Recap of Crypto Institutions' Outlook for 2025: The Cycle Peak Arrives in 2025, with Stablecoins and AI as the Top Consensus

2024.12.25

Recap of Crypto Institutions' Outlook for 2025: The Cycle Peak Arrives in 2025, with Stablecoins and AI as the Top Consensus

Let's review major institutions' core predictions for the 2025 crypto market.

2024.12.25 - 10:04:00

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Let's review major institutions' core predictions for the 2025 crypto market.

Compilation: TechFlow

2024 is drawing to a close, and 2025 approaches with anticipation.

Beneath the bull market's roar, major global crypto institutions have released their market outlooks for 2025. Based on published reports, there is broad consensus that 2025 will be a pivotal year for the crypto market: Bitcoin could surpass $200,000, crypto assets will move further into the mainstream, and several crypto unicorn companies may list on U.S. stock exchanges.

Notably, many institutions expect 2025 to mark the peak of this bull cycle, driven by key forces such as inflows into Bitcoin ETFs, traditional financial institutions opening up to crypto allocations, and AI-powered innovative applications accelerating market growth.

Let’s review the core predictions from major institutions for the 2025 crypto market.

VanEck: The crypto market will hit new highs by end-2025, NFT market rebounds

The crypto bull market will reach an interim peak in Q1 and set new highs by year-end;
The U.S. will further embrace Bitcoin through strategic reserves and policy support;
The total value of tokenized securities will exceed $50 billion;
Daily settlement volume of stablecoins will reach $300 billion;
On-chain activity from AI agents will surpass one million;
Total Value Locked (TVL) on Bitcoin Layer 2 networks will reach 100,000 BTC;
Ethereum’s blob space fee revenue will reach $1 billion;
DeFi trading volume will set a new record at $4 trillion, with TVL reaching $200 billion;
The NFT market will recover, achieving annual trading volume of $30 billion;
Tokens of decentralized applications (DApps) will gradually catch up with major public chain tokens in performance.

https://www.techflowpost.com/article/detail_22294.html

Bitwise: Bitcoin surpasses $200,000, Ethereum breaks $7,000

Bitcoin, Ethereum, and Solana will all reach new all-time highs, with Bitcoin trading above $200,000;
Inflows into Bitcoin ETFs in 2025 will exceed those of 2024;
Coinbase will surpass Charles Schwab to become the world’s most valuable brokerage firm, with its share price breaking $700;
2025 will become the “Crypto IPO Year,” with at least five crypto unicorns listing in the U.S.;
Tokens issued by AI agents will drive a meme coin frenzy larger than in 2024;
The number of countries holding Bitcoin will double;
Coinbase will enter the S&P 500 Index, and MicroStrategy will join the Nasdaq 100 Index, adding crypto exposure to (almost) every American investor’s portfolio;
The U.S. Department of Labor will relax guidance restricting cryptocurrencies in 401(k) plans, enabling hundreds of billions in capital to flow into crypto assets;
As the U.S. passes long-awaited stablecoin legislation, stablecoin assets will double to $400 billion;
With Wall Street increasingly embracing crypto, the value of tokenized real-world assets (RWA) will exceed $50 billion.

https://www.techflowpost.com/article/detail_22211.html

Coinbase: Stablecoin market to sustain explosive growth

Macro:

The Federal Reserve will ease monetary policy, creating a favorable backdrop for crypto market development;
The new U.S. Congress will provide clearer regulatory clarity for the crypto industry, potentially including a “strategic Bitcoin reserve”;
ETFs for Bitcoin and Ethereum will reshape the market landscape, with future ETFs possibly covering broader asset classes;
The stablecoin market will continue explosive growth and expand into global capital flows and commercial payments;
RWA will further optimize portfolio construction and management processes;
The DeFi ecosystem is expected to recover and integrate further with traditional finance.

Disruptions:

Telegram trading bots have become one of the most profitable crypto applications;
Prediction market platforms will outperform traditional polls, showcasing blockchain’s unique advantages;
Crypto gaming is shifting from “play-to-earn” toward delivering high-quality user experiences, lowering barriers for new users;
The DePIN (Decentralized Physical Infrastructure Networks) model shows promise in solving physical resource allocation challenges, though long-term revenue sustainability remains uncertain;
Ai applications in crypto are rapidly evolving, but converting their value into sustainable liquid tokens remains a challenge;
Multi-chain ecosystems may become the dominant paradigm, with differentiated advantages allowing coexistence and growth;
Improving user experience—such as simplifying onboarding, enhancing wallet functionality, and streamlining cross-chain interactions—is critical to driving crypto adoption;
Decentralized identity (DID) will help meet regulatory requirements and become a core component of future on-chain experiences.

https://www.techflowpost.com/article/detail_22432.html

Hashed: Asia to become the engine of blockchain innovation and adoption

Hashed believes 2025 will mark blockchain’s true entry into mass adoption, with Asia emerging as the core engine of innovation and adoption; Asia’s tech-friendly environment will drive innovative consumer experiences;
Stablecoins will become more deeply integrated into traditional markets;
Smart creators capable of generating high-quality content continuously will evolve into intelligent entities (AI AIGENTs), which convert user attention into economic value via smart contracts. This mechanism redistributes profits to token holders, forming a self-reinforcing attention economy;
Blockchain can ensure data ownership and provenance tracking, enable secure use of sensitive data while preserving privacy, and incentivize data sharing through transparent economic models. Specific projects mentioned include Zettablock and Story Protocol;
The next wave of blockchain growth will be driven by consumer-centric applications that make crypto usage as seamless and intuitive as traditional apps;
The open ecosystems of Telegram and TON are still in early stages, experiencing rapid user growth but low engagement and retention. Compared to WeChat’s centralized ecosystem, Telegram and TON face infrastructure limitations and need intermediate layers to enhance scalability and ecosystem support.

