{"id":52742,"date":"2026-10-08T13:27:44","date_gmt":"2026-10-08T13:27:44","guid":{"rendered":"https:\/\/cryptomag.finance\/?p=52742"},"modified":"2026-10-08T13:27:44","modified_gmt":"2026-10-08T13:27:44","slug":"james-van-straten-btc-bull-market-has-begun-rotation-from-gold-driver-back-to-126k","status":"publish","type":"post","link":"https:\/\/cryptomag.finance\/?p=52742","title":{"rendered":"James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K"},"content":{"rendered":"

Bitcoin Magazine<\/a>
\n
\nJames Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K<\/a><\/p>\n

<\/div>\n

<\/a><\/p>\n

Where will the money for Bitcoin\u2019s next rally come from? CoinDesk\u2019s James Van Straten looks at rotation out of gold, which sits about 25% below its all-time high, and what a correction in record-high US equities could mean for Bitcoin. He explains how stablecoin inflows have historically trickled into Bitcoin and why that could repeat. The discussion also covers Scott Bessent\u2019s bond buybacks and the strong Bitcoin and gold rally that followed.<\/p>\n

Chapters:
00:00 Bitcoin one year after its $126K all-time high
00:41 Why February was the Bitcoin bottom
01:24 Volatility and time compression in the Bitcoin cycle
02:06 Options overwriting and the institutional cycle
03:07 Will institutional demand make the bull market less violent?
04:22 Bitwise report: are Bitcoin holders becoming long-term?
06:20 Rate hikes, 10-year yields and the fiat system
08:35 Where Bitcoin\u2019s next leg higher comes from: gold and equities
10:05 Euro contagion risk and the French bond market
12:09 Tokenization, altcoins and the 24\/7 liquidity problem<\/p>\n

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.<\/p>\n

This post James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K<\/a> first appeared on Bitcoin Magazine<\/a> and is written by Patrick Green<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

