Deep Tide TechFlow Deep Tide TechFlow December 25, 2024 18:14 Henan
As 2024 comes to a close, 2025 is anticipated to arrive.
Amidst the noise of the bull market, major crypto institutions are releasing their market outlook for 2025. According to the published content, institutions generally believe that 2025 will be a key year for the crypto market: Bitcoin is expected to break the $200,000 mark, and crypto assets will further mainstream, with several crypto unicorns potentially listing on U.S. stock exchanges.
Notably, many institutions expect 2025 to mark the peak of this bull market cycle, with inflows into Bitcoin ETFs, traditional financial institutions opening up to crypto asset allocations, and AI-enabled innovative applications becoming significant driving forces for market development.
Let us review the core predictions of various institutions regarding the crypto market in 2025.
VanEck: The crypto market will reach a new high by the end of 2025, with a revival in the NFT market
The crypto bull market will reach a mid-cycle peak in the first quarter and set new highs by the end of the year;
The U.S. will further embrace Bitcoin through strategic reserves and policy support;
The total value of tokenized securities will exceed $50 billion;
The daily trading settlement volume of stablecoins will reach $300 billion;
On-chain activities of AI agents will exceed 1 million;
The total locked value (TVL) of Bitcoin's second-layer network will reach 100,000 BTC;
Ethereum's Blob space fee revenue will reach $1 billion;
DeFi trading volume will reach a new high of $4 trillion, with a total locked value of $200 billion;
The NFT market will revive, with annual trading volume reaching $30 billion;
The performance of decentralized application (DApp) tokens will gradually catch up with mainstream public chain tokens.
Read the full article:
https://www.techflowpost.com/article/detail_22294.html
Bitwise: Bitcoin will break $200,000, Ethereum will break $7,000
Bitcoin, Ethereum, and Solana will reach historical new highs, with Bitcoin trading prices exceeding $200,000;
Inflows into Bitcoin ETFs in 2025 will exceed those in 2024;
Coinbase will surpass Charles Schwab to become the most valuable brokerage firm globally, with its stock price breaking $700 per share;
2025 will be the 'Year of Crypto IPOs,' with at least five crypto unicorns going public in the U.S.;
Tokens issued by AI agents will lead a larger-scale meme coin craze compared to 2024;
The number of countries holding Bitcoin will double;
Coinbase will enter the S&P 500 index, MicroStrategy will enter the NASDAQ 100 index, adding cryptocurrency exposure to (almost) every American investor's portfolio;
The U.S. Department of Labor will relax guidance on cryptocurrency in 401(k) plans, allowing hundreds of billions of dollars to flow into crypto assets;
With the long-awaited stablecoin legislation passed in the U.S., the total size of stablecoin assets will double to $400 billion;
As Wall Street's acceptance of cryptocurrency deepens, the value of real-world asset (RWA) tokenization will exceed $50 billion.
Read the full article:
https://www.techflowpost.com/article/detail_22211.html
Coinbase: The stablecoin market will continue explosive growth
Macro:
The Federal Reserve's monetary policy will be somewhat relaxed, which may provide a favorable backdrop for the development of the cryptocurrency market;
The new U.S. Congress will bring a clearer regulatory environment for the cryptocurrency industry and may see the emergence of a 'strategic Bitcoin reserve';
Bitcoin and Ethereum ETFs will reshape the market ecosystem, and there may be future ETFs covering more assets;
The stablecoin market will continue explosive growth and may extend to global capital flows and business payments;
RWA will further optimize the portfolio construction and management process;
The DeFi ecosystem is expected to recover and further integrate with traditional finance.
Disruption:
Telegram trading bots have become one of the most profitable cryptocurrency applications;
The performance of prediction market platforms far exceeds that of traditional polls, showcasing the unique advantages of blockchain technology;
Crypto gaming is shifting from 'making money' to providing quality gaming experiences, lowering the entry threshold for new users;
The decentralized physical infrastructure network (DePIN) model is expected to address issues of physical resource allocation, but long-term income sustainability still needs evaluation;
AI applications in the crypto space are continuously being explored, but challenges remain in how to translate their value into lasting liquidity tokens;
A multi-chain ecosystem may become the dominant pattern in the future, with their respective differentiated advantages allowing for coexisting development;
Improving user experience, including streamlining registration processes, optimizing wallet functions, and enhancing cross-chain experiences, is one of the key factors in promoting the adoption of crypto technology;
Decentralized identity authentication will help meet regulatory requirements, becoming a core element of future on-chain experiences.
Read the full article:
https://www.techflowpost.com/article/detail_22432.html
Hashed: Asia will become the core engine of blockchain innovation and adoption
Hashed believes that 2025 will mark the true entry of blockchain into large-scale adoption, with Asia becoming the core engine of blockchain innovation and adoption, as the technology-friendly environment in Asian markets will drive innovative consumer experiences;
Stablecoins will integrate more into traditional markets;
Intelligent creators will be able to continuously generate high-quality content, and the future will be dominated by intelligent entities (AI AIGENT) that convert users' attention into economic value through smart contracts. Such a mechanism will redistribute profits to Token holders, creating a self-reinforcing attention economy;
Blockchain can ensure data ownership and source tracking, securely use sensitive data while protecting privacy, and incentivize data sharing through transparent economic models. Notably mentioned are Zettablock and Story Protocol;
The next wave of growth in blockchain technology will be driven by consumer-centric applications, making the user experience of crypto technology as simple and smooth as traditional applications;
Telegram and TON's open ecosystem is still in its early stages, with rapid user growth but low activity and retention rates. Compared to WeChat's centralized ecosystem, Telegram and TON face infrastructure shortcomings and need to establish intermediate layers to enhance platform scalability and support ecosystem development.
