Bitcoin and Gold: A Tug of War with the U.S. Dollar

Estimated read time 3 min read

Market Overview

On Wednesday, both Bitcoin (BTC) and spot gold found themselves struggling just below significant psychological thresholds, reflecting a dip in investor enthusiasm. The stronger U.S. dollar felt like a wet blanket, stifling the appetite for these traditional hedging assets.

Bitcoin’s Roller Coaster Ride

The BTC/USD exchange rate saw a sharp drop of 5.27% to hit a low of $44,423. However, like a cat with nine lives, Bitcoin clawed back above the $45,000–$46,000 support range after dipping to $42,830 earlier that week—an eyebrow-raising decline extending over 18% in a single session.

Liquidation Madness

This sell-off wasn’t just any hiccup; it coincided with a massive liquidation of bullish bets in the Bitcoin market. Bybt’s data revealed nearly $3.68 billion worth of long positions evaporated within 24 hours, marking the largest liquidation since June. Talk about a wake-up call for over-leveraged traders!

Gold’s Gritty Situation

Bitcoin wasn’t the only darling of the investment world facing turbulence. Gold underwent its worst daily decline in a month, plummeting below the $1,800 mark, marked by a -1.37% loss experienced on Tuesday. While Bitcoin extended its downward spiral, gold seemed to settle into a sideways dance—perhaps a classic case of ‘just taking a breather.’

The Dollar Strikes Back

Detrimental price action for both assets perfectly lined up with a noticeable rise in the U.S. dollar index (DXY), which shot up by 0.41% to settle at 92.53 on Tuesday. It didn’t stop there; it managed to top out at 92.73 during the ongoing trading session. With rising U.S. Treasury yields serving as background noise, the dollar seemed ready to steal the spotlight.

Looking Ahead: The Fed’s Moves

As bond yields put pressure on the non-yielding assets like Bitcoin and gold, the stakes grow higher as we approach the Federal Reserve’s next meeting. Experts suggest that the Fed might move forward with tapering its $120 billion monthly asset purchases by year’s end, possibly giving a solid backing to dollar gains. Shaun Osborne, a chief FX strategist over at Scotiabank, chimed in that even minor dollar dips might be prime buying opportunities.

The Uncertainty of COVID-19

Yet, there’s a twist in our financial narrative. The rise of the COVID-19 Delta variant could cast a shadow on economic recovery, potentially forcing the Fed to keep its hefty bond-buying antics going. This mixed bag of factors leaves the outlook for Bitcoin and gold rather cloudy, setting the stage for suspense leading into the FOMC meeting later this month.

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