Author: Vance Spencer
Compiled by: Deep Tide TechFlow
Macroeconomics
Four countries in the Group of Seven (G7) - France, Germany, Canada, and possibly the UK, which may soon rejoin - are experiencing governmental changes due to budget crises. One of these countries is expected to face a bond auction failure in 2025. By the end of 2025, most G7 nations will be governed by conservative parties.
Trump will establish a new global monetary framework similar to the Plaza Accord of 1985. This framework will promote a gradual and significant depreciation of the dollar, facilitating the return of manufacturing to the United States while directing liquidity towards U.S. markets and high-risk asset markets like cryptocurrencies.
Inflation is expected to be between 2.5% and 3.3%, and the Federal Reserve will significantly lower interest rates in response to weakness in the job market.
Major global armed conflicts are expected to end in the first half of 2025, ushering in an optimistic era of peace and security.
United States
The S&P 500 Index (SPX) is expected to rise to 7,500 points, and artificial intelligence (AI) technology will deliver on its promises, driving economic growth.
At least one major U.S. city (possibly Chicago) will face bankruptcy crises.
Decentralized Autonomous Government Entities (DOGE) will operate with high efficiency, saving the federal budget $2-3 trillion and achieving 0% fiscal deficit in the U.S. This model will be emulated by other G7 countries and local governments in the U.S.
In the context of a 0% deficit rate, interest rates in the United States will significantly decrease.
Trump's approval ratings will set a historical record for U.S. presidents.
Crypto
The inflow of funds into Ethereum (ETH) and Bitcoin (Bitcoin) ETFs will reach similar levels in the second half of 2025, with daily inflows of $1 billion each. This trend will primarily be driven by the launch of composite ETFs.
The altcoin market will welcome a prolonged alt season, especially with emerging blockchain ecosystems like Berachain performing prominently due to high attention.
The combination of gaming and artificial intelligence (AI) will become the vertical field with the most users (MAUs/DAUs), thanks to significant enhancements in gaming experience and interaction brought by AI technology.
Under the influence of Glow and Daylight, the fee income from decentralized energy protocols (Energy DePin) will be on par with blue-chip DeFi projects. These protocols use blockchain technology to optimize energy distribution and trading.
Memecoins will be segmented into several categories, including transient, AI-driven, factory-produced, and large-cap, with increased market differentiation but fierce competition.
The total fee income from 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.
The assets of large banks will begin to be tokenized, a trend that will significantly reduce resource waste in the U.S. financial system and enhance efficiency.
Plans for the listing of cryptocurrency ETFs other than Bitcoin and Ethereum will be postponed until 2026.
Culture
More and more people are leaning towards religious beliefs or spiritual pursuits, which may be a response to the pressures of modern society.
As artificial intelligence (AI) begins to automate content creation and programming tasks, top creators on Instagram, TikTok, Twitter, and OnlyFans, as well as software developers, will reach career peaks globally.
Elon Musk will become the world's first trillionaire, benefiting from his successful ventures across multiple industries.
Fetterman will emerge as the clear frontrunner for the Democratic nomination in the 2028 U.S. presidential election, competing against Republican candidate JD Vance.
