Deep Tide TechFlow Deep Tide TechFlow December 25, 2024, 18:14 Henan
As 2024 comes to a close, 2025 is anticipated to arrive.
Amid the buzz of a bull market, major crypto institutions are releasing their market outlooks for 2025. Based on the published content, institutions generally believe that 2025 will be a pivotal year for the crypto market: Bitcoin is expected to break the $200,000 mark, and crypto assets will further mainstream, with several crypto unicorns possibly listing on U.S. stock markets.
Notably, many institutions expect 2025 to mark the peak of the current bull market cycle, with inflows into Bitcoin ETFs, traditional financial institutions opening up crypto asset allocations, and AI-enabled innovative applications becoming important driving forces for market development.
Let’s review the core predictions of various institutions for the crypto market in 2025.
VanEck: The crypto market will reach a new high by the end of 2025, with the NFT market recovering
The crypto bull market will reach a mid-term peak in the first quarter and set a new high by the end of the year;
The U.S. will further embrace Bitcoin through strategic reserves and policy support;
The total value of tokenized securities will exceed $50 billion;
The daily trading settlement volume of stablecoins will reach $300 billion;
The on-chain activities of AI agents will exceed 1 million;
The total locked value (TVL) of Bitcoin's second-layer network will reach 100,000 BTC;
The Blob space fee income of Ethereum will reach $1 billion;
DeFi trading volume will reach a new high of $4 trillion, with total locked value reaching $200 billion;
The NFT market will recover, with annual trading volume reaching $30 billion;
The performance of decentralized application (DApp) tokens is gradually catching up with mainstream public chain tokens.
Read the full article:
https://www.techflowpost.com/article/detail_22294.html
Bitwise: Bitcoin surpasses $200,000, Ethereum surpasses $7,000
Bitcoin, Ethereum, and Solana will set historical highs, with Bitcoin trading prices exceeding $200,000;
The inflow of Bitcoin ETFs in 2025 will exceed that of 2024;
Coinbase will surpass Charles Schwab to become the world's most valuable brokerage, with its stock price breaking $700 per share;
2025 will be the 'Year of Crypto IPOs,' with at least five crypto unicorns expected to go public in the U.S.;
Tokens issued by AI agents will lead to a larger-scale meme coin frenzy compared to 2024;
The number of countries holding Bitcoin will double;
Coinbase will enter the S&P 500 index, and MicroStrategy will enter the Nasdaq 100 index, adding cryptocurrency exposure to (almost) every U.S. investor's portfolio;
The U.S. Department of Labor will relax guidance on cryptocurrency in 401(k) plans, allowing hundreds of billions of dollars to flow into crypto assets;
With the long-awaited stablecoin legislation passing in the U.S., the size of stablecoin assets will double to $400 billion;
As Wall Street deepens its acceptance of cryptocurrencies, the value of tokenized real-world assets (RWA) will exceed $50 billion.
Read the full article:
https://www.techflowpost.com/article/detail_22211.html
Coinbase: The stablecoin market will continue to see explosive growth
Macro:
The Federal Reserve's monetary policy will loosen, which may provide a favorable backdrop for the development of the cryptocurrency market;
The new U.S. Congress will bring a clearer regulatory environment for the cryptocurrency industry and may see the emergence of 'strategic Bitcoin reserves';
Bitcoin and Ethereum ETFs will reshape the market ecology, and more ETFs covering additional assets may emerge in the future;
The stablecoin market will continue to see explosive growth and may expand to global capital flows and commercial payments;
RWA will further optimize the construction and management processes of investment portfolios;
The DeFi ecosystem is expected to revive and further integrate with traditional finance.
Disruption:
Telegram trading bots have become one of the most profitable cryptocurrency applications;
The performance of prediction market platforms far exceeds traditional polling, showcasing the unique advantages of blockchain technology;
Crypto games are transitioning from 'making money' to providing high-quality gaming experiences, lowering the user entry barriers for new users;
The decentralized physical infrastructure network (DePIN) model is expected to solve the challenges of distributing physical resources, but the long-term sustainability of income still needs evaluation;
AI applications in the crypto field are continuously exploring, but challenges remain in converting their value into lasting liquidity tokens;
Multi-chain ecosystems may become the main pattern of the future, with the differentiated advantages they offer enabling co-existence and development;
Improving user experience, including simplifying registration processes, optimizing wallet functions, and enhancing cross-chain experiences, is one of the key factors driving the popularization of crypto technology;
Decentralized identity verification helps meet regulatory requirements and will become a core element of future on-chain experiences.
Read the full article:
https://www.techflowpost.com/article/detail_22432.html
Hashed: Asia will become the core engine of blockchain innovation and adoption
Hashed believes that 2025 will mark the stage where blockchain truly enters large-scale adoption, with Asia becoming the core engine of blockchain innovation and adoption, driven by a technology-friendly environment in the Asian market that promotes innovative consumer experiences;
Stablecoins are becoming more integrated into traditional markets;
Smart creators will be able to continuously generate high-quality content, and the future will be dominated by intelligent entities (AI AIGENT) that convert users' attention into economic value through smart contracts. Such mechanisms will redistribute profits to token holders, building a self-reinforcing attention economy;
Blockchain can ensure data ownership and provenance tracking, securely use sensitive data while protecting privacy, and incentivize data sharing through transparent economic models. Notably mentioned are Zettablock and Story Protocol;
The next wave of growth in blockchain technology will be driven by consumer-centric applications that make the user experience of crypto technology as simple and smooth as traditional applications;
The open ecosystem of Telegram and TON is still in its early stages, with rapid user growth but low activity and retention rates. Compared to WeChat's centralized ecosystem, Telegram and TON face infrastructure shortcomings and need to build intermediaries to improve the platform's scalability and support ecosystem development.
