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Metals Alt Season, Catchup Trades, Bitcoin vs Gold, Crypto Is Dead

37 snips
Jan 26, 2026
Metals are rallying and retail FOMO is creeping into precious metals markets. They compare Bitcoin and gold as reserve assets and debate generational adoption. Trading dynamics like CTA momentum, catch-up trades, and shorting timing get attention. They also consider long-term demand for strategic metals and whether crypto survives as mainstream fintech.
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ANECDOTE

Missed Silver Run

  • Avi shares he sold silver at $60 and missed a massive rally that followed.
  • He reflects on the difficulty of holding commodity positions through big moves.
ADVICE

Don't FOMO Into Metals

  • Avoid FOMO buying gold and silver at the blow-off top; wait for a meaningful pullback.
  • Use momentum signals and moving averages to time entries and avoid buying extensions.
INSIGHT

Gold Versus Bitcoin Demand

  • Gold and Bitcoin share a similar reserve-asset thesis but attract different investor bases today.
  • Generational rotation into Bitcoin may happen slowly as demographics and preferences shift.
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