Bitcoin Soars Past $100K as Traders Flee Traditional Markets—Wall Street Left Holding Bag

Gold 2.0? More like ’Get Me Out’ 2.0. As central banks flounder with inflation and equities wobble, Bitcoin’s market cap has quietly doubled in Q1 2025—proving yet again that decentralized assets thrive when legacy finance stumbles.

Why it matters: The ’digital gold’ narrative just got teeth. With real yields negative and commercial real estate imploding, institutions are piling into BTC at levels not seen since the 2020 pandemic crash. Even pension funds—yes, those pension funds—are allocating 1-2% to hedge against systemic risk.

The kicker: While Jamie Dimon was busy writing another op-ed about crypto being ’worthless,’ Bitcoin quietly processed $30B in institutional settlements last week—more than some major stock exchanges. But sure, keep shorting it, Wall Street.

$95,182 might diverge from traditional risk assets and serve as a SAFE haven. The analysis showed a break in Bitcoin’s correlation with stocks, US Treasury bonds, and the dollar.

ContentsExpert Insights on CryptocurrencyThe Impact of Political Developments

Expert Insights on Cryptocurrency

NYDIG’s global research director, Greg Cipolaro, observed a marked disconnection between Bitcoin and risk-carrying assets in recent weeks. Although market data hasn’t fully crystallized yet, short-term trends have started to emerge. Bitcoin has begun to distance itself from the influence of highly liquid and Leveraged American stock exchanges, adopting a role as a store of value that is apolitical.

Greg Cipolaro: “Despite geopolitical tensions and tariff discussions, political pressure on Fed Chair Powell has significantly unnerved the market. In this environment, Bitcoin should shine more brightly.”

The Impact of Political Developments

Uncertainty in US policies and concerns about Trump’s intervention in Fed management appear to have weakened the safe-haven status of the dollar and US Treasury bonds. This situation paved the way for investors to pivot toward alternative assets. In light of the evolving market dynamics, Bitcoin has been positioned differently compared to traditional risk assets.

Cipolaro emphasizes this new picture observed in the markets, noting that Bitcoin is taking on the role of a value storage instrument independent of states, rather than the beta of liquid and leveraged American equities. This remark illustrates that market players are affected by the fluctuations in US policies and turning towards alternative values.

Greg Cipolaro: “After the ‘Liberation Day’ that began on April 4, Bitcoin started to be among safe-haven assets.”

This balance and change in the market could prompt investors to reassess their risks in alternative assets. It is emphasized that forward-looking analysis of the data has the potential to guide investment strategies. Observers can make informed decisions by closely following market dynamics.

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