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Here's what bitcoin bulls are saying as pric
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Here's what bitcoin bulls are saying as pric
Here's what bitcoin bulls are saying as price remains stuck during global rally
6 min read
Here's what bitcoin bulls are saying as price remains stuck during global rally
It's about a lot more than "zooming out." Supply overhangs and investor "muscle memory" regarding gold help explain bitcoin's poor absolute and relative performance.
By Helene Braun, James Van Straten, Krisztian Sandor|Edited by Stephen Alpher
Jan 24, 2026, 4:26 p.m.
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Bitcoin bulls mull poor price action (Bruce Mars/Unsplash)
What to know:
- Bitcoin has failed so far to act as an inflation hedge or safe-haven asset, lagging badly behind gold, which has surged amid high inflation, wars, and interest rate uncertainty.
- Crypto advocates argue that bitcoin’s weakness reflects a temporary supply overhang, investor “muscle memory” favoring familiar precious metals and its correlation with risk assets, rather than a collapse in long-term demand.
- Many bitcoin proponents still see BTC as a superior long-term store of value and “digital gold,” predicting that, once traditional hard assets are overbought, capital will rotate into bitcoin, allowing it to “catch up” to gold.
It’s no secret that bitcoin BTC$89,129.30 is currently failing its many narratives, including the claim that it can serve as an inflation hedge or a safe-haven asset amid uncertainty.
While gold has climbed more than 80% during this period of high inflation, geopolitical skirmishes, and interest rate uncertainty, bitcoin has dropped 14% year over year.
STORY CONTINUES BELOW
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In theory, assets that protect against inflation should rise when the value of money falls. For gold and the rest of the precious metals complex, that theory has worked. For digital gold, not so much.
That divergence has raised fresh questions: why would anyone buy bitcoin now when precious metals and equities give better returns?
CoinDesk has asked a group of longtime bitcoin bulls, and this is how they are defending buying bitcoin:
Comfort in the known (Jessy Gilger, senior advisor at Gannett Wealth Advisors, a bitcoin-native wealth management firm)
Transfer of ownership (Mark Connors, chief investment officer at Risk Dimensions)
Tech stock problem (Charlie Morris, CIO ByteTree)
Delayed rotation coming? (Peter Lane, CEO Jacobi Asset Management)
Need another demand driver (Anthony Pompliano, Chairman & CEO of ProCap Financial)
A permanent solution to inflation? (David Parkinson - CEO Musquet, BtC lightning)
Bitcoin's time is coming (Andre Dragosch - Bitwise)
Read more: Bitcoin in a deep bear market against gold, history suggests downside may persist
Bitcoin NewsExclusive
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KuCoin Hits Record Market Share as 2025 Volumes Outpace Crypto Market
KuCoin captured a record share of centralised exchange volume in 2025, with more than $1.25tn traded as its volumes grew faster than the wider crypto market.
What to know:
- KuCoin recorded over $1.25 trillion in total trading volume in 2025, equivalent to an average of roughly $114 billion per month, marking its strongest year on record.
- This performance translated into an all-time high share of centralised exchange volume, as KuCoin’s activity expanded faster than aggregate CEX volumes, which slowed during periods of lower market volatility.
- Spot and derivatives volumes were evenly split, each exceeding $500 billion for the year, signalling broad-based usage rather than reliance on a single product line.
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Here is why investors are snubbing Michael Saylor’s 10% dividend offer in Europe
Access and market structure issues limit adoption of Strategy’s first non U.S. perpetual preferred, Stream.
What to know:
- Stream (STRE) is Strategy’s euro-denominated perpetual preferred stock, positioned as a European counterpart to the firm’s high-yield preferred Stretch (STRC).
- Khing Oei, founder and CEO of Treasury, says adoption has been constrained by poor accessibility and opaque price discovery.
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