In a bold forecast that has captured market attention, Jack Mallers, CEO of the Bitcoin-focused investment firm Twenty One Capital, has predicted that Bitcoin could reach between $150,000 and $200,000 by the end of 2025. Mallers presented this analysis on his YouTube program, The Jack Mallers Show, linking Bitcoin's potential trajectory directly to prevailing macroeconomic uncertainty.
Mallers argues that Bitcoin, as one of the world's most freely traded assets, acts as an immediate barometer for macroeconomic stress. He identified several key factors that could propel its price upward: prolonged uncertainty surrounding international trade policies, continued global expansion of the money supply, and potential interest rate cuts by the U.S. Federal Reserve. He suggested that lower yields on traditional safe-haven assets, like government bonds, could drive increased demand for Bitcoin as an alternative store of value.
The prediction places Twenty One Capital at the more bullish end of current analyst forecasts. A comparative table included in the report shows other institutions like Standard Chartered Bank predicting a range of $100,000 to $150,000, while Bloomberg Intelligence and Fidelity Investments also see six-figure price targets, albeit generally lower than Mallers' projection. These forecasts are typically based on factors such as ETF inflows, the Bitcoin halving's effects, institutional adoption, and network growth.
Mallers' analysis is grounded in the historical pattern of Bitcoin often moving independently of traditional markets during periods of economic tension. However, he and other analysts caution that predictions are educated estimates, not guarantees, and emphasize the inherent volatility and risk in cryptocurrency investments. The report concludes by noting that the coming months will test these predictions as global economic conditions evolve.
