TLDR
- Jurrien Timmer de Fidelity believes that Bitcoin deserves a first place in investment returns along with gold and international actions.
- Timmer argues that Bitcoin’s scarcity makes it a valuable asset, especially when fiduciary coins weaken.
- Despite Bitcoin’s recent volatility, Timmer remains optimistic about its long -term potential as an investment.
- Timmer highlights the balance between Bitcoin and Gold, noting that both assets benefit from economic changes.
- Timmer maintains that Cycles promoted by Halle de Bitcoin are still relevant, even with increasing institutional participation.
Jurrien Timmer, director of Macro Global in Fidelity, believes that Bitcoin belongs at the top of the investment returns table. Compare Bitcoin with gold and international actions, pointing out its unique qualities. According to Timmer, the ongoing boom in artificial intelligence (AI) continues to feed the stocks of great capitalization of us, but Bitcoin remains a strong contender.
Does it make sense that the bonds are at the bottom and gold, international actions, the great caps of the USA and Bitcoin to be at the top? Yeah! The combination of an AI boom, US fiscal domain and a catalyst for non -American medium reversal should produce exactly this result. pic.twitter.com/4zsouefobc
– Jurrien Timmer (@timmerfidelity) September 9, 2025
Optimistic Timmer about Bitcoin’s long -term perspective
Timmer argues that Bitcoin’s shortage makes him a valuable asset. He explains that Bitcoin’s value tends to increase when fiduciary coins weaken. As the US dollar faces challenges, Bitcoin stands out as a value store.
Timmer’s previous predictions have caused debates among investors. In May, he predicted that Bitcoin could finally overcome gold later in the year. Although Bitcoin’s performance has been volatile, he argues that he still has a strong potential for the future.
At the end of August, Timmer declared that Bitcoin and Gold were “in the balance” with each other. At that time, Bitcoin reached a new historical maximum. However, Bitcoin’s rally stopped when gold continued to exceed cryptocurrency in September.
Timmer is still optimistic about Bitcoin’s future despite Gold’s recent performance. He predicts that the federal reserve potential tariffs could push the highest Bitcoin prices and gold. Both assets will benefit from a return to quantitative flexibility (QE), which could feed their growth.
Timmer believes that the four -year cycles promoted by Halvening de Bitcoin are still at stake. This opinion contrasts with some analysts who claim that institutional investors have altered the Bitcoin cycle. Timmer points out that the supply of global money and strength in dollars still influence Bitcoin’s growth.