JPMorgan’s analysts, in the second half of 2025 Bitcoin $102,153.55It predicts that it can gain more value than under the underlying of the US states, especially with corporate demand and the support of the US states. According to the analyzes, the dynamics between gold and Bitcoin have changed significantly in investments. In this change, both the trust in financial instruments and new institutional initiatives were effective.
Gold and Bitcoin
Analysts led by Nikolaos Panigirtzoglou, General Manager of JPMorgan, said that the tendency known as “Debasement Trade çıktından came to the forefront while looking for ways to protect against investors’ currencies. While this tendency led investors to make a choice between Gold and Bitcoin, a change was observed in favor of Bitcoin recently. Although gold gained value from mid -February to mid -April, it is stated that Bitcoin has taken the lead in the last three weeks.
“Gold gained value from mid -February to mid -April, in the last three weeks BitcoinWe observed that it began to provide superiority to gold with its rapid rise. For the rest of the year, we expect crypto -specific catalysts to bring Bitcoin to a more advantageous position than gold. ” – JPMorgan Analysts
Gold and Bitcoin’s performance remained relatively weak since the New Year, while gold has gained important gains due to uncertainties. However, according to the predictions of the institution, this balance may shift in favor of Bitcoin with Bitcoin developments in the second half of the year.
As of the end of April, the price of gold lost about 8 percent, while Bitcoin increased by 18 percent. There is an important direction change in the investment flow; While the outputs from the substance -based stock exchange investment funds accelerate, interest and investments in Bitcoin are increasing. Futures reflect a similar trend; While gold processes decrease, there is a significant increase in Bitcoin operations.
In this rise of Bitcoin, not only the weakness of gold, but also crypto -specific developments are effective. Strategy And companies like Metaplanet add significant amounts of Bitcoin to their portfolios. The Strategy company draws attention with its plan to collect $ 84 billion for Bitcoin purchase by 2027 and has already reached 32 percent of the target.
US states and Bitcoin
Some states in the United States began to look hot at Bitcoin. New Hampshire province, up to 5 percent of the reserves of Bitcoin permission to have permission. Arizona, on the other hand, created a Bitcoin reserve and drew attention to the promise of not increasing taxes this year.
“Considering that some other US states evaluates adding bitcoin to their strategic reserves, this approach may be a permanent and positive catalyst for Bitcoin.” – JPMorgan Analysts
Metaplanet, in the first quarter of 2025, performing a record level by performing Bitcoin assets 6,796 BTCHe took it to. Since the beginning of 2025, more than 5,000 BTC has been added to the company reserve. Despite the short -term depreciation in March, as of May 12, a significant increase in value in the company’s BTC assets was recorded. Metaplanet’s net asset value increased by about 103 times and the market value increased by around 138 times after moving to Bitcoin standards. Due to these examples in public companies, we can see more than 600 metaplanetics and strategy -style companies next year. The purchase of 10 million dollars of 600 companies means a net introduction of 6 billion dollars and the numbers are not exaggerated.
With the corporate demand, regulatory developments from different states of the United States increase the interest of both individual and corporate investors to Bitcoin. It is emphasized by experts and sector representatives that investment flows progress in the same direction as market performance and changes in the regulatory environment.
In the second half of 2025, Bitcoin is expected to reach a strong position in market dynamics, especially with new institutional investments and positive regulations seen in the US states. Bitcoin’s potential to gain a higher value in the short term is on the agenda. Market tendencies, company investments and changes in state policies continue to be the determinant elements in the digital asset market. It is recommended that investors carefully follow these developments and review portfolio distributions accordingly.
Responsibility Rejection: The information contained in this article does not contain investment advice. Investors should be aware that crypto currencies carry high volatility and thus risk and carry out their operations in line with their own research.
