BlackRock has released its Global Outlook for 2025, highlighting key trends poised to transform the economy and financial markets. The report places a strong emphasis on artificial intelligence (AI) and cryptocurrencies, including Bitcoin.
According to BlackRock, AI could impact the global economy on a scale comparable to the Industrial Revolution. The advancement of this technology extends beyond task automation: AI accelerates innovation and discovery, fueling a wave of investment and progress.
"The prospects for artificial intelligence are remarkable. Although its precise development trajectory remains uncertain, the scale of anticipated changes is awe-inspiring," the report states.
Progress in AI continues to grow exponentially. For example, the number of parameters has increased from just 10 in the 1950s to a trillion by 2024. However, sustaining this growth will require substantial investments in infrastructure, such as data centers, processors, and energy systems. These investments are projected to reach $700 billion annually by 2030, representing 2% of U.S. GDP.
BlackRock identifies Bitcoin as a promising asset for diversifying investment portfolios. Analysts highlight its role as "digital gold," offering protection against market shocks.
Samantha Cohen, Head of ETF and Index Investments at BlackRock, notes: "Bitcoin combines the properties of a store of value and a payment system, making it attractive to investors."
A key factor underpinning Bitcoin’s appeal is its limited supply, which creates scarcity and bolsters trust in the asset. Additionally, Bitcoin demonstrates low correlation with traditional risk assets, making it particularly attractive for long-term strategies.
Despite the optimistic outlook for technology and cryptocurrencies, BlackRock expects economic conditions in 2025 to remain challenging. Inflation is likely to rise due to wage increases and large-scale investments in AI, while the Federal Reserve’s interest rates are anticipated to stay above pre-pandemic levels.
Interestingly, Bitcoin’s price dynamics are significantly influenced by political events. For example, its value surged notably following the U.S. elections, a trend analysts attribute to President Donald Trump’s favorable stance on cryptocurrencies.
BlackRock concludes that 2025 will be a period of profound change, driven by the rapid growth of AI and Bitcoin’s increasing role in the global economy.
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