Bitcoin vs Gold: JPMorgan Says the Winner Is Obvious in 2025

According to sources, the recent Bitcoin Surge is expected to keep growing; analysts at JPMorgan believe that BTC will do better than gold in 2025.

Big companies, investment funds, and even governments are more interested in Bitcoin, making it a top choice for protecting money during uncertain economic times.

Institutional Shift

JPMorgan’s latest report, which is led by the director Nikolaos Panigirtzoglou, says that the way people are investing is shifting rapidly. He explained that from mid-February to mid-April, gold was going up while bitcoin was falling.

But in the last three weeks, the trend has been flipped; now Bitcoin is rising instead. They argued that the Bitcoin surge is not just a short-term trend but shows a real shift in investors’ thinking.

In the past three weeks, Bitcoin prices have risen to $104,311.09, while gold has dropped to $3,230. This shows that as Bitcoin goes up, gold tends to fall; it’s like a give-and-take situation.

Data from CoinGecko and CoinMarketCap shows that more money is going into Bitcoin ETFs, and investors are pulling out their money from the gold ETFs.

Corporate Strategies Fuel Bitcoin’s Growth

Bitcoin surge is driven by the major corporate moves that now see Bitcoin as a smart option for long-term investment. For example, Strategy already has 32% of the $84 billion Bitcoin acquisition target for 2027.

At the same time, Japan’s Metaplanet has increased its Bitcoin holdings by four times this year and has added over 5000 BTC in 2025 alone.

Even though Bitcoin’s price dropped in March, which caused a short-term loss, the company later reported a profit of 13.5 billion yen by May 12. Since they have adopted the Bitcoin-first approach, their BTC net asset value has increased by over 100 times.

JPMorgan sees these bold moves from high-profile companies as strong evidence that big institutions are steadily supporting the Bitcoin surge.

Will Bitcoin finally surpass Gold in 2025 as the Go-To Investment? JPMorgan’s forecast and market trends say yes, take a look at current figure

State-Level Adoption Builds Long-Term Confidence

In the public sector, some U.S. states have started to view Bitcoin as a valuable reserve asset. New Hampshire has already passed a law that allows up to 5% of its reserves to be held in Bitcoin and gold.

Arizona went even further by creating a digital asset reserve, which is funded through staking and airdrops without increasing taxes.

Panigirtzoglou said that if more states do the same then it might help to keep the Bitcoin surge going strong for a long time.

This trend shows that Bitcoin is becoming more accepted by regular investors and governments; it has made it more trustworthy and part of the mainstream financial world.

Derivatives Market Matures as M&A Activity Heats Up

Recent mergers and acquisitions show how fast the crypto derivatives market is growing. 

Coinbase bought Deribit for $2.9 billion, Kraken paid $1.5 billion for NinjaTrader, and Gemini got a license for offering derivatives across the EU. 

These moves show that the market is becoming more developed and serious.

According to JPMorgan, these deals are not just business expansions, but they show a bigger trend of trusted, regulated platforms attracting institutional capital. 

As the crypto market is getting aligned with traditional finance, more investors are likely to join in.

The institutional expansion is one of the major reasons why JPMorgan believes the Bitcoin surge will do better than traditional assets like gold during the second half of 2025.

Bitcoin to Outperform in Q2 2025

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As of May 16, Bitcoin is trading around $103,839.65, which is just 5% below its January all-time high of nearly $109,000. Meanwhile, gold has kept falling and now is at $3,215 down from its peak of $3,500.

JP Morgan believes that the Bitcoin surge still has room to grow. Their analysts pointed towards special crypto-related factors and the rising use of Bitcoin by governments and companies as strong signs of growth.

They also mentioned that Bitcoin and gold,  which were once seen as similar ways to protect against inflation, are now moving in different directions.

Price prediction for Bitcoin is staying optimistic, but analysts say that it is more important to have clear rules and steady ETF investments to keep the momentum going.

Conclusion 

Bitcoin surge is looking set to continue as companies are buying more Bitcoin, states are adding BTC to their reserves and the crypto markets are becoming more stable and regulated. Analyst JPMorgan believes that Bitcoin will do better than gold in 2025.

FAQs

1. What is JPMorgan’s prediction for Bitcoin in 2025?

JPMorgan recntly predicted that Bitcoin will outperform gold by 2025.

2. When did a JPMorgan analyst release his latest prediction on Bitcoin’s surge over gold?

On Thursday, May 15, 2025, a JPMorgan analyst released his latest prediction on Bitcoin’s surge over gold.

3. Why are investors shifting from gold to Bitcoin?

Investors see Bitcoin as a better option to protect money during economic uncertainty.

4. How are Bitcoin ETFs performing compared to gold ETFs?

More money is flowing into Bitcoin ETFs, while investors are withdrawing from gold ETFs.

5. What might happen to Bitcoin in 2025?

Experts believe Bitcoin could become more valuable than gold.

Glossary 

JPMorgan- A big bank that gives financial advice and predictions.

Institutional Adoption- When big companies and governments start using or investing in something.

ETF- A fund you can buy or sell on the stock market that holds assets like Bitcoin or gold.

Net Asset Value- The total worth of all assets owned by a fund.

Airdrops- Free cryptocurrency tokens are given to people, often as a promotion.

Sources

News.Bitcoin

Binance

Decrypt.co