Bitcoin Bulls Stay Optimistic Despite Price Stagnation Amid Global Rally: Key Insights & Why WallStreetQueenOfficial Is Your Go-To Source

As of January 24, 2026, Bitcoin (BTC) hovers around $88,700–$89,500, struggling to break higher despite a broader global rally in risk assets and traditional safe havens. While equities climb and gold surges over 80% in recent years amid persistent inflation, geopolitical tensions, and monetary uncertainty, BTC has declined about 14% year-over-year. This divergence has tested Bitcoin’s “digital gold” narrative, prompting fresh questions: Is BTC failing as an inflation hedge or safe-haven asset?

CoinDesk’s latest deep dive captures perspectives from prominent Bitcoin bulls who argue the weakness is temporary—driven by supply dynamics, investor psychology, and macro correlations—rather than a fundamental collapse. At WallStreetQueenOfficial, we’re dissecting these views with real-time data, on-chain analysis, and actionable strategies to help you navigate BTC’s current consolidation phase. Follow us for daily updates on Bitcoin’s path forward.

The Current Reality: BTC Lags Gold in a “Risk-Off” World

Gold has thrived as the go-to hedge in 2025–2026, benefiting from “muscle memory”—investors’ instinctive flight to familiar precious metals during uncertainty. BTC, despite its fixed supply and protocol resilience, has behaved more like a risk-on tech asset, correlating tightly with internet stocks and equities rather than traditional hard assets.

Key factors contributing to the lag:

• Geopolitical & Macro Pressures: Wars, inflation persistence, and interest-rate volatility favor gold’s proven track record.
• No True Safe-Haven Behavior: BTC dropped sharply during recent stress events, while gold rose significantly.
• Investor Psychology: Institutions and retail alike default to what they know—gold—over emerging digital alternatives.

Yet, Bitcoin advocates remain steadfast, viewing this as a classic rotation setup.

Bull Perspectives: Supply Overhang, Ownership Transfer, and Future Rotation

1. Temporary Supply Distribution, Not Demand Failure
   Jessy Gilger (Gannett Wealth Advisors) and Mark Connors (Risk Dimensions) emphasize that massive institutional ETF inflows are absorbing a “decade’s worth of supply” from early adopters and long-term holders selling. This creates a short-term overhang, capping upside despite strong underlying demand.
   Connors flips the script: “Zooming out is so 2025. The signal is provided if you zoom in.” It’s a transfer of ownership from old hands to institutions, not a rejection of Bitcoin.
2. Correlation with Tech Stocks, Not Gold
   Charlie Morris (ByteTree) notes that BTC aligns more with digital-world assets (internet stocks) than real-world reserves like gold. Today’s macro issues are “real-world” (inflation, geopolitics), so gold wins temporarily. BTC retreats in tandem with tech equities, reflecting its risk profile.
3. Delayed Capital Rotation Ahead
   Peter Lane (Jacobi Asset Management) and Andre Dragosch (Bitwise) highlight “muscle memory”—investors flock to trusted precious metals first. But once gold/silver become overbought and “inflated to obscene levels,” capital should rotate into undervalued BTC.
   Dragosch points to the relative Mayer Multiple (BTC vs. gold) hitting FTX-era lows, signaling extreme underpricing relative to global money supply and macro conditions. A resolution higher seems likely in coming months.
4. Evolving Narratives & New Demand Drivers
   Anthony Pompliano (ProCap Financial) acknowledges BTC’s past role as an inflation hedge but notes potential deflation ahead may require fresh catalysts (e.g., institutional adoption, network growth).
   David Parkinson (Musquet) calls “digital gold failed” takes premature: BTC is a “permanent solution to inflation,” with superior long-term returns vs. gold due to its digital scarcity and network effects.

These bulls see 2026 as a transition year: BTC consolidates while absorbing supply, setting up for outperformance once rotation kicks in.

On-Chain & Market Context Supporting the Bull Case

• ETF Inflows Remain Strong: Despite price stagnation, spot BTC ETFs continue attracting billions, quietly soaking up supply.
• Long-Term Holder Behavior: Early adopter distribution continues, but accumulation phases often follow.
• Relative Valuations: BTC/gold ratio and other metrics show BTC at historically attractive levels vs. gold.
• Macro Setup: Global money supply expansion and potential policy shifts could favor scarce assets like BTC over time.

Risks persist: Prolonged overhang, renewed macro shocks, or failure to decouple from equities could extend the range-bound action. But the consensus among interviewed bulls is clear—patience now, upside later.

Why Follow WallStreetQueenOfficial for Bitcoin Insights?

In volatile periods like this, separating noise from signal is crucial. WallStreetQueenOfficial provides:

• Real-Time Market Updates: Track BTC price, ETF flows, on-chain metrics, and gold/BTC ratios as events unfold.
• Expert Analysis: Breakdowns of bull arguments, technical levels (support ~$85K–$87K, resistance ~$92K–$95K+), and macro overlays.
• Actionable Strategies: How to position during consolidation—whether HODLing, accumulating dips, or hedging.
• Community Engagement: Join discussions on X, Telegram, and more with investors debating rotation timelines and catalysts.

Whether you’re a long-term believer in BTC as “digital gold” or navigating short-term chop, WallStreetQueenOfficial equips you with the edge. Follow us on [insert platform, e.g., X WallStreetQueenOfficial] for daily insights, live commentary, and exclusive content.

Bitcoin’s current stall isn’t the end of the story—it’s the setup for the next chapter. Stay informed, stay patient, and let’s capture the rotation when it arrives!

Disclaimer: Cryptocurrency investments involve significant risks, including total loss of capital. This is not financial advice—always conduct your own research (DYOR) and consult a professional advisor before making decisions.