We're in a bit of a weird spot because the exact thing pushing metals up (debasement, lower dollar, increased liquidity, safe-haven demand) aren't currently impacting BTC. But the thing to potentially END this metals rally, like a policy-driven USD rebound that pushes yields up, would likely be bad for BTC/risk assets. What crypto needs is a geopolitical cooldown, where confidence returns and we get de-escalation - driving the dollar higher and risk assets with it. A.k.a. Markets hate uncertainty and BTC is not a very good asset (yet) during uncertain conditions.(Miles Deutscher)