The Great Rotation? Bitcoin Rises as Gold Sees Largest Daily Drop Since 2013

Experts have indicated that a rotation might be occurring with investors moving from gold to Bitcoin. This comes as the BTC price recovers from its recent lows of $104,000, while gold suffers its largest daily decline since 2013.

Bitcoin Rises Above $113,000 While Gold Declines

TradingView data shows that BTC has surged to $113,000 today, recording a 24-hour gain of over 2% from its intraday low of around $108,000. Meanwhile, gold is down over 5%, its largest daily drop since 2013.

This follows recent developments in which gold rallied to a new all-time high (ATH) above $4,300. On the other hand, Bitcoin dropped to as low as $104,000 last week amid the rising trade tensions between the U.S. and China.

With BTC now on the rise and gold declining, experts have suggested that a rotation from the precious metal to the flagship crypto may be occurring. Bitwise CEO Hunter Horsley pointed to an analysis that noted the BTC/Gold chart was already signalling significant risk-off, with the risk-reward ratio attractive for the flagship crypto.

📌BTC vs Gold

Even if you don’t think that gold is peaking, the relative case for bitcoin looks way more attractive here.

BTC/Gold is already signalling a lot of risk OFF –> attractive RR for BTC.

Think the performance leadership will change in favour of #Bitcoin again. pic.twitter.com/t3pUXhYYRv

— André Dragosch, PhD⚡ (@Andre_Dragosch) October 14, 2025

Bitwise analyst André Dragosch had predicted that the performance leadership would shift in favor of Bitcoin. Hedge fund manager James Lavish also alluded to an earlier X post in which he suggested that gold would top out soon, with BTC then leading the way.

As CoinGape reported, Joao Wedson highlighted bottom signals in the BTC/Gold ratio that were flashing strongly. Based on that, the analyst remarked that the charts were screaming that now was a good time to sell gold and buy BTC.

Another Reason Why BTC May Be Surging

Satoshi Action Fund CEO Dennis Portner noted that the Bitcoin price rose after Fed Governor Chris Waller indicated that the Fed is pushing for a “skimmy master account” program. He said the announcement is huge because it integrates BTC into the traditional finance system.

As CoinGape reported, Waller stated during the Federal Reserve payments conference that he has asked the staff to look into the idea of a payment account. This will enable crypto firms that offer payment services to access the Fed’s payment rail.

Meanwhile, it is worth mentioning that Binance co-founder Changpeng “CZ” Zhao recently predicted that Bitcoin will flip gold at some point. He stated that there is no exact timeline, but it will happen at some point.