sport football: The Gold Rotation Isn’t Over Yet

Gold is the hottest commodity on the planet right now.

Earlier this month, in Singapore, a 70-something retiree arrived at United Overseas Bank – the only bank selling physical gold to retail investors – at 9:30 a.m.

Six hours later, she was still waiting to be called.

It was a similar story in Vietnam last month, even after gold and silver prices suffered their steepest two-day drop in months. At gold shops across Hanoi and Ho Chi Minh City, the lines of buyers went out the door.

One major shop in Hanoi closed just over an hour after opening. They had run out of gold rings and silver bars.

And in Australia a few months ago, crowds lined up around the block to buy gold and silver bars – like it was 1979 all over again.

I wasn't alive in the 1970s, but I've heard the stories. Families struggling with sky-high prices, savings wiped out by inflation, markets in chaos.

It was a dark time for most investors… except those who owned gold. That's when gold went from a forgotten relic to the decade's top-performing asset.

Gold prices rose from $135 per ounce in 1977 to a high of $875 per ounce in 1980. That's a 548% move higher in under three years.

I remembered that lesson in the early days of the Covid-19 pandemic. When the bottom fell out of the economy, I followed that same '70s playbook.

In early 2020, the world was shutting down. Markets were in freefall. My friends were terrified about their jobs and their savings.

In the panic, I turned to what I believed was the safest trade on the board: gold. It was one of the best decisions I ever made.

From March to August 2020, gold soared 43%. The VanEck Gold Miners ETF (GDX) went up 180%. That's more than a 4x greater return over the same time.

For a few months, that trade was the place to be. I booked seven triple-digit winners in under 30 days on gold and silver miners.

But by late summer, the mood was shifting. The world realized the lockdowns wouldn't last forever. The panic faded.

All that safe-haven money sitting in gold started looking for a new home – something with more upside.

That's when I rotated out of gold and into bitcoin and Ethereum. Once again, it was the right decision.

Bitcoin exploded from $5,400 to $65,000… and Ethereum from $400 to $4,400. That translates to gains of 1,085% and 1,000% in under a year.

Those weren't just good trades – they were life-changing trades. It would take you an average of 26 years to make those types of returns from the S&P 500.

Now, over the past year, we've seen a similar rotation out of bitcoin and crypto… and into gold and metals again. As a bitcoin investor, it's hard to stomach.

That's why I'm sharing these wins with you. Not to rub them in your face while bitcoin freefalls. But to show you how cyclical these markets are.

Understanding where we are in the rotation – and what it means for both gold and bitcoin prices going forward – is key.

Only One Hour Left

The One Trigger He Won't Trade Without

He Booked $6,100 in 8 Minutes. See How Before This Comes Down Friday.

Early 2026…

Gold is ripping. Headlines everywhere. Retail traders pile into what looks like an obvious breakout.

Within minutes, they're flushed out. Price reverses. They sell at a loss. Then gold takes off without them.

This sequence played out thousands of times in what became one of the most volatile stretches in gold since 1973.

But one trader was on the other side of that chaos.

While accounts were blowing up, he booked $6,100 in eight minutes. Then $8,400 in 26 minutes. Then $4,000 in 28 minutes.

Same charts. Same candles. Same market.

Completely different outcome.

The difference? One trigger.

He's showing how it works. But not for long because this video comes down in one hour.

See His One Trigger In Action

Gold Is Bitcoin's Slingshot

Longtime readers know Daily editor Teeka Tiwari believes bitcoin will eventually take gold's place as the top monetary asset.

But right now, bitcoin is getting hammered. It's down 48% from its October high, while gold just hit an all-time high of $5,600 last month.

This goes back to something we wrote a lot about last year: When things shift in the economy (more on that below), gold moves first. Bitcoin lags gold's returns, but it eventually follows with the life-changing gains.

That pattern has never failed us since Teeka first recommended bitcoin in April 2016:

We saw it in 2020, when gold rallied 43% after the pandemic crash. Bitcoin first dropped as much as 63% and then soared 543% higher.
In 2022, gold bottomed as inflation peaked, then ran higher. Bitcoin followed, delivering 4x gold's returns.
And in 2024, gold sniffed out the government's spiraling debt load. Bitcoin followed… and from November 2024 to August 2025, it crushed gold's gains 83% to 35%.

