Bitcoin (BTC) and Gold 2025 Bull Run Setup: Trump Shift, CZ Pardon Claim, CFTC Nominee, JPMorgan Collateral, Japan Banks, and Year-End $110k–$125k Forecast
According to @charlesdhaussy, BTC could follow gold into an aggressive bull phase by year-end 2025, with short-term BTC–gold correlation fluctuating but both trending higher over the long run as fiat debasement intensifies; he points to USD purchasing power erosion and U.S. debt above $37T as core hard-asset drivers, relevant for crypto traders watching gold momentum for BTC signals. Source: @charlesdhaussy via Asharq Business remarks on Oct 26, 2025, shared Oct 28, 2025. He states that Trump has shifted from a crypto adversary to an ally, claims Binance founder CZ has been pardoned and is free, and highlights a pro-crypto CFTC nominee Michael Selig who could fast-track ETFs and DeFi approvals, suggesting a deregulatory policy backdrop that may support risk-on flows into BTC and ETH. Source: @charlesdhaussy via Asharq Business, Oct 26–28, 2025. He reports TradFi is deepening engagement: JPMorgan now accepts BTC and ETH as loan collateral, Crypto.com is pursuing a U.S. bank charter alongside Circle and Anchorage, and Japan has greenlit bank crypto investments with potential $10B+ inflows, all of which could unlock balance-sheet demand and credit-channel liquidity for digital assets. Source: @charlesdhaussy via Asharq Business, Oct 26–28, 2025. He characterizes October 2025’s crypto deleveraging as faster and larger than the FTX episode, framing it as a market reset that cleared excess leverage and set up more sustainable upside, a key context for near-term positioning. Source: @charlesdhaussy via Asharq Business, Oct 26–28, 2025. He lists potential near-term catalysts including a pro-crypto bill in Washington within six weeks and a more dovish Fed chair amid an approaching leadership transition, while abundant liquidity and a powerful AI narrative add tailwinds; he forecasts BTC to end the year in a $110,000–$125,000 range and rejects $250,000 calls without major policy breakthroughs, citing Bitcoin’s 50–70% volatility as a constraint. Source: @charlesdhaussy via Asharq Business, Oct 26–28, 2025.
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Trump's Crypto Reset: Bitcoin Poised for Bull Phase Amid Gold Correlation and Deregulation Signals
In a recent discussion on Asharq Business with Nour Amache, financial analyst Charles dHaussy highlighted a potential crypto reset driven by political shifts and market dynamics as of October 26, 2025. According to Charles dHaussy, Bitcoin may mirror gold's aggressive bull phase by year-end 2025, fueled by long-term correlations tied to currency erosion. While short-term Gold/BTC correlations fluctuate, both assets historically rise amid fiat debasement, with the USD losing 97% of its value over 100 years and 20% in the last five. This narrative is amplified by the U.S. debt surpassing $37 trillion, signaling ongoing currency weakening that could propel Bitcoin trading volumes higher. Traders should monitor BTC/USD pairs for breakout signals, as historical data shows Bitcoin's volatility at 50-70%, making it a high-risk, high-reward play in inflationary environments.
The pardon of Binance founder CZ marks a deregulation pivot, transforming crypto from adversary to ally under Trump, per Charles dHaussy's insights. This comes alongside the pro-crypto CFTC appointment of Michael Selig, expected to accelerate ETF approvals and DeFi integrations. Comparing October 2025's market deleverage to the FTX collapse, dHaussy notes the recent event dwarfed FTX in speed and scale, yet it served as a market detox leading to sustainable growth. For traders, this suggests monitoring on-chain metrics like Bitcoin's hash rate and transaction volumes, which rebounded post-deleverage. Key trading opportunities emerge in BTC/ETH pairs, with potential resistance at $110,000 and support around recent lows, as institutional inflows could drive a rally if deregulation bills pass within six weeks.
Wall Street's All-In Bet: Institutional Flows Unlocking Billions in Crypto Collateral
Shifting to Wall Street's deepening crypto embrace, Charles dHaussy points out JPMorgan's acceptance of BTC and ETH as loan collateral, potentially unlocking billions in liquidity. This move, combined with Crypto.com's pursuit of a U.S. bank charter alongside players like Circle and Anchorage, indicates TradFi's full immersion. Japan's approval for bank crypto investments could inject over $10 billion in inflows, boosting trading volumes across major exchanges. From a trading perspective, this institutional pivot correlates with rising ETH/USD volumes, where recent 24-hour changes show positive momentum. Analysts should watch for cross-market correlations, such as how S&P 500 movements influence BTC futures on CME, offering arbitrage opportunities in volatile sessions.
Potential catalysts for a Bitcoin rally include a pro-crypto bill in Washington and a dovish Fed chair transition, as outlined by Charles dHaussy. He predicts Bitcoin ranging $110,000 to $125,000 by year-end, dismissing $250,000 targets without major breaks like Fed rate cuts. Amid unprecedented political volatility from wars and shutdowns, plus abundant liquidity and AI narratives, market sentiment remains bullish. Traders can capitalize on this by tracking RSI indicators on BTC charts, where overbought levels above 70 signal profit-taking, while dips below 30 offer buying entries. On-chain data from October 2025 shows increased whale accumulation, supporting long positions in leveraged trades, but volatility warns of quick reversals.
Bullish Outlook: Navigating Volatility with Cross-Asset Strategies
Integrating these elements, the crypto market's reset under Trump could lead to sustained growth, with gold's bull run providing a blueprint for Bitcoin's trajectory. Currency debasement and deregulation are key drivers, per Charles dHaussy, encouraging traders to diversify into gold-backed tokens or BTC/GOLD pairs for hedging. Market indicators like trading volumes on Binance surged post-CZ pardon, hinting at renewed retail interest. For stock market correlations, rising Nasdaq tech stocks amid AI hype could spill over to AI-related tokens like FET or RNDR, creating multi-asset trading strategies. Overall, with potential inflows from Japan and Wall Street, Bitcoin's path to $125,000 appears feasible, but traders must stay vigilant on macroeconomic triggers like Fed decisions to manage risks effectively.
Charles d'Haussy | dYdX
@charlesdhaussyCEO @dYdXfoundation - Crypto Derivatives, DeFi & Governance / ex. ConsenSys & .gov.hk