#市场调整後的机会?

• Growth of Tokenized Securities: VanEck predicts that tokenized securities will take off in 2025. Currently, there are approximately $12 billion worth of tokenized securities on the blockchain, and more tokenized stocks or bonds are expected to be issued on-chain next year.

• Widespread Adoption of Stablecoins: By the end of 2025, stablecoins are expected to settle $300 billion in transfers daily, becoming a core part of global commerce. The adoption by large tech companies and payment networks will redefine payment economics.

• Recovery of the NFT Market: Although NFT trading volume is expected to decline in 2024, a rebound to $30 billion in trading volume is anticipated in 2025, with the market shifting more towards sustainability and cultural relevance rather than speculative frenzy.

• Performance of Decentralized Application (DApp) Tokens: DApp tokens are expected to narrow the performance gap with Layer 1 tokens by 2025. With the launch of new DApps, these innovative and practical products will bring value to the associated tokens.

• Correction in the Cryptocurrency Market: Following the Fed's hawkish rate cuts, the cryptocurrency market as a whole is experiencing a correction. In the short term, the market may continue to face pressure, but this adjustment also provides strategic positioning opportunities for patient long-term investors.

• Positive Changes in Policy and Regulation: The cryptocurrency market received continuous good news in 2024, with Trump's victory in the U.S. elections, promising to establish a Bitcoin strategic reserve and restructure the SEC. Supportive legislation for cryptocurrencies is expected in the coming months.

• Development of Infrastructure: In 2024, infrastructure remains one of the most attractive tracks in the crypto industry, with the rapid development of Layer 1 and Layer 2 projects, as well as Bitcoin Layer 2 projects attempting to combine the security of Bitcoin with high-performance scaling solutions, all of which promote the robust growth of the infrastructure sector.

• Support from the Macroeconomic Market: With the dual support of the macro market and infrastructure, Bitcoin is expected to see a further surge in market demand over the next two years.