Based on the examples above, when bitcoin catches up with gold, the average gain is 313%. The reason is simple…

The gold market is worth $35.5 trillion, while bitcoin is worth $1.3 trillion. That size difference makes bitcoin explosive every time it catches up with gold. And the higher gold goes, the greater the ceiling you have for bitcoin.

That said, we don't have a crystal ball to predict when bitcoin will surpass gold again. And while we wait, the signals gold is sending are too big to ignore.

It's All Part of a Bigger Monetary Shift

In July 2020, Teeka made a bold call. He predicted gold would hit $4,000 to counter currency debasement by governments.

Here's what he wrote then:

Central bankers have printed over $20 trillion in new money. All of this makes it hard to trust governments and their handling of our money. That's why investors are increasingly turning to alternatives such as gold.

How high can it go? The last example we can look at is during the Great Recession. From the depths of the Great Recession to its high in 2011, gold rallied over 130%. A similar move would put gold over $4,000 an ounce.

It was a contrarian call at the time. An ounce of gold was worth just $1,500. But Teeka turned out to be right on the money, and since then, gold has blown past that milestone.

Today, central banks are accumulating gold at the fastest pace in decades. Starting in 2022, their purchases more than doubled.

Meanwhile, they've been dumping the dollar. For the first time in three decades, their combined gold reserves now exceed their U.S. Treasury holdings.

That shift marked the moment gold stopped being "just another asset" and started acting like money again.

On the back of this global re-monetization trend, gold has rocketed up as much as 113% since January 2025. Only silver has done better, up 311%.

And the institutional money is finally catching on to what Teeka predicted six years ago.

On February 11, CNBC ran an article saying David Einhorn is bullish on gold as it's "becoming the reserve asset" to own among central banks.

This is a guy with a net worth of over $3 billion, who understands where the money is going… and where the system's cracks are.

He made a name for himself in 2008 when he bet against Lehman Brothers… a bank that was supposedly "too big to fail."

Lehman is still undefeated as the largest corporate bankruptcy in U.S. history, at $619 billion. It wiped out $10 trillion in global stock market wealth and triggered the worst recession since the Great Depression.

Einhorn spotted the fractures before the story made headlines, and profited by betting against Lehman's stock as it fell from $60 to zero. So when he talks, it pays to listen.

Now, eventually, we believe bitcoin will reclaim the spotlight from precious metals. We've shown you why in past Daily essays. When the precious metals trade rotates into bitcoin and crypto again, you'll be among the first to know.

But with central banks, retail investors, and hedge funds all piling into gold… There's still plenty of juice left to squeeze from that golden lemon.

How high can gold go? In the last gold bull market, it ran for five years after it broke past its old all-time high. All told, it exploded 660% higher. A similar move today would put it at $7,800 an ounce by 2028.

But I wouldn't be surprised to see it push higher this time around, to reach the psychological milestone of $10,000.

Now, gold won't go up in a straight line from here. A run-up of that magnitude will continue to bring massive volatility in precious metals.

So before you put another penny into gold or silver, I encourage you to listen to this message from Teeka before it goes offline in one hour…

He'll introduce you to a former institutional trader who's handled over $3.5 billion for hedge funds, sovereign wealth funds, and billionaire family offices.

They pay him enormous sums every year to build the algorithms that help them extract gains from gold's price swings.

This is a guy who has consistently been on the right side of the recent volatility. He pulled $8,400 in 26 minutes… $6,100 in 8 minutes while gold collapsed… And another $4,000 in 28 minutes. All during one of gold's most violent periods in recent memory.

His method works whether prices move up or down. He's so confident in it, he put together a unique offer for Teeka's readers that allows you to profit from his approach in a way no guru or analyst has ever done before.

Teeka recorded his entire conversation with this former institutional trader so you can see everything for yourself.

It's only available for one more hour, so don't wait. After that, it's gone.

Don't Watch the Future Happen. Own It!

Houston Molnar