Crypto Domination Persists: Michael Saylor Affirms Bitcoin Leads in Capital Inflow
In the ever-evolving world of finance, a significant shift is underway as institutional investors increasingly favour Bitcoin over gold as a tariff-proof, borderless store-of-value asset. This transition, largely driven by geopolitical shifts and recent tariffs on gold, has accelerated the adoption of Bitcoin through Exchange Traded Funds (ETFs) and corporate holdings.
The 2025 U.S. tariffs on gold, imposing a 39% tariff on large gold bars, disrupted supply chains and widened price spreads, revealing gold’s vulnerabilities to geopolitical and policy susceptibilities. This diminished gold’s appeal as a safe haven, pushing institutions to consider digital alternatives like Bitcoin.
Bitcoin, with its borderless and censorship-resistant nature, is immune to tariffs and a more policy-agnostic hedge, especially relevant during the ongoing de-dollarization and geopolitical uncertainty. Institutional inflows into Bitcoin ETFs have reached $14.9 billion in 2025, a sign of structural portfolio rebalancing from gold towards Bitcoin.
Major institutional Bitcoin holders like Strategy (MSTR) and Metaplanet are playing influential roles in this transition. Strategy, holding around 600,000 BTC, is backing a $4.2 billion stock offering, believed to help stabilize Bitcoin pricing. Metaplanet, on the other hand, is planning to raise an additional $3.7 billion explicitly to acquire Bitcoin.
Despite some short-term market caution, the overall narrative remains optimistic. Analysts project that Bitcoin could capture up to 25% of gold’s market share by 2030. Gold tariffs were partially rolled back on August 11, 2025, easing some pressure on gold prices, but the institutional momentum towards Bitcoin as a digital safe haven continues to grow.
Veteran trader Peter Brandt believes that Bitcoin is now positioned to serve as a store of value going forward, while Peter Brandt's chart showing the decline of the US dollar's purchasing power from $1.00 in 1971 to about $0.031 in 2025, based on M2 money growth, underscores the potential of digital assets like Bitcoin.
Investors watching corporate treasuries' potential switch from stored metal to digital coins may find Metaplanet's significant Bitcoin purchase of interest. Metaplanet, a Japanese company that manages a Bitcoin treasury, recently bought nearly $54 million in Bitcoin, bringing its total holdings to 17,595 BTC, approximately $1.78 billion at current values.
As this transition unfolds, it is reshaping the store-of-value landscape, with Bitcoin increasingly seen as a tariff-proof alternative to gold amid geopolitically driven policy uncertainties. The news article's publisher adheres to a strict editorial policy focusing on accuracy, relevance, and impartiality.
- The market is witnessing surging interest in altcoins, as institutional investors are favoring Bitcoin over gold, viewing it as a tariff-proof, borderless store-of-value asset.
- Bitcoin's borderless and censorship-resistant nature, combined with its immunity to tariffs, makes it an attractive digital alternative for institutions wary of gold's geopolitical vulnerabilities.
- Investment in Bitcoin Exchange Traded Funds (ETFs) has reached staggering heights, with a total of $14.9 billion inflows in 2025, indicating a structural shift from gold towards Bitcoin.
- Major institutional holders of Bitcoin, Strategy (MSTR) and Metaplanet, are playing significant roles in accelerating the adoption of Bitcoin as a store-of-value, with strategically large purchases and planned stock offerings.
- Despite some short-term market hesitation, cryptocurrencies like Bitcoin continue to capture the attention of investors, with analysts projecting that it could capture up to 25% of gold's market share by 2030, reinforcing the potential of digital assets in the ever-evolving world of finance and technology.
