It will look nothing like the market in 2017 or 2021.

Narratives will shift. Projects will fail and others will thrive.

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▶ The Bull Market will feel like a Bear Market

2025 might not feel like a bull market.

Money will rotate fast between sectors, keeping investors chasing trends. A big correction could look like a bear cycle.

But don’t be fooled. Surprises like black swan events or unexpected recoveries could flip the narrative overnight.

▶ $500B Stablecoin Market Cap: A ban can’t stop it.

Stablecoins are on track to dominate global finance, with a $500B market cap in 2025.

Even with Europe banning USDT, this will only accelerate innovation.

New players (banks, fintech giants, and asset-backed stablecoins) will fill the gap.

USDT’s ban isn’t the end, it’s the beginning of a massive reshuffling. Expect fierce competition as TradFi enters the stablecoin race.

By 2025, stablecoins will be the backbone of crypto and the bridge between TradFi and DeFi. You can’t stop this wave.

▶ On-chain commodities will be a big deal.

By 2025, expect to see real-world commodities like oil, gold, and even agricultural products being traded on decentralized platforms.

The infrastructure for this is already being built. Projects like @OstiumLabs are paving the way for commodities on-chain, but we’ll see even more competition in this space.

Expect more assets to be tokenized in 2025, making them faster and easier to trade globally.

▶ AI will completely overrun crypto.

You’ve probably seen the AI hype by now, but 2025 will take it to a ridiculous level. AI x Crypto will be the dominant narrative.

Initial Agent Offerings (IAOs) are already popping up, but by next year, they’ll hit peak saturation.

You’ll see agents built for every niche (trading bots, personal assistants, AI artists).

Some of these will create real value, but most will crash.

▶ The US will finally regulate crypto.

2025 will finally bring crypto regulation in the US, and when it happens, everything changes. Under Trump’s presidency, expect an official framework for how crypto can legally operate.

Institutions that have been waiting on the sidelines will jump in.

Hedge funds, family offices, and TradFi giants will all come pouring into sectors that have strong fundamentals, like DeFi.

But not everything in crypto is going to survive this regulation.

▶ Memecoin narrative will still be dominant

Regulation won’t stop people from throwing their money into the meme economy.

In fact, memes will likely thrive outside of government-approved frameworks.

Because the average person doesn’t care about utility.

They just want to make money fast, and memes provide exactly that dream.

Even when regulation divides “legit” assets from speculative plays, memes won’t die, they’ll thrive outside of regulatory reach.

▶ DeFi will become institutionalized.

Expect the total value locked (TVL) across DeFi protocols to surpass $250 billion.

Institutions will start pouring in and protocols like @aave and @compoundfinance, which already dominate lending and borrowing, will grow massively as they onboard serious capital.

But here’s the twist: some protocols might start rehypothecating user assets (bridges and liquid staking tokens) as a business model, which could spark new debates around trust.

For retail? The opportunities in DeFi will still exist, but the big money will dominate the market.

▶ DEXs will double their market share.

Right now, decentralized exchanges (DEXs) only make up about 15% of crypto trading volume. By 2025, that number could hit 30%.

Why the shift? Two reasons:

‱ Self-custody is becoming a priority.

‱ Onboarding new users to DEXs is getting easier.

People are realizing that keeping their funds on centralized exchanges (CEXs) is risky. With Web3 wallets becoming easier to use, more traders will move on-chain.

▶ SUI could dethrone Solana.

If there’s one chain to watch in 2025, it’s SUI.

SUI is laser-focused on the creator economy, and its apps are bringing SocialFi to life.

SUI’s daily transactions might surpass Solana, as it becomes the go-to platform for creators and influencers.

But Solana isn’t dead. Firedancer (a new validator client) will ship in Q4 2025, boosting the network’s performance to 100,000 TPS. It’ll be a tough fight.

▶ The ICO era could return.

Initial Coin Offerings (ICOs) are coming back, but in 2025, they’ll be more regulated and look like crowdsales.

At least five blue-chip projects are expected to launch ICOs, and they’ll likely be well-structured to avoid the chaos of 2017.

For investors, this could be a golden opportunity—if you know how to pick the winners.

▶ Bitcoin ETFs will pull in even more money.

Bitcoin ETFs launched in 2024, but 2025 will surpass those inflows.

Major institutions are onboarding, and allocations will increase across the board.

3% portfolio allocations will become standard for institutional investors.

▶ Tokenized real-world assets (RWAs) will surpass $50B.

Wall Street’s growing interest in tokenization will drive this market.

RWAs like real estate, art, and even securities will see a major shift to blockchain.

▶ Countries holding Bitcoin will double.

Currently, nine countries hold Bitcoin in their reserves.

✓ El Salvador’s BTC holdings have reached 6000

✓ Israel will launch 6 Bitcoin Mutual funds on the 31st

✓ Japan is considering a Bitcoin reserve

In 2025, these numbers (and nations) will double, triggered by rumours of a U.S. strategic Bitcoin reserve.

2025 will be a pivotal year for crypto and nothing like we have seen before.

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