Why 2026 May Reward Gold & Commodities More Than Crypto
Most people are still waiting for the next crypto rally, but smart money has already started rotating.
According to Tom Lee, Energy, Basic Materials, and Gold are likely to be the top-performing sectors in 2026. This isn’t a bold prediction it’s a macro response. In 2025, metals already outperformed crypto, and that trend may continue as markets remain cautious.
Here’s the key difference:
Metals win when investors are defensive. Crypto wins when liquidity returns.
Right now, liquidity is tight, rates stay high, and uncertainty dominates. In this environment, capital doesn’t chase upside it protects itself. That’s why Gold continues to attract flows while high-beta assets struggle.
This doesn’t mean crypto is finished. It means the timing isn’t right yet. Crypto historically performs best when monetary conditions ease and risk appetite expands not when fear is still the main driver.
2026 may not be about FOMO.
It may be about survival, positioning, and patience.
Those who understand the cycle don’t rush.
They wait for liquidity and move before the crowd.
$BTC $XAU #Macro #TrendingTopic #BTC
👉 Which asset do you think will lead when liquidity turns back on?