103,500, whereas Gold rallied 12% from $3,900 to $4,381 per ounce. In response to TradingView information, Bitcoin’s correlation with Gold sank to -0.84, its lowest stage since February 2025, when tensions surrounding Trump’s tariffs on its North American neighbors, Mexico and Canada, disrupted global market stability.
BTC TVL Rises $400M in 10 Days: Is Gold Ceding Floor to Bitcoin?
Since Gold’s record-breaking rally stalled on October 17, buyers have begun reallocating capital towards Bitcoin and different yield-generating digital belongings. On-chain information reveals that the whole worth of Bitcoin locked (TVL) in decentralized finance protocols climbed from $7.8 billion to $8.2 billion between October 17 and October 26, a rise of roughly $400 million in ten days.
Bitcoin TVL rises $400 million from $7.8 billion to $8.2 billion between Oct 17 – Oct 26 | Supply: Artemis
When buyers transfer BTC into staking and lending protocols to seize on-chain yields, it indicators renewed long-term confidence in Bitcoin, significantly as Gold’s rally reveals indicators of exhaustion.
LYN ALDEN: “Bitcoin is gold mixed with a tech inventory.” pic.twitter.com/fF7zEYmgN8
— Bitcoin Archive (@BTC_Archive) October 25, 2025
In the meantime, outstanding macro analyst Lyn Alden performed down the affect on Gold on Bitcoin’s near-term value outlook, throughout an interview with Youtuber David Lin. When quizzed on each belongings’ prospects, Alden famous that Bitcoin is now competing extra straight with equities than with Gold
Alden added that Bitcoin’s risk-adjusted yield potential and its adjacency to tech make it extra enticing to portfolio managers than static hedging devices like Gold.
Bitcoin Value Outlook: Markets Await Trump–Xi Assembly and Fed Coverage Choice
Trying forward, international markets stay tense because the U.S. authorities shutdown enters its fourth week with little political decision in sight. Investor sentiment is more likely to hinge on two key occasions this week: the Federal Reserve’s coverage assembly on October 29 and the Trump–Xi Jinping summit scheduled for October 30.
US Fed Price chances for October 29, FOMC assembly | Supply: CME Fedwatch
Traders are at present pricing in a 96.2% probability of one other charge minimize of 375 to 400 foundation factors, in accordance with CME FedWatch.
If the talks yield optimistic commerce indicators or the Fed’s resolution leans dovish as broadly anticipated, Bitcoin might prolong its upward trajectory towards the $115,000 to $118,000 vary. Nevertheless, renewed geopolitical friction or hawkish financial tightening might set off a near-term pullback towards $109,000 assist.
Disclaimer: Coinspeaker is dedicated to offering unbiased and clear reporting. This text goals to ship correct and well timed info however shouldn’t be taken as monetary or funding recommendation. Since market circumstances can change quickly, we encourage you to confirm info by yourself and seek the advice of with an expert earlier than making any selections primarily based on this content material.
Ibrahim Ajibade is a seasoned analysis analyst with a background in supporting numerous Web3 startups and monetary organizations. He earned his undergraduate diploma in Economics and is at present finding out for a Grasp’s in Blockchain and Distributed Ledger Applied sciences on the College of Malta.
