Bitcoin has experienced a significant decline, dropping to approximately $90,000 from its October peak of $126,000. This downturn contrasts with the rising prices of gold, silver, and US stocks, marking a rare market divergence. Analysts suggest this trend is not merely due to risk aversion but reflects a strategic shift by institutions in response to global monetary changes. Ramnivas Mundada of GlobalData highlights that central banks are adjusting their reserve structures, reducing reliance on dollar assets, which could accelerate de-dollarization. He forecasts gold could increase by 8%-15% and silver by 20%-35% in 2026, as these assets gain favor amid shifting economic strategies.