VanEck was established in 1955 and was the first to launch a gold ETF, making a significant impact in the traditional finance sector. It is also one of the pioneers in the cryptocurrency field, having submitted the first Bitcoin spot ETF application to the SEC in 2019. This vision and uniqueness are unmatched whether in emerging or traditional markets, so their predictions are certainly worth repeated study by ordinary people, as there are countless wealth codes within.
Let's quickly go through all of VanEck's predictions for cryptocurrency in 2025:
VanEck recently released its top ten predictions for the cryptocurrency market in 2025, covering various aspects such as market trends, policy changes, and technological developments. Below is a summary and interpretation of that report:
The cryptocurrency bull market will reach a mid-term peak in the first quarter and hit new highs in the fourth quarter.VanEck predicts that the price of Bitcoin (BTC) will reach about $180,000 in the first quarter of 2025. After that, the market may experience a correction, meaning that Bitcoin will face a roughly 30% pullback next summer, while altcoins will face a 60% pullback. However, mainstream cryptocurrencies will start to rise in the fall and set new historical highs by the end of the year. They predict that this round of highs will see Bitcoin at $180,000, Ethereum exceeding $6,000, SOL at $500, and SUI at $10.
The United States will further embrace Bitcoin through strategic reserves and policy support.With the new government coming to power, the U.S. may establish a strategic reserve of Bitcoin and promote the adoption of cryptocurrencies through legislation and regulatory measures. At least one state will begin to establish its strategic Bitcoin reserve by 2025. The number of countries using government resources for Bitcoin mining will increase from the current 8 (including the U.S. and Russia) to over 10; the proportion of developers in the cryptocurrency circle will increase from the current 19% to 25%; the Bitcoin hash rate in the U.S. will rise from the current 28% to 35%; the Bitcoin holdings of listed companies will grow by 43%; the number of listed companies holding Bitcoin will increase from 68 to 100; and the total number of Bitcoins held by private and listed companies will grow from the current 765,000 to 1.1 million, exceeding the balance of Satoshi Nakamoto's wallet address.
The total value of tokenized securities will exceed $50 billion.As more traditional financial assets are tokenized on the blockchain, the market size for tokenized securities is expected to exceed $50 billion by 2025. Government departments will deploy their businesses on mainstream public chains, aiming to address anti-money laundering wishes on the blockchain. It is also predicted that currently, the leading U.S. crypto exchange, Coinbase, is very likely to tokenize its own coin stock, allowing people around the world to purchase their tokens through the blockchain.
The daily settlement volume of stablecoins will reach $300 billion.The use of stablecoins as payment and settlement tools will increase significantly, with the average daily settlement volume expected to reach $300 billion. What does this figure mean? It is approximately three times the daily peak of $100 billion during the 2021 bull market.
The number of on-chain AI agents will exceed one million.The integration of artificial intelligence and blockchain will give rise to a large number of autonomously operating AI agents, which will see good development in decentralized finance (DeFi), social media, gaming, and other fields, such as on-chain generated captain Q&A robots, companion play robots, quantitative trading robots, etc. The economic value of this part will explode in the future.
The total locked value (TVL) of Bitcoin's layer 2 networks will reach 100,000 Bitcoins.Simply put, layer 2 networks simplify the ledger outside the main network to reduce congestion. With the popularity of Bitcoin layer 2 solutions such as the Lightning Network, the number of locked Bitcoins is expected to reach 100,000, improving network scalability and transaction efficiency, and will grow at a rate of 65% per year.
Ethereum data sharding (blob space) will generate $1 billion in fee revenue.The upgrade of the Ethereum network will enhance its data processing capabilities, leading to the development of numerous L2 projects. However, currently, all L2 projects have their own ecosystem tokens, and this portion of improvement contributes very little to Ethereum's market value. In other words, these L2s have consumed too much of what should have been Ethereum's market value. In the future, these L2 packaged blobs uploaded to Ethereum will mainly charge higher fees, and the related fee revenue is expected to reach $1 billion, reflecting the growth in network usage, which is a significant positive for Ethereum.
Decentralized finance (DeFi) will reach a historic high, with DEX trading volume reaching $4 trillion and TVL reaching $200 billion.The DeFi ecosystem will continue to expand, with the trading volume and total locked value (TVL) of decentralized exchanges (DEX) both reaching new milestones. Current data has not yet exceeded the peak of the 2021 bull market, indicating that there is still significant growth potential in the bull market.
The NFT market will recover, with trading volume reaching $30 billion.The non-fungible token (NFT) market will experience a recovery after adjustments, with trading volume expected to reach $30 billion. This is about 55% of the previous market peak, reflecting the fact that NFTs were previously over-leveraged and may require a longer time to restore valuation.
The performance of decentralized application (DApp) tokens will narrow the gap with layer 1 (L1) tokens: As more innovative DApps are launched, their token market performance is expected to catch up with or even surpass that of the underlying blockchain tokens, reflecting the enhancement of application layer value.
That sums up all of VanEck's predictions along with my views on some of them. Overall, it is still optimistic, but it remains worth looking forward to. It is this kind of positive expectation that continuously emerges, allowing the future market to create a unified force that pushes prices higher. I also hope that everyone can seize opportunities during this bull market through learning and their own understanding to change their fate. Currently, the market is in turmoil, and walking alone can be lonely, so please follow me for daily spot potential layouts and bull market strategy layouts.
