Gold, Silver and Bitcoin: The end of the metal bubble paves the way for the king of cryptocurrencies

Is it Bitcoin’s turn now? The reserve assets market is experiencing significant changes at the end of January 2026. While gold and silver just posted historic lows after a period of overheating, JPMorgan highlights a striking imbalance: Bitcoin futures are now considered undervalued, while precious metals are showing clear signs of overvaluation. For the bank’s analysts, this move reflects an opportunity to catch up with the leading cryptocurrency.

Key points of this article:

• The precious metals market has survived historic shock due to a massive drop in gold and silver prices in January 2026.
• JPMorgan noted that bitcoin is currently undervalued, in contrast to the precious metal’s apparent overvaluation, opening up a potential investment opportunity.

Ago Friday, January 30 2026, will be etched in the memory of the market traders like a hard day corrections . Silver suffered its worst session since 1980, falling more than 30% and falling to $75 an ounce after nearly $120.

Gold was also unscathed, falling more than 10% to the $4,700 mark, well below the recent high of $5,600. This is significant fall explained by large-scale fixation profit and reducing concerns about the independence of the US Federal Reserve System.

President Trump’s nomination Kevin Vorsha for the post of chairman Fed became the catalyst for this turn. It was perceived as monetary a hawk devoted stability dollar and independence of the institution, and he reassured markets The immediate strengthening of the dollar that followed hit the precious metals, which until then had served a safe haven from the potential depreciation of fiat currency.

Kevin Warsh’s appointment as Fed chairman causes precious metals prices to fall – Source: Account X

An imminent transfer of capital to Bitcoin? Although precious metals plummeted, Bitcoin demonstrated a relative stability stabilizing at around $83,000. According to JPMorgan, momentum indicators suggest it has significant potential growth to achieve their “fair value” relative to gold, which is valued at nearly 165,000 dollars taking into account volatility.

The bank notes that a significant part venture capital of capital, which since last August switched from cryptocurrencies to raw materials now can change course. Paul Howard, director of Vincent, is already seeing signs of this recalibration. Interest in number of options on Bitcoin at $105,000 in February is rising.

“The crypto market still needs a lot of catching up to do,” – he claims. If the theory “cryptobics” will be correct bursting gold-silver bubbles can release liquidity, necessary in order to bitcoin reached new historical highs, ending the phase of lateral consolidation.

This shuffling of the deck between physical and digital assets shapes the contours of the new financial cycle for 2026. The expected stabilization of US monetary policy under Kevin Warsh may paradoxically favor Bitcoin by improving risk indicators. As gold searches for new support levels, institutional investors are increasingly turning their attention to its digital counterpart, the relative undervaluation of which becomes difficult to ignore.