In 2025… Bitcoin will hit $200,000, Coinbase will enter the S&P 500, stablecoin AUM will double, and more… Here are 10 Crypto Predictions for 2025 by the team at@BitwiseInvest
Prediction #1: Bitcoin, Ethereum, and Solana hit new all-time highs, with Bitcoin trading above $200k.
Our targets:
$200k BTC: Corp/gov buying, ETF flows, & 2024 halving
$7k ETH: Growth in L2s, stablecoins, & tokenization
$750 SOL: Memecoins & migration of “serious” projects https://x.com/RasterlyRock/status/1866874581866389769
Prediction #2: Bitcoin ETFs will attract more flows in 2025 than they did in 2024. How is that possible? Three reasons: 1) Year one is typically the slowest year for ETFs 2) Major wirehouses are coming online 3) Investors are laddering up—3% is the new 1% https://x.com/RasterlyRock/status/1866874589219000351
Prediction #3: Coinbase will surpass Charles Schwab as the most valuable brokerage in the world, and its stock will top $700 per share. Why? 1) Their stablecoin business is booming 2) Base will extend its L2 leadership 3) Their staking & custody services will 2x in 2025
Prediction #4: 2025 will be the “Year of the Crypto IPO,” with at least five crypto unicorns going public in the U.S. The past few years have been quiet on the crypto IPO front. But we expect a stampede of crypto IPOs in 2025. Here are five likely candidates:
Prediction 5: Tokens launched by AI agents will lead a memecoin mania bigger than 2024’s. We’re most excited about Clanker, an AI agent that deploys tokens autonomously on Base & has already launched 11k tokens. We think AI-launched tokens will fuel a new memecoin boom in 2025. https://x.com/RasterlyRock/status/1866874608819052826
Prediction 6: The number of countries holding bitcoin will double. The fact that the U.S. is considering building a strategic bitcoin reserve will kick off a bitcoin arms race. Today, there are 9 countries with bitcoin holdings (led by the U.S.). We expect this to 2x in 2025. https://x.com/RasterlyRock/status/1866874615160770798
Prediction 7: Coinbase will enter the S&P 500 and MicroStrategy will enter the Nasdaq-100, adding crypto exposure to (nearly) every U.S. investor’s portfolio. Why is this a big deal? If Coinbase enters the S&P 500, we expect funds will buy (at least) $15 billion of the stock. https://x.com/RasterlyRock/status/1866874621246705764
Prediction 8: The U.S. Department of Labor will relax its guidance against crypto in 401(k) plans, enabling billions of dollars to flow into crypto assets. If crypto captures 1% of 401(k) assets, that’s $80 billion of new capital entering the space and a steady flow thereafter. https://x.com/RasterlyRock/status/1866874627160674666
Prediction 9: Stablecoin AUM will double to $400 billion as the U.S. passes long-awaited stablecoin legislation. Four catalysts will fuel the growth: 1) Stablecoin legislation in the U.S. 2) Fintech integrations 3) Global trade & remittances 4) The bull market https://x.com/RasterlyRock/status/1866874633041089023
Prediction 10: The value of tokenized RWAs will surpass $50 billion as Wall Street’s embrace of crypto intensifies. In our opinion, Wall Street is just starting to catch on to tokenization. That means big institutional money could soon pour into the market https://x.com/RasterlyRock/status/1866874638506266766
Bonus Prediction: In 2029, Bitcoin will overtake the $18 trillion gold market & trade above $1 million per bitcoin. That being said, if the U.S. announces it is buying 1 million bitcoins for a U.S. strategic bitcoin reserve, we could get to $1 million per bitcoin a lot faster. https://x.com/RasterlyRock/status/1866874644072136775
