“Analyst Matthew Siegel and his colleagues from the investment firm VanEck have formulated forecasts for the dynamics of the crypto market for 2025. VanEck 🤝10 Crypto Predictions for 2025 Prediction #1: Crypto bull market hits a medium-term peak in Q1, sets new highs in Q4. We project Bitcoin to be valued at around $180,000, Ethereum to trade above $6,000, Solana to exceed […]”, — write: businessua.com.ua
Analyst Matthew Siegel and his colleagues from the investment firm VanEck have formulated forecasts for the dynamics of the crypto market for 2025.
VanEck 🤝10 Crypto Predictions for 2025
Prediction #1: Crypto bull market hits a medium-term peak in Q1, sets new highs in Q4. We project Bitcoin to be valued at around $180,000, Ethereum to trade above $6,000, Solana to exceed $500, and Sui to surpass $10.
— VanEck (@vaneck_us) December 13, 2024
He suggested that the bull cycle would continue and reach an intermediate-term peak in the first quarter of 2025. This will lead to a drop: bitcoin will lose up to 30% of its price, altcoins will lose up to 60%.
By the end of the year, the market will update ATH. Bitcoin will trade at $180,000, Ethereum price will exceed $6000, Solana – $500, Sui – $10.
State and corporate acceptanceSiegel believes that the U.S. will create a bitcoin reserve, and the government will embrace cryptocurrencies.
“At the federal level, this will most likely happen through a presidential executive order using the Treasury’s Currency Stabilization Fund (ESF). […] State governments can act independently, viewing bitcoin as a hedge against fiscal uncertainty or a tool to attract crypto-investment and innovation,” he noted.
New management SEC will approve a variety of spot exchange products for cryptoassets. Staking will be implemented for Ethereum-ETP.
“Repeal of SAB 121 by the Commission or Congress will open the possibility for banks and brokers to store cryptocurrency in spot accounts, which will enable further integration of digital assets into traditional financial infrastructure,” the analyst emphasized.
The share of crypto projects with developers in the US will increase from 19% to 25%. By the end of 2025, the contribution of American miners to the global hash rate will reach 35%.
Share of the US in the global hash rate. Source: VanEck.
The number of countries mining Bitcoin using government resources will increase from seven to “double digits”.
He believes that over the next year, the number of companies with bitcoin on the balance sheet will increase from the current 68 to 100.
Tokenized securitiesVanEck analysts believe that in 2025, the total value of tokenized assets will exceed $50 billion.
For 2024, this niche has grown by 61% to $12 billion. Most of this value is concentrated in private blockchains. According to experts, there will be a boom in the issuance of such assets in public networks next year.
“Cryptocurrency infrastructure offers a better financial system through greater transparency, decentralization and efficiency. We believe that 2025 will be the year that tokenized securities take off,” Siegel said.
He also suggested that Coinbase could list its COIN shares on the BASE blockchain, setting a significant precedent for other projects.
StablecoinsStablecoins will become a key part of commerce around the world, according to VanEck.
According to analysts, by the end of 2