Bernstein analysts released ten predictions for the cryptocurrency industry in 2025, reaffirming the Bitcoin price target of $200,000 and noting that the stablecoin market size will exceed $500 billion. The net inflow of funds for spot Bitcoin ETFs will surpass $70 billion, and the integration of cryptocurrency and artificial intelligence will further deepen.
Bernstein calls 2025 the beginning of the 'Infinite Era', believing it to be a long-term period of continuous evolution and widespread acceptance of cryptocurrency technology. Analyst Gautam Chhugani stated that the cryptocurrency industry will gradually break away from cyclical fluctuations, integrate into the financial system, and become an important part of the intelligent era. The report predicts that the US spot Bitcoin ETF will attract over $70 billion in net inflows, with institutional adoption rates rapidly rising, and the proportion of ETF investments held will increase from 22% in 2024 to 40%. Meanwhile, the capital expansion plans of MicroStrategy and Bitcoin miners will drive corporate financial adoption to reach $50 billion in 2025. In addition, Bernstein expects the convergence of AI and the cryptocurrency industry to give rise to innovative fields such as decentralized AI blockchains, AI-integrated cryptocurrency wallets, and verification services based on 'human certification'; Bitcoin miners will increasingly turn to AI to optimize business models and attract a broader range of institutional investors.

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