Gold or Bitcoin Starting in June? JPMorgan Responds
By: bitcoin ethereum news|2025/05/16 13:00:12
0
Share
According to JPMorgan analysts, Bitcoin has the potential to rise more than gold in the second half of 2025. Analysts say the “depreciation trade,” where investors turn to both gold and Bitcoin to hedge against weakening fiat currencies, supported both assets in late 2024, but that trend reversed in 2025, evolving into a competitive process where one rises while the other lags. According to the report shared by the analyst team led by Nikolaos Panigirtzoglou, managing director of JPMorgan, “While gold rose against Bitcoin from mid-February to mid-April, we have observed the opposite in the last three weeks, that is, Bitcoin gaining value against gold.” While analysts expect this mutual influence relationship to continue for the rest of the year, they are of the opinion that catalysts specific to cryptocurrencies will create a stronger upward potential in favor of Bitcoin. The report states that Bitcoin’s recent strong performance is not only due to the weakness of gold, but also feeds on positive developments specific to the sector. It is stated that after MicroStrategy was rebranded as “Strategy”, the company aims to generate a total of $42 billion for Bitcoin purchases by 2027, and 60% of this target has already been achieved. Japanese company Metaplanet is also increasing its Bitcoin purchases in a similar manner. Another important development is that some US states have started to consider Bitcoin as a reserve asset. New Hampshire can now invest up to 5% of state assets in Bitcoin and gold. Arizona is establishing a digital asset reserve funded by staking revenues and airdrops and has pledged no tax increases. According to JPMorgan, if other states take similar steps, it could have a lasting positive impact on Bitcoin. Analysts, who also point out that the crypto derivatives market is maturing, state that US-based exchanges are increasing their influence in this area with major acquisitions. Coinbase’s acquisition of Deribit, Kraken’s acquisition of NinjaTrader, and Gemini’s license to offer derivatives products in Europe are seen as developments that could increase institutional investors’ interest in the sector. *This is not investment advice. Source: https://en.bitcoinsistemi.com/gold-or-bitcoin-starting-in-june-jpmorgan-responds/
You may also like

Key Market Information Discrepancy on March 13th - A Must-See! | Alpha Morning Report
1. Top News: Latest Developments in US-Iran Conflict, Son of Soleimani Vows Revenge, US Navy Plans to Escort Ships in the Strait of Hormuz
2. Token Unlock: $HTM

On-Chain Options Explosion.ActionEvent
Options are becoming the new anchor in the cryptocurrency market.

《Time》 Magazine Names Anthropic as the World's Most Disruptive Company
The most AI-wary company has created the most dangerous AI

Predictions market gains mainstream traction in the US, Canada, Claude launches Chart Interaction feature, What's the English community talking about today?
What Did Foreigners Care About Most in the Last 24 Hours?

500 Million Dollars, 12 Seconds to Zero: How an Aave Transaction Fed Ethereum's "Dark Forest" Food Chain
Spend $154,000 to buy AAVE at market price of only $111

AI Agent needs Crypto, not Crypto needs AI
It is not Crypto that needs AI to survive, but rather AI Agents that need Crypto to be implemented: when AI truly shifts from "thinking" to "executing," it must seek the boundaries of authority and funding within the programmable primitives of Crypto.

Stablecoins are breaking away from cryptocurrency, becoming the next generation of infrastructure for global payments
The use of stablecoins is shifting from facilitating low-cost cross-border remittances to supporting general commercial activities and inter-company vendor payments.

Web3 teams should stop wasting marketing budgets on the X platform
The announcements from the project party are still very important, but they should no longer be the starting point of promotional activities; instead, they should be the endpoint.

Strive buys Strategy stocks, and Bitcoin treasury companies start nesting each other
When everyone's bets are placed on the same table, the difference between "structured financing" and "concentrated gambling" may just be a few more arrows drawn on the PPT.

Strive to buy Strategy stock, Bitcoin Treasury company starts nesting dolls with each other
Bitcoin hodlers are starting to nested be in each other.

Key Market Intel on March 12th, how much did you miss out on?
1. On-chain Funds: $29.7M inflow to Hyperliquid today; $30.9M outflow from Base
2. Biggest Gainers/Losers: $DRV, $LYN
3. Top News: US plans to release 172M barrels of oil to curb prices, on-chain pre-market crude oil gains narrow by 4%

The new center of Crypto
But the market is constantly evolving. By 2026, companies that can adapt to the new environment will survive, while those that continue to rely on the old script may face the fate of elimination.

Former Coinbase CPO's lengthy article: I have regrets, but I still firmly believe in Crypto
People often fantasize that wealth comes from catching every new wave. Sometimes this is true. But more often, wealth comes from riding a real wave and not blindly paddling away every time the water splashes around.

Hormuz Strait Triggers Oil War, Will the Fed Blink with a Rate Cut in June?
Polymarket data shows that the current market is betting a 64% probability of an interest rate cut in June this year, with the probability rising to 81% for September.

After Law Enforcement in the US and the UK Seized Cryptocurrency, ‘Asset Return’ Never Really Happened
The digital assets that should have been returned to the victims have quietly flowed into government treasuries, strategic reserve funds, and law enforcement agencies' operational budgets.

Why Does Everyone Hate AI?
AI and Silicon Valley's PR Crisis

Kyle Samani Returns to Crypto? Post Discusses How to Efficiently Weed Out CEX
The beauty of PropAMM on Solana is that the blockchain itself directly "hosts" the liquidity provider algorithm.

What are the chances of a 5X MOONSHOT for HYPE?
Hyperliquid is building a new growth logic
Key Market Information Discrepancy on March 13th - A Must-See! | Alpha Morning Report
1. Top News: Latest Developments in US-Iran Conflict, Son of Soleimani Vows Revenge, US Navy Plans to Escort Ships in the Strait of Hormuz
2. Token Unlock: $HTM
On-Chain Options Explosion.ActionEvent
Options are becoming the new anchor in the cryptocurrency market.
《Time》 Magazine Names Anthropic as the World's Most Disruptive Company
The most AI-wary company has created the most dangerous AI
Predictions market gains mainstream traction in the US, Canada, Claude launches Chart Interaction feature, What's the English community talking about today?
What Did Foreigners Care About Most in the Last 24 Hours?
500 Million Dollars, 12 Seconds to Zero: How an Aave Transaction Fed Ethereum's "Dark Forest" Food Chain
Spend $154,000 to buy AAVE at market price of only $111
AI Agent needs Crypto, not Crypto needs AI
It is not Crypto that needs AI to survive, but rather AI Agents that need Crypto to be implemented: when AI truly shifts from "thinking" to "executing," it must seek the boundaries of authority and funding within the programmable primitives of Crypto.