Debt is growing – is bitcoin too? BlackRock forecast

🚀 BlackRock: the growth of US debt may become the fuel for a new decade-long crypto bull run

According to a fresh analytical report from BlackRock, the rapid increase of the US national debt may become not a threat, as classical economists tend to believe, but on the contrary – a powerful driver of the cryptocurrency market growth for the next ten years. Analysts of the world’s largest asset manager are convinced: the dynamics of US debt, the structure of expenditures, and the new technological reality create conditions in which bitcoin and other digital assets begin to play the role of a strategic protective instrument.

According to BlackRock’s estimates, the US national debt may reach 50 trillion dollars by 2035. Such a massive debt burden will inevitably accelerate the devaluation of the American currency, since servicing the growing obligations will require further expansion of the budget deficit, an increase in money supply, and aggressive use of borrowing mechanisms. Against this background, the dollar gradually loses its position not only as a store of value but also as a source of macroeconomic stability. It is in such conditions that the role of alternative assets with limited issuance increases, and bitcoin, according to BlackRock, becomes one of the key candidates.

Separately, the analysts highlight the rapidly expanding artificial intelligence sector. Its explosive growth requires enormous investments in data centers, energy infrastructure, and the production of specialized equipment. Such projects cannot be financed solely through the current income of the economy – they inevitably increase fiscal pressure and create additional deficit. As a result, the United States finds itself in a situation where expenses grow much faster than revenues, and the need for borrowing becomes chronic. This creates an environment in which investors start seeking assets independent of government financial policy and not subject to arbitrary increases in supply.

Against these trends, cryptocurrencies stop being perceived as a playground for speculation, where one hand presses “buy” and the other “sell” during hype. They gradually become a structural element of the global financial portfolio. One of the key factors behind this transition has been spot bitcoin ETFs, which opened a direct and convenient path for institutional capital. For large funds, pension systems, insurance companies, and corporate treasuries, the ability to invest in bitcoin through familiar regulatory instruments removes barriers that had kept them away from the crypto market for many years.

BlackRock emphasizes that digital assets are becoming the market’s natural response to the new financial reality: rising debt, growing deficit, increased dependence of the economy on capital-intensive technologies, and a gradual decrease in trust in traditional currency mechanisms. In conditions where the dollar must endure a period of structural pressure and the global financial landscape shifts toward decentralization, bitcoin gains a chance to transform from a conditional insurance asset into a full-fledged store of value.

⚡ The key conclusion of the report is extremely straightforward: cryptocurrencies are no longer on the periphery of the financial system. They are becoming its inevitable extension, the market’s response to macro trends that cannot be stopped or slowed by simple decisions of central banks. And if BlackRock’s forecast comes true, the current cycle may become only a prologue to a more significant and prolonged growth over the next ten years.