Bitcoin Post-Halving Slump Drives Capital Into Tokenized Gold as Rotation Solidifies
Bitcoin Post-Halving Slump Drives Capital Into Tokenized Gold as Rotation Solidifies
➤ Tokenized gold experienced a significant surge in market capitalization (177%) in 2025, driven by a rotation of capital away from Bitcoin following its post-halving slump. ➤ This shift is attributed to a change in investor sentiment, with gold being perceived as a more stable safe-haven asset compared to Bitcoin's volatility, especially amidst cooling speculative appetite for tech stocks. ➤ The sustainability of this rotation into tokenized gold depends on macro conditions, particularly the return of speculative liquidity to crypto markets, with Bitcoin's price action and exchange flows serving as key indicators.