To help you save time and focus on market hotspots, we have carefully compiled over 300 forward-looking predictions for 2025. Each year, top institutions and industry leaders share insights that have far-reaching implications for the future of cryptocurrency. This report gathers perspectives from ETF issuers, investment funds, research institutions, and market pioneers, providing you with an overall view of market sentiment, as well as practical advice and actionable insights on emerging opportunities.
The five most notable themes for 2025 include:
Growth and adoption of stablecoins
Tokenization of real-world assets (RWAs)
Expansion of Bitcoin and Ethereum ETFs
Integration of artificial intelligence and blockchain
Decentralized Physical Infrastructure Networks (DePINs)
1. Growth and adoption of stablecoins
By 2025, the market capitalization of stablecoins is expected to account for 10% of the total cryptocurrency market capitalization. This growth may be driven by at least one major bank, tech company, or fintech firm launching a stablecoin. Tether is expected to maintain its market-leading position through its strategic political relationships, while USDC's market share may decline from the current 20% to around 15% due to new competitors like PayPal entering the space.
The current market capitalization of stablecoins has exceeded $170 billion and has made significant progress in the global remittance market, especially in countries like the Philippines and Turkey. With the widespread tokenization of private credit, this trend is expected to further enhance capital liquidity and increase financial transparency.
2. Tokenization of real-world assets (RWAs)
The market for tokenizing real-world assets (RWA) is rapidly growing. It is expected to grow 60% by 2024, reaching $13.5 billion; by 2030, this figure could soar to $30 trillion.
This year, RWAs grew by 60%, reaching $13.7 billion, of which 70% is private credit, with the remainder being treasury bonds and commodities.
3. Expansion of Bitcoin and Ethereum ETFs
The U.S. Securities and Exchange Commission (SEC) approved the first 11 Bitcoin spot ETFs on January 10, 2024, followed by the approval of Ethereum spot ETFs on July 23, 2024.
The asset scale of Bitcoin ETFs is expected to surpass that of gold ETFs by 2025. Currently, the asset scale of Bitcoin ETFs is $110 billion, while gold ETFs sit at $128 billion.
4. Integration of artificial intelligence and blockchain
By 2025, the number of AI agents is expected to exceed 1 million. These agents will significantly drive the growth of on-chain activities.
AI agents will widely adopt stablecoins for peer-to-peer transactions, especially as regulations around stablecoins loosen further.
5. Decentralized Physical Infrastructure Networks (DePINs)
The Trump administration is expected to introduce a national standard for autonomous driving (AD), which will provide new development opportunities for decentralized physical infrastructure networks (DePINs) based on autonomous driving and robotics technology.
DePIN projects focused on the energy sector are expected to reach transaction fee levels comparable to top DeFi platforms.