JPMorgan forecasts a bullish outlook for bitcoin until 2025, citing Trump's economic policies and the 'currency devaluation' strategies that strengthen support for bitcoin and gold as hedges against currency depreciation.
Bullish outlook: JPMorgan predicts Bitcoin will rise in price by 2025
Global investment bank JPMorgan released a report on Thursday detailing how Donald Trump's recent victory in the U.S. presidential election could boost both bitcoin and gold investments, in line with the 'currency devaluation' approach. This strategy focuses on buying assets like gold and bitcoin that tend to hold value during periods of currency depreciation, often due to inflation or expansive fiscal policies that increase national debt.
JPMorgan CEO Nikolaos Panigirtzoglou explained that Trump's policies could elevate currency devaluation activities, influenced by factors such as tariffs, geopolitical tensions, and expansive fiscal measures that increase debt. He stated:
We do not view the initial negative market reaction to gold as a rejection of the 'bearish trade' under Trump's victory. After all, bitcoin, another component of the 'bearish trade' rose in price following Trump's victory.
After the election results, the price of bitcoin surged to an all-time high of $76,244 on November 6 before stabilizing at around $75,100.
JPMorgan analysts also predict the next momentum for bitcoin, partly driven by Microstrategy's aggressive investment approach, known as the '21/21 plan.' This strategy aims to raise $42 billion over three years, with funds equally divided between stocks and fixed-income securities. 'Just for the year 2025, MicroStrategy will invest $10 billion in bitcoin, nearly equal to the total amount this company has purchased since mid-2020!' the report notes.
The bank also emphasized the continuous increase in retail investment in both bitcoin and gold, particularly through exchange-traded funds (ETFs). Analysts predict that this trend, which has accelerated since last summer, will continue until 2025 under the Trump administration. Central banks are also expected to increase demand for gold as institutions like the People's Bank of China diversify reserves due to tariffs and geopolitical instability. Panigirtzoglou commented to The Block:
We are optimistic about bitcoin in 2025.