The crypto market is forecast to continue expanding over the next two years as many favorable factors continue to accumulate for the asset class, according to Gemini exchange's latest Institutional Insights report on Thursday.
A combination of favorable monetary policy, regulatory changes and infrastructure developments will boost growth, even in the face of recent market volatility, according to the exchange. This.
Over the past three months, the prices of major cryptocurrencies such as Bitcoin and Ethereum have traded in a wide range. Bitcoin ranged between $53,550 and $72,000, while Ethereum ranged from $2,800 to $3,970.
This follows strong price increases at the start of the year, fueled by the launch of Bitcoin and Ethereum ETFs, with Bitcoin surpassing a new all-time high above $73,000 in March.
Since then, prices have cooled, with Ethereum down about 22% from its March all-time high of $4,090, while Bitcoin is down about 12%.
That has confused some analysts, who have said that Bitcoin price should have continued to rise towards $70,000 by now.
Despite a narrative that the long-term cycle top has occurred in the first half of 2024, the overall outlook remains positive, according to Gemini.
“Factors outside of crypto as well as the specifics of the asset class all point to continued growth for the industry and its market capitalization,” the report said.
One of the main drivers identified is the change in stance of global monetary policy.
After more than two years of continuous tightening, central banks such as the European Central Bank and the Bank of Canada have begun cutting interest rates.
Interest rate cuts could theoretically boost risk assets, including crypto, as borrowing money becomes cheaper.
In the US, although short-term interest rates remain high, expectations of future rate cuts have increased, with predictions of the first cut in two years coming in September, according to CME's FedWatch tool.
“As interest rate risks trend downward, this could lead to downward pressure on the US dollar. If the dollar weakens broadly, crypto prices should also increase,” Gemini said in the report.
Regulatory developments are also expected to play a key role in expanding the market.
Gemini points to a potential shift in the regulatory landscape in the US, with the upcoming presidential election seen as a deciding factor for the industry's future growth.
Prediction markets in late July favored Republican wins in the White House and Senate, with the party's platform promising support for individuals' right to self-custody of digital assets and Bitcoin mining.
“The friction posed by US regulators' coercive approach to the crypto industry is likely to continue to fade in the coming years,” Gemini said in the report.
Meanwhile, infrastructure developments in the crypto space are predicted to grow the market, according to the report.
While there are concerns about the current focus on scale-out solutions rather than end-user applications, the report argues that this phase is necessary for the future growth of the industry.
The rapid development of stablecoins and the rise of prediction markets have been cited as examples of potential growth drivers.
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