According to TradingView on the 15th, from the beginning of the year until 3:30 PM on this day, Bitcoin recorded the highest return of 25.07% when comparing the cryptocurrency market with the top market capitalization stocks in Korea, the U.S., Japan, and China.
Bitcoin has been setting new all-time highs, recording $123,218 on the 14th, and has shown a significant increase. In the first quarter, Bitcoin had a poor performance, dropping by 11.78%. This was due to President Trump initiating a tariff war against the world and ongoing issues such as the conflict between Israel and Iran, which heightened the risk-averse sentiment towards risky assets.
However, in the second quarter, a massive influx of funds continued, with $13.782 billion net inflow into Bitcoin spot exchange-traded funds (ETFs) listed on U.S. exchanges in just the first half of the year.
The U.S. Congress also discussed three pro-cryptocurrency bills, including the GENIUS Act, a stablecoin regulation proposal, which contributed to the upward trend.
Tencent, the top stock by market capitalization in China, has also risen by 21.88% this year, achieving a return comparable to Bitcoin. Tencent is listed on the Hong Kong Stock Exchange, where the market has seen rapid inflows of investment due to the emergence of low-cost, high-efficiency AI like DeepSeek, government stimulus measures, and a surge in 'patriotic investment.'
NVIDIA, the top stock in the U.S. by market capitalization, has risen by 18.62% this year. NVIDIA's stock price plummeted in January due to concerns that spending in the AI sector would decrease following the emergence of the Chinese AI startup DeepSeek, and in April, it fell below $100 due to macroeconomic uncertainties from President Trump's tariff war.
However, following news of progress in U.S.-China trade negotiations and announcements of continued AI spending by client companies, the stock began to rise again from May.
Samsung Electronics, the leading stock in Korea, has also increased by 20.87% this year. Although Samsung's stock is still underperforming compared to last year's significant drop, it has shown an upward trend as the KOSPI has recovered. However, the securities industry remains cautious about Samsung Electronics. Ryu Hyung-geun, a researcher at Daishin Securities, stated, "I don't think investors have confidence that it is becoming a good company yet, but from a stock price perspective, it is trading cheaply amid rising book value per share (BPS)."
The most disappointing performance among major stocks has been Toyota, which has dropped by 15.91% this year. The Japanese automotive industry has been hit hard by U.S. tariff policies.
[Recent Do]
