Is now the time to buy stocks? With recent surges in crypto markets, shifting macroeconomic conditions, and evolving institutional strategies, investors are re-evaluating their portfolios. This article unpacks the latest industry data and trends, helping you assess the current landscape and make informed decisions about stock investments in the context of digital assets.
As of late October 2025, the financial landscape is witnessing significant shifts. According to The Block (October 28, 2025), crypto markets rebounded over the weekend, buoyed by optimism around U.S.-China trade talks and a surge in short liquidations. Bitcoin's price action, in particular, has influenced sentiment across both digital and traditional markets.
Meanwhile, gold experienced its largest single-day drop in over a decade, with its market cap falling by $2.1 trillion. This volatility in traditional safe-haven assets has prompted investors to reconsider the role of stocks and digital assets in their portfolios. The question, is now the time to buy stocks, is increasingly tied to developments in the crypto sector, as institutional players integrate digital assets into their strategies.
One of the most notable trends is the growing acceptance of cryptocurrencies by major financial institutions. As reported by Bloomberg (October 2025), JPMorgan Chase will allow institutional clients to use Bitcoin and Ethereum as collateral for loans by the end of 2025. This move, supported by third-party custodians, marks a significant step in recognizing digital assets as legitimate financial instruments alongside stocks and bonds.
Additionally, companies like Strategy (formerly MicroStrategy) continue to accumulate Bitcoin as a treasury reserve asset. As of October 26, 2025, Strategy holds 640,808 BTC, valued at approximately $47.44 billion, with an average entry price of $74,032 per BTC (Arkham onchain data). This ongoing commitment signals a shift in how corporations view asset allocation, blending traditional stock holdings with digital assets to hedge against inflation and diversify risk.
Despite institutional enthusiasm, the stock market has shown signs of caution. For example, Strategy's stock (MSTR) has declined by 36% from its yearly high, reflecting broader investor uncertainty. Technical analysis indicates a 'death cross' pattern, where the 50-day and 200-day moving averages cross in a bearish direction, suggesting potential for further downside (TradingView data, October 2025).
At the same time, Standard Chartered's digital assets research head, Geoffrey Kendrick, noted that if positive macroeconomic momentum continues, Bitcoin may never fall below $100,000 again. This sentiment, combined with renewed ETF inflows and anticipated Fed rate cuts, could influence both crypto and stock markets in the coming weeks.
However, investors should remain aware of risks such as price volatility, regulatory changes, and dilution from at-the-market offerings. For instance, Strategy's outstanding shares have increased from 76 million in 2021 to 261 million in 2025, impacting shareholder value.
Gold's recent crash, despite a strong year-to-date performance, highlights the unpredictability of traditional safe-haven assets. In contrast, Bitcoin and select stocks have demonstrated resilience and growth over longer timeframes. As noted by market analysts, gold has underperformed inflation and major indexes over the past decades, while Bitcoin has outpaced most asset classes since its inception (Scott Melker, October 2025).
This evolving landscape suggests that the answer to is now the time to buy stocks depends on an investor's risk tolerance, time horizon, and willingness to incorporate digital assets into their strategy. The integration of crypto into mainstream finance, as seen with JPMorgan and corporate treasuries, may enhance the appeal of diversified portfolios that include both stocks and digital assets.
For those considering whether now is the time to buy stocks, staying informed about cross-market trends and institutional moves is crucial. Explore Bitget’s resources and trading tools to make data-driven decisions and adapt to the evolving financial landscape.
Further Reading: Stay updated with the latest crypto and stock market insights on Bitget Wiki. Discover how institutional adoption and macroeconomic shifts are shaping investment strategies for 2025 and beyond.