Bitcoin broke $81,000 on Tuesday and then fell around $80.3 million. Gold rose to three months the same day. The market generally linked the synchronous increase to the weakening of the United States dollar, changes in the rate of return on United States debt and investor concerns about the purchasing power of French currency.

U.S. Treasury Adjusted Long Debt Repurchase

One of the recent market concerns was the United States Department of the Treasury ' s re-purchase arrangement for its national debt. According to the disclosure, from 9 September, the Ministry of Finance will increase liquidity support buy-backs on long-term national debt, and the single operating cap will be raised from $2 billion to at least $4 billion, covering the 10- to 30-year bond period.

This arrangement was intended to improve market liquidity for long-term national debt, but the market response was more favourable to macro-asset pricing. Some of the funds have opted to sell in United States dollars and have shifted to the supply of relatively limited assets, benefiting both bitcoin and gold.

Bitcoin upswing and ETF inflow

Reuters data indicate that the highest amount of US$ 81,237.94 was touched on the Bitcoin drive. On a monthly basis, the cumulative increase in August was about 28 per cent and is expected to be the strongest single-month performance since November 2024.

In addition to macro-level factors, institutional funds are increasing. The real bitcoin ETF in the United States attracted about $1.9 billion in net inflows during the recent breakthrough weeks. As prices went up, over $4 billion of encrypted empty slots were liquidated, further pushing the purchase.

  • Higher point of bitcoin: US$ 81,237.94
  • Cumulative increase in August: approximately 28 per cent
  • Recent ETF Inflow: about $1.9 billion

The market classifies such transactions as “currency devaluations”, i.e., when fiscal pressures and policy interventions are expected to heat up, funds are diverted to assets that are more difficult to increase. Bitcoin ' s fixed issuance rhythm and a total ceiling of 21 million have again become important factors supporting its narrative.

Gold has grown in strength in recent months.

This round of gold is driven by similar drivers to bitcoin. Cash money is about $4,677 per ounce on Tuesday, and futures prices are close to $4,720, and August performance is expected to be the strongest single-month increase since September 1999.

Demand does not come from private investors alone. According to the World Gold Association survey, the global central bank bought 289 tons in the second quarter, estimated at about $45 billion at current prices; 45 per cent of the stock managers interviewed are expected to continue to hold gold for the coming year.

Next, the focus of the market will turn to the Fed. If the policy is hawk-oriented, the rate of return and the United States dollar are likely to re-energize, placing pressure on bitcoin and gold; if the position is mild, the macro-level environment that underpins the August round may continue.