Bitcoin May Outperform Gold This Year Amid Institutional Investment, JP Morgan Analysts Suggest

By: bitcoin ethereum news|2025/05/16 13:15:04

Bitcoin is poised for stronger performance than gold this year, driven by increased institutional interest and market dynamics. The ongoing trend indicates that Bitcoin’s potential is further amplified by recent corporate treasury allocations and favorable legislation. According to JP Morgan analysts, “We expect the year-to-date zero-sum game between gold and Bitcoin to extend to the remainder of the year.” Bitcoin’s potential growth surpasses gold’s this year as institutions rally around crypto assets amid evolving market conditions. Institutional Interest Boosts Bitcoin’s Prospects JP Morgan’s analysts highlighted that Bitcoin’s upside potential is currently more pronounced than that of gold, particularly as the cryptocurrency has rallied to over $104,000 recently. Increased involvement by institutional investors, alongside legislative support for state investment in crypto, fuels this momentum. The expansion of corporate treasury allocations towards Bitcoin is another critical factor indicating growing confidence in the asset’s long-term viability. Recent Developments in Crypto Derivatives Market The maturation of the crypto derivatives market is evidenced by significant acquisitions from major players in the industry. Coinbase’s acquisition of Deribit and Kraken’s purchase of NinjaTrader reflect a burgeoning landscape for futures and derivatives. JP Morgan noted, “These developments show that the crypto derivatives universe is maturing and by coming under US or EU regulations it could induce confidence and greater participation by traditional institutional investors.” Bitcoin vs. Gold: Current Market Landscape While gold has had its own share of growth, as evidenced by its recent price fluctuations, Bitcoin has consistently outpaced the precious metal. Recent data from K33 Research illustrates that Bitcoin ETFs have outstripped gold ETFs in net inflows, with Bitcoin trading around $103,800, just below its record high. In contrast, gold has seen its price decline to $3,230 from an all-time high of $3,500 set earlier this year. Short-term Outlook: Continued Divergence The divergence between Bitcoin and gold could continue, especially if geopolitical tensions or macroeconomic factors, such as U.S.-China tariff negotiations, impact investor sentiment. Experts suggest that Bitcoin may behave more like a risk-on asset rather than a safe haven, correlating more closely with equity markets than traditional safe-haven assets like gold. Conclusion As institutional participation grows and the crypto landscape evolves, Bitcoin appears positioned for continued success, potentially outperforming gold through the remainder of the year. With innovations in crypto derivatives and a supportive legislative environment, traditional investors may increasingly turn to Bitcoin, enhancing its role as a serious contender in the asset class hierarchy. Source: https://en.coinotag.com/bitcoin-may-outperform-gold-this-year-amid-institutional-investment-jp-morgan-analysts-suggest/

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