RE: LeoThread 2026-01-30 02-36

Part 4/11:

In late 2025 and early 2026, this fear caused massive liquidity flows into gold ETFs, which accumulated a staggering $89 billion during 2025 alone. Concurrently, the crypto space, particularly Bitcoin-related ETFs, experienced a notable outflow, with nearly half a billion dollars exiting in a single day during market panic.

This capital rotation underscores a critical point: despite its digital allure, Bitcoin remains embroiled in a "risk asset" classification, with high correlations to traditional stock indices such as the S&P 500 and Nasdaq, often fluctuating in tandem. Such behavior questions its role as a truly safe or inflation-proof hedge—at least for now.

The Role of Industrial Demand and Physical Fad