Metals Alt Season, Catchup Trades, Bitcoin vs Gold, Crypto Is Dead

37 snips

Jan 26, 2026

Metals are rallying and retail FOMO is creeping into precious metals markets. They compare Bitcoin and gold as reserve assets and debate generational adoption. Trading dynamics like CTA momentum, catch-up trades, and shorting timing get attention. They also consider long-term demand for strategic metals and whether crypto survives as mainstream fintech.

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INSIGHT

Metals Running Like Crypto

Metals are experiencing an "alt season" style retail-driven cascade led by CTAs, sovereigns, and FOMO.
That retail penetration makes short-term tops likely even if the multi-decade thesis remains intact.

ANECDOTE

Missed Silver Run

Avi shares he sold silver at $60 and missed a massive rally that followed.
He reflects on the difficulty of holding commodity positions through big moves.

ADVICE

Don't FOMO Into Metals

Avoid FOMO buying gold and silver at the blow-off top; wait for a meaningful pullback.
Use momentum signals and moving averages to time entries and avoid buying extensions.

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