Bitcoin Breaks Away from Gold as Investors Pivot to Crypto, JPMorgan Finds

By: crypto news australia|2025/05/16 12:45:05
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Gold has dropped 8% since 22 April while Bitcoin has risen 18%.Factors such as increased corporate accumulation and government adoption of Bitcoin are driving the shift.JP Morgan analysts expect the momentum to continue through the rest of 2025.With global markets shifting, investors are increasingly choosing Bitcoin over gold, signalling a preference for digital assets, according to analysts from JP Morgan. The “debasement trade”, where both Bitcoin and gold were used to hedge against weakening fiat currencies, was in play earlier this year, but that dynamic has since flipped.Nikolas Panigirtzoglou, Managing Director at JP Morgan, said, “From mid-February to mid-April this year, the rise in gold prices negatively affected Bitcoin, but in the past three weeks, Bitcoin has been pushing out gold and rising.”Gold has fallen nearly 8% since peaking on 22 April, while Bitcoin has climbed 18% – a trend that is also visible in investor flows. Capital has moved from gold exchange-traded funds (ETFs) to Bitcoin and crypto funds, with futures data showing that gold positions have declined while Bitcoin futures have risen.Related: Crypto, Gold React Negatively to China-US Tariff SlashingKey Crypto Catalysts Powering Bitcoin’s Recent MomentumJP Morgan highlights a series of crypto-specific factors that are driving this shift:Corporate Accumulation – Major companies like Strategy (formerly known as Microstrategy) and Metaplanet are continuing to buy large tranches of Bitcoin. Strategy has already acquired more than half its US$42 billion (AU$64.5 billion) target of Bitcoin and is actively raising another US$42 billion by 2027 for further acquisition.Government Bitcoin Adoption – US States have begun to add Bitcoin to their treasury reserves. For example, New Hampshire has updated its legislation to allow up to 5% of its state assets to be invested in Bitcoin. Arizona is creating a digital asset reserve supported by staking rewards and airdrops.Improving infrastructure – Major crypto exchanges are taking steps for broader institutional engagement raising confidence in Bitcoin. Coinbase and Kraken have respectively acquired Deribit and NinjaTrader. Gemini can now offer derivatives across Europe. This trend could continue in the second half, and Bitcoin’s unique positive factors are likely to create additional upward momentum. Nikolas Panigirtzoglou, Managing Director at JP Morgan Despite gold’s earlier rise, Bitcoin has regained ground, and JP Morgan’s analysts are forecasting that Bitcoin’s momentum will continue to outpace gold in the second half of 2025.Related: Saylor’s Strategy: How AI Helped Supercharge a $52B Bitcoin BetThe post Bitcoin Breaks Away from Gold as Investors Pivot to Crypto, JPMorgan Finds appeared first on Crypto News Australia.

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DDC Enterprise Limited Announces 2025 Unaudited Preliminary Financial Performance: Record Revenue Achieved, Bitcoin Treasury Grows to 2183 Coins

On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.


2025 Full-Year Financial Highlights


Revenue: Expected to be between $39 million and $41 million, reaching a new company high.


Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.


Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.


Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.


Core Consumer Food Business Performance


In 2025, DDC's core consumer food business maintained strong operational performance.


The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.


In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.


Bitcoin Reserve Update


In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.


As of December 31, 2025: The company holds 1,183 BTC.


As of February 28, 2026: Holdings increased to 2,118 BTC


Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC


DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."


Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation


About DDC Enterprise Limited


DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.


The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.


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