Bitcoin Magazine James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K Where will the money for Bitcoin\u2019s next rally come from? CoinDesk\u2019s James Van Straten looks at rotation out of gold, which sits about 25% below its all-time high, and what a correction in record-high US equities could […]<\/p>\n","protected":false},"author":1,"featured_media":52722,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"footnotes":""},"categories":[45],"tags":[],"class_list":["post-52742","post","type-post","status-publish","format-standard","has-post-thumbnail","category-bitcoin"],"yoast_head":"\nJames Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K - Cryptomag<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cryptomag.finance\/?p=52742\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K - Cryptomag\" \/>\n<meta property=\"og:description\" content=\"Bitcoin Magazine James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K Where will the money for Bitcoin\u2019s next rally come from? CoinDesk\u2019s James Van Straten looks at rotation out of gold, which sits about 25% below its all-time high, and what a correction in record-high US equities could […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cryptomag.finance\/?p=52742\" \/>\n<meta property=\"og:site_name\" content=\"Cryptomag\" \/>\n<meta property=\"article:published_time\" content=\"2026-10-08T13:27:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/bitcoinmagazine.com\/wp-content\/uploads\/2026\/10\/James-Van-Straten-BTC-Bull-Market-Has-Begun-Rotation-from-Gold-Driver-Back-to-126K-.jpg\" \/>\n<meta name=\"author\" content=\"Crypto Magazine\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cryptomagz\" \/>\n<meta name=\"twitter:site\" content=\"@cryptomagz\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Crypto Magazine\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/?p=52742#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/?p=52742\"},\"author\":{\"name\":\"Crypto Magazine\",\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/#\\\/schema\\\/person\\\/f749cd846c4f13ef717c12a20ce9d040\"},\"headline\":\"James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K\",\"datePublished\":\"2026-10-08T13:27:44+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/?p=52742\"},\"wordCount\":300,\"image\":{\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/?p=52742#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cryptomag.finance\\\/wp-content\\\/uploads\\\/James-Van-Straten-BTC-Bull-Market-Has-Begun-Rotation-from-Gold-Driver-Back-to-126K-TI4Bm5.jpg\",\"articleSection\":[\"Bitcoin\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/?p=52742\",\"url\":\"https:\\\/\\\/cryptomag.finance\\\/?p=52742\",\"name\":\"James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K - Cryptomag\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/?p=52742#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/?p=52742#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cryptomag.finance\\\/wp-content\\\/uploads\\\/James-Van-Straten-BTC-Bull-Market-Has-Begun-Rotation-from-Gold-Driver-Back-to-126K-TI4Bm5.jpg\",\"datePublished\":\"2026-10-08T13:27:44+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/#\\\/schema\\\/person\\\/f749cd846c4f13ef717c12a20ce9d040\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/?p=52742#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/cryptomag.finance\\\/?p=52742\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/?p=52742#primaryimage\",\"url\":\"https:\\\/\\\/cryptomag.finance\\\/wp-content\\\/uploads\\\/James-Van-Straten-BTC-Bull-Market-Has-Begun-Rotation-from-Gold-Driver-Back-to-126K-TI4Bm5.jpg\",\"contentUrl\":\"https:\\\/\\\/cryptomag.finance\\\/wp-content\\\/uploads\\\/James-Van-Straten-BTC-Bull-Market-Has-Begun-Rotation-from-Gold-Driver-Back-to-126K-TI4Bm5.jpg\",\"width\":1280,\"height\":720},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/?p=52742#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/cryptomag.finance\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/#website\",\"url\":\"https:\\\/\\\/cryptomag.finance\\\/\",\"name\":\"Cryptomag\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/cryptomag.finance\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/cryptomag.finance\\\/#\\\/schema\\\/person\\\/f749cd846c4f13ef717c12a20ce9d040\",\"name\":\"Crypto Magazine\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/2c24e7a3322cdb9140c7dde381c870ae2c527e0dc5af67ed7a7db042bb2e1d14?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/2c24e7a3322cdb9140c7dde381c870ae2c527e0dc5af67ed7a7db042bb2e1d14?