Bitcoin News Today: Gold Hits $4K Record High; Bitcoin's 8-Week Rally Countdown Begins

Gold prices reached a record high of $4,000 per ounce in early October 2025, driven by a surge in demand for safe-haven assets amid geopolitical tensions, U.S. fiscal uncertainty, and inflationary pressures. This milestone has sparked renewed speculation that Bitcoin could follow a similar trajectory, with analysts forecasting a potential lag in BTC's rally. Historical patterns suggest a correlation between gold and Bitcoin, particularly during periods of macroeconomic instability, with Bitcoin often reacting to gold's movements with an approximate eight-week delay.

The surge in gold has been fueled by institutional and central bank demand, with ETFs and hedge funds accumulating record holdings. Central banks, in particular, have continued to buy gold as a hedge against geopolitical risks, with 95% of reserve managers surveyed by the World Gold Council expecting further purchases in the next 12 months. Meanwhile, Bitcoin's price has risen by 33.5% year-to-date, lagging behind gold's 50% gain but showing signs of catching up. Analysts attribute Bitcoin's rally to similar drivers-U.S. government shutdowns, Trump-era crypto-friendly policies, and a weakening dollar-as well as growing institutional adoption.

Several experts predict that Bitcoin will outperform gold in the coming months. Henrik Andersson of Apollo Capital noted that gold's record high reflects demand for scarce assets, with Bitcoin likely to become the "better-performing asset". Justin d'Anethan of Arctic Digital added that both assets are reacting to shared macroeconomic concerns, including U.S. deficits and geopolitical hedging. The eight-week lag pattern observed in past cycles suggests Bitcoin could see a significant rally in late 2025, potentially reaching $135,000.

Bitcoin's correlation with gold has strengthened in recent months, with both assets nearing or surpassing all-time highs. Technical analysis indicates that Bitcoin's price momentum is beginning to align with gold's, supported by ETF inflows and reduced exchange reserves. David Marcus of Litespark highlighted that Bitcoin's scarcity and utility as a digital store of value could justify a valuation of $1.3 million if priced like gold. While short-term corrections are possible, the broader narrative of Bitcoin as a hedge against fiat devaluation and geopolitical risk remains intact.

The Federal Reserve's recent rate cut in September 2025 has further bolstered risk-on sentiment, with lower borrowing costs encouraging capital flows into alternative assets like gold and Bitcoin. Market participants are closely monitoring the Fed's next moves, with a 89% probability of another rate cut in October. This accommodative monetary policy, combined with institutional demand and regulatory clarity (e.g., streamlined ETF listings), could amplify Bitcoin's upside potential. Analysts caution, however, that volatility remains a key risk, particularly given Bitcoin's concentrated supply and susceptibility to liquidity shocks.

[1] What's powering gold and bitcoin surges? – DW – 10/06/2025 (https://www.dw.com/en/whats-behind-the-record-highs-for-gold-and-bitcoin/a-74252609)

[5] Gold Nears $4,000 Record High, Bitcoin Rally Expected To Follow (https://cointelegraph.com/news/gold-hits-milestone-4000-ath-what-it-means-bitcoin)

[6] Analysts Say Bitcoin Could Follow Gold Rally After Futures Reach ... (https://en.coinotag.com/analysts-say-bitcoin-could-follow-gold-rally-after-futures-reach-4000/)

[7] Fed Cuts Rates: Rally or Risk Ahead for BTC and ETH? (https://www.securities.io/fed-rate-cut-crypto-reaction-q4-outlook/)

[8] Holding Bitcoin: 5 Powerful Reasons to HODL in September 2025 (https://mudrex.com/learn/holding-bitcoin/)