Top 10 Cryptocurrency Predictions for 2025

Analysts in Van Eyck, Matthew Siegel (Head of Digital Assets Research) W Patrick Bush (Chief Investment Analyst), just published their 10 predictions for the cryptocurrency market in 2025. Here’s a summary:

1. The cryptocurrency bull market will reach a medium-term peak in the first quarter and will achieve new highs in the fourth quarter.

We believe that the cryptocurrency bull market will continue until 2025, reaching its first peak in the first quarter. At the peak of the cycle, we expect Bitcoin (BTC) Its value is estimated at approximately $180,000and Ethereum (ETH) For trading above $6000.

After this initial peak, we expect a 30% decline in Bitcoinwith Alternative currencies Experiencing more severe declines up to 60% With the market consolidation during the summer. However, a recovery is likely in the fall, with major tokens regaining momentum and reaching their previous all-time highs by the end of the year.

1. The United States is adopting Bitcoin as a strategic reserve and increasing cryptocurrency adoption.

election Donald Trump He has already given a major boost to the cryptocurrency market, with his administration appointing crypto-friendly leaders to key positions, including Vice President J.D. Vance, National Security Advisor Michael Waltz, Secretary of Commerce Howard Lutnick, Treasurer Scott Besent, SEC Chairman Paul Atkins, Federal Deposit Insurance Corporation (FDIC) President Jelena McWilliamsand HHS Secretary RFK Jramong other things.

These appointments represent the end of anti-crypto policies, such as the systematic dismantling of cryptocurrency companies and their founders, and the beginning of a policy framework that defines positions. Bitcoin your Strategic assets.

1. The value of the token securities exceeds $50 billion.

Cryptocurrencies promise a better financial system through increased efficiency, decentralization, and transparency. We believe that 2025 will be the year Token securities Take off. There are already approx 12 billion dollars In tokenized securities on the blockchain, most of them are tokenized private credit securities listed in semi-permissive securities blockchain source from appearance.

In the future, we see huge potential for launching tokenized securities on public blockchains.

1. Daily settlement volumes for stablecoins reach $300 billion.

Stablecoins will evolve from a niche role in cryptocurrency trading to become an essential part of global commerce. By the end of 2025, we expect stablecoins to settle daily transfers of 300 billion dollarsequivalent 5% From the current DTCC Volumes, even of 100 billion dollars daily in November 2024. Adopted by major technology companies (eg apple and Google(and payment networks)Visa, MasterCard) will redefine the payments economy.

Along with trading, the remittance market will explode. For example, stablecoin transfers between United States and Mexico can grow 5xfrom 80 million dollars to 400 million dollars Monthly, driven by speed, cost savings and increased trust. Stablecoins will serve as Trojan horse To adopt blockchain.

1. On-chain AI agent activity exceeds 1 million agents.

We believe one of the most compelling narratives that will gain tremendous momentum in 2025 is Artificial intelligence agents. These specialized bots help users achieve results such as “maximizing revenue” or “enhancing engagement.” x/twitter“.

AI agents improve outcomes by autonomously adapting their strategies. Protocols such as Virtual It already provides tools for anyone to create AI agents for on-chain tasks. Virtuals allow non-experts to access decentralized AI contributors, such as compilers, dataset providers, and model developers, enabling anyone to create their own AI agents. This will lead to a massive proliferation of agents, who creators can hire to generate income.

1. Bitcoin Layer 2s (L2s) reach 100,000 BTC in Total Value Locked (TVL).

We are closely monitoring the emergence Bitcoin Layer 2 (L2) Blockchains, which have huge potential to transform the Bitcoin ecosystem. These solutions enhance Bitcoin’s scalability by enabling lower latency and higher transaction throughput. In addition, Bitcoin L2s He presents Smart contract functionalitypaving the way for strong DeFi ecosystem Built around Bitcoin.

1. DeFi hits all-time highs with $4 trillion in DEX volumes and $200 billion in TVL.

Despite the record quantities in Decentralized Exchanges (DEXs)the total value of DeFi unlocked (dregs) remains 24% below Its climax. We expect DEX trading volumes to exceed 4 trillion dollars In 2025, captured 20% of Central Exchange (CEX) spot trading volumes, supported by spread Symbols related to artificial intelligence And new Consumer-oriented decentralized applications.

Tokenized securities and high-value assets will stimulate the growth of DeFi, adding new liquidity and interest. As a result, we expect it to exceed DeFi’s TVL 200 billion dollars By the end of the year, reflecting the growing demand for decentralized financial infrastructure in the digital economy.

1. The NFT market is recovering with trading volume reaching $30 billion.

Hitting the 2022-2023 bear market NFT sector Difficult, with low trading volumes 39% From 2023 and amazing 84% As of 2022. While fungible token prices are starting to recover in 2024, most NFTs It was delayed until a turning point in November.

Notable projects such as Obese penguins It moved into consumer brands through collectible toys, while AD It gained cultural popularity within Internet subcultures. Likewise, the Bored Ape Yacht Club (BAYC) It has developed as a cultural force, attracting widespread attention from brands, celebrities and mainstream media.

As crypto wealth rebounds, we expect newly wealthy users to diversify into NFTs, viewing them not only as speculative investments, but also as assets with enduring cultural and historical significance.

1. DApp tokens narrow the performance gap with L1 tokens.

The consistent theme of the 2024 bull market has been significantly better performance Layer 1 (L1) Blockchain tokens compared to a decentralized application (dApp) Symbols. For example, MVSCLE indicator,smart contract platforms track the acquired 80% Year to date, instead MVIALE indicator Of application tokens delayed with a 35% He wins.

We expect this dynamic to shift later in 2024 with the launch of a wave of innovative decentralized applications, offering new and valuable products that enhance their tokens. Includes major trends Artificial intelligence-based applications and Decentralized Physical Infrastructure Networks (DePIN)which has huge potential to attract the interest of investors and users.

This shift highlights the increasing importance of utility and product market fit in determining the success of decentralized application tokens in the evolving cryptocurrency landscape.

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