Safe-haven and bearer assets are surging alongside risk-on assets like stocks, an unusual combination that signals a macroeconomic shift. Precious metals and Bitcoin (BTC) are rising to new all-time highs, alongside risk assets like stocks, as the US dollar (USD) is on track for its worst year since 1973, signaling a “generational” macroeconomic shift, according to market analysts at The Kobeissi Letter. The S&P 500 stock market index is up over 40% in the last six months, BTC hit a new all-time high of over $125,000 on Saturday, and gold is also trading at all-time highs — $3,880 per ounce at the time of this writing — nearing $4,000, Kobeissi Letter wrote. “The correlation coefficient between gold and the S&P 500 reached a record 0.91 in 2024,” the analysts wrote, adding that this unusual correlation between safe-haven assets and risk assets indicates that markets are now pricing in a “new monetary policy,” Kobeissi added: Read more
Onchain dynamics point to a renewed accumulation phase that may see Bitcoin’s price surpass $150,000 before the end of 2025, market analysts told Cointelegraph. Bitcoin breached a new all-time high over the weekend, prompting analysts to call for a renewed accumulation phase that could fuel a rally to $150,000 before the end of the year. Bitcoin (BTC) set a new all-time high above $125,700, and its market capitalization briefly crossed the $2.5 trillion milestone for the first time in crypto history, Cointelegraph reported earlier on Sunday. The rally was supported by multiple macroeconomic factors, including the recent US government shutdown — the first since 2018 — which some analysts say has renewed interest in Bitcoin’s store-of-value role. Read more
While tokenization transforms trillion-dollar markets, the $10 billion domain industry remains stuck in Web2 trading that takes months. Opinion by: Fred Hsu, co-founder and CEO at D3 A small business owner sits on a premium domain like organic.shop. They shop for months and are unable to find a buyer at their asking price. Meanwhile, someone across the globe just bought a fraction of a Manhattan apartment through tokenized real estate in under five minutes. Read more
Global aging and rising wealth could boost demand for assets like Bitcoin, with the Fed projecting stronger investment growth through 2100. Global demographic shifts and rising wealth could power cryptocurrency adoption and asset demand well into the next century. Demand for global assets, including cryptocurrencies, is expected to be driven by an aging global population and increased productivity worldwide, resulting in an older population with more capital to invest. This dynamic will drive asset demand until the year 2100, according to the US Federal Reserve Bank of Kansas City. “For asset demand, population aging means that the upward trend from recent decades will continue,” a research report published on Aug. 25 said. Read more