Bitcoin Crushes Gold & S&P 500 With 58.8% Surge – Here’s Why Smart Money’s Flocking In

Move over, boomer assets—Bitcoin just schooled traditional investments. While gold bugs and index-fund zombies snoozed, BTC posted a 58.8% gain that left legacy markets choking on its dust.

The alpha predator of assets

That’s not growth. That’s a financial predator eviscerating its prey. The S&P 500’s meandering returns? Gold’s ‘safe’ underperformance? Bitcoin treats them like appetizers.

Why institutions can’t look away

Hedge funds now face a brutal choice: explain missing these returns to furious LPs, or finally admit their ‘uncorrelated asset’ models were just fancy ways to underperform.

The math doesn’t lie—while traditionalists debate ‘store of value’ theories, Bitcoin keeps printing generational wealth. Maybe Wall Street will catch up… right after their next golf retreat.

BTC decouples from U.S. Bond yields in rare market shift

A recent report by CryptoQuant suggests an ongoing decoupling between Bitcoin’s price and U.S. bond yields.

Historically, Bitcoin tends to decline when bond yields rise, and vice versa. However, current data shows that the asset continues to rally alongside the 5-year, 10-year, and 30-year U.S. Treasury yields.

Source: CryptoQuant

This unusual trend in Bitcoin’s correlation with macroeconomic indicators implies that investors may now view it as a store of value, offering protection during periods of quantitative tightening.

Bitcoin outperforms Gold and S&P 500 in YTD returns

AMBCrypto extended its analysis by comparing Bitcoin’s performance to gold and the S&P 500. The results reinforce the growing narrative: bitcoin is leading the pack.

According to Artemis data, Bitcoin has delivered a 58.8% return, outpacing gold’s 46.7% and the S&P 500’s 11.5%, despite gold’s massive $23.185 trillion market cap.

Source: Artemis

This strong performance indicates that institutional investor sentiment is increasingly in favor of the digital asset.

Data from CoinGlass further supports this view. Bitcoin spot ETFs ended the past week on a positive note, recording $1.37 billion in inflows, with an average daily purchase of $274 million.

Source: CoinGlass

This trend adds to the broader confluence, suggesting that investors will continue accumulating the asset.

U.S. investors could play a key role in Bitcoin’s ascent

Bitcoin’s Exchange Reserves continue to decline, with only 2.49 million BTC available across trading platforms at the time of analysis.

A sustained drop in reserves typically indicates a tightening supply, a key metric that can significantly drive up both demand and price.

Source: CryptoQuant

One important factor influencing this trend is the premium index for U.S. and Korean investors—two groups that have notably impacted the asset price movements.

At the time of writing, both the Coinbase Premium Index and the Korean Premium Index remain in positive territory, indicating strong buying interest.

If these premiums continue to rise, it WOULD suggest increased demand from these investor groups.

Source: CryptoQuant

Notably, the Coinbase Premium Index serves as a critical metric.

A significant rise at the start of the week often indicates fresh capital flowing in from other asset classes, contributing to Bitcoin’s upward momentum.