JPMorgan: Bitcoin More Attractive Than Gold Long Term; Deutsche Bank Calls Downturn a ‘Reset’
JPMorgan says Bitcoin’s long-term case versus gold has strengthened even as prices show stress, while Deutsche Bank frames the recent sell-off as a market reset.
JPMorgan analysts say Bitcoin’s long-term investment case relative to gold has improved despite recent weakness, arguing the asset is now more attractive than gold over the long term [2]. The bank’s note also describes Bitcoin as deeply oversold, with prices below mining costs signaling capitulation-level stress, and suggests extreme pessimism today could set up a future rebound [3][1].
Deutsche Bank characterized the recent market downturn as a reset, framing the sell-off as a recalibration rather than a permanent regime change for risk assets [1].
Taken together, the reports from JPMorgan and Deutsche Bank portray the current environment as one of pronounced downside pressure but potentially improved long-term fundamentals for Bitcoin relative to gold [1][2][3].
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Citations
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- 1JPMorgan Says Bitcoin Looks Attractive as Deutsche Bank Sees Market ResetCoinpaper• Feb 5, 2026
- 2JPMorgan: Bitcoin is Now a More Attractive Investment Than Gold Long TermBitcoin Magazine• Feb 5, 2026
- 3Now Might Be the Right Time to Buy Bitcoin, JPMorgan SaysCoindoo• Feb 5, 2026
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