WisdomTree Newsletter 6 Feb 2025
Welcome to the latest issue of WisdomTree’s newsletter. In this edition, we highlight our recent bitcoin fee reduction, now just 0.25% on WisdomTree Physical Bitcoin (BTCW | WBIT). We also explore the outlook for gold and silver in 2025, plus our latest insights, reports, and podcasts.
??Product news
We have reduced the fee for our WisdomTree Physical Bitcoin (BTCW/WBIT) to 0.25%
Exciting news for crypto investors in Europe! We’ve reduced the fee for our WisdomTree Physical Bitcoin ETP (BTCW | WBIT) to 0.25%, making it one of the lowest fee levels among Bitcoin ETPs in Europe. In 2024, our crypto ETP range led the European industry in flows, with BTCW capturing $232 million in net new assets. This change reflects our commitment to providing investors with secure and cost-effective access to the crypto asset class. Read the press release for full details.
????Thought Leadership
WisdomTree Gold Outlook to Q4 2025
Our Q4 2025 Gold Outlook breaks down key drivers like central bank policies and geopolitics, offering insights on where gold could be headed and what it means for investors. Read the full outlook here.
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WisdomTree Silver Outlook to Q42025
Our Q4 2025 Silver Outlook explores supply-demand dynamics, industrial growth, and macro trends shaping silver’s trajectory. Get insights on what’s next for silver and its role in portfolios. Read the full outlook here.
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Commodity Monthly Monitor – December 2024/January 2025
Commodities lead the way in 2025 amid market uncertainty. Read the report here.
???Latest Insights
Is the traditional 60/40 dead? Redefining diversification with Efficient Core solution
As more alternative assets become accessible and as the risk concentration at the top of equity indices increases, diversification is becoming an increasingly important component of portfolio construction. But how can assets in the portfolio can give way to such diversifiers without reducing the overall return potential?? Read the article here.
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What does 2025 hold for 2024’s ‘winners’: silver, cyber security and US large cap equity?
As we continue reflecting on 2024’s strong performers and their outlook for 2025, part two of this series explores silver, cybersecurity, and a barbell approach to investing in US large-cap quality and value. Read the article here.
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领英推荐
Bitcoin-to-gold ratio: a telling metric for 2025
As bitcoin continues to challenge traditional concepts of value and wealth preservation, the bitcoin-to-gold ratio offers a lens into the future of money itself. The dynamic between bitcoin and gold is not just a contest of performance, it is a reflection of the shifting foundations of the global financial system. In 2025 and beyond, monitoring the bitcoin-to-gold ratio could provide crucial insights into the direction of this transition. Read the article here.
???Podcasts
The future of crypto: AI agents and Ethereum's evolution | Crypto Clarified
In this episode of Crypto Clarified, Ben and Camila dive into the transformative trends shaping the future of the crypto world. They explore the rise of AI agents in the crypto market, discussing how these automated tools are revolutionizing tasks and creating new opportunities. The conversation also touches on the phenomenon of meme coins and their role in the current crypto landscape. Additionally, they delve into the evolution of Ethereum, focusing on its layer 2 solutions and the challenges and opportunities they present for scalability and user experience.
From fire to foresight: Energy market predictions for the Year of the Snake | The Commodity Exchange
In this episode of The Commodity Exchange, Nitesh hosts Aldo Spanjer, Senior Commodity Strategist at BNP Paribas, to explore the intricate dynamics of the oil and gas markets as we transition from the Year of the Dragon to the Year of the Snake. Reflecting on a year that ended with a surprising rally in energy prices, Aldo discusses the impact of geopolitical tensions, including the Middle East conflict and increased sanctions on Russia, on oil and gas prices. The conversation also covers President Trump's energy policies, the implications of tariffs on Canada and Mexico, and the challenges facing the European natural gas market. Tune in for expert insights into the factors driving energy prices and what to expect in the coming months as we move into the Year of the Snake.
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Investing in the future: AI, energy independence, and beyond | The Next Big Thing
In this episode of The Next Big Thing, join Chris Gannatti, Mobeen Tahir, and Pierre Debru from WisdomTree as they explore the most exciting thematic investment trends for 2025. From AI and quantum computing to blockchain and energy independence, discover how these cutting-edge themes are shaping the future of investing. Get insights on market dynamics, strategic and tactical investing, and the evolving landscape of thematic ETFs. Whether you're a seasoned investor or just curious about the next big thing, this episode is packed with valuable information and expert analysis. Don't miss out on the trends that could define the next decade!
?? Market Commentary
Demand for Safe-Haven Currencies Rises Amid Market Volatility
Market uncertainty is known to drive investors toward safe-haven currencies like the Japanese yen (JPY) and Swiss franc (CHF), as they are perceived to be more stable during periods of turbulence. Recent stock market volatility, driven by DeepSeek’s progress in AI, has contributed to a broad flight to safety — evident across currency markets.
The Japanese yen, already strengthened by the Bank of Japan's recent interest rate hike, is now further supported by risk-off sentiment and global market jitters. As a funding currency in carry trades, the yen tends to appreciate during periods of volatility when these trades are unwound.?
The Swiss franc, as a traditional safe-haven currency, also benefits from global economic uncertainty, particularly when coupled with relatively stable Swiss National Bank policies.
The disruptive impact of DeepSeek’s AI model is adding to an already volatile market environment, intensifying safe-haven flows. As investors hedge against uncertainty and seek stability, both the yen and the franc are well-positioned to benefit.?
To find out more, visit our tactical trading centre here: https://www.wisdomtree.eu/en-gb/solutions/tactical-trading-centre
Thank you for reading our latest newsletter.
This material is prepared by WisdomTree and its affiliates and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of production and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by WisdomTree, nor any affiliate, nor any of their officers, employees or agents. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not a reliable indicator of future performance.