Gold surged, oil plunged and institutions bought nearly $50B in crypto

Beincrypto reports that in 2025 gold surged, oil collapsed and Bitcoin largely stalled while corporate treasuries — Digital Asset Treasury Companies (DATs) — quietly bought nearly $50 billion of cryptocurrency.

CoinGecko data cited in the article shows gold rose 62.6%, oil fell 21.5% and Bitcoin ended the year down 6.4%. DATs deployed $49.7 billion in 2025, with roughly half spent in the second half of the year; their holdings reached $134 billion by year‑end, up 137% year‑over‑year, and they amassed more than 5% of the total Bitcoin and Ethereum supply.

The report links these moves to a tariff-heavy environment that amplified uncertainty, drained discretionary liquidity and reshaped demand: tariffs favoured gold as a hedge, reduced growth and energy demand that hurt oil, and left Bitcoin range‑bound amid a tug‑of‑war between hedge demand and tighter liquidity, including a long consolidation after an October liquidation shock. As tariff pressure stopped worsening and selling pressure faded, Bitcoin began to move again, leaving markets entering 2026 with tighter supply, stronger holders and a clearer path for expansion once liquidity improves.

Key Topics

Crypto, Gold, Oil, Bitcoin, Ethereum, Dats