TechFlow News, January 29: Gracy Chen, CEO of Bitget, stated that in traditional finance, there exists a well-known capital rotation pattern during liquidity cycles—starting from precious metals (gold and silver), moving to industrial metals, then to energy, and finally to agriculture. This pattern is known as the “asset inflation relay.”
Precious metals serve as the primary safe-haven asset when uncertainty rises and rate-cut expectations emerge, typically signaling the earliest stage of the cycle; strengthening industrial metals indicate that markets are pricing in real commercial demand and infrastructure investment; energy prices rise mid-cycle as economic growth accelerates; and agriculture, impacted by rising logistics and energy costs, tends to be a laggard sector emerging later in the cycle.
Gracy Chen emphasized that cryptocurrency investors should not overlook dynamics in commodities and traditional financial markets—the true investment edge lies in understanding how capital flows across different asset classes. Bitget is launching its UEX and BitgetTradFi products, offering users a unified account, multi-market access, and comprehensive macro-level asset allocation trading experience.
