2026-01-08 08:50:13

#密码资产动态追踪 The major rebalancing of the commodity market is coming: $14.1 billion worth of gold and silver will face concentrated selling pressure in the near future. Specifically, silver is expected to be sold off by $7.1 billion, and gold by $7 billion. This is a routine annual rebalancing operation of the Bloomberg Commodity Index, which may trigger market volatility in the short term.

But what do institutions think? Leading financial institutions like Scotiabank and Saxo Bank have a consistent stance — this is precisely an opportunity to buy on dips. The fundamentals of gold and silver have not changed; declines often signal buying opportunities. At the same time, large funds are also bottom-fishing in crude oil and cocoa futures, with cocoa’s volatility particularly worth noting, as it may face upward pressure.

From the perspective of the crypto market, this wave of commodity volatility has a linked effect with digital assets. $BTC has long been regarded as "digital gold," often showing a positive correlation with precious metal prices. $ETH , as one of the safe-haven assets, usually follows during market turbulence. And $PAXG , a gold-pegged token, is even more direct — its price is linked to spot gold, moving basically in sync.

In practical terms: pay attention to short-term trends of gold and silver, and consider positioning after confirming bottom signals. Crude oil, cocoa, and other commodity futures are also worth tracking simultaneously. The linkage in the crypto market usually manifests within 2-4 hours, with BTC and PAXG likely to rise together.

What’s your take? Can gold and silver quickly rebound after this wave of selling? Feel free to share your thoughts in the comments. Remember to like and follow for ongoing updates on market dynamics and trading opportunities.

BTC0,37%

ETH1,18%

PAXG-0,1%

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UnruggableChad

· 01-08 22:23

14.1 billion sell-off... once again, it's a good time for institutions to cut leeks. I believe in a bottom rebound this time. --- PAXG directly pegged to gold is indeed more solid. Compared to BTC as "digital gold," it's much more reliable. --- Want to see 2-4 hour correlation again? Watching the market every day is really tiring. Let's wait for confirmation of bottom signals before taking action. --- Even Scotia Wealth Management says to buy on dips, but who can outperform when these big players set traps? I don't believe it. --- Cocoa volatility is rising? I really haven't studied this thing much. It feels like another new sector for harvesting. --- V-shaped rebound? Dream on. Such a large-scale dump usually takes several days to recover. --- The fundamentals of gold and silver remain unchanged... Got it, it's just an excuse. It still needs to fall if it’s going to fall. --- Just go all-in on BTC. Commodity futures are too risky; digital assets are more attractive.

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SilentObserver

· 01-08 19:51

14.1 billion poured in, it feels like another round of cutting leeks, but it is indeed a signal of bottom-fishing. Institutions are all lurking, indicating that the bottom is not far away. Is the correlation between BTC and gold & silver reliable? Cocoa futures are too volatile. I prefer to stick with BTC for peace of mind.

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retroactive_airdrop

· 01-08 09:20

Here it comes again, 14.1 billion dumped... Is it time to dare to take the hit? --- Wait until the bottom signal is confirmed before observing, I've been cut too many times. --- Even with the statements from Fortune and Shengbao, you can't believe them all; institutions still manipulate retail investors like rookies. --- I've been watching the correlation between BTC and gold prices for a long time, but it's not that strong; they each have their own logic. --- Can we really trust tokens like PAXG? The peg sounds good, but what about the risks? --- Big funds are buying the dip in Cocoa? What are they betting on? It feels a bit outrageous. --- The 2-4 hour signals are showing up, so I’d rather stick to the candlestick charts—no need to complicate things so much. --- The selling pressure sounds terrifying, but it's actually just routine operations. --- I don't dare to bet on a V-shaped rebound; after all, I've lost before.

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FundingMartyr

· 01-08 09:20

$14.1 billion poured in, so it's really hard to say this time. Institutions say to buy on dips, but the decline has been a bit frightening.

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WenAirdrop

· 01-08 09:15

14.1 billion sell-off? This move is definitely another tactic by institutions to scare retail investors... But the bottom is indeed the right time to get in.

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NftRegretMachine

· 01-08 09:04

Wait, 14.1 billion sell-off? Isn't this just panic selling created by institutions? The real buyers have long been lurking. Regarding BTC's linkage to gold, it depends on the macro environment; you can't blindly trust a positive correlation. Cocoa futures volatility rising is a signal; this thing is prone to becoming a black swan. I absolutely won't move before the bottom signal is confirmed. The 2-4 hour rally is also a false demand. Honestly, I've heard this "buy the dip" rhetoric too many times; in the end, it's just a story for bagholders. Can this wave rebound V-shaped? I think it's uncertain. Commodity cycles are long, and short-term fluctuations can't do much. PAXG moving in sync? That thing is just a shadow of gold, with no innovative value.

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