The digital asset market experienced a day of contrasts this Monday, with Bitcoin retreating after briefly touching the 90,000 dollar mark. As reported by Stephen Alpher of CoinDesk, the sentiment of crypto asset accumulation in 2025 remains paused while precious metals capture institutional attention.
The leading cryptocurrency failed to sustain its initial bullish momentum before the Wall Street open. Investors are cautiously observing the rotation of capital toward traditional safe-haven assets in this trading session.
After racing above 90,000 dollars during the Asian and European trading sessions, Bitcoin pulled back toward the 89,000 dollar level. On the other hand, gold led with a 2% advance, setting a new historic milestone at 4,475 dollars per ounce.
Silver also marked an absolute record by touching the 70 dollar per unit barrier today. Likewise, the Nasdaq and S&P 500 indices advanced 0.6%, reflecting a risk appetite that did not fully transfer to the crypto sector. The precious metal’s performance continues to eclipse the marginal gains observed in the digital currency ecosystem.
In the block tecnology-linked stock sector, behavior was uneven but focused on infrastructure. Mining firms that have transformed their business model toward high-performance computing led the gains. Hut 8 stood out with a notable 17.5% increase following announcements of data infrastructure expansion.
For their part, companies like IREN and Bitfarms recorded gains of between 5% and 10% during the day. The artificial intelligence narrative is driving the valuation of miners diversifying their current operations.
Will the mining sector become the new pillar of artificial intelligence infrastructure?
Confidence in this transition was strengthened by Alphabet’s announcement of the acquisition of the startup Intersect for 4.75 billion dollars. This operation seeks to accelerate power generation capacity and data center development for Google Cloud.
The strategic pivot of Bitcoin miners toward AI is generating significant and constant capital flows. Therefore, crypto asset accumulation in 2025 by these companies is backed by diversified and stable revenues. Synergies between energy and advanced computing define the new investment map in the North American market.
In addition, other sector entities such as Coinbase and Galaxy Digital showed moderate advances of between 2% and 4%. However, Strategy, known for being the largest corporate holder of the asset, rose only 0.3% in the session.
The market seems to be prioritizing utility over simple exposure to digital asset treasuries. Since the US dollar retreated 0.3%, other inflation-sensitive assets took the immediate lead. The greenback’s weakness initially favored commodities over digital currencies during the early trading hours.
What factors prevent Bitcoin from maintaining its bullish pace against precious metals?
Analysts from the firm ByteTree, led by Charlie Morris, suggest that the crypto sector will hardly shine until the precious metals bull market takes a breather. Although Bitcoin has outperformed gold in recent years, silver’s recent parabolic rally has matched its returns in the long term.
Competition for safe-haven capital has intensified during this final quarter of the fiscal year. Therefore, crypto asset accumulation in 2025 could face temporary headwinds if gold fever persists. Institutional money flow today favors tangible security over programmed digital scarcity.
Finally, the outlook for the year-end suggests a coexistence of assets where liquidity will determine the absolute winner. It is expected that once metal prices stabilize, interest will return strongly toward Bitcoin and Ethereum.
The resilience of current technical supports provides a base of confidence for long-term holders. Therefore, investors should closely monitor the relationship between bond yields and the gold price. The global monetary easing cycle promises to maintain interest in scarce assets during the coming months.
