As gold and Bitcoin enter into a bull market, Jan van Eck has stated that both assets are necessary for any portfolio.
Jan van Eck, the CEO of VanEck, has suggested that investors keep or increase their exposure in Bitcoin and gold, a suggestion he made in the 2025 outlook report that his firm issued.
He added that the assets represent indispensable hedges against the rise in inflationary pressures, fiscal uncertainty, and de-dollarization trends globally.
The head of strategy at Crypto Valley Venture Capital, van Eck, said gold and Bitcoin seemed resilient stores of value during the most recent global economic turbulence. He added:
Bull markets in both gold and Bitcoin are supported via inflationary pressure, fiscal uncertainty, and trends of de-dollarization.
He, therefore, stressed that these assets were necessary for any portfolio that needed to hedge against inflation.
The current gold bull market is driven by robust foreign central bank purchases coupled with growing de-dollarization-the shift away from dependence on the US dollar in global trade. This has amplified the demand for gold as a stable and reliable asset.
In the meantime, Bitcoin surged through the $100,000 ceiling, extending the bull cycle that started with the recent halving in the second quarter of 2024. According to Van Eck, in this cycle, BTC might surge up to $150,000-$170,000, driven by further adoption as a “store of value” asset.
If history is to repeat itself, as it has in the two previous halving events, Bitcoin is currently in a three-year bull market, making it a very important asset for long-term wealth preservation.
While van Eck does concede that some volatility could occur, especially in gold, he is still optimistic for the long-term outlook of both assets. This means that even in price corrections, the fundamentals of BTC and gold will be intact.
Analysts aligned
Particularly, van Eck’s vision goes in line with what other analysts said. In October, Geoffrey Kendrick, global head of digital assets research at Standard Chartered, noted that BTC is a hedge against the systemic financial risk but not such a good alternative in case of geopolitical tension. In a nine-page letter in September, BlackRock told investors that Bitcoin is resilient to “black swan” macro events including banking system crises, sovereign debt crises, currency debasement and geopolitical disruption. The document also underlined that Bitcoin could be used to hedge against possible U.S. dollar instability from federal debt and deficit fears, which would further improve the attractiveness of alternative assets.