Kent Lin, Co-founder of Optimum, said that Bitcoin's market capitalization is approximately 7% of gold's, suggesting that the rally in gold expands potential upside for Bitcoin. This statement was made on X.
"market cap = 7% gold today," said Lin, Co Founder. "I'm glad gold is higher. That just unlocks more room for Bitcoin."
In October 2025, both gold and Bitcoin experienced significant rallies due to differing macroeconomic factors. According to the New York Post, gold surpassed US $4,000 per ounce for the first time as investors sought refuge from inflation and global instability. Meanwhile, Investopedia reported that Bitcoin rose above US $125,000 due to record inflows into exchange-traded funds (ETFs) and a weakening U.S. dollar. These developments highlighted the contrasting narratives of safe-haven versus risk-asset driving the comparison between gold and Bitcoin.