According to Deep Tide TechFlow, Forbes senior contributor Leeor Shimron predicts seven major trends for the crypto industry in 2025. Following the approval of Bitcoin ETFs in 2024, the industry will welcome new development opportunities.
Specific forecasts include: G7 or BRICS establishing strategic Bitcoin reserves; stablecoin market cap doubling to $400 billion; Bitcoin DeFi ecosystem rapidly growing through L2 networks, with total locked value exceeding $24 billion. Crypto ETF products expanding to Ethereum staking and Solana; tech giants potentially increasing Bitcoin holdings; total market cap of the crypto market surpassing $8 trillion; and improved U.S. regulations driving a resurgence in entrepreneurship.
The report states that the U.S. will regain its status as the global center of crypto innovation, driven by institutional funds entering the market, DeFi innovations, and clearer regulations.
According to Deep Tide TechFlow, on-chain analyst Ai Yi analyzed Bitcoin's performance during the Christmas and New Year holidays over the past five years, noting significant fluctuations from December 20 to January 6, but the overall rise and fall remained within 10% except for 2020. In 80% of the years, Bitcoin performed well in the two months following the holidays; if the bottom-buying period is narrowed to one week after New Year's Day, the potential for profit is 60%. Observing the Nasdaq index performance over the past five years, volatility was high during Christmas but overall fluctuations were small, and the U.S. stock market had little impact on Bitcoin after the holidays.
In summary, although inflows and outflows from Bitcoin ETFs impact the bull market, the Nasdaq index did not show significant declines during and after the Christmas period, having little impact on crypto. Bitcoin's performance contradicts the 'Christmas massacre' hypothesis.
● Santiment: Interest in meme coins in the crypto market decreases, while interest in Bitcoin rises
According to Odaily Planet Daily, Santiment stated on the X platform that the sentiment among most cryptocurrency investors has shifted from bullish to bearish over the past two weeks. As market cap corrects, especially for altcoins, interest in meme coins has decreased, while interest in Bitcoin has rebounded. This collective FUD is a healthy part of the cycle, and patient traders can profit from market bloodshed.
● VanEck: If the U.S. reserves 1 million Bitcoins, national debt can be reduced by 35%
According to BlockBeats, asset management firm VanEck stated that if the U.S. establishes a reserve of 1 million Bitcoins as proposed by Senator Cynthia Lummis, the national debt could be reduced by 35% over the next 24 years. VanEck assumes that Bitcoin will grow at a compound annual growth rate of 25% to $42.3 million by 2049, while U.S. national debt will grow from $37 trillion at the beginning of 2025 to $119.3 trillion at a 5% compound annual growth rate.
VanEck's Head of Digital Asset Research Matthew Sigel and investment analyst Nathan Frankovitz stated that by 2049, this reserve could account for 35% of the national debt, offsetting about $4.2 trillion in liabilities.
● El Salvador clarifies: Agreement with IMF does not affect Bitcoin accumulation plan
According to Odaily Planet Daily, El Salvador has reached an agreement with the International Monetary Fund (IMF) to lower Bitcoin risks as a requirement for obtaining a $1.4 billion credit line. However, El Salvador's Bitcoin office director Stacy Herbert stated that the country will continue to 'accelerate' the purchase of Bitcoin as part of its strategic reserves.
Herbert also noted that Bitcoin remains the country's legal tender, and the government will continue to support cryptocurrency education programs. The 'one BTC per day' plan by the Bitcoin office will continue. In the past 7 days, El Salvador accumulated 30 BTC, and in the past 30 days, it accumulated 53 BTC.
According to Odaily Planet Daily, MicroStrategy announced that it sold 1,317,841 shares between December 16, 2024, and December 22, 2024, netting approximately $561 million.
According to the sales agreement, MicroStrategy still has approximately $7.08 billion worth of shares available for issuance and sale.
● MicroStrategy increased its holdings by 5,262 BTC at an average price of $106,662
According to Odaily Planet Daily, MicroStrategy increased its holdings by 5,262 BTC, with an average purchase price of $106,662.
● Telegram Premium's user base doubled this year, with revenue exceeding $1 billion
According to Odaily Planet Daily, Telegram founder Pavel Durov stated that this year, the number of Telegram Premium subscription users has doubled to over 12 million, and advertising revenue has also increased several times.
In addition, Telegram's total revenue in 2024 exceeded $1 billion, with cash reserves at the end of the year exceeding $500 million, excluding crypto assets. Over the past four years, Telegram has issued approximately $2 billion in debt.
According to Odaily Planet Daily, Elon Musk's AI startup xAI announced on X the partial list of investors in its $6 billion Series C financing, including a16z, BlackRock, Fidelity, Kingdom Holdings, Lightspeed, MGX, Morgan Stanley, OIA, Sequoia Capital, Valor Equity Partners, Vy Capital, NVIDIA, AMD, etc.
● Binance Labs invests in Usual, promoting the adoption of decentralized financial systems
Binance Labs invests in Usual, which is a safe and decentralized RWA-backed stablecoin issuer that redistributes value and ownership through the $USUAL token. Usual is reshaping stablecoins with a community-first approach, innovative tokenomics, and DeFi-focused design. Traditional stablecoin issuers typically operate like centralized banks, consolidating liquidity without redistributing value to users.
Usual empowers the community by sharing ownership, challenging this model. By committing 90% of $USUAL to users, Usual ensures that value circulates within the ecosystem, promoting decentralized and equitable financial models.
Usual has issued a new type of stablecoin backed by RWA, combining the security of physical assets with the composability and liquidity of DeFi. This approach not only protects users from banking risks but also offers meaningful opportunities through shared rewards, governance, and value redistribution. With support from Binance Labs, Usual will accelerate its redefinition of stablecoins and drive the adoption of decentralized financial systems.
● BNB Chain Annual Report: Total locked value of BSC grew 58.2% year-on-year to $5.5 billion
BNB Chain released its 2024 annual report, containing the latest progress and data regarding ecosystems, technology, etc. The total locked value (TVL) of BSC grew 58.2% year-on-year to $5.5 billion, with opBNB's TVL increasing 27.6% to $19.2 million. BSC's daily active users reached 1.12 million, while opBNB reached 4.7 million, and the number of independent addresses on BSC increased by 17.7% year-on-year to 486 million.
In 2024, BNB Chain continues to advance the multi-chain development strategy of 'One BNB', which includes BSC + opBNB + Greenfield. In terms of transaction volume, BSC's daily transaction count is 4 million, an increase of 2.5%; opBNB's daily transaction volume reaches 7.1 million, with fees as low as $0.001. opBNB achieves a breakthrough scaling capability of 4,600 TPS and a Gas Limit of 100 million per second, and introduces parallel EVM. In terms of security, the number of security incidents on BNB Chain decreased by 66% year-on-year, and the amount of risk losses decreased by 67% (from $162 million to $53 million).
Additionally, the storage chain Greenfield launched significant updates such as Hulunbeier, Ural, and Pawnee, and Greendrive is now online, currently supporting over 30 public datasets and improving the user interface. BNB Chain stated that it will continue to support early projects and developers in 2025, optimizing user experience and aiming to bring the next billion users to Web3.
Binance released the year-end report for its 2024 anti-fraud refund program, stating that it recovered $9.1 million; contacted potential victims through 30,000 calls; total losses prevented exceeded $129 million; over 47,000 malicious addresses were blacklisted; and the number of alerts sent to users exceeded 15,000 daily.
