JPMorgan is taking a more nuanced view of Bitcoin’s recent struggles.
While gold surged more than 60% in 2025 on strong central bank demand, #Bitcoin has moved in the opposite direction, underperforming both traditional safe havens and several risk assets. On the surface, that divergence looks like a blow to the “digital gold” narrative.
But JPMorgan’s analysts say the story might not be that simple.
According to the bank, gold’s outperformance has come with much higher volatility. In contrast, Bitcoin’s lower volatility could actually make it more attractive over the long term—especially if sentiment shifts and it regains its role as a hedge against extreme economic scenarios.
In fact, the bank noted that if Bitcoin were to match gold’s volatility-adjusted flows, the price would theoretically need to climb toward $266,000.
The takeaway: short-term weakness doesn’t necessarily invalidate the long-term thesis. For some analysts, the current divergence may simply be a reset phase before the next leg of the “digital gold” narrative.
#Gold $BTC
$𝟯𝟯 𝗧𝗥𝗜𝗟𝗟𝗜𝗢𝗡 𝗶𝗻 𝗴𝗹𝗼𝗯𝗮𝗹 𝘁𝗿𝗮𝗱𝗲 𝘀𝘁𝗶𝗹𝗹 𝗿𝘂𝗻𝘀 𝗼𝗻 𝗽𝗮𝗽𝗲𝗿.
That’s 4B+ physical documents every year slowing down customs, logistics, and trade finance.
This is the inefficiency $IOTA is actively removing.
{future}(IOTAUSDT)
TWIN, powered by IOTA, is digitizing trade documentation across Africa, the UK, and Europe , with backing from the World Economic Forum.
𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗺𝗮𝘁𝘁𝗲𝗿𝘀:
• Paper-based trade adds weeks of delay
• Increases fraud and financing risk
• Drives unnecessary costs across supply chains
TWIN cuts these costs by up to 25% by turning trade documents into verifiable, digital records.
𝗪𝗵𝗮𝘁’𝘀 𝗨𝗻𝗱𝗲𝗿 𝘁𝗵𝗲 𝗛𝗼𝗼𝗱
• Documents digitized and authenticated
• Identities and data anchored on-chain
• Interoperable across borders and institutions
• Built on IOTA’s Move-based Layer 1
This isn’t a pilot. It’s production infrastructure.
Most crypto talks about adoption.
$IOTA is embedded into the real economy, modernizing how trillions in goods move globally.
That’s what real-world utility looks like. 🔥
#IOTA
Walrus doesn’t meet you at launch.
@WalrusProtocol meets you six months later, when the dashboards are flat, the channel is quiet, and the person who set this up has moved on. The blob is still being pulled. Still referenced. Still assumed to be there... even though nobody’s actively thinking about it anymore.
That’s where most storage starts lying.
Availability turns into a habit instead of a fact. Nobody re-checks it. Nobody re-owns it. It just keeps working until the day it doesn’t, and by then the question isn’t “what failed?”... it’s “who was supposed to still care?”
Walrus doesn’t ask for attention to stay high.
The window was agreed to already.
The terms don’t renegotiate themselves just because the room went quiet.
So when the data is still there long after the excitement isn’t, it isn’t because someone remembered to babysit it.
It’s because the system expected everyone to forget.
@WalrusProtocol #Walrus $WAL
I called $FHE strength early ... and look at it now… +11.8% and still pushing 🔥🚀
Where are the doubters now??? Any questions??? Any doubts left???
Big CONGRATULATIONS 🎉💥 to everyone who trusted the call ... clean execution, strong momentum, and price delivering exactly as expected. Profits locked, confidence validated 💰😎
Just like our previous winning setups, FHE respected structure, exploded with volume, and smashed through resistance without hesitation. This wasn’t luck ... this was patience + timing.
#BOOOOMMMM 💥🚀
FHE bulls are fully in control. Momentum is alive, buyers are aggressive, and continuation is on the table.
Stay sharp, stay ready ... this move isn’t done yet
Click below to Take Trade
{future}(FHEUSDT)
What’s becoming clearer to me about Dusk is that it feels less like a blockchain project and more like a risk-management system that happens to be on-chain. Most layer 1s still optimize for possibility what could be built if everything goes right. Dusk feels optimized for exposure what happens when things go wrong, when rules tighten, when counterparties need explanations instead of narratives. Its architecture reflects that mindset. Privacy isn’t maximal; it’s scoped so it can be justified under scrutiny. Auditability isn’t performative; it’s designed to answer specific questions regulators and auditors actually ask. The modular structure isn’t there for developer freedom, but to isolate risk so changes don’t cascade into unintended consequences. I’ve watched tokenization pilots fail not because the tech didn’t work, but because risk teams couldn’t model outcomes with confidence. Dusk seems to start from that failure mode. As tokenized real-world assets and compliant DeFi move closer to balance sheets and legal accountability, infrastructure stops being about innovation and starts being about defensibility. In that context, Dusk’s biggest strength may be that it doesn’t assume trust, growth, or goodwill. It assumes responsibility and builds forward from there.
@Dusk_Foundation #dusk $DUSK
$ETH is still bearish on 4H, this bounce looks like a relief move after heavy selling....
Support: $1,820 → $1,750
Resistance: $1,980 → $2,100
Below $2,000 = sellers still in control.
Only a strong reclaim above $2.1k would flip momentum bullish.