Bitcoin Latest Updates: Investors Shift Away from Gold Amid Improved Trade Relations, Risk Appetite Rises While Bitcoin ETFs Lag Behind

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Bitget-RWA2025/10/30 08:38

By:Bitget-RWA

- Gold fell below $4,000 as U.S.-China trade tensions eased, reducing demand for safe-haven assets after a framework agreement in Malaysia. - Bitcoin dropped 3.5% to $108,000 but rebounded near $115,000, while ETF inflows lagged behind gold's outflows amid divergent investor behavior. - JPMorgan forecasts gold to average $5,055 by 2026, while Bitcoin's ETF inflows and ETF market momentum show uneven growth despite regulatory challenges. - Technical analysis shows gold's bearish RSI and Bitcoin's $115,000 s

Gold slipped below $4,000 for the first time since October, reaching an intraday low of $3,971, as easing trade tensions between the U.S. and China diminished the appeal of safe-haven assets, according to an

FXStreet report

. This drop followed an unexpected framework deal between U.S. and Chinese officials in Malaysia, which included postponed restrictions on rare earth exports and reduced tariffs, as noted by

a Capital analysis

. Gold’s decline represented a 10% pullback from its all-time highs, with technical signals pointing to continued downward momentum after prices fell below a crucial trend-line, according to the same analysis. At the same time,

Bitcoin

dropped 3.5% to $108,000, mirroring global stock and U.S. futures losses, but rebounded to nearly $115,000 by late October as trade optimism improved, according to

a Coinotag article

. However, the inflow into Bitcoin ETFs lagged behind the outflow from gold ETFs, highlighting contrasting investor trends, as discussed in that Coinotag piece.

The reduction in U.S.-China trade friction weakened two major factors behind gold’s recent surge: geopolitical tensions and uncertainty over trade policy. The agreement, expected to be finalized by Presidents Trump and Xi Jinping at the ASEAN summit, resolved key issues such as rare earth exports and fentanyl regulation. This easing of tensions led investors to move away from gold and other non-yielding assets, favoring riskier investments instead. Central banks also paused their gold purchases, with China’s net gold exports falling 17.6% month-over-month in September. Despite the recent decline, JPMorgan projects gold will average $5,055 per ounce by the end of 2026, supported by ongoing central bank buying and investor demand.

Bitcoin Latest Updates: Investors Shift Away from Gold Amid Improved Trade Relations, Risk Appetite Rises While Bitcoin ETFs Lag Behind image 0

Bitcoin, on the other hand, faced a mixed environment. ETF inflows reached $446 million from October 20 to 24, with BlackRock’s IBIT accounting for $324 million, while

Ethereum

ETFs experienced $244 million in outflows, according to

a Coinotag report

. The Bitcoin-gold ratio, which measures their relative strength, climbed above pre-crash levels but stayed under 30—a level analysts say would signal the end of trade-related concerns, as mentioned in the earlier Coinotag article. Institutional investors credited Bitcoin’s resilience to its status as a digital store of value and its inverse correlation with the U.S. dollar, according to

a FinanceFeeds report

. However, Ethereum’s outflows reflected persistent uncertainty over regulatory status and staking returns, as explained in that FinanceFeeds report.

Technical analysis revealed diverging paths for the two assets. Gold’s RSI neared bearish levels, with key support at $3,944, while Bitcoin hovered around $115,000, buoyed by improved trade prospects mentioned earlier. Prediction markets gave gold a 65% probability of outperforming Bitcoin in 2025, though the margin narrowed as Bitcoin’s ETF inflows increased. Standard Chartered analysts suggested Bitcoin could close the gap if ETF inflows hit $1 billion in early November.

The wider crypto ETF sector showed mixed momentum. Solana’s first spot ETF in Hong Kong, approved on October 27, attracted significant institutional interest, with 80% of surveyed clients planning to invest, according to the Coinotag ETF report. Meanwhile, Bitcoin ETFs neared $150 billion in assets, led by

BlackRock

and Fidelity, while Ethereum ETFs continued to see redemptions, as found in the FinanceFeeds analysis. This contrast underscored Bitcoin’s strength as a hedge against inflation and geopolitical uncertainty, even as Ethereum faced regulatory challenges.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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