$BTC Set to Eclipse Gold in 2025, Says JPMorgan
A Super cycle Shift in Motion
JPMorgan predicts a dramatic shift in global asset preference, with Bitcoin poised to outshine gold throughout 2025. This forecast is backed by strong ETF inflows, growing corporate adoption, and the increasing involvement of state-level crypto reserves.
Gold Retreats, Bitcoin Rises
From mid-February to mid-April, gold gained at Bitcoin’s expense. But in recent weeks, that trend has reversed. Since late April, gold has dropped nearly 8% amid cooling expectations of Federal Reserve rate cuts and rising equity markets. In contrast, Bitcoin surged past $100,000, powered by three weeks of robust inflows into spot Bitcoin ETFs.
Catalysts Behind Bitcoin’s Momentum
JPMorgan credits this reversal to more than market sentiment. Major firms like Strategy (formerly MicroStrategy) and Japan’s Metaplanet are now adding Bitcoin to their balance sheets. At the government level, New Hampshire has legalized holding up to 5% of state reserves in Bitcoin and gold, while Arizona is building a digital asset reserve using staking rewards—setting a precedent for public-sector adoption.
Institutional Support Expands
The broader crypto market is seeing increased institutional interest. Coinbase’s $2.9B acquisition of Deribit, Kraken’s $1.5B purchase of Ninjatrader, Gemini’s EU-wide derivatives license, and Ripple’s $1.25B acquisition of Hidden Road all signal a growing, maturing infrastructure.
The Bottom Line
With corporations and governments embracing crypto and capital flowing rapidly into digital assets, Bitcoin's long-term momentum is building. JPMorgan expects this trend to accelerate through 2025, setting the stage for Bitcoin to potentially surpass gold as the dominant store of value.
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