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Fidelity Digital Assets addressed a question in its 2025 outlook report that many investors have asked: “Is it too late?”
The query is not absurd given BTC's recent surge to an all-time high above $108,000 last month. It is of course more fun to buy before a big tour.
in a reportFidelity Digital Assets Research Director Chris Kuiper says he's starting to see "early signs of spread and mass adoption."
He adds: “Although this process will likely take decades, 2025 has the potential to be the year that is seen as the pivotal time when digital assets begin to take hold and integrate themselves into... Multiple fields and industries.”
Kuiper cites and discusses what exists Nation state and Adopting encryption for businesseswhich we've been tracking here in recent weeks.
“So it may be too late for speculators who want another madness,” he explained. “However, we believe we are still very early in this new era of sustainable adoption, diffusion and integration.”
This "Are you too late?" This question reminded me of my conversation with Franklin Templeton's Roger Bayston last month. He also mentioned that this was something on Institutional minds.
“We saw this price go up and now I'm going to buy it?” He said, imitating an investor who questions this logic and wants to buy cheap.
But with a more favorable regulatory environment in the United States UnfoldBayston added that there appears to be "a lot of room to run." rising Bitcoin price predictions for 2025 Ranging from $125,000 to $200,000.
Beyond potential regulatory triggers, Kuiper wrote that inflation could return in a second wave (given inflation measures that resist a return to the 2% target, huge fiscal deficits, and a cycle of interest rate cuts by the Fed).
“If a recession occurs, it will likely be responded to with additional monetary and fiscal stimulus, which has historically been beneficial for Bitcoin,” he noted. “If risk assets continue to rise and inflation continues to rise above the 2% target, Bitcoin will likely do well as well.”
Then there is the possibility of an inflationary environment accompanied by stagnation, which Kuiper says BTC has never really faced. Fidelity's digital asset chart shows gold's performance during the stagflation period of the 1970s and early 1980s. It shows gold rising further during the second wave of inflation, providing a possible similarity to how Bitcoin will behave.
BTC is currently 13% below its all-time high, with possible corrections in the future that could provide additional buying opportunities.
Brady Swenson, co-founder of Swan Bitcoin, said it appears the market has largely factored in the creation of a currency Bitcoin Strategic Reserve Shortly after Trump took office.
“If it doesn’t happen quickly, the inauguration could actually be a ‘buy the rumour, sell the news’ event, causing the price of bitcoin to temporarily decline,” he added in an email.
You don't need me to say that none of this is investment advice. But I'll remind you anyway.
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