Read the full article:
https://www.techflowpost.com/article/detail_22427.html
Blockworks: The ICO model will return, with Base becoming a dark horse
The U.S. will re-emerge as the core center for global cryptocurrencies;
More than 10 DeFi protocols will officially launch fee switches, including Uniswap;
DeFi protocols will gradually adopt rehypothecation of customer assets as a new business model;
The Ethereum community's debate about the 'North Star' roadmap will reach a conclusion, ultimately reaffirming the roadmap centered on Rollup, while Max's scaling proposal will fail to gain sufficient support and will ultimately fail. This outcome will bring much-needed cohesion to the Ethereum community and improve overall market sentiment;
ETH token prices are expected to perform strongly;
Rollup-based solutions will still find it difficult to achieve significant breakthroughs by 2025;
Trusted Execution Environments (TEEs) will gradually become an important component of L2 infrastructure and ultimately become a permanent feature;
Solana's development momentum will continue this cycle, but issues will gradually emerge by 2025;
The Firedancer client will officially launch in the fourth quarter, at which point Solana's network will achieve a processing capacity of 100,000 TPS;
Solana may adjust its token issuance policy to reduce inflation, while Ethereum will not make similar changes;
Base will become a dark horse in the Rollup ecosystem and will be a major competitor to Solana;
Base will also become the preferred chain for AI agents and other AI applications;
Stablecoins will gradually become the dominant asset on L2 networks, with their number expected to reach more than twice that of ETH; the stablecoin market will see breakthrough growth in the coming year;
More than five large fintech companies or traditional financial institutions will launch their own stablecoins in 2025;
More than 10 companies (including banks and Web2 giants) will launch their own L2 networks in 2025;
With a large user base and strong brand influence, Robinhood will become one of the dominant forces in the industry in 2025;
Investment opportunities in L1 blockchains still exist and will not disappear in the short term;
The ICO model will return, but will not dominate as it did in 2017;
Cryptocurrency companies will encounter a window for IPOs, but there will not be a large-scale listing frenzy;
The mainstream trend in 2025 will be the combination of AI and crypto;
The application scenarios of AI will become more diverse, not limited to agents;
TikTok's influence in the crypto field will reach unprecedented heights;
Bitcoin's L2 solutions will still struggle to achieve breakthroughs in 2025.
Read the full article:
https://www.techflowpost.com/article/detail_22451.html
DeFiprime: DeFi and AI will deeply integrate, with the market reaching a cyclical peak in 2025
Clarification of the regulatory environment;
DeFi and Web3 may return to the U.S.;
Stablecoins will become the main force in the payment sector;
The market may reach a cyclical peak in 2025;
Ethereum will continue to explore new development narratives;
The token craze sweeps Web3;
Investment focus in crypto infrastructure is shifting;
Deep integration of DeFi and AI;
New token distribution and fundraising models;
NFT 2.0: Moving towards dynamism and efficiency.
Read the full article:
https://www.techflowpost.com/article/detail_22487.html
Messari: Base and Solana will continue to dominate DEX market share
The macro environment will provide strong support for crypto assets, and the depth and breadth of institutional participation will further expand, no longer viewing crypto solely as an investment asset but starting to value its potential as a financial infrastructure;
The inflow of Bitcoin ETFs has greatly exceeded expectations, and over time, institutions are likely to gradually become the main driving force behind daily BTC price movements;
The Ethereum Layer 2 ecosystem will have advantages over Layer 1, facing two value capture paths: a token valuation model based on 'security demand' and enhancing fee capture through native Rollup;
Solana's development is expected to surpass pure speculative application scenarios, possibly pushing out a spot Solana ETF, while the AI x Crypto field will continue to lead Solana's ecological innovation;
Base and Solana will continue to dominate DEX market share;
Prediction markets and RWAs will continue to develop;
AI agents may surpass traditional meme coins, becoming new speculative hotspots;
Mobile applications will become a decisive trend, and Solana will continue to dominate meme coin trading activities;
Exchanges will accelerate the integration of on-chain and off-chain services, and new governments may relax restrictions on listing coins on exchanges.
Read the full article:
https://www.techflowpost.com/article/detail_22474.html
Framework co-founder: The inflows into Ethereum and Bitcoin ETFs will reach the same level
Trump will establish a new global monetary framework similar to the Plaza Accord of 1985. This framework will drive a gradual and significant depreciation of the dollar, promoting the return of manufacturing to the U.S., while directing liquidity towards U.S. markets and high-risk asset markets such as cryptocurrencies;
Major armed conflicts globally are expected to end in the first half of 2025, leading to an era of peace and security optimism;
The inflow of funds into Ethereum (ETH) and Bitcoin (Bitcoin) ETFs will reach the same level in the second half of 2025, with daily inflow amounts reaching $1 billion respectively. This trend is primarily driven by the launch of composite ETFs;
The listing plans for other cryptocurrencies ETFs, excluding Bitcoin and Ethereum, will be postponed until 2026;
The combination of gaming and artificial intelligence (AI) will become the vertical field with the highest user volume (MAUs/DAUs), thanks to AI technology's significant enhancement of gaming experiences and interactions;
Memecoins will be segmented into multiple categories, including ephemeral, AI-driven, factory-produced, and large-cap, leading to increased market differentiation, but competition will remain fierce;
The total revenue from fees in decentralized finance (DeFi) will exceed $10 billion in 2025, while the supply of stablecoins is expected 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 improve efficiency.
Read the full article:
https://www.techflowpost.com/article/detail_22387.html