https://www.techflowpost.com/article/detail_22427.html

Blockworks: ICO model returns, Base emerges as dark horse

The U.S. will re-emerge as a central hub for global cryptocurrency;
Over 10 DeFi protocols will activate fee switches, including Uniswap;
DeFi protocols will gradually adopt rehypothecation of customer assets as a new business model;
The Ethereum community’s debate over the “North Star” roadmap will conclude, reaffirming the rollup-centric vision. Max’s scaling proposal will fail due to insufficient support, restoring much-needed cohesion to the Ethereum community and improving overall market sentiment;
ETH token price is expected to perform strongly;
Solutions based on rollups will struggle to achieve breakthroughs in 2025;
Trusted Execution Environments (TEEs) will gradually become integral components of L2 infrastructure and eventually become permanent features;
Solana’s momentum will persist throughout the cycle, but issues will begin to surface by 2025;
The Firedancer client will launch in Q4, enabling Solana’s network to handle 100,000 TPS;
Solana may adjust its token emission policy to reduce inflation, while Ethereum will not make similar changes;
Base will emerge as a dark horse in the rollup ecosystem and become a primary competitor to Solana;
Base will also become the preferred chain for AI agents and other AI applications;
Stablecoins will dominate L2 networks, with their supply expected to exceed twice that of ETH; the stablecoin market will see breakthrough growth in the coming year;
More than five major fintech companies or traditional financial institutions will launch their own stablecoins in 2025;
Over ten enterprises—including banks and Web2 giants—will launch their own L2 networks in 2025;
Leveraging its massive user base and strong brand influence, Robinhood will become one of the dominant players in the industry by 2025;
Investment opportunities in L1 blockchains will remain viable and won’t disappear anytime soon;
The ICO model will return, though it won’t dominate as it did in 2017;
Crypto companies will enter an IPO window, but no large-scale listing wave will occur;
The dominant trend in 2025 will be the convergence of AI and crypto;
AI use cases will diversify beyond just agents;
TikTok’s influence in the crypto space will reach unprecedented levels;
Bitcoin L2 solutions will still struggle to break through in 2025.

https://www.techflowpost.com/article/detail_22451.html

DeFiprime: Deep integration of DeFi and AI, market peaks in 2025

Regulatory clarity;
DeFi and Web3 may return to prominence in the U.S.;
Stablecoins will become the main force in the payments sector;
The market may reach a cyclical peak in 2025;
Ethereum will continue exploring new narratives;
A token craze sweeps across Web3;
Investment focus in crypto infrastructure shifts;
Deep integration between DeFi and AI;
New token distribution and fundraising models;
NFT 2.0: Moving toward dynamism and efficiency.

https://www.techflowpost.com/article/detail_22487.html

Messari: Base and Solana to continue dominating DEX market share

The macro environment will strongly support crypto assets, with institutional participation expanding in depth and breadth—not just as investments but also for their potential as financial infrastructure;
Inflows into Bitcoin ETFs will far exceed expectations, and over time institutions may become the primary drivers of daily BTC price movements;
Ethereum’s Layer 2 ecosystem will hold advantages over Layer 1, facing two paths for value capture: token valuation based on "security demand" and enhanced fee capture through native rollups;
Solana’s development will extend beyond pure speculation, possibly launching a spot Solana ETF, while AI x Crypto continues to lead innovation in the Solana ecosystem;
Base and Solana will continue to dominate DEX market share;
Prediction markets and RWA will keep growing;
AI agents may surpass traditional meme coins as the new speculative hotspot;
Mobile apps will be a defining trend, with Solana continuing to lead in meme coin trading activity;
Exchanges will accelerate the integration of on-chain and off-chain services, and new governments may loosen restrictions on listing tokens.

https://www.techflowpost.com/article/detail_22474.html

Framework Co-founder: Inflows into Ethereum and Bitcoin ETFs to reach parity

Trump will establish a new global monetary framework akin to the 1985 Plaza Accord, driving a gradual but significant depreciation of the U.S. dollar to promote manufacturing repatriation and channel liquidity into U.S. markets and riskier assets like cryptocurrencies;
Major global armed conflicts are expected to end in the first half of 2025, ushering in an optimistic era of peace and security;
Inflows into Ethereum (ETH) and Bitcoin ETFs will reach parity in the second half of 2025, each averaging $1 billion in daily inflows, driven largely by the launch of combined ETF products;
Approval of ETFs for cryptocurrencies beyond Bitcoin and Ethereum will be delayed until 2026;
The fusion of gaming and artificial intelligence (AI) will become the largest vertical in terms of user numbers (MAUs/DAUs), thanks to AI’s transformative impact on game experience and interactivity;
Memecoins will fragment into categories—ephemeral, AI-driven, factory-produced, and large-cap—increasing market segmentation while maintaining fierce competition;
Total fee revenue from decentralized finance (DeFi) will surpass $10 billion in 2025, while stablecoin supply is projected to reach $500 billion by year-end;
Tokenization of large bank assets will begin, significantly reducing waste in the U.S. financial system and boosting efficiency.

https://www.techflowpost.com/article/detail_22387.html

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Recap of Crypto Institutions' Outlook for 2025: The Cycle Peak Arrives in 2025, with Stablecoins and AI as the Top Consensus

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