ETF issuer Bitwise CEO Hunter Horsley published a series of tweets yesterday (5) about artificial intelligence (AI), tokenization, and Bitcoin strategy companies, emphasizing that AI will lead the growth of small and medium-sized enterprises and tokenized companies, and companies holding Bitcoin as a financial asset will only increase.
(Bitwise 2025 forecast: Bitcoin 200K, Ethereum 7K, AI agents will continue to lead the meme coin frenzy)
The potential of the tokenization market lies in the supply side.
Horsley first expressed his views on the potential of the tokenization market, believing that tokenization technology could fundamentally change the stock market in a less obvious way:
The transformative power of tokenization lies in helping small businesses enter the capital market and unleashing a greater potential supply of funds.
In this regard, he cited the cases of short-term rental company Airbnb, transportation network company Uber, and video platform YouTube, emphasizing that these platforms have lowered the barriers to entry in certain fields, allowing rich supply (landlords wanting to rent rooms, drivers wanting to pick up passengers, and amateur filmmakers) who were previously unable to participate to enter the market and be discovered.
Turning to the blockchain field, tokenization can lower the barriers to entry in the capital market, allowing more businesses (such as local dry cleaners or barbershops) to enter the high-barrier capital market:
This is not the only important area of tokenization, but I believe it is a potentially revolutionary direction that could be a new democratized capital market, or the next key narrative in the cryptocurrency field in 2025.
AI will lead the growth of small and medium-sized enterprises and tokenized companies.
Next, discussing the impact of AI on the cryptocurrency field, he believes that this technology will trigger explosive growth in small businesses, especially tokenized companies.
One-person or small businesses are more likely to leverage AI to develop software services tailored to specific needs, creating a new wave of small companies with annual revenues between $100,000 and $1,000,000.
He added that they can further achieve early revenue realization through tokenized assets, allowing clients to become shareholders and promoters:
AI can significantly increase the number of niche market businesses and may become a key development direction for a whole new "long tail capital market."
(a16z 2025 technology trend forecast: The future of AI, blockchain, and digital identity)
The thawing of the M&A market may accelerate cryptocurrency adoption.
Additionally, based on past practices during Trump's administration, Horsley believes the new government may relax regulations on corporate mergers and acquisitions (M&A), while large companies led by the Magnificent 7 may further expand their market value advantages.
In other words, large companies will become larger, while medium-sized enterprises may shrink; he believes that this situation will accelerate the development and adoption of cryptocurrencies.
The fundamental concept of cryptocurrency is: do not trust that large institutions will act in your best interest. And the growth of large companies only reinforces this idea.
"Bitcoin Standard Companies" are thriving.
Finally, he also cited data from HODL15Capital, indicating that since last Monday, 11 listed companies have purchased more Bitcoin:
By 2025, more companies will join the ranks of Bitcoin Standard Corporations, integrating Bitcoin as part of their financial strategy.
He added, "Saylor has already written the script for this movement."
Implied agreement with MicroStrategy CEO Michael Saylor's aggressive Bitcoin investment strategy has provided a model for other companies to invest in Bitcoin.
(Bitwise submits "Bitcoin Standard Company ETF," MicroStrategy, mining companies, and game companies can all be included)
This article on Bitwise CEO's 2025 forecast, will AI and tokenization technology reshape the capital markets? First appeared in Chain News ABMedia.
