The new report from Mercado Bitcoin (MB) released this Friday (20) predicts the price of Bitcoin at US$ 200 thousand next year. The launch of Bitcoin ETFs in the United States and greater institutional adoption are among the reasons cited by the largest Brazilian exchange.
MB: “10 theses for 2025” and Bitcoin at US$ 200 thousand
MB's survey includes estimates on Bitcoin's appreciation, the impact of stablecoins on the financial system, and the advancement of Decentralized Finance (DeFi). Blockchain and artificial intelligence (AI) are also among the highlights.
Bitcoin will continue to set new highs
The study predicts that the price of Bitcoin will reach $200,000 by the end of 2025, driven by factors such as the reduction in supply after the halving and increased institutional adoption. The introduction of Bitcoin ETFs, recently approved in the United States, has certainly facilitated access to the market for large investors, such as BlackRock and Fidelity.
Furthermore, Bitcoin is consolidating itself as an attractive store of value in the face of global economic uncertainties. Programmed scarcity and decentralization reinforce the role of digital currency as a hedge against financial crises, reinforces the MB.
Blockchain and artificial intelligence together
The integration between blockchain and artificial intelligence is expected to grow by more than 200% by 2025, transforming sectors such as security and process automation. Decentralized exchanges already use artificial intelligence to detect suspicious activities, increasing efficiency and trust in the crypto ecosystem.
According to the report, this convergence attracts technology companies and financial institutions seeking secure and scalable solutions, increasing the impact of blockchain networks in global markets.
DeFi to Surpass $10T, MB Believes
The DeFi sector continues to expand and is expected to surpass US$10 trillion in accumulated transactions by 2025. The evolution of technologies such as second layer solutions (Layer 2) reduces costs and increases efficiency, making the sector more accessible and attractive.
By 2025, the number of decentralized applications that combine AI and blockchain is expected to increase by 200% compared to the end of 2024.
Lending platforms and decentralized exchanges are gaining popularity, offering greater transparency and control for users. Thus, according to the Brazilian exchange, the growth of institutional capital also strengthens DeFi as a pillar of the digital economy.
Protocols like Aave and Compound, and their imitators, will continue to attract users due to their interest rates, ease of use, and time to market. In parallel, other, newer platforms may create incentive mechanisms to attract new users. This could also be a catalyst for attracting capital and volume.
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Altcoins and stablecoins: diversification and significant impact on the market
The report points to significant growth in altcoins, with market capitalization expected to reach over $5 trillion by 2025. This growth will be driven by profit rotation primarily away from bitcoin, especially during bullish periods.
Stablecoins like USDT continue to play an important role in connecting the crypto market to the traditional financial system. Tether, for example, could become one of the largest holders of US Treasury bonds, highlighting the strategic relevance of these digital currencies.
MB estimates also point out that “Ether will face pressure from Layer 2 networks and will not surpass Bitcoin’s appreciation in 2025.”
This is because, according to the exchange, Ethereum's strong dependence on maintaining its market share in L2s, combined with the pressure from Bitcoin's advance via halving and ETFs, it is likely that Ether will not surpass Bitcoin's appreciation in 2025.
Security challenges and the use of artificial intelligence
The growth of the crypto sector also increases the sophistication of cyberattacks. Adopting artificial intelligence to identify and mitigate risks, with robust security practices by developers and users, are essential to protect the ecosystem and ensure its sustainable evolution.
Hacks and Exploits Expected to Increase in 2025
The crypto market is expected to see a significant increase in hacks through 2025, driven by new all-time highs in the prices of bitcoin and altcoins, attracting more capital into the ecosystem. Based on the surge observed between 2020 and 2021, losses from attacks are projected to grow from $3 billion in 2024 to $12 billion in 2025.
This scenario reinforces the need for advanced security measures, including AI and audits, to mitigate risks.
Solana ETF expected to be approved in the US
Among the ten MB theses, the approval of at least one Solana ETF in the American market stands out.
We do not believe that the fact that SOL and XRP do not have futures trading is an eliminatory factor for the approval of their ETFs, as well as the negative performance of ETH ETFs can be associated with the lack of staking in the product, as well as a greater initial interest in BTC (due to bitcoin season) and we believe that the situation could be reversed during an eventual altseason in this 2025 bull market, says the team that prepared the MB report
The article MB sees Bitcoin at $200,000 in 2025 with greater institutional adoption was first seen on BeInCrypto Brasil.