
Cryptocurrency, bitcoin: two words that continue to dominate conversations about the future of finance. As we step further into 2025, bitcoin has once again emerged as the best-performing asset this calendar year, outpacing traditional giants like the S&P 500, the MAG Seven tech stocks, and even gold. But what lies beneath this meteoric rise? What are the real stories and truths that many aren’t telling you about bitcoin’s journey? Let’s dive deep into the insights shared by Jack Mallers and unravel the bigger picture behind bitcoin’s rise.
Table of Contents
- Bitcoin’s Unstoppable Momentum in 2025
- Joining the Team or Standing in Its Way: The Bitcoin Choice
- Why Measuring Bitcoin in Dollars Can Be Misleading
- The Unique Supply Dynamics of Bitcoin
- Bitcoin’s Place in the Global Wealth Ecosystem
- The Reality Behind Altcoins and Speculative Tokens
- Inflation, Money Printing, and Bitcoin’s Role
- The End of Traditional Portfolio Models: Bitcoin’s New Role
- Bitcoin’s Proven Track Record and Future Outlook
- Why Bitcoin Is the Future of Fair Money
- Conclusion: The Bitcoin Journey Has Just Begun
Bitcoin’s Unstoppable Momentum in 2025
Bitcoin’s performance this year is nothing short of spectacular. Having recently set an all-time high above $123,000 and currently trading steadily above $117,000, bitcoin is once again making headlines as the top-performing asset of 2025. This surge has been driven by significant inflows into spot ETFs, increasing institutional involvement, and a wave of excitement surrounding new U.S. crypto regulations.
Market sentiment remains robust, with trading volumes surging and more investors buying than selling. Analysts are already eyeing $125,000 as the next major resistance level, while support is expected around $112,000. The buzz around bitcoin isn’t just hype — it’s a reflection of growing confidence and ongoing price discovery, with long-term forecasts trending upward.
Joining the Team or Standing in Its Way: The Bitcoin Choice
Bitcoin isn’t just another investment; it’s a revolution in how we think about money and wealth. Jack Mallers emphasizes a simple truth: when you encounter bitcoin, you face a choice — either join its team or stand in its way. Fighting against bitcoin is futile. The asset is engineered to resist manipulation and control, making it better to be on its side than against it.
Bitcoin is chasing a massive prize — between $400 trillion to $600 trillion worth of purchasing power globally. To put this into perspective, bitcoin’s current market cap of around $2 trillion means it has roughly 250 times the room to grow in purchasing power terms. This is a staggering opportunity that many are only beginning to realize.
Why Measuring Bitcoin in Dollars Can Be Misleading
One of the most important points Jack makes is that measuring bitcoin’s value solely in U.S. dollars is misleading. The dollar is inflationary — more dollars can be printed endlessly, distorting the true value of assets priced in dollars.
Instead, comparing bitcoin to gold or major stocks offers a clearer picture. For example, bitcoin priced in gold ounces is still below its all-time highs, indicating that despite dollar-based price surges, bitcoin’s real value is still growing. Similarly, bitcoin priced against the MAG Seven tech stocks remains below previous peaks.
This means that while bitcoin’s dollar price might look sky-high, it’s far from its peak when viewed in more stable or alternative value terms. The party is just getting started.
The Unique Supply Dynamics of Bitcoin
Bitcoin’s supply mechanics set it apart from any other asset. Unlike stocks or commodities, no new bitcoin can be created beyond the capped supply of 21 million coins. This scarcity means that as demand spikes, buyers must outbid existing holders to acquire bitcoin.
This dynamic creates cyclical price movements where demand “pries” bitcoin from holders who are willing to part with it because the price materially changes their lives. These holders might trade bitcoin for yachts, houses, or life experiences. It’s a redistribution of wealth, moving purchasing power from traditional asset holders to early bitcoin adopters and sovereign individuals.
Bitcoin’s Place in the Global Wealth Ecosystem
When looking at the global wealth landscape — including gold, art, collectibles, equities, real estate, and bonds — bitcoin still represents just a tiny fraction, about twenty basis points, of the $900 trillion worth of assets humans own.
This small slice underscores the enormous potential for bitcoin to capture a much larger share of global wealth as more people recognize its value as a fair and secure savings vehicle. So when you hear people ask, “Is it too late to get into bitcoin?” the answer is a resounding no. The real question is how high bitcoin can go as it pursues this vast wealth pool.
The Reality Behind Altcoins and Speculative Tokens
Jack Mallers is clear about the distinction between bitcoin and other cryptocurrencies, often referred to as “shitcoins.” While some altcoins like Ethereum have made strides, their real-world adoption as money is minimal. Most people who hold altcoins do so as speculative assets rather than for everyday use.
Even if Ethereum were to match the impact of a company like Apple, its market cap would be a mere dot compared to bitcoin’s potential. Speculating on altcoins might be too late or risky, but participating in bitcoin’s rise is far from over.
Inflation, Money Printing, and Bitcoin’s Role
The relationship between money printing and bitcoin’s price is almost a law of nature. When governments print more money, it taxes the population by reducing purchasing power, making eggs, vacations, gas, and housing more expensive.
Bitcoin offers a predictable, non-inflationary alternative for saving and protecting wealth. Jack Mallers shares how bitcoin has improved his own quality of life — from the food he eats to his financial peace of mind — because it shields him from the rising costs caused by inflation.
The End of Traditional Portfolio Models: Bitcoin’s New Role
The traditional 60/40 stock-bond portfolio model is dead, according to leading financial experts. Advances in technology, increased longevity, and massive debt have changed the landscape.
Experts now recommend including bitcoin in portfolios, with allocation percentages based on risk tolerance:
- Conservative investors: 10% bitcoin
- Moderate investors: 25% bitcoin
- Aggressive investors: 40% bitcoin
Jack Mallers himself has over 100% bitcoin allocation and emphasizes that owning bitcoin is no longer speculative — failing to own it now is effectively betting against it.
Bitcoin’s Proven Track Record and Future Outlook
Bitcoin has outperformed every other asset class for 15 consecutive years and is projected to continue doing so for the foreseeable future. Portfolio analytics show that including bitcoin improves returns while lowering risk, enhancing metrics like the Sharpe and Sortino ratios.
For everyday investors who have stayed humble and consistently accumulated bitcoin (“stacking sats”), the results have beaten even the best-performing hedge funds.
Why Bitcoin Is the Future of Fair Money
Bitcoin isn’t just an investment; it’s money designed to provide fairness and transparency for everyone. People have traditionally stored wealth in real estate, art, and collectibles — assets that are often illiquid and difficult to use in daily life. Bitcoin changes this by offering a digital, scarce, and accessible form of money.
It levels the playing field, enabling anyone to save and protect their wealth without relying on centralized systems that print endless dollars and distort value.
Conclusion: The Bitcoin Journey Has Just Begun
Bitcoin’s rise in 2025 is not a fleeting trend but a fundamental shift in global finance. With its unparalleled scarcity, growing institutional adoption, and ability to protect against inflation, bitcoin is carving out its role as the ultimate store of value and money.
Whether you’re a seasoned investor or just curious, the choice is clear: join bitcoin’s team or risk missing out on one of the greatest wealth transfers in history. The party isn’t over — it’s only just beginning.
What do you think? Will bitcoin reach $150,000 or even higher before the year ends? Share your thoughts and keep stacking sats.
Remember: Cryptocurrency, bitcoin is more than just a buzzword — it’s a movement towards financial sovereignty and fairness.
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