The market at the end of 2025 presents an interesting divergence pattern. The US stock market continues to hit record highs, and gold and silver also perform strongly, forming a rare synchronized rally. In contrast, BTC appears somewhat subdued in this cycle, remaining under pressure.

This phenomenon reflects a phased choice of funds. When traditional assets and safe-haven assets advance together, the crypto market often enters a consolidation phase. Interestingly, many traders have already begun to deploy funds in batches, attempting to bottom fish during this low period. The logic is clear: once the US stock market and precious metals enter a consolidation cycle, the suppressed incremental funds will inevitably seek new outlets, and crypto assets are likely to become the next destination for capital.

From the perspective of asset rotation, this window period is worth paying attention to. Historical experience shows that when multiple bullish assets strengthen simultaneously, it often indicates that a turning point in the capital flow of a certain segment is approaching.