CryptoRank has done significant work analyzing the performance of Bitwise and VanEck's forecasts for 2024 and new forecasts for 2025.
In brief - funds show strong optimism regarding the growth of AI agents, DePIN projects (Decentralized Physical Infrastructure Networks, uniting decentralized networks using blockchain technology to manage physical infrastructure), and DApps. They also emphasize the expansion of RWA and the adoption of stablecoins.
Results of the forecasts for 2024:
CONFIRMED:
1. #Bitwise: Spot Bitcoin ETFs will be approved and become the most successful ETF launch in history.
2. #VanEck: BTC will not outpace ETH in growth rates in 2024.
3. VanEck: The capitalization of stablecoins will reach a new historical maximum.
4. Bitwise: BTC will trade above $80,000, setting a new record.
5. VanEck: Smart contract platforms will provide a new yield opportunity through BTC.
6. VanEck: Solana will become one of the TOP-3 networks by market capitalization, TVL, and user activity.
7. Bitwise: Over $100 million will be allocated to prediction markets.
NOT CONFIRMED:
1. VanEck: Activity in the NFT sector will reach a new historical maximum.
2. Bitwise: Ethereum revenue will exceed $5 billion.
3. VanEck: Binance will lose its top position in spot trading volumes.
TOP-9 company forecasts for 2025:
1. VanEck: The cryptocurrency bull market will reach an average peak in the first quarter, and in the fourth quarter BTC will set new highs.
Drivers and signals: Sustainable funding, excess undistributed profits, BTC dominance.
2. Bitwise: BTC, ETH, and SOL will reach new historical highs, with BTC exceeding $200,000.
Drivers and signals: Record inflows into BTC ETFs, growth in RWA-related applications on Ethereum, popularity of meme coins.
3. Bitwise: Tokens created by AI agents will spark new interest in meme coins.
Drivers and signals: Integration of SocialFI and AI, Clanker AI Agent based on Base.
4. VanEck: DeFi will reach a historical maximum with $4 trillion in DEX volume and $200 billion in TVL.
Drivers and signals: Record volumes on DEX, TVL remains 24% below peak, spread of AI-related tokens.
5. VanEck: DApp tokens will outperform L1 tokens.
Drivers and signals: A wave of new application launches, AI trends, DePIN projects.
6. VanEck: L2 on Bitcoin will reach 100,000 BTC in TVL.
Drivers and signals: L2 on Bitcoin addresses security issues, improves decentralization, with 75 L-2 solutions being developed.
7. Bitwise: 2025 will be the 'Year of IPO in crypto'.
Drivers and signals: Growing institutional interest, candidates - Kraken, Circle, Chainalysis.
8. VanEck: The NFT market will recover, with volumes reaching $30 billion.
Drivers and signals: New wealthy users are investing in NFTs, cultural significance, speculative interest.
9. Bitwise: The capitalization of stablecoins will double to $400 billion due to the adoption of stablecoin legislation.
Drivers and signals: Integration into fintech, transfers, and global payments.
If at least 2/3 of the forecasts come true (as happened with the 2024 forecasts) - this opens the prospect that 2025 will be a key stage in the maturity of the cryptocurrency market. Thanks to technological innovations, institutional integration, and regulation. And as a result - it will pave the way for further sustainable growth. But this is if we avoid global 'black swans' after the current cycle in the stock and crypto markets, of course.
We will summarize the results at the end of 2025.
