Gold and Silver at the Peak—Is the Crypto Bull Run Starting?

Bitcoin (BTC) is currently resisting the rapid rise of traditional safe-haven assets. Silver has reached a new all-time high of $83, while BTC is still holding back at the $90K threshold. This correlation is no accident—many market watchers see it as the beginning of a major capital rotation from traditional metals into digital assets.

Insider Trading Hypothesis and Capital Flow

Garret Bullish, the famous White House whale trader, is actively monitoring this dynamic. Based on his market analysis, this is a critical moment as silver and gold reach their peaks, and investment funds begin shifting into crypto.

According to his X post: “We are seeing a rotation of money within the crypto market. Even if the stock market sells off tonight, digital currencies will continue to rise.” This analytical view is supported by his track record—he made $160 million from shorting BTC before the China tariff announcement last year.

Major Positions of the Crypto Whale

The latest on-chain data from Arkham shows that Garret controls a portfolio worth $10 billion. His largest investment bet is on Ethereum (ETH) with $634 million, buying at levels around $3.02K. Additionally, he holds significant positions in Bitcoin and Solana (SOL).

In Bitcoin itself, he has already made $70 million from long positions opened early. This demonstrates his conviction in the next bull market phase, especially as silver remains high today.

Actual Market Evidence

Any theory about capital flow must be supported by real data. For the past week, (December 28 to January 2), the Bitcoin ETF received $458 million in inflows, while the gold ETF continued to decline. This provides concrete evidence that there is genuine interest shifting from traditional precious metals into crypto.

However, despite the high correlation, it does not guarantee this trend will continue. Both Bitcoin and Ethereum experienced a total inflow decline since November. Therefore, one week is a small sample size to draw long-term conclusions.

What’s Next for Crypto?

At the time of writing, BTC is trading at $90.32K, with a 2% increase for the year. Critical events that could change market sentiment include the MSCI index decision regarding Bitcoin treasuries and the Federal Reserve rate announcement on January 15 and 28.

Silver remains high, but if it truly reaches a peak, it could trigger a major capital rotation into digital assets. The White House whale believes manipulation is already here—now the only question is how long this momentum will last.