Bitwise: The world is on the brink of "extreme chaos," tariffs and debt crises will drive BTC soaring

With the increasing global economic and political uncertainty, the market Fluctuation has intensified. Two top executives of Bitwise, a major asset management giant, believe that BTC is facing a 'generational investment opportunity.' They pointed out that changes in global trade decisions, Central Bank monetary policy, and market sentiment could potentially bring about a new round of price surge for BTC.

Political and economic turmoil, BTC may become a 'generation-level opportunity'

Bitwise investment strategy chief Jeff Park believes that even though the current global economic situation is turbulent, various macroeconomic signals indicate that BTC seems to be in a potential major upward cycle.

World is literally on the brink of max chaos (tariff, debt ceiling, deglobalization) and max retardation (unprecedented tax cut, imminent YCC, gold run tail risk)—

And Bitcoin IV percentile is lowest all year and you don't see this generational opportunity so no we are not the same. pic.twitter.com/8iAPUDlQIK

— Jeff Park (@dgt10011) February 16, 2025

Park mentioned that the Republican Party in the U.S. House of Representatives proposed a plan on February 12 to raise the debt ceiling by 4 trillion U.S. dollars, while increasing government spending, which may stimulate the market. In addition, President Trump recently threatened to implement tariff policies, which could further disrupt international trade:

The world is on the brink of extreme chaos, and the implied Fluctuation of BTC has dropped to a yearly low (IV). If you still can't see this generational investment opportunity, then we are indeed different.

By the way, the implied Fluctuation of BTC is decreasing, indicating that the market's risk expectations for BTC are at a historical low.

He also warned that the market may be heading for "extremely irrational moments," including a sharp rise in gold prices, the Republican Party pushing for a tax cut of up to $4.5 trillion, and the Fed possibly implementing yield curve control (YCC), that is, stimulating borrowing and investment by controlling long-term interest rates.

(Gold approaches $3,000, hitting a record high frequently, the Chinese Central Bank resumes gold purchases, supporting the renminbi with consecutive increases for three months)

Horsley: This year will be a watershed for BTC to go mainstream

"People greatly underestimate the huge potential for BTC to enter the mainstream market this year," said Bitwise CEO Hunter Horsley yesterday, emphasizing that he has never been "so optimistic".

People are wildly underestimating the massive leaps Bitcoin is going to take into the mainstream this year.

Never been more optimistic.

— Hunter Horsley (@HHorsley) February 17, 2025

He also pointed out that this year, people around the world will see:

More funds flowing into BTC ETF

More companies buy more BTC

More countries are starting to buy BTC

Mainstream asset management institutions allocate BTC investments for users

Banks and financial institutions launch services to help users access BTC

Regulatory authorities provide clearer and more favorable regulatory guidance

Global geopolitical and monetary policy environment factors continue to drive the increasing demand for BTC in the market

You will continue to see more and more reputable individuals publicly expressing their beliefs in BTC, which will be a watershed year for the development of BTC.

JPMorgan: Gold, Bitcoin have become important investment structures, devaluation trades will continue to prevail(

Market sentiment in fear, is it an investment opportunity?

According to CMC's "Crypto Fear & Greed Index )Crypto Fear & Greed Index(", the market sentiment index is currently at 38 ) out of 100(, indicating that the market sentiment is "fear", which indeed echoes Park's description of a chaotic market atmosphere.

With the increasing global economic uncertainty and the growing market focus on policy changes, whether BTC can enter the mainstream and usher in a new round of fluctuations remains to be seen.

This article Bitwise: the world is on the verge of 'extreme chaos', tariffs and debt crises will drive BTC soaring first appeared in Chain News ABMedia.