Bitcoin (BTC) price could head back toward the $100,000 level quicker than investors expected if the early signs of its decoupling from the US stock market and gold continue.

Source: Cory Bates / X

The “gold leads, Bitcoin follows” relationship is starting

Bitcoin has shrugged off the market jitters caused by US President Donald Trump’s April 2 global tariff announcement.

While BTC initially dropped over 3% to around $82,500, it eventually rebounded by roughly 4.5% to cross $84,700. In contrast, the S&P 500 plunged 10.65% this week, and gold—after hitting a record $3,167 on April 3—has slipped 4.8%.

BTC/USD vs. gold and S&P 500 daily performance chart. Source: TradingView

The fresh divergence is fueling the “gold-leads-Bitcoin narrative,” taking cues from price trends from late 2018 through mid-2019 to

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