The cryptocurrency captured attention across global markets and investment sectors before capital rotated elsewhere.
Bitcoin News
Alex Thorn from Galaxy Digital maintains that attention will cycle back to Bitcoin despite the cryptocurrency losing its status as 2025's top trade. The head of research told CNBC on Friday that Bitcoin consistently recaptures investor focus over time.
Bitcoin dominated asset class discussions at the year's start following Donald Trump's presidential election win. The cryptocurrency captured attention across global markets and investment sectors before capital rotated elsewhere.
Investors shifted toward AI, nuclear energy, quantum technology, and gold throughout the year. Thorn stated these competing opportunities pulled allocation away from Bitcoin in 2025.
Galaxy Digital cut its year-end Bitcoin price target to $120,000 from $185,000, representing 17% upside from the current $102,080 level. Thorn described Bitcoin as entering a "much more mature era" where distribution from long-term holders to new participants strengthens the market.
JPMorgan analysts recently noted that the rising gold volatility during October's rally to record highs made the precious metal riskier relative to Bitcoin. The Bitcoin-to-gold volatility ratio fell to 1.8, meaning Bitcoin carries 1.8 times the risk of gold.
Bitcoin and Nvidia stock now move in closer sync than at any point in the past year, based on Oct. 10 reports. Some market watchers see potential correlation risks similar to the late 1990s dot-com bubble.
The quantum computing threat continues to divide cryptocurrency experts. Borderless Capital's Amit Mehra said quantum computing remains years from threatening Bitcoin's cryptographic security.
Charles Edwards from quantitative digital asset fund Capriole argues the situation demands immediate action. Edwards contends the industry must implement protective solutions now before technological advances create real vulnerabilities.
Thorn emphasized that attention always returns to Bitcoin regardless of temporary shifts to other sectors. The mature market phase supports broader adoption through healthier ownership distribution patterns.
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