The Digital Commodity Newsletter
Key Insight: The "Official Sector" (Central Banks) is bidding Physical Gold, while the "Network Sector" (Miners & Hodlers) is distributing Digital Gold. A classic Smart Money Rotation is underway.
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Live market intelligence — Updated Dec 11, 2025
| METRIC | VALUE | SIGNAL |
|---|---|---|
| Gold ETF Flows | +$5.2bn | BULLISH |
| Hodler Net Position | -154,710 BTC | BEARISH |
| BTC MVRV / Z-Score | 1.64 / 1.30 | ELEVATED |
| Illiquid Supply | 68.6% | BULLISH |
| BTC/Gold Ratio | 21.64 | ELEVATED |
| Gold-to-Oil Ratio | 71.4 | DEFENSIVE |
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