According to Cointelegraph, historical data shows that Ethereum (ETH) performed strongly in the first quarter of the new year after the US election and Bitcoin halving, such as rising 518% and 161% in 2017 and Q1 2021 respectively.
Farside Investors data shows that the spot Ethereum ETF has seen inflows on 22 of the past 24 trading days, with total net inflows exceeding US$2.5 billion, and net inflows are expected to exceed US$50 billion in 2025.
CK Zheng of ZX Squared Capital expects that the new government will introduce more crypto-friendly policies in 2025, driving a significant increase in capital inflows. However, Markus Thielen of 10x Research believes that the macro environment may suppress Ethereum's performance in 2025.