Cryptocurrency and Precious Metals: Global Market Segmentation Trends and the Strategy of Dollarization

In October 2025, Bitcoin reached its all-time high of $126,080. Currently, the BTC price is around $70,940, reflecting the opposite of a complex market condition. At the same time, gold, silver, and the U.S. stock market are rapidly growing. This situation cannot be explained solely by a safe-haven demand — it indicates deep changes in global capital allocation and shifts in institutional strategies.

Major Changes in the Bitcoin Market: Demand for Safe Assets

The fluctuations in the cryptocurrency market are not a new phenomenon. The 45% decline in Bitcoin’s price during the first quarter of 2025 shows investors diversifying into various assets. This is not just a natural phase of market volatility but a sign of increased demand for safe-haven assets. According to experienced analysts, investments in safe assets have increased during this period, and this trend continues.

Metal Values: The Renewed Role of Gold and Silver Markets

Precious metals, specifically gold and silver, are expected to show significant growth by the end of 2026. According to data from GlobalData’s analysis center, gold prices could increase by 8%–15%, and silver by 20%–35%. These forecasts are based not only on economic inflation but also on strategic shifts in global capital allocation. The active state of the metals market is a key part of the divergence trend observed simultaneously with the cryptocurrency market.

De-dollarization: A New Direction in Global Central Bank Strategies

The most important process in the market is the movement of global central banks and institutional investors to reduce their dependence on dollar assets. Ramnivas Munda, head of GlobalData’s economic research division, emphasizes that central banks are continuously restructuring their reserve compositions, and this process is accelerating.

De-dollarization is not merely about dollar exchange rate fluctuations — it is an institutional “strategic response” to the global currency system. Various assets like precious metals and cryptocurrencies reflect different aspects of this process, and their simultaneous growth indicates the complexity and breadth of this global shift.

Cryptocurrencies and Metals: Not Competitive, but Complementary Movements

The main point is that cryptocurrencies and precious metals are not competing but acting as complementary assets. The decline in Bitcoin’s price and the rise in metals markets both signify the de-dollarization process and the renewal of global capital distribution. Throughout 2026, these two market segments will remain core parts of the global investment strategy, with a particular focus on metals markets, especially sustainable development.