A Historic Bull Market for Gold
The gold market is experiencing unprecedented growth, setting new all-time records.
Over the past 12 months, its market capitalization has increased by 5 trillion US dollars, reaching a record 20.1 trillion dollars.
Gold prices have risen by 12 percent in 2025, leading to several new all-time highs.
The long-term trend also remains impressive:
– Over the past six years, gold’s market capitalization has grown by 148 percent, equivalent to 12 trillion dollars.
– The gold-to-CPI ratio has reached 9.2x, surpassing previous peaks of 8.4x in 1980 and 8.1x in 2011.
This growth confirms that gold remains a key asset in times of macroeconomic instability, inflationary pressure, and geopolitical uncertainty.
Bitcoin Attracts More Public Companies
Two years ago, only 33 public companies invested in Bitcoin. Since then, this number has more than doubled – 80 public companies now hold BTC.
This trend highlights the institutionalization of Bitcoin and growing confidence in it as an asset for risk hedging and capital preservation.
What attracts companies to Bitcoin?
– Limited supply of only 21 million coins
– Long-term price growth potential
– Independence from traditional financial systems
– Hedge against inflation and market instability
If the number of public companies investing in BTC continues to grow at the same pace, Bitcoin could become a standard asset on corporate balance sheets in a few years, much like gold today.
Governor of the Bank of France Warns About Cryptocurrency Risks
François Villeroy de Galhau, a member of the European Central Bank and Governor of the Bank of France, has expressed concerns about US policies regarding cryptocurrencies.
In his opinion, the active promotion of cryptocurrencies and non-bank financial activities could trigger global financial instability.
He noted that financial crises often originate in the United States and then spread worldwide.
Key risks he identified include:
– Lack of clear regulation
– High volatility of cryptocurrency assets
– Risk of shadow banking outside the traditional financial system
While the United States is actively implementing cryptocurrency solutions, including Bitcoin and Ethereum ETFs, Europe remains cautious.
Why Are Gold and Bitcoin Rising at the Same Time?
Gold and Bitcoin are often seen as competitors, but the current market situation shows that both assets are rising simultaneously.
The main factors driving this growth:
– Inflation and weakening fiat currencies – investors seek alternatives to the dollar and euro
– Geopolitical tensions – global instability pushes capital into safe-haven assets
– Growing institutional demand – both Bitcoin and gold are becoming part of corporate diversification strategies
Financial markets are undergoing significant changes:
– The gold market is setting all-time highs, reaching a capitalization of 20.1 trillion dollars
– The number of public companies investing in Bitcoin has doubled in two years
– Europe is concerned about US cryptocurrency policies, fearing they may lead to another financial crisis
Amid economic uncertainty, gold and Bitcoin are becoming key assets for capital protection. Investors continue to monitor their dynamics, anticipating further long-term growth.
