Colin Wu
Colin Wu|11月 22, 2025 14:27
NDV founding partner Jason's latest thoughts are quite optimistic: Compared to gold, Bitcoin still has 10x growth potential. Without Trump's trade war-triggering tweets, Bitcoin should currently be around $130K-$150K. After every major crash, it hits new highs within a few months. A short-term rebound to $98K-$99K is also reasonable. The long-term target price is roughly $100K, or even $1M. The Nasdaq depends on NVIDIA's earnings report. In particularly fearful market conditions, about 30% of Bitcoin's movement correlates with gold, while 70% correlates with the Nasdaq. During the overall crypto asset downturn, stocks usually drop more sharply than Bitcoin. Our strategy focuses more on when to switch Bitcoin and Ethereum positions into crypto-related stocks. As long as liquidity remains loose and rate-cut policies are implemented, we see no reason for a significant pullback. Bitcoin is the ultimate representation of a liquidity asset. As long as the dollar keeps printing, Bitcoin holds a strong position because it is finite, limited, non-renewable, and unique. This is very similar to gold's attributes, but Bitcoin also carries an added layer of tech stock characteristics. The above content does not represent my or Wu's views and does not constitute financial advice. Full text: https://www.(youtube.com)/watch?v=UPeDiHXMXCw
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