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Fidelity, a giant in financial services, suggests in its latest analysis that a potential wave of inflation in 2025 could benefit Bitcoin 
$0.000041. The company’s research director, Chris Kuiper, highlights that persistent inflation and fiscal deficits may push the U.S. into a stagflation scenario, characterized by stagnant economic growth alongside high inflation and unemployment.
2025 Bitcoin Predictions
In his report, Kuiper emphasizes that Bitcoin’s performance will vary depending on how financial and monetary institutions respond to stagflation. If they focus on combating the recession aspect, Bitcoin may perform well. However, if controlling inflation becomes the priority, it could face significant challenges.
“If financial and monetary authorities choose to tackle the ‘stag’ issue with increased spending or monetary instruments, Bitcoin could potentially perform well, but likely with some delays.”
Kuiper recalls that during the second wave of inflation in the 1970s and 1980s, gold significantly appreciated in value. He believes that regardless of the macroeconomic environment in the future, Bitcoin could continue to provide benefits in various economic scenarios.
“Although we cannot predict what the macroeconomic environment will look like in 2025, we believe Bitcoin will continue to add value to portfolios across different economic scenarios.”
Potential Scenarios
Kuiper states that if a recession occurs, historical trends suggest that further monetary and fiscal stimuli will be introduced, which has traditionally been favorable for Bitcoin. Additionally, if risk assets continue to gain value and inflation remains above the 2% target, Bitcoin is likely to perform well.
“If risk assets continue to appreciate and inflation remains above the 2% target, Bitcoin will likely perform well.”
However, sharp declines in fiscal spending and a slowdown or reversal in money supply could lead to significant obstacles for Bitcoin. Nevertheless, due to high structural deficits and a heavily indebted monetary system, this worst-case scenario is considered less likely. Fidelity’s analysis indicates that the 2025 potential inflation wave presents both opportunities and challenges for Bitcoin, with economic policy playing a crucial role in determining its performance.
