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According to the current trading patterns and analysts, BTC may be less volatile than NVIDIA until 2026, according to a proposal made by Bitwise Asset Management. The company highlighted that in 2025, Bitcoin price had increased by 68%, starting at a low of $75,000 in April and reaching a high of $126,000 in October. NVIDIA stocks increased by about 120% by the same time, trading at $94 to $207.
This comparison reveals that the current reaction of Bitcoin to market forces has changed, and this currency can be considered less volatile than high-growth technology shares. Bitwise explained this by the more institutionalized involvement and the rise of regulated investment products.
Bitwise pointed to the increasing trend of institutional involvement in the crypto space. It also anticipates that allocations made by companies such as Citigroup, Wells Fargo, Morgan Stanley, and Merrill Lynch will continue to rise in the following year. These macro players are likely to have assets that last longer, and this could diminish price swings.
Another potential break of the usual four-year Bitcoin cycle was also noticed in the report. Bitwise mentioned future happenings such as the 2026 Bitcoin halving and possible changes in interest rate policy, among other less speculative investor behaviour, as contributors to a more mature market environment. The firm also believes that on-chain activity may accelerate, and crypto-related equities may outperform certain technology stocks.
Also Read: US Futures Reopen With Rate-Cut Hopes but NVIDIA, Bitcoin Keep Traders Cautious
Regardless of the upbeat mood, analysts noted that long-term Bitcoin holders continued to sell. Studies by K33 and CryptoQuant indicated that 1.6 million BTC, which had not been used in more than two years, had been transferred between early 2023 and late 2025, all of which is estimated to be at about $140 billion.
Individually, in 2025, coins that had been held at least a year came back into the market to the tune of $300 billion. In the last month, CryptoQuant also reported one of the most notable long-term holder sell-offs in more than five years. According to analysts, this trend may affect Bitcoin price in the short run.
The gains made by NVIDIA have been approximately 27% this year, and Bitcoin has recorded losses of roughly 8% and trades at about $87,000. This break shows that digital assets are not necessarily good indicators of greater equity patterns, especially in times when both longer-term holders are the most active and when the purchasing momentum is low.
