DeepSeek shakes markets, but Bitcoin’s fundamentals remain strong
Despite the recent market turbulence, the infrastructure supporting Bitcoin continues to expand.
Investors are looking for assets that aren’t tied to any single government or corporation, and Bitcoin fits that bill perfectly. (Image: Freepik)
Bitcoin slipped below the $100,000 threshold, weighed down by ripples from the dramatic rise of DeepSeek, a Chinese AI company that has upended expectations in global markets. The shake-up has unsettled investor sentiment, particularly around US tech giants, but global financial giant deVere Group sees this moment as an inflection point for Bitcoin’s long-term trajectory.
“This is not the time for panic; it’s a time for perspective,” says Nigel Green, CEO of deVere Group.
“Bitcoin’s fundamentals remain as strong as ever, and history has shown us that such moments of volatility often create the most significant opportunities for forward-thinking investors.”
DeepSeek’s sudden emergence as a competitor to US AI leaders has dominated the headlines, raising questions about America’s technological edge and its impact on global markets.
While the narrative has dragged Bitcoin lower alongside equities, Nigel Green argues that Bitcoin’s core value proposition sets it apart from these sectors.
“Unlike tech stocks, Bitcoin isn’t beholden to the performance of any one company or nation,” he explains.
“It’s decentralized, borderless, and finite—an asset uniquely positioned to thrive in a world increasingly shaped by geopolitical tensions and technological disruption.”
The rise of DeepSeek is more than a corporate success story—it’s a signal of the shifting global balance of power in frontier technologies. As the US and China jostle for dominance, the uncertainty has made markets more fragile.
However, in the deVere Group CEO’s view, this upheaval only underscores Bitcoin’s appeal.
“Geopolitical tensions and economic rivalries will likely intensify,” Nigel Green says. “Bitcoin, by design, is insulated from these forces. It operates outside of national borders and policies, making it a safe harbor in turbulent times.”
This neutrality, he suggests, could see Bitcoin emerge as a beneficiary of capital flight from both sides of the US-China divide.
“Investors are looking for assets that aren’t tied to any single government or corporation, and Bitcoin fits that bill perfectly,” he adds.
Institutional Adoption Undeterred
Despite the recent market turbulence, the infrastructure supporting Bitcoin continues to expand. The rollout of Bitcoin ETFs, improved regulatory clarity in key markets, and broader acceptance as a financial instrument underscore its growing maturity. Green believes institutional confidence remains unwavering.
“Short-term dips don’t deter long-term institutional players. They see Bitcoin as a strategic asset in portfolios, one that hedges against inflation, diversifies risk, and offers growth potential,” he explains.
“This is the moment where institutional support matters most, and it remains as solid as ever.”
An Opportunity Hidden in Volatility
For Bitcoin investors, the current correction is not unfamiliar. Bitcoin’s history is punctuated by significant pullbacks that, in hindsight, have often proven to be buying opportunities. Green sees the present as one such moment.
“Volatility is the price of admission for an asset like Bitcoin,” he says.
“Its trajectory has always been upward over the long term, despite periods of turbulence. Savvy investors understand that and act accordingly.”
The dip below $100,000, Green suggests, may even be the catalyst needed to remind investors of Bitcoin’s core strengths—its scarcity, decentralization, and increasing adoption.
“These qualities make Bitcoin a foundational asset in the modern financial ecosystem, and they haven’t changed because of one week of market noise,” he concludes.