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/2c24e7a3322cdb9140c7dde381c870ae2c527e0dc5af67ed7a7db042bb2e1d14?s=96&d=mm&r=g\",\"caption\":\"Crypto Magazine\"},\"sameAs\":[\"https:\\\/\\\/cryptomag.finance\",\"https:\\\/\\\/x.com\\\/cryptomagz\"],\"url\":\"https:\\\/\\\/cryptomag.finance\\\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K - Cryptomag","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cryptomag.finance\/?p=52742","og_locale":"en_US","og_type":"article","og_title":"James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K - Cryptomag","og_description":"Bitcoin Magazine James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K Where will the money for Bitcoin\u2019s next rally come from? CoinDesk\u2019s James Van Straten looks at rotation out of gold, which sits about 25% below its all-time high, and what a correction in record-high US equities could […]","og_url":"https:\/\/cryptomag.finance\/?p=52742","og_site_name":"Cryptomag","article_published_time":"2026-10-08T13:27:44+00:00","og_image":[{"url":"https:\/\/bitcoinmagazine.com\/wp-content\/uploads\/2026\/10\/James-Van-Straten-BTC-Bull-Market-Has-Begun-Rotation-from-Gold-Driver-Back-to-126K-.jpg","type":"","width":"","height":""}],"author":"Crypto Magazine","twitter_card":"summary_large_image","twitter_creator":"@cryptomagz","twitter_site":"@cryptomagz","twitter_misc":{"Written by":"Crypto Magazine","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/cryptomag.finance\/?p=52742#article","isPartOf":{"@id":"https:\/\/cryptomag.finance\/?p=52742"},"author":{"name":"Crypto Magazine","@id":"https:\/\/cryptomag.finance\/#\/schema\/person\/f749cd846c4f13ef717c12a20ce9d040"},"headline":"James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K","datePublished":"2026-10-08T13:27:44+00:00","mainEntityOfPage":{"@id":"https:\/\/cryptomag.finance\/?p=52742"},"wordCount":300,"image":{"@id":"https:\/\/cryptomag.finance\/?p=52742#primaryimage"},"thumbnailUrl":"https:\/\/cryptomag.finance\/wp-content\/uploads\/James-Van-Straten-BTC-Bull-Market-Has-Begun-Rotation-from-Gold-Driver-Back-to-126K-TI4Bm5.jpg","articleSection":["Bitcoin"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/cryptomag.finance\/?p=52742","url":"https:\/\/cryptomag.finance\/?p=52742","name":"James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K - Cryptomag","isPartOf":{"@id":"https:\/\/cryptomag.finance\/#website"},"primaryImageOfPage":{"@id":"https:\/\/cryptomag.finance\/?p=52742#primaryimage"},"image":{"@id":"https:\/\/cryptomag.finance\/?p=52742#primaryimage"},"thumbnailUrl":"https:\/\/cryptomag.finance\/wp-content\/uploads\/James-Van-Straten-BTC-Bull-Market-Has-Begun-Rotation-from-Gold-Driver-Back-to-126K-TI4Bm5.jpg","datePublished":"2026-10-08T13:27:44+00:00","author":{"@id":"https:\/\/cryptomag.finance\/#\/schema\/person\/f749cd846c4f13ef717c12a20ce9d040"},"breadcrumb":{"@id":"https:\/\/cryptomag.finance\/?p=52742#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cryptomag.finance\/?p=52742"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cryptomag.finance\/?p=52742#primaryimage","url":"https:\/\/cryptomag.finance\/wp-content\/uploads\/James-Van-Straten-BTC-Bull-Market-Has-Begun-Rotation-from-Gold-Driver-Back-to-126K-TI4Bm5.jpg","contentUrl":"https:\/\/cryptomag.finance\/wp-content\/uploads\/James-Van-Straten-BTC-Bull-Market-Has-Begun-Rotation-from-Gold-Driver-Back-to-126K-TI4Bm5.jpg","width":1280,"height":720},{"@type":"BreadcrumbList","@id":"https:\/\/cryptomag.finance\/?p=52742#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cryptomag.finance\/"},{"@type":"ListItem","position":2,"name":"James Van Straten: BTC Bull Market Has Begun \u2013 Rotation from Gold Driver Back to $126K"}]},{"@type":"WebSite","@id":"https:\/\/cryptomag.finance\/#website","url":"https:\/\/cryptomag.finance\/","name":"Cryptomag","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/cryptomag.finance\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/cryptomag.finance\/#\/schema\/person\/f749cd846c4f13ef717c12a20ce9d040","name":"Crypto Magazine","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/2c24e7a3322cdb9140c7dde381c870ae2c527e0dc5af67ed7a7db042bb2e1d14?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/2c24e7a3322cdb9140c7dde381c870ae2c527e0dc5af67ed7a7db042bb2e1d14?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/2c24e7a3322cdb9140c7dde381c870ae2c527e0dc5af67ed7a7db042bb2e1d14?s=96&d=mm&r=g","caption":"Crypto Magazine"},"sameAs":["https:\/\/cryptomag.finance","https:\/\/x.com\/cryptomagz"],"url":"https:\/\/cryptomag.finance\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/cryptomag.finance\/index.php?rest_route=\/wp\/v2\/posts\/52742","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cryptomag.finance\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cryptomag.finance\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cryptomag.finance\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cryptomag.finance\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=52742"}],"version-history":[{"count":0,"href":"https:\/\/cryptomag.finance\/index.php?rest_route=\/wp\/v2\/posts\/52742\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cryptomag.finance\/index.php?rest_route=\/wp\/v2\/media\/52722"}],"wp:attachment":[{"href":"https:\/\/cryptomag.finance\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=52742"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cryptomag.finance\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=52742"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cryptomag.finance\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=52742"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}