Is Traditional Finance (TradFi) Regaining Attention? Gold and Silver Reach New Highs—What It Means for Crypto Investors

Recently, a very noteworthy signal has emerged in the TradFi market: gold and silver prices hit new historical highs again this week, while the overall performance of the crypto market remains sluggish. Bitcoin, after reaching an all-time high, has fallen about 6% this year, and Ethereum has declined more than 10%, with publicly traded crypto asset management companies also under significant pressure.
From a TradFi perspective, capital is reorienting towards “certainty.” Advisory firm Navellier & Associates pointed out that since 2025, gold prices have increased by nearly 70%, while most crypto assets are still in a downward or sideways phase. Against the backdrop of ongoing central bank gold purchases, improved liquidity, and lower volatility, gold is once again becoming a core allocation asset for TradFi funds.
This contrast also puts the “digital gold” narrative to a real-world test. Peter Schiff’s views, though consistently extreme, raise a question worth serious consideration for crypto investors: if Bitcoin doesn’t rise when tech stocks go up, and also doesn’t rise when gold and silver increase, then why must capital choose it?
From a trend perspective, the strength of gold and silver is not driven by short-term sentiment. Expectations of easing high interest rate environments, geopolitical risks, and ongoing increases in precious metal reserves by global central banks are reinforcing the long-term allocation logic of TradFi towards precious metals. In this context, gold is more of a stable defensive asset, while silver, with its dual role as a precious metal and industrial input, offers greater flexibility.
For crypto investors, TradFi is not an “opposite side,” but a complementary perspective. When the crypto market is in a low emotional state, paying attention to assets like gold and silver in TradFi can help diversify risk and better understand the true flow of mainstream capital. Truly mature investment strategies often do not rely solely on a single narrative but learn to switch allocations across different cycles.