Read the full article:
https://www.techflowpost.com/article/detail_22427.html
Blockworks: The ICO model will make a comeback, with Base becoming a dark horse
The U.S. will rise again as the core center of global cryptocurrency;
More than 10 DeFi protocols will officially launch fee switches, including Uniswap;
DeFi protocols will gradually adopt customer asset rehypothecation as a new business model;
The Ethereum community's debate over the 'North Star' roadmap will come to a conclusion, ultimately reaffirming a Rollup-centric roadmap, while Max's scaling proposal will fail to gain sufficient support. This outcome will bring much-needed cohesion to the Ethereum community and improve overall market sentiment;
ETH token prices are expected to perform strongly;
Rollup-based solutions will still struggle to achieve significant breakthroughs by 2025;
Trusted Execution Environments (TEEs) will gradually become an important component of L2 infrastructure and ultimately become a permanent feature;
Solana's developmental momentum will continue in this cycle, but issues will gradually emerge by 2025;
The Firedancer client will officially launch in Q4, at which point Solana's network will achieve a processing capacity of 100,000 TPS;
Solana may adjust its token issuance policy to reduce inflation, while Ethereum will not make similar changes;
Base will emerge as a dark horse in the Rollup ecosystem and become a major competitor to Solana;
Base will also become the preferred chain for AI agents and other AI applications;
Stablecoins will gradually become the dominant asset on L2 networks, with their quantity expected to exceed twice that of ETH; the stablecoin market will see breakthrough growth in the coming year;
More than five large fintech companies or traditional financial institutions will launch their own stablecoins by 2025;
More than ten companies (including banks and Web2 giants) will launch their own L2 networks by 2025;
With a large user base and strong brand influence, Robinhood will become one of the dominant forces in the industry by 2025;
Investment opportunities in L1 blockchains still exist and will not disappear in the short term;
The ICO model will make a comeback, but will not dominate as it did in 2017;
Cryptocurrency companies will see a window for IPOs, but there will not be a large-scale listing frenzy;
The mainstream trend in 2025 will be the combination of AI and cryptocurrency;
The application scenarios for AI will become more diverse, not limited to agents;
TikTok's influence in the crypto space will reach unprecedented heights;
Bitcoin's L2 solutions will still struggle to achieve breakthroughs in 2025.
Read the full article:
https://www.techflowpost.com/article/detail_22451.html
DeFiprime: The deep integration of DeFi and AI will see the market reach a cycle peak in 2025
Clarification of the regulatory environment;
DeFi and Web3 may return to the U.S.;
Stablecoins will become the main force in the payment sector;
The market may peak in 2025;
Ethereum will continue to explore new development narratives;
The token craze will sweep Web3;
The focus of investment in crypto infrastructure will shift;
The deep integration of DeFi and AI;
New token distribution and fundraising models;
NFT 2.0: Moving towards dynamism and efficiency.
Read the full article:
https://www.techflowpost.com/article/detail_22487.html
Messari: Base and Solana will continue to dominate DEX market share
The macro environment will provide strong support for crypto assets, and the depth and breadth of institutional participation will further expand, no longer viewing crypto merely as an investment asset, but beginning to value its potential as financial infrastructure;
The inflow of Bitcoin ETFs has greatly exceeded expectations, and over time, institutions are likely to slowly become the main driving force behind daily BTC price movements;
The Ethereum Layer 2 ecosystem will have advantages over Layer 1, facing two paths of value capture: a token valuation model based on 'security demand' and increasing fee capture through native Rollups;
Solana's development is expected to go beyond pure speculative applications, potentially launching a spot Solana ETF, with the AI x Crypto field continuing to lead innovations in the Solana ecosystem;
Base and Solana will continue to dominate DEX market share;
Prediction markets and RWAs will continue to develop;
AI agents may surpass traditional meme coins, becoming a new speculative hotspot;
Mobile applications will become a decisive trend, with Solana continuing to dominate meme coin trading activities;
Exchanges will accelerate the integration of on-chain and off-chain services, and the new government may relax restrictions on exchanges listing tokens.
Read the full article:
https://www.techflowpost.com/article/detail_22474.html
Framework Co-founder: Inflows into Ethereum and Bitcoin ETFs will reach the same level
Trump will establish a new global monetary framework, similar to the Plaza Accord of 1985. This framework will push the dollar to gradually depreciate significantly, promoting the return of manufacturing to the U.S. while directing liquidity towards American markets and high-risk asset markets like cryptocurrencies;
Major armed conflicts globally are expected to end in the first half of 2025, entering a time of peace and security optimism;
The inflows into Ethereum (ETH) and Bitcoin (BTC) ETFs will reach the same level in the second half of 2025, with daily inflows reaching $1 billion each. This trend is primarily due to the launch of composite ETFs;
Plans for the listing of other cryptocurrency ETFs, excluding Bitcoin and Ethereum, will be postponed until 2026;
The combination of gaming and artificial intelligence (AI) will become the vertical field with the highest user volume (MAUs/DAUs), thanks to significant enhancements in gaming experience and interaction brought by AI technology;
Memecoins will be segmented into multiple categories, including short-term, AI-driven, factory-produced, and large-cap types, with increasing market differentiation, but competition will remain fierce;
The total fee revenue of decentralized finance (DeFi) will exceed $10 billion in 2025, while the supply of stablecoins is expected to reach $500 billion by the end of the year;
Assets of large banks are starting to be tokenized, a trend that will significantly reduce resource waste in the U.S. financial system and improve efficiency.
Read the full article:
https://www.techflowpost.com/article/detail_22387.html
