Deutsche Bank prognostiziert: Bitcoin könnte bis 2030 in Zentralbankreserven aufgenommen werden
Bitcoin bricht die letzte Bastion traditioneller Finanzen
Zentralbanken im Bitcoin-Fieber
Deutsche Bank-Analysten sehen den Weg geebnet: Digitale Goldreserven werden zur neuen Realität für Notenbanken weltweit. Der Paradigmenwechsel vollzieht sich schneller als erwartet - während traditionelle Finanzinstitute noch über Regulierungen diskutieren, bereiten sich progressive Zentralbanken bereits auf die Ära der digitalen Reserven vor.
2030 markiert den Wendepunkt
Die Prognose bis 2030 erscheint konservativ, wenn man die aktuelle Adoptionstempo betrachtet. Institutionelle Investoren haben bereits die Weichen gestellt - nun folgen die staatlichen Akteure. Die Technologie ist ausgereift, die Infrastruktur steht bereit.
Ein schelmischer Seitenhieb auf die Finanzwelt: Vielleicht sollten Zentralbanker erstmal ihre eigenen Währungen stabilisieren, bevor sie sich um digitale Assets kümmern. Bitcoin wartet nicht auf Erlaubnis - es verändert das Spiel einfach.
Gold rallies while Bitcoin tanks
DBK sees bitcoin’s adoption following a path similar to gold’s, moving from skepticism to widespread acceptance, with regulation, macroeconomic trends and time paving the way. The bank said that Bitcoin and gold will continue to coexist as complementary hedges against inflation and geopolitical risk because of their scarcity and low correlation to other assets.
🚨 Deutsche Bank New Research:
Bitcoin to Coexist with Gold on Central Bank Balance Sheets by 2030
>Bitcoin vol to decline
>Neither needs to "replace" USD as reserve asset
>This time is not different (Gold was once risky)
>BTC & other alternative assets are part of human nature pic.twitter.com/Zk3m392jCw
Investors often compare gold to safe money. Today, it jumped 1% to set a new record high and bring its 2025 gain to 43%. It hit a record high of $3,763. The precious metal has risen over 40% year-to-date.
The price of the metal went up about an hour after BTC dropped 3% in 24 hours, bringing its price down to $112,000. This ended its year-to-date gain of 17%. Based on the date, it’s possible that profits from selling bitcoins were turned into gold.
Although the two assets rarely MOVE in tandem, there are occasional instances in which they rise or decline simultaneously, frequently with a brief lag. This time, the divergence is more pronounced.
However, gold is not the sole metal that attracts flows. Silver increased by 1.5% on Monday to reach $44, its third-highest level since 1975. It has now increased by over 50% year-to-date.
DBK says that no currency will dethrone the dollar
The report noted that the US dollar still makes up 57% of global reserves, but signs of diversification are emerging. China’s US Treasury holdings fell $57 billion in 2024, and momentum for crypto regulation is building in major markets.
For instance, Norway’s Norges Bank, the world’s biggest sovereign wealth fund, doesn’t hold bitcoin or any related ETFs, but it does hold about 2.9 million shares of Strategy as of its second quarter report. Many US state pension and retirement funds do too, including CalPERS, the country’s biggest pension and retirement fund.
According to BitcoinTreasuries.net, more than 180 public companies have added Bitcoin to their balance sheets. Many of these companies have only been around for a year. They hold 4.7% of all the Bitcoins that are ever made.
However, since the Federal Reserve cut interest rates by 25 basis points, US government yields have increased. The 10-year yield is now 4.125%, which is 2.5% higher than a year ago, and the 30-year yield is now 4.7%, which is 2% higher.
The dollar got stronger; the DXY measure went up by 1% to 97.5. Risky assets tend to lose value when the dollar gets stronger, and Bitcoin has lost over 3.5% since the Fed’s move.
The bank said neither Bitcoin nor gold is likely to dethrone the dollar, as governments will act to protect monetary sovereignty.
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