Bitcoin's Decoupling from Gold Signals Potential Rally

Bitcoin's 52-week correlation with gold has dropped to zero for the first time since mid-2022, potentially turning negative by late January. This technical divergence has historically preceded major rallies, with Bitcoin gaining an average of 56% in four similar cases over two months.

Macroeconomic Tailwinds Align

The Federal Reserve ended quantitative tightening in December 2025, shifting to easing with three rate cuts, targeting 3.5%-3.75%. Global M2 money supply expansion and Fed policy changes provide strong liquidity support for Bitcoin in 2026.

Market Deleveraging Creates Reset

Open interest in Bitcoin futures on Binance fell over 31% since early October, from a $15 billion peak, signaling deleveraging and reduced leverage risk. Analysts view this as a market bottom formation, setting up recovery.

Bitcoin recently hit a two-month high above $96,000 amid cooling inflation and crypto legislation progress. With these factors aligning, 2026 could see Bitcoin target $144,000-$150,000. Use OneSix wallet for secure trading during volatility.