This asset was one of the highlights during 2024.
Crises strengthen the gold investment narrative, Nelson explains.
The price of gold could maintain its upward trend in 2025, replicating its outstanding performance of 2024, said financial analyst Jim Nelson.
This asset, considered a safe haven, has proven to be a pillar of stability in times of economic uncertainty. Nelson highlighted that, throughout history, gold has consistently outperformed other financial instrumentsespecially in times of global crises.
In the last 25 years, Gold has returned 800%, compared to 300% for the S&P 500as seen in the following graph.
Nelson attributed this outperformance to a 21st century plagued by disruptive events, such as the dot-com crisis in 2000, the financial crisis of 2008, and the pandemic of 2020. In each of these episodes, investors sought refuge in gold.
“With so much going on in the world today, the need for greater security continues to grow,” Nelson said.
Key factors driving gold demand
In 2024, gold stood out thanks to central bank purchases and increased retail interest, especially in Asia, which accounts for more than 60% of annual demand. China and India played a crucial role in this growth, according to the analyst Gavin Magor.
However, Nelson stressed that there are also less favorable factors behind the record prices, such as persistent inflation and depreciation of fiat currencies. This reinforces its value as a hedge in investment portfolios.
Magor added that gold helps diversify portfolios. “In 2025, gold will continue to offer stability in the face of still unknown opportunities and challenges,” he highlighted.
Bitcoin also promises a historic 2025
While gold maintains its appeal, bitcoin (BTC) could also reach new highs in 2025, after having had a successful 2024, breaking the $100,000 barrier.
Institutions such as Standard Chartered and Bitwise They project prices between 200,000 and 250,000 dollarsdriven by the adoption of bitcoin ETFs in the United States, as reported by CriptoNoticias.
For years, the digital currency created by Satoshi Nakamoto has been viewed with skepticism by many traditional investors, who saw it as a volatile and risky asset, but this has changed.
The generational change in investment is strengthening this trend. The new generations, familiar with cryptocurrencies, They see bitcoin not only as a refuge from the crisis, but also as a transformative technology..
Optimism around pro-cryptocurrency policies
US President-elect Donald Trump’s proposal to create a strategic bitcoin reserve reinforces these expectations.
Entities like Ark Invest suggest that if institutional investors allocate between 1% and 4.8% of their portfolios to bitcoin, the price could range between $120,000 and $550,000.
Adam Back, CEO of BlockStream, even envisions a seven-figure price if this initiative materializes. “If the United States leads with a strategic reserve of bitcoin, we are facing a paradigm shift,” Back commented.
In 2025, both gold and bitcoin could consolidate as key assets in an investment environment marked by the search for safe havens and interest in new technologies. Although they face different challenges, both are positioned as strategic options for global investors.
