Bitcoin News Today: Bitcoin's "Gold 2025 Moment" Looms as Institutional Adoption Rivals Bullion's Rise

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Sunday, Oct 26, 2025 7:33 am ET2min read
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- JPMorgan enables institutional clients to use Bitcoin/Ethereum as loan collateral by 2025, signaling crypto's integration into traditional finance frameworks.

- Analysts predict Bitcoin could mirror gold's 2025 rally or reach $1.6M-$2M, citing institutional demand and scarcity-driven value propositions from figures like Tom Lee and Michael Saylor.

- Technical indicators show Bitcoin in a Wyckoff accumulation phase near $105k-$115k, with MVRV ratios and capital rotation from gold potentially pushing prices above $240k.

- Skeptics highlight volatility risks and limited retail access, while Ethereum's ETF outflows contrast with Bitcoin's inflows, though staking derivatives may boost its appeal.

Bitcoin's price trajectory is drawing renewed attention as analysts and institutional players increasingly position the cryptocurrency as a prime beneficiary of global asset rotation. With predictions ranging from $130,000 to $2 million and major financial institutions integrating crypto into traditional finance frameworks, the debate over Bitcoin's long-term value is intensifying.

JPMorgan Chase & Co. is set to allow institutional clients to use

and as collateral for loans by year-end 2025, marking a pivotal shift in how traditional finance treats digital assets, according to a . This move, which secures crypto holdings with third-party custodians, treats Bitcoin and Ethereum as legitimate balance-sheet assets, enabling liquidity access without selling positions. The initiative reflects broader institutional acceptance, with over 70% of institutional investors now viewing crypto as a viable asset class, the report says.

Bitwise Asset Management's CIO, Matt Hougan, argues that Bitcoin could mirror gold's 2025 rally if short-term selling pressure subsides and institutional demand dominates, in an

. Gold's market capitalization surged 57% in 2025, driven by central bank purchases, while Bitcoin has lagged despite strong ETF inflows. Hougan attributes this to persistent profit-taking by price-sensitive investors, but he forecasts a "Gold 2025 moment" for Bitcoin once sellers are exhausted.

Meanwhile, high-profile figures are making bold predictions. BitMine Chairman Tom Lee suggests Bitcoin could reach $1.6–$2 million if it matches gold's total market cap, according to a

, while Michael Saylor of MicroStrategy envisions $21 million per Bitcoin in 21 years. Mexican billionaire Ricardo Salinas Pliego added to the frenzy, projecting $1.5 million for Bitcoin by 2025 in , citing its scarcity and inflation-hedging properties.

Technical analysis also points to potential upward momentum. Bitcoin's 8-hour chart shows a Wyckoff reaccumulation phase, with consolidation near $105,000–$115,000 suggesting a possible breakout, according to

. Unfilled price gaps at $92,000 and $116,000 in CME futures contracts further indicate targets for the asset. Additionally, Bitcoin's MVRV ratio slipping below its 365-day average has historically signaled market bottoms, adding to bullish sentiment.

The case for Bitcoin's ascent hinges on capital shifting from gold and other assets. Bitwise estimates that just 3–4% rotation from gold to Bitcoin could push BTC above $240,000, while VALR's Farzam Ehsani notes that macroeconomic events—such as softer U.S. CPI data or trade détente—could accelerate this shift.

analysts also cite underpricing relative to gold as a catalyst, projecting $165,000 for Bitcoin, according to a .

Despite the optimism, skeptics highlight risks. Bitcoin's volatility remains a concern, and JPMorgan's collateral program excludes retail investors, limiting immediate liquidity impacts, as reported in

. Ethereum's ETF outflows—$243.9 million in recent weeks—contrast with Bitcoin ETF inflows of $446 million, per , underscoring a preference for Bitcoin as a safe-haven asset. However, Ethereum's integration into staking and derivatives markets could yet bolster its appeal, according to .

As the crypto market navigates regulatory clarity and macroeconomic shifts, Bitcoin's role as a store of value is increasingly entrenched. Whether it reaches $160,000 or higher will depend on sustained institutional adoption, macro trends, and the resolution of short-term volatility.

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