Bitcoin is on track to dethrone gold as a 'safe-haven asset', according to JP Morgan's assessment.
In a recently published report, JP Morgan's analysts believe that Bitcoin has the potential for stronger growth than gold in 2025, thanks to the support of many specific factors in the crypto field, especially the increasing presence of institutional investors.
Bitcoin ETFs surpass gold ETFs – a sign that capital flows have changed direction.
Data from #K33Research shows that since December last year, Bitcoin ETFs have attracted net inflows surpassing gold ETFs. By May, this trend continues, indicating that investor confidence is gradually shifting towards digital assets rather than traditional precious metals.
JP Morgan's report emphasizes:
"We lean towards the scenario that specific factors in the crypto market will create stronger growth momentum for Bitcoin compared to gold in the second half of the year."
The crypto derivatives market is maturing – a bridge for institutional capital flows.
One notable signal is the rapid maturation of the digital derivatives market. Recent large deals have reinforced this trend:
Coinbase acquires Deribit – one of the largest crypto options platforms in the world.
Kraken acquires NinjaTrader – a futures trading platform in the U.S.
Gemini receives a license to offer derivatives in Europe.
#JPMorgan suggests that these moves not only expand the market but also bring crypto derivatives products into the legal framework of the U.S. and EU, thereby enhancing trust for traditional investors.
From 'high-risk' asset to 'strategic asset'?
Although Bitcoin was once positioned as a safe-haven asset like gold, JP Morgan notes that it is behaving more like a risk asset, showing a high correlation with the stock market. However, its decentralization, inflation resistance, and appeal from ETF funds are gradually turning Bitcoin into a long-term strategic asset in the portfolios of many large financial institutions.
Engaging with Binance users and the crypto market.
With major financial institutions like JP Morgan acknowledging Bitcoin's potential compared to gold, this is a clear signal for Binance users about global capital flow trends. The maturation of the derivatives market will also open up many new investment products – for both professional and retail users.
Users should closely monitor Bitcoin ETF developments, the level of institutional participation, and M&A deals in the crypto industry to have a strategic perspective when investing or trading on Binance.
Risk warning:
Investing in crypto and related products such as derivatives or Bitcoin ETFs always carries high risks, can be highly volatile according to the market and macroeconomic policies. Users need to understand the products, assess their personal risk appetite, and should not view this as investment advice. Always be prepared for both positive and negative scenarios.
