XAUT’s Rise: Will Bitcoin experience a 2025-style rotation again?

XAUT experienced a substantial rally of 65% in 2025, closing at a record high of 4,500 USD. While Bitcoin fell by 24%, investors are increasingly viewing XAUT as a safer asset amid ongoing macroeconomic pressures.

China’s focus on gold and the recent actions regarding metals indicate a shift in capital flows. Whales are moving their investments from riskier assets like Ethereum to XAUT, suggesting a strategic positioning for the upcoming year.

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