Organized: Deep Tide TechFlow
As 2024 comes to a close, 2025 is anticipated to arrive.
Amid the clamor of a bull market, major global crypto institutions are releasing their market outlooks for 2025. According to the published content, institutions generally believe that 2025 will be a pivotal year for the crypto market: Bitcoin is expected to break the $200,000 mark, crypto assets will further move towards mainstream adoption, and several crypto unicorns may go public in the U.S.
Notably, many institutions expect 2025 to mark the peak of the current bull market cycle, with Bitcoin ETF inflows, traditional financial institutions opening up to crypto asset allocations, and AI-enabled innovative applications serving as significant driving forces for market development.
Let’s review the core predictions for the 2025 crypto market from various institutions.
VanEck: The Crypto Market Will Reach New Heights by the End of 2025, NFT Market Recovery
The crypto bull market will reach a mid-cycle peak in the first quarter and set a new high by the end of the year;
The U.S. will further embrace Bitcoin through strategic reserves and policy support;
The total value of tokenized securities will exceed $50 billion;
The daily trading settlement volume of stablecoins will reach $300 billion;
On-chain activities of AI entities will exceed 1 million;
The total locked value (TVL) of Bitcoin's second-layer network will reach 100,000 BTC;
Ethereum's Blob space fee revenue will reach $1 billion;
DeFi trading volume will hit a new high of $4 trillion, with total locked value reaching $200 billion;
The NFT market will recover, with annual trading volume reaching $30 billion;
The performance of decentralized application (DApp) tokens will gradually catch up with mainstream public chain tokens.
Bitwise: Bitcoin Breaks $200,000, Ethereum Breaks $7,000
Bitcoin, Ethereum, and Solana will reach all-time highs, with Bitcoin trading prices exceeding $200,000;
Bitcoin ETF inflows in 2025 will surpass those in 2024;
Coinbase will surpass Charles Schwab to become the world's most valuable brokerage, with its stock price exceeding $700 per share;
2025 will be the "Year of Crypto IPOs," with at least five crypto unicorns going public in the U.S.;
Tokens issued by AI agents will lead to a larger-scale meme coin craze than in 2024;
The number of countries holding Bitcoin will double;
Coinbase will enter the S&P 500 index, and MicroStrategy will enter the Nasdaq 100 index, increasing crypto exposure for (almost) every U.S. investor's portfolio;
The U.S. Department of Labor will relax guidance on cryptocurrency in 401(k) plans, allowing hundreds of billions of dollars to flow into crypto assets;
With the long-awaited stablecoin legislation passed in the U.S., the market size of stablecoins will double to $400 billion;
As Wall Street's acceptance of cryptocurrencies deepens, the value of tokenized real-world assets (RWA) will exceed $50 billion.
Coinbase: The Stablecoin Market Will Continue Explosive Growth
Macro:
The Federal Reserve's monetary policy will ease, potentially providing a favorable backdrop for the development of the cryptocurrency market;
The new U.S. Congress will bring a clearer regulatory environment for the cryptocurrency industry, and a "strategic Bitcoin reserve" may emerge;
Bitcoin and Ethereum ETFs will reshape the market ecosystem, and ETFs covering more assets may appear in the future;
The stablecoin market will continue to experience explosive growth and may expand into global capital flows and commercial payments;
RWA will further optimize the construction and management processes of investment portfolios;
The DeFi ecosystem is expected to recover and further integrate with traditional finance.
Disruption:
Telegram trading bots have become one of the most profitable cryptocurrency applications;
The performance of prediction market platforms far exceeds that of traditional polls, showcasing the unique advantages of blockchain technology;
Crypto games are shifting from "earning" to providing high-quality gaming experiences, lowering the entry barrier for new users;
The decentralized physical infrastructure network (DePIN) model is expected to address the challenges of physical resource allocation, but long-term revenue sustainability still needs assessment;
AI applications in the crypto space are continuously exploring, but challenges remain in converting their value into lasting liquidity tokens;
A multi-chain ecosystem may become the dominant pattern in the future, with differentiated advantages allowing for co-development;
Improving user experience, including simplifying registration processes, optimizing wallet functions, and enhancing cross-chain experiences, is one of the key factors driving the adoption of crypto technology;
Decentralized identity verification will help meet regulatory requirements and become a core element of future on-chain experiences.
Hashed: Asia Will Become the Core Engine of Blockchain Innovation and Adoption
Hashed believes that 2025 will mark the true entry of blockchain into the stage of large-scale adoption, with Asia becoming the core engine of blockchain innovation and adoption, driven by a technology-friendly environment that fosters innovative consumer experiences;
Stablecoins will become more integrated into traditional markets;
Intelligent creators will continuously generate high-quality content, with the future being dominated by intelligent entities (AI AIGENT) that convert user attention into economic value through smart contracts. This mechanism will redistribute profits to token holders, building a self-reinforcing attention economy;
Blockchain can ensure data ownership and provenance tracking, protect privacy while securely using sensitive data, and incentivize data sharing through transparent economic models. Notably mentioned are Zettablock and Story Protocol;
The next wave of growth in blockchain technology will be driven by consumer-centric applications that make the use of crypto technology as simple and smooth as traditional applications;
The open ecosystem of Telegram and TON is still in its early stages, with rapid user growth but low activity and retention rates. Compared to WeChat's centralized ecosystem, Telegram and TON face infrastructure challenges and need to establish a middle layer to enhance platform scalability and support ecosystem development.
Blockworks: The ICO Model Will Make a Comeback, Base Becomes a Dark Horse
The U.S. will re-emerge as the global core center for cryptocurrencies;
More than 10 DeFi protocols will officially launch fee switches, including Uniswap;
DeFi protocols will gradually adopt rehypothecation of customer assets as a new business model;
The Ethereum community's debate over the "North Star" roadmap will reach a conclusion, ultimately reaffirming the rollup-centric roadmap, while Max's scaling proposal will fail to gain sufficient support. This outcome will bring much-needed cohesion to the Ethereum community and improve overall market sentiment;
The price of ETH tokens is expected to perform strongly;
Rollup-based solutions will still struggle to achieve significant breakthroughs in 2025;
Trusted execution environments (TEEs) will gradually become an important component of L2 infrastructure and eventually become a permanent feature;
Solana's growth momentum will continue in this cycle, but issues will gradually emerge by 2025;
The Firedancer client will officially launch in the fourth quarter, enabling Solana's network to achieve a processing capacity of 100,000 TPS;
Solana may adjust its token issuance policy to reduce inflation, while Ethereum will not make similar changes;
Base will become a dark horse in the rollup ecosystem and a major competitor to Solana;
Base will also become the preferred chain for AI agents and other AI applications;
Stablecoins will gradually become the dominant asset on L2 networks, with their quantity expected to exceed that of ETH by more than double; the stablecoin market will experience breakthrough growth in the coming year;
More than five large fintech companies or traditional financial institutions will launch their own stablecoins in 2025;
More than 10 enterprises (including banks and Web2 giants) will launch their own L2 networks in 2025;
With a large user base and strong brand influence, Robinhood will become one of the dominant forces in the industry by 2025;
Investment opportunities in L1 blockchains still exist and will not disappear in the short term;
The ICO model will make a comeback, but it will not dominate like it did in 2017;
Crypto companies will have a window for IPOs, but there will not be a large-scale listing wave;
The mainstream trend in 2025 will be the combination of AI and crypto;
The application scenarios for AI will become more diverse, not limited to agents;
TikTok's influence in the crypto space will reach unprecedented heights;
Bitcoin's L2 solutions will still struggle to achieve breakthroughs in 2025.
DeFiprime: Deep Integration of DeFi and AI, Market Reaches Cycle Peak in 2025
Clarification of the regulatory environment;
DeFi and Web3 may return to the U.S.;
Stablecoins will become the main force in the payment sector;
The market may reach a cycle peak in 2025;
Ethereum will continue to explore new development narratives;
A token craze will sweep Web3;
A shift in focus for crypto infrastructure investment;
Deep integration of DeFi and AI;
New token distribution and fundraising models;
NFT 2.0: Moving towards dynamism and efficiency.
Messari: Base and Solana Will Continue to Dominate DEX Market Share
The macro environment will provide strong support for crypto assets, with institutional participation deepening and broadening, moving beyond viewing crypto solely as an investment asset to recognizing its potential as financial infrastructure;
Inflows into Bitcoin ETFs will significantly exceed expectations, and over time, institutions are likely to become the main driving force behind daily BTC price movements;
The Ethereum Layer 2 ecosystem will have advantages over Layer 1, facing two paths for value capture: a token valuation model based on "security demand" and enhanced fee capture through native rollups;
Solana's development is expected to surpass purely speculative applications, potentially leading to a spot Solana ETF, with the AI x Crypto field continuing to drive innovation in the Solana ecosystem;
Base and Solana will continue to dominate DEX market share;
Prediction markets and RWAs will continue to develop;
AI agents may surpass traditional meme coins, becoming a new speculative hotspot;
Mobile applications will become a decisive trend, with Solana continuing to dominate meme coin trading activities;
Exchanges will accelerate the integration of on-chain and off-chain services, and new regulations may relax listing restrictions for exchanges.
Framework Co-founder: Inflows into Ethereum and Bitcoin ETFs Will Reach the Same Level
Trump will establish a new global monetary framework, similar to the Plaza Accord of 1985. This framework will drive a significant depreciation of the dollar, promoting the return of manufacturing to the U.S. while directing liquidity towards the U.S. market and high-risk asset markets like cryptocurrencies;
Major global armed conflicts are expected to end in the first half of 2025, leading to an optimistic era of peace and security;
Inflows into Ethereum (ETH) and Bitcoin (BTC) ETFs will reach the same level in the second half of 2025, with average daily inflows reaching $1 billion each. This trend is primarily driven by the launch of composite ETFs;
Plans for listing other cryptocurrency ETFs, aside from Bitcoin and Ethereum, will be postponed until 2026;
The combination of gaming and artificial intelligence (AI) will become the vertical field with the highest user volume (MAUs/DAUs), thanks to significant improvements in gaming experience and interaction brought by AI technology;
Memecoins will be segmented into multiple categories, including transient, AI-driven, factory-produced, and large-cap types, leading to increased market differentiation, though competition remains fierce;
Total fee revenue from decentralized finance (DeFi) is expected to exceed $10 billion in 2025, while the supply of stablecoins is projected to reach $500 billion by the end of the year;
Assets of large banks will begin to be tokenized, a trend that will significantly reduce resource waste in the U.S. financial system and enhance efficiency.
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