There's a compelling case brewing between traditional commodities and crypto markets. If precious metals continue their rally momentum, it could signal broader risk-on sentiment that carries into Bitcoin and the wider digital asset space. A 100 BTC long position riding that wave isn't just about following technicals—it's positioning for potential macro tailwinds. The correlation between safe-haven flows and alternative assets is worth monitoring closely. Whether this thesis holds depends on how institutional capital continues rotating into these uncorrelated plays.