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Coinwy > Blog > Crypto > Bitcoin > JP Morgan’s Bitcoin Evaluation Suggests Potential Upside
Bitcoin

JP Morgan’s Bitcoin Evaluation Suggests Potential Upside

Thiago Alvarez
Last updated: December 5, 2025 10:19 pm
Thiago Alvarez
Published: December 5, 2025
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JP Morgan's Bitcoin Evaluation Suggests Potential Upside
JP Morgan's Bitcoin Evaluation Suggests Potential Upside
Key Points:
  • JP Morgan reiterates potential $170k Bitcoin valuation scenario.
  • Potential due to Bitcoin adopting a “digital gold” status.
  • Conditioned on volatility and market cap comparisons to gold.

J.P. Morgan’s strategic analysis team reiterates Bitcoin’s potential to reach $170,000 by 2026, contingent upon its market cap aligning with gold’s, according to Nikolaos Panigirtzoglou’s framework.

This theoretical target underscores Bitcoin’s evolving role as a store of value, impacting investment strategies and potentially influencing broader cryptocurrency adoption.

JP Morgan’s valuation model places a potential Bitcoin upside at $170,000 by assessing its value relative to gold. This target arises from a broader strategy scenario rather than a firm prediction for 2026.

Nikolaos Panigirtzoglou, leading JP Morgan’s cross-asset strategy, emphasizes that Bitcoin potentially reaching this valuation depends on its recognition comparable to gold in investor portfolios. The strategy does not serve as a definitive forecast.

The proposed scenario sees Bitcoin adopting characteristics similar to gold, possibly elevating its market cap if recognized as a store of value. This outlook aligns with past research on gold-like status in financial sectors.

Although Bitcoin sees potential conformity to gold, JP Morgan’s analysis remains focused on market value landscape shifts rather than specific investment directives or targets. This conceptual framework influences institutional interest, not immediate financial market shifts.

“Bitcoin could theoretically reach around $170,000 per BTC if it is valued similarly to gold after adjusting for volatility.” – Nikolaos Panigirtzoglou, Strategist, J.P. Morgan, J.P. Morgan Bitcoin Analysis

The analysis lacks direct endorsements from JP Morgan’s leadership but gains recognition in strategic materials. Prior markets have shown increased liquidity with similar optimistic prognoses in Bitcoin’s evolving role as a digital gold equivalent.

Contributors note that Bitcoin’s valuation could increase under these strategic conditions, using historical market behaviors and trend analyses. The framework stressed fluctuating volatility as a key determiner for future financial outcomes.

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