ChainCatcher message, according to The Block, Bernstein analysts released ten predictions for the crypto industry in 2025, reaffirming a Bitcoin price target of $200,000, and noting that the stablecoin market size will exceed $50 billion. Net inflows for spot Bitcoin ETFs will surpass $70 billion, and the integration of crypto and artificial intelligence will deepen further.
Bernstein refers to 2025 as the beginning of the 'Era of Infinity,' believing it to be a long period in which 'crypto technology continues to evolve and gain widespread acceptance.' Analyst Gautam Chhugani stated that the crypto industry will gradually detach from cyclical fluctuations, integrate into the financial system, and become an essential 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 rising rapidly, and the proportion of ETF investments held will increase from 22% in 2024 to 40%. Additionally, capital expansion plans from MicroStrategy and Bitcoin miners will drive enterprise financial adoption to reach $50 billion by 2025. Furthermore, Bernstein expects that the integration of AI and the crypto industry will give rise to innovative fields such as decentralized AI blockchain, AI-integrated crypto wallets, and 'human certification'-based verification services; Bitcoin miners will increasingly turn to AI to optimize business models and attract a broader range of institutional investors.
