Bitcoin and Nvidia have delivered outsized returns over the past decade, albeit with starkly different trajectories. Bitcoin, despite its extreme volatility, has averaged over 70% annualized returns since inception, driven by cycles of adoption, halvings, and macroeconomic catalysts.
Nvidia has compounded at 49% annually over the past 10 years, benefiting from exponential growth in AI, gaming, and cloud infrastructure.
While Bitcoin thrives on speculative cycles and scarcity-driven demand, Nvidia’s returns stem from sustained revenue growth and market dominance.
However, both assets share a common theme: outperforming traditional benchmarks while navigating substantial volatility and macroeconomic risks.
Navigating growth catalysts and emerging risks
As we move into 2025, Bitcoin’s momentum is anchored by post-halving supply constraints and fresh institutional inflows. November data revealed record capital allocations into Bitcoin spot ETFs, signaling heightened demand from pension funds and endowments.
Additionally, Trump’s administration is advancing a Bitcoin Reserve Act, positioning BTC as a macroeconomic hedge amid rising geopolitical tensions.
