The main dishes to remember:
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The record for global money growth is a large rear wind for Bitcoin.
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The FNB Bitcoin Spot could soon exceed gold properties, increasing the BTC reserve reserve status.
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The retail entries remain limited but could trigger a solid rally if the traditional interests of yields.
Bitcoin (BTC) was negotiated for the last time at $ 120,000 on July 23, which prompted traders to wonder if a new summit of all time is still possible this year.
Global economic uncertainty and sustainability of the artificial intelligence sector remain the greatest risks.
However, three main drivers of almost-hair could put bitcoin on a track well above its current market capitalization of 2.3 billions of dollars.
Some analysts expect Bitcoin to exceed the evaluation of 23 billions of dollars from Gold, while others maintain that a complete decoupling of technological actions will take much more time because the adoption remains at its beginnings.
Even if investors’ perception does not change, the expansion of the global monetary offer lays the foundations for a new paradigm, and Nvidia (NVDA) can point out that change.
Bitcoin trades like Nvidia, Strategy and Metaplanet
NVIDIA’s evaluation increased to $ 4.4 billions of dollars, compared to $ 2.3 billion in March, despite the last stable quarterly net income compared to six months earlier.
Merchants can bet on much higher future benefits, or evaluation measures may lose relevance, as governments should accelerate monetary expansion due to increasing tax debt.
The global M2 monetary mass in the 21 largest central banks reached a record of $ 55.5 billion in July, while the United States federal budget deficit totaled $ 1.3 billion in just nine months.
Such conditions support the case for Bitcoin bulls, even if the relatively strong BTC correlation with technological actions continues.
However, retail entries are still largely absent despite the 116% bitcoin gains in the past year, but that should change.
The difference compared to the annual yield of 22% of the S&P 500 acts as a magnet for a new capital, in particular while the cryptocurrency gains ground in the consumer media with companies like Strategy (MSTR) and Metaplanet (MTPLF) which made the headlines.
In relation: Bitcoin Company Metaplanet starts August with the first big purchase
Currently, cryptographic applications such as Coinbase and Robinhood show some sign of excitement for retail investors, the two remaining outside the Top 10, which was made for the last time in November 2024.
Although the catalyst for the renewed interest in retail is uncertain, a large room remains for a gathering focused on retail in 2025, in particular as traditional funding and the American government embraces Bitcoin.
Bitcoin obtains 401 (k) green light
President Donald Trump signed a decree on Thursday to allow a cryptocurrency and other alternative assets in the 401 (K) retirement accounts.
Michael Heinrich, co-founder and CEO of 0G Labs, said that the change in rule 401 (K) could “unlock billions of billions of retirement capital for Bitcoin”.
Bitwise investment director Matt Hougan said the change could be a transformer for industry.
Currently, the funds negotiated in exchange for US spots have $ 150 billion in assets, against 198 billion dollars for gold instruments in July 2025, according to Forbes.
Once the FNB Bitcoin has exceeded the equivalent assets of Gold, the event could help consolidate its perception as a reserve ratio rather than a risk trade.
Over time, more institutional investors are likely to add Bitcoin stations because it is relevant as a reserve ratio for public companies, sovereign funds and governments. Although the precise timing remains uncertain, the Bitcoin trajectory to a new summit of all time in 2025 seems firmly defined.
This article is for general information purposes and is not intended to be and must not be considered as legal or investment advice. The points of view, the thoughts and opinions expressed here are the only of the author and do not reflect or do not necessarily represent the opinions and opinions of Cointellegraph.
