{"id":3396,"date":"2025-05-15T16:17:33","date_gmt":"2025-05-15T16:17:33","guid":{"rendered":"https:\/\/digkrypton.com\/index.php\/2025\/05\/15\/jpmorgan-forecasts-bitcoin-to-outperform-gold-in-second-half-of-2025\/"},"modified":"2025-05-15T16:17:33","modified_gmt":"2025-05-15T16:17:33","slug":"jpmorgan-forecasts-bitcoin-to-outperform-gold-in-second-half-of-2025","status":"publish","type":"post","link":"https:\/\/digkrypton.com\/index.php\/2025\/05\/15\/jpmorgan-forecasts-bitcoin-to-outperform-gold-in-second-half-of-2025\/","title":{"rendered":"JPMorgan Forecasts Bitcoin to Outperform Gold in Second Half of 2025"},"content":{"rendered":"

Bitcoin Magazine<\/a><\/p>\n

JPMorgan Forecasts Bitcoin to Outperform Gold in Second Half of 2025<\/a><\/p>\n

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JPMorgan analysts reported<\/a> that Bitcoin is likely to continue gaining ground at gold\u2019s expense in the second half of the year, driven by rising corporate demand and growing support from U.S. states.<\/p>\n

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JUST IN: JPMorgan says #Bitcoin<\/a> likely to have more upside than gold in the second half of 2025 pic.twitter.com\/YPrHivch9O<\/a><\/p>\n

\u2014 Bitcoin Magazine (@BitcoinMagazine) May 15, 2025<\/a>\n<\/p><\/div>\n

According to analysts led by managing director Nikolaos Panigirtzoglou, the \u2018debasement trade\u2019\u2014where investors turn to gold and bitcoin to guard against weakening fiat currencies\u2014has turned into a zero-sum contest, where bitcoin is now gaining the upper hand.<\/p>\n

\u201cBetween mid-February and mid-April gold was rising at the expense of bitcoin, while of the past three weeks we have been observing the opposite, i.e. bitcoin rising at the expense of gold,\u201d said JPMorgan analysts. \u201cIn all, we expect the YTD zero sum game between gold and bitcoin to extend to the remainder of the year, but are biased towards crypto-specific catalysts creating more upside for bitcoin over gold into the second half of the year.\u201d<\/p>\n

Since April 22, gold has dropped nearly 8%, while bitcoin<\/a> has surged 18%. Investor flows reflect this shift, with capital moving out of gold ETFs and moving into bitcoin. Futures data reflects the same trend, with gold positions decreasing and bitcoin positions increasing.<\/p>\n

JPMorgan attributes bitcoin\u2019s momentum not just to weakening gold but to crypto-specific catalysts. Companies like Strategy and Metaplanet are increasing their bitcoin holdings, with Strategy planning to raise $84 billion for bitcoin purchases by 2027 and already hitting 32% of that target.<\/p>\n

Yesterday, Metaplanet reported<\/a> its strongest quarter to date for Q1 FY2025. Metaplanet\u2019s bitcoin holdings rose to 6,796 BTC\u2014a 3.9x increase year-to-date and over 5,000 BTC added in 2025 alone. Despite a temporary \u00a57.4 billion valuation loss from a bitcoin price dip in March, the company rebounded with \u00a513.5 billion in unrealized gains as of May 12. Since adopting the Bitcoin Treasury Standard, Metaplanet\u2019s BTC net asset value has surged 103.1x, and its market cap has grown 138.1x.<\/p>\n

Several U.S. states are also warming to bitcoin. New Hampshire<\/a> now permits up to 5% of its reserves in bitcoin. Arizona is launching a Bitcoin reserve and pledges not to raise taxes this year.<\/p>\n

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JUST IN: Arizona enacts new law to establish a Strategic #Bitcoin<\/a> Reserve. pic.twitter.com\/QiljmKTtDx<\/a><\/p>\n

\u2014 Bitcoin Magazine (@BitcoinMagazine) May 8, 2025<\/a>\n<\/p><\/div>\n

\u201cAs the list grows, with other U.S. states potentially considering adding bitcoin to their strategic reserves, this could turn out to be a more sustained positive catalyst for bitcoin,\u201d wrote the analysts.\u00a0<\/p>\n

This post JPMorgan Forecasts Bitcoin to Outperform Gold in Second Half of 2025<\/a> first appeared on Bitcoin Magazine<\/a> and is written by Oscar Zarraga Perez<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

Bitcoin Magazine JPMorgan Forecasts Bitcoin to Outperform Gold in Second Half of 2025 JPMorgan analysts reported that Bitcoin is likely to continue gaining ground at gold\u2019s expense in the second half of the year, driven by rising corporate demand and growing support from U.S. states. JUST IN: JPMorgan says #Bitcoin likely to have more upside […]<\/p>\n","protected":false},"author":0,"featured_media":3397,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"tdm_status":"","tdm_grid_status":"","footnotes":""},"categories":[1],"tags":[],"class_list":{"0":"post-3396","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bitcoin"},"acf":[],"_links":{"self":[{"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/posts\/3396","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/comments?post=3396"}],"version-history":[{"count":0,"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/posts\/3396\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/media\/3397"}],"wp:attachment":[{"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/media?parent=3396"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/categories?post=3396"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/digkrypton.com\/index.php\/wp-json\/wp\/v2\/tags?post=3396"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}