1. The crypto bull market will reach a mid-year peak in the first quarter and set new highs in the fourth quarter. Bitcoin is expected to be valued at around $180,000, Ethereum will trade above $6,000, Solana will exceed $500, and Sui will surpass $10.


2. The United States will embrace Bitcoin through strategic reserves and increased cryptocurrency adoption. Under the new SEC leadership, several new spot cryptocurrency ETPs will be approved. Ethereum ETPs will include staking, and both Ethereum and Bitcoin ETPs will allow for physical trading and redemption.

3. The value of tokenized securities exceeds $50 billion. Tokenized securities grew by 61% in 2024, reaching $12 billion, but most of that value is on permissioned chains.

4. Stablecoins are expected to revolutionize payment methods, with daily settlement volumes projected to reach $300 billion by the end of 2025, tripling from the current daily average of about $100 billion.

5. One million new AI agents will emerge. Think of AI agents as digital workers—autonomous software programs that perform tasks or make decisions on your behalf, such as managing investments, hosting online communities, or even playing video games.

6. Bitcoin Layer 2 TVL will reach 100,000 BTC, leading to an explosive growth of 600% in 2024, bringing TVL to 30,000 BTC.

7. Ethereum blob space will generate $1 billion in fee revenue, thanks to explosive L2 adoption, rollup optimizations, and high-fee use cases like tokenized assets and enterprise applications.

8. DeFi will reach an all-time high, with DEX trading volume hitting $4 trillion and TVL reaching $200 billion, driven by AI-related tokens, consumer-facing dApps, and tokenized assets that enhance liquidity and adoption.

9. NFT trading volume is expected to rebound to $30 billion in 2025. Despite being sluggish in recent years, projects like Pudgy Penguins, which have transformed into consumer brands through collectible toys, and notable projects like Miladys, which have gained cultural status in ironic internet culture, are thriving thanks to strong community ties.

10. DApp tokens will narrow the performance gap with L1 tokens. In 2024, L1 blockchain tokens will outperform dApp tokens by a factor of 2, but the introduction of innovative dApps in AI and DePIN is expected to drive a shift in performance.

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