Delphi Digital: Bitcoin outperforms all cryptocurrency sectors this year

Cryptocurrency research firm Delphi Digital revealed that all cryptocurrency sectors had underperformed Bitcoin in 2025. The firm noted that AI frameworks experienced the largest average loss this year, falling by slightly over 84%.

The research firm reported that AI agents lost around 70.27% this year, while memecoins and Gaming Infra underperformed by slightly more than 51% each. Delphi Digital also highlighted that Modular recorded the lowest average loss of -47.48 % in 2025.

Bitcoin outperforms all digital asset sectors in 2025

Delphi Digital observed from historical data that BTC often rose in the weeks leading up to a BTC halving. The firm also noted that BTC enters a consolidation phase afterwards, which lays the groundwork for larger gains later. 

BTC’s actual performance closely followed the company’s expected trajectory post-halving. The research firm said that BTC halving was not the key catalyst for a bull market and it merely coincided with BTC’s periodic upward timing. 

The firm also noted that every historical high of BTC coincided with “monthly RSI breaking above 70.” The research company maintained that the market often did not exhaust its momentum in previous bull markets until the monthly RSI broke above 90.

Delphi Digital believes that if BTC’s historical pattern is repeated, it will rise to around $175,000 in the current cycle to reach the corresponding RSI level. The firm also added that if Bitcoin continued to surge, it could even reach $190,000 to $200,000. The company said that its prediction assumed that Bitcoin’s peak of the current cycle will experience an acceleration phase similar to most previous cycles.

“Bitcoin will be one of the best-performing assets in 2025. It could be significantly higher this year, maybe $200,000 – $250,000.”

– Tom Lee , Head of Research at Fundstrat Global Advisors.

The research firm argued that even if you bought BTC and held at the cyclical peak in November 2021, its performance today would still outperform all other major asset classes.

According to the research company, retail investors only flooded in the last cycle once BTC’s price completely broke through previous highs. The trend is visible from the increase in Google search volume and news coverage of ‘Bitcoin’ and the increase in trading revenue on Coinbase.

The firm also noted that the iShares BTC Trust ETF (IBIT) ranked third in inflows among all ETFs last year. Only two of the largest S&P 500 ETFS surpassed IBIT, having total assets under management 20 times that of IBIT (approximately $1.1 trillion). 

The research company indicated that BTC had topped the cryptocurrency growth charts for two consecutive years compared to traditional asset classes.

Bitcoin becomes the most sought-after cryptocurrency

Security, a crypto research firm, highlighted that Bitcoin represented 74% of all the digital assets held in the crypto space. The firm also noted that two in three people who planned to purchase crypto in 2025 wanted Bitcoin. Bitcoin remained the most sought-after digital asset, with 66% of respondents open to purchasing BTC.

According to the research firm, industry experts believe that BTC prices could reach as high as $150,000 in 2025. Galaxy’s Digital head of research targeted $185,000 in Bitcoin prices this year, while the head of crypto at Standard Chartered said his office expects Bitcoin’s price to top $200,000 in 2025.

The research firm maintained that 60% of its respondents believed that Bitcoin will perform even better now that Donald Trump was back in office. Trump spoke at the Bitcoin conference in Nashville last year and vowed to establish a national strategic BTC reserve. He also pledged to prevent the government from selling any of its BTC holdings seized from criminal operations.

The study showed that less than 30% of adults supported the idea of a national BTC reserve, but crypto owners were more supportive of a reserve than the general public. Wyoming Senator Cynthia Lummis also pushed the federal government to go further and purchase up to one million BTC for a national reserve.

The report also indicated that 14% of people without crypto plan to buy Bitcoin in 2025, and 67% of current owners plan to purchase even more Bitcoin this year.

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