Author: Vance Spencer
Compiled by: Deep Tide TechFlow
Macroeconomics:
Four countries in the G7 (France, Germany, Canada, and possibly the U.K. which may rejoin soon) are undergoing government changes due to budget crises. One of these countries is expected to experience a bond auction failure in 2025. By the end of 2025, most G7 countries will be governed by conservative administrations.
Trump will establish a new global monetary framework, similar to the Plaza Accord of 1985. This framework will drive the gradual and significant depreciation of the dollar, promoting the return of manufacturing to the U.S. while directing liquidity towards the U.S. market and high-risk asset markets such as cryptocurrencies.
Inflation is expected to range between 2.5% and 3.3%, and the Federal Reserve will significantly lower interest rates in response to a weak job market.
Major global armed conflicts are expected to end in the first half of 2025, leading to an optimistic era of peace and security.
United States:
The S&P 500 index (SPX) is expected to rise to 7,500 points, with artificial intelligence (AI) technology fulfilling its promises and driving economic growth.
At least one major U.S. city (possibly Chicago) will face a bankruptcy crisis.
Decentralized autonomous government entities (DOGE) will operate with extreme efficiency, saving $2-3 trillion from the federal budget, allowing the U.S. to achieve a 0% fiscal deficit. This model will be emulated by other G7 countries and local governments in the U.S.
Against a backdrop of a 0% deficit rate, interest rates in the U.S. will significantly decline.
Trump's approval ratings will reach the highest levels ever recorded for a U.S. president.
Crypto:
The inflow of funds into Ethereum (ETH) and Bitcoin (BTC) ETFs will reach similar levels in the second half of 2025, with daily inflows of $1 billion each. This trend is mainly due to the launch of composite ETFs.
The altcoin market will experience a sustained alt season, particularly with emerging blockchain ecosystems like Berachain standing out due to their high visibility.
The combination of gaming and artificial intelligence (AI) will become the vertical with the highest user base (MAUs/DAUs), thanks to the significant enhancement of gaming experiences and interactions brought by AI technology.
Driven by Glow and Daylight, the revenue from transaction fees of energy decentralization protocols (Energy DePin) will match that of blue-chip DeFi projects. These protocols optimize energy distribution and trading using blockchain technology.
Memecoins will be segmented into multiple categories, including ephemeral, AI-driven, factory-produced, and large-cap types, with increasing market differentiation while competition remains fierce.
The total revenue from transaction fees in decentralized finance (DeFi) is expected to exceed $10 billion by 2025, while the supply of stablecoins is projected to reach $500 billion by the end of the year.
Assets of large banks are beginning to be tokenized, a trend that will significantly reduce resource waste in the U.S. financial system and enhance efficiency.
The listing plans for ETFs of cryptocurrencies other than Bitcoin and Ethereum will be postponed until 2026.
Culture:
An increasing number of people are leaning towards religious beliefs or spiritual pursuits, possibly as a way to cope with the stresses of modern society.
As artificial intelligence (AI) begins to automate content creation and programming jobs, top creators on Instagram, TikTok, Twitter, and OnlyFans, as well as software developers, will reach the peak of their careers globally.
Elon Musk will become the world's first trillionaire, thanks to his successful ventures across multiple industries.
Fetterman will become the clear frontrunner for the Democratic nomination in the 2028 U.S. presidential election, competing against Republican candidate JD Vance.
