<span>© 2025 Coinspeaker LTD.</span> <span>ALL RIGHTS RESERVED.</span> <br>Bitcoin price rebounded to $113,800 on Sunday, gaining 10% as investors shifted capital from Gold to DeFi-based BTC exposure.<br>Bitcoin price opened trading at $111,200 on Sunday, October before moving up 2% to hit $113,800. Since Gold’s historic price discovery phase paused at $4,380 on October 18, Bitcoin-Defi protocols have seen $400 million in fresh TVL deposits. Increased long-term exposure to BTC suggests investors are now rotating towards yield-bearing BTC positions.<br>Bitcoin recovered to 10-day peaks near $114,000 on Sunday, as President Trump <a rel="noopener noreferrer" target="_blank" href="https://www.reuters.com/world/china/ustr-greer-says-trade-talks-with-china-moving-toward-agreement-leaders-review-2025-10-26/">prepares to meet</a> China’s Xi Jinping in Korea to discuss trade relations. The meeting is scheduled as the climax to Trump’s week-long visit to Asia, which included stops in Japan and Malaysia, where he oversaw peace pact signing between Cambodia and Thailand, stirring optimism across global markets over the weekend.<!----> <!-- Google adSense --> <!--<script async src="https://pagead2.googlesyndication.com/pagead/js/adsbygoogle.js?client=ca-pub-4826868851612784" crossorigin="anonymous"></script> <ins class="adsbygoogle" style="display:block; text-align:center;margin-top:20px;margin-bottom:5px" data-ad-layout="in-article" data-ad-format="fluid" data-ad-client="ca-pub-4826868851612784" data-ad-slot="2123345046"></ins> <script>
(adsbygoogle = window.adsbygoogle || []).push({});
–>
In the past ten days, Bitcoin has clawed back nearly 10% of its mid-October losses, rising from $103,500 on October 17 to $113,800 at press time on Sunday, October 26.
Meanwhile, Gold, which hit a record high of $4,381 per ounce on October 18, has experienced a 6% decline from its peak, trading at $4,103 at press time.
Bitcoin price action and correlation to Gold (XAU), October 26, 2025 | Source: TradingView
Bitcoin’s weekend recovery follows a period of intense volatility in mid-October. The crypto market was rattled by President Trump’s now-deferred tariff call on China on October 10 and the prolonged U.S. government shutdown that began on October 1.
Together, these events triggered a sharp capital flight toward traditional safe-haven assets, leading to a $19.4 billion liquidation wave in cryptocurrency derivatives markets — the largest single-day blowout on record.
Between October 10 and October 17, Bitcoin fell 16% from $123,800 to lows of $103,500, while Gold rallied 12% from $3,900 to $4,381 per ounce. According to TradingView data, Bitcoin’s correlation with Gold sank to -0.84, its lowest level since February 2025, when tensions surrounding Trump’s tariffs on its North American neighbors, Mexico and Canada, disrupted global market stability.
Since Gold’s record-breaking rally stalled on October 17, investors have begun reallocating capital toward Bitcoin and other yield-generating digital assets. On-chain data shows that the total value of Bitcoin locked (TVL) in decentralized finance protocols climbed from $7.8 billion to $8.2 billion between October 17 and October 26, an increase of roughly $400 million in ten days.
Bitcoin TVL rises $400 million from $7.8 billion to $8.2 billion between Oct 17 – Oct 26 | Source: Artemis
When investors move BTC into staking and lending protocols to capture on-chain yields, it signals renewed long-term confidence in Bitcoin, particularly as Gold’s rally shows signs of exhaustion.
LYN ALDEN: "Bitcoin is gold combined with a tech stock." pic.twitter.com/fF7zEYmgN8
— Bitcoin Archive (@BTC_Archive) October 25, 2025
Meanwhile, prominent macro analyst Lyn Alden played down the influence on Gold on Bitcoin’s near-term price outlook, during an interview with Youtuber David Lin. When quizzed on both assets’ prospects, Alden noted that Bitcoin is now competing more directly with equities than with Gold
Alden added that Bitcoin’s risk-adjusted yield potential and its adjacency to tech make it more attractive to portfolio managers than static hedging instruments like Gold.
Looking ahead, global markets remain tense as the U.S. government shutdown enters its fourth week with little political resolution in sight. Investor sentiment is likely to hinge on two key events this week: the Federal Reserve’s policy meeting on October 29 and the Trump–Xi Jinping summit scheduled for October 30.
US Fed Rate probabilities for October 29, FOMC meeting | Source: CME Fedwatch
Investors are currently pricing in a 96.2% chance of another rate cut of 375 to 400 basis points, according to CME FedWatch.
If the talks yield positive trade signals or the Fed’s decision leans dovish as widely expected, Bitcoin could extend its upward trajectory toward the $115,000 to $118,000 range. However, renewed geopolitical friction or hawkish monetary tightening could trigger a near-term pullback toward $109,000 support.
Disclaimer: Coinspeaker is committed to providing unbiased and transparent reporting. This article aims to deliver accurate and timely information but should not be taken as financial or investment advice. Since market conditions can change rapidly, we encourage you to verify information on your own and consult with a professional before making any decisions based on this content.
Ibrahim Ajibade is a seasoned research analyst with a background in supporting various Web3 startups and financial organizations. He earned his undergraduate degree in Economics and is currently studying for a Master’s in Blockchain and Distributed Ledger Technologies at the University of Malta.
Ibrahim Ajibade on LinkedIn
October 26th, 2025
October 26th, 2025
October 25th, 2025
October 25th, 2025
This website provides educational content only. Cryptocurrency and investing involve significant risk, never invest more than you can afford to lose, and always do your own research or seek professional advice.
Content is intended for adults only. Gambling laws differ by country; please follow local regulations. By using this site, you agree to our terms.
We may include affiliate links, but these do not affect our ratings or recommendations.
Crypto promotions here are not authorized under the UK Financial Promotions Regime and are not intended for UK consumers.
Copyright © 2025 Coinspeaker LTD. All rights reserved.
Reproduction in whole or in part in any form or medium without express written permission of Coinspeaker LTD is prohibited.