BlackRock: Bitcoin and Gold as Diversification Tools
BlackRock's 2025 Global Outlook highlights Bitcoin's potential as a diversification asset, citing its fixed supply and low correlation with stocks/risk assets. Like gold, Bitcoin may fill the gap as traditional hedges (e.g., government bonds) weaken. Post-U.S. election price surges reflect expectations of pro-crypto policies under a Trump administration.
👉 How Bitcoin is reshaping portfolio strategies
Regulatory & Legal Developments
1. U.S. Crypto Leadership Shift
- David Sacks, Trump-appointed crypto advisor, vows to address victims of "Operation Choke Point 2.0"—a banking restriction policy targeting crypto firms.
- SEC Chair Nominee Paul Atkins signals support for digital asset innovation, aiming to provide regulatory clarity.
2. UK & Global Regulations
- Pumpfun blocks UK users after FCA flags unauthorized services.
- Czech Republic passes a tax exemption law for crypto held over 3 years (effective 2025), aligning with EU’s MiCA framework.
3. Legal Precedent in China
- People’s Court Daily rules virtual currency theft as criminal theft, recognizing mined crypto as labor-value assets.
Market Highlights (News Top10)
- **BTC Hits $100K**: Trump congratulates holders; OKX data shows 24-hour volatility (-5.26%) amid $1B+ liquidations.
- MicroStrategy Buys 15,400 BTC ($1.5B) at $95,976 avg, now holds 402,100 BTC total.
- Fed Chair Powell: "Bitcoin is gold’s digital competitor," though volatile for payments.
- BoE Rate Cuts: Four expected in 2025 amid falling inflation.
- South Korea Delays Crypto Tax to 2027 (originally 2021).
Institutional Adoption & Trends
- Coinbase integrates Apple Pay for streamlined crypto purchases.
- a16z Predictions 2025: AI-blockchain fusion, stablecoin payments, and tokenized unconventional assets (e.g., biometric data).
- Ethereum Foundation funds $12.8M in Q3 for ZKP, Layer 2, and developer tools.
👉 Explore institutional crypto strategies
Key Funding Rounds (2024)
| Project | Amount Raised | Focus Area |
|-----------------------|--------------|----------------------|
| DeFi.app | $200M | DeFi platforms |
| Union Protocol | $12M | Cross-chain |
| BLIFE Protocol | $7M | Bitcoin ecosystem |
| Pantera Capital | $20M | TON blockchain |
FAQs
Q: Why is Bitcoin compared to gold?
A: Both serve as non-correlated assets, but Bitcoin offers digital scarcity and portability.
Q: What’s Operation Choke Point 2.0?
A: A U.S. policy restricting banking services to crypto firms; Trump plans to repeal it.
Q: How does Czech’s tax law benefit crypto holders?
A: No capital gains tax after 3+ years of holding (under $4K/year income threshold).
Q: Will AI impact crypto in 2025?
A: a16z predicts AI-driven wallets, DeFi bots, and tokenized data markets.