Bitcoin’s Correlation With Gold and US Treasuries Reaches Historic Lows Amid Institutional Rotation Into Crypto

Bitcoin’s correlation with both gold and US 10-Year Treasury futures has recently dropped to historic lows, highlighting a dramatic shift in investor strategy. Market data shows Bitcoin’s 30-day correlation with gold plummeting to -0.54, the lowest since February 2025, while its 60-day correlation with US Treasuries also hit a record low. Historically, such a de-correlation period has coincided with Bitcoin price surges and diminished performance in traditional safe-haven assets. Concurrently, exchange reserves have fallen to new all-time lows, with only 2.43 million BTC held on exchanges, suggesting heightened investor confidence and a strong preference for holding over selling. On-chain data also shows sustained negative exchange netflows and cooling whale activity, indicating long-term accumulation strategies among large holders. Additionally, as US Treasury yields experience volatility and gold underperforms, institutional and retail investors are increasingly considering Bitcoin as an alternative store of value and potential hedge against economic uncertainty. This asset rotation signals growing momentum for Bitcoin, underscoring its emerging role as a distinct asset class. For crypto traders, these developments suggest a market environment primed for increased trading opportunities and continued upward price momentum—particularly as cross-asset correlations break down and capital rotates out of traditional safe-havens and into cryptocurrencies like Bitcoin.