News View Non-AMP

Is Bitcoin One of the Most Bullish Assets of 2025? Expert’s Says ‘Yes’

Published by
Anjali Belgaumkar

Lyn Alden, founder of Lyn Alden Investment Strategy, recently shared her views on the economy’s main drivers leading into 2025 and her positive outlook on Bitcoin for the coming year.

Liquidity and Its Impact

In an interview with David Lin, Alden said that she believes that global liquidity will improve in 2025. She notes that the U.S. appears to be moving past a peak in credit tightening, which is a positive sign for liquidity. Additionally, increased stimulus from China supports this view. A key factor to watch is the U.S. Treasury General Account (TGA). If $800 billion returns to the banking system, it could significantly boost liquidity, but this depends on whether there are complications with the debt ceiling.

While Alden doesn’t predict the exact scale of liquidity changes, she remains moderately optimistic for the next year. This positive liquidity outlook directly influences her view on Bitcoin.

She said,

“I don’t have a strong opinion on the magnitude, but I have a positive view on liquidity for the next 12 months, and therefore my view on Bitcoin is also positive for the next 12 months. They have a lot of correlation together. The few times we see Bitcoin break its correlation with liquidity are often due to valuation extremes.”

Bitcoin Valuation Metrics

Alden explained the strong correlation between Bitcoin’s performance and global liquidity. In her analysis, when Bitcoin diverges from this correlation, it typically relates to extreme valuations. She prefers measuring Bitcoin’s value using the market cap to realized cap ratio.

  • Market Cap: Current price multiplied by the total number of coins.
  • Realized Cap: The total value of all coins based on their last transaction price.

During bull markets, the market cap can significantly exceed the realized cap, hinting at potential overvaluation. On the flip side, a lower market cap compared to a realized cap suggests less risk. She said,

“So, looking at all this, I expect liquidity to go up over the next year, and I don’t see signs of extreme Bitcoin valuation. That combination generally leads me to be pretty bullish on Bitcoin.”

Anjali Belgaumkar

Writer by choice, CryptoCurrency Writer, and Researcher by chance. Currently, focusing on financial news and analysis, as well as cryptocurrency news and data. One may not call me a crypto “Enthusiast” but trust me I'm getting there.

Recent Posts

Ethena Price Rockets 20%, Can ENA Hit $1 Amid StablecoinX’s Buyback?

Ethena price has zoomed nearly 21% in a single day and over 50% across the…

July 26, 2025

Ripple XRP Price Prediction 2025, 2026-2030: Will XRP Reach $5?

Story Highlights Live XRP Price Predictions suggest XRP could reach $5.05 by the end of…

July 26, 2025

Bitcoin Price Prediction 2025, 2026 – 2030: How High Will BTC Price Go?

Story Highlights Bitcoin is currently trading at: Predictions suggest BTC could reach $175K in 2025.…

July 26, 2025

Bitcoin Bull Run: Is 2025 Peak Coming Or Has The Cycle Changed?

Crypto markets used to move four-year cycles, driven by Bitcoin halving, interest rates, and major…

July 26, 2025

Crypto News: Vietnam Launches NDAChain to Enhance Digital Ecosystem

On Friday, the Vietnamese government launched a national blockchain platform, NDAChain, to protect information across…

July 26, 2025

Hedera Price Surges on Robinhood Listing, Is HBAR Heading to $0.30 Next?

Hedera has grabbed the spotlight in the crypto market, with a surge of over 12%…

July 26, 2025