$BTC There’s a new incoming administration in the U.S. that has promised a lot of changes to the status quo in 2025. Because of this, the global financial ecosystem should look very different by the end of the year. Based on plans that have already been announced, and considering the knock-on effects that they will have, we can start to paint a picture of what that future could look like, and draw some predictions of what is to come. Here are my top 5 Bitcoin and macro predictions for the year ahead, and how they could impact markets:
Bitcoin will reach the price equivalent of 50 Oz of gold: Gold currently trades at $2,650/oz, and bitcoin trades at $106,000. At the time of writing, it takes ~40 Oz of gold to buy one bitcoin. I believe bitcoin will continue to appreciate in gold terms, and will reach a price equivalent to 50 oz of gold. At current gold prices, this would equate to a BTC price of $132,500. In other words, Bitcoin will increase in value as measured in gold, not just as measured in dollars.
I expect to see a slew of portfolio recommendations coming out of ETF issuers’ research desks and registered investment advisors, recommending a portfolio allocation for bitcoin. Not dissimilar to the one that was recently published by Blackrock. The recent report from Blackrock about bitcoin stated “investors may prefer to use it tactically to hedge against specific risks, similar to gold.”. If you are a fully allocated investor looking to rotate into a bitcoin position, you may be inclined to downsize your gold position to make room, as you’re investing the “digital” version of it.
At least one G20 country will propose a Bitcoin Strategic Reserve: While everyone in the Bitcoin community is rightfully excited about the potential of the U.S. creating a Bitcoin Strategic Reserve, the geopolitical dominos have started falling, and they will continue to fall whether the U.S. pulls the trigger or not.
quoted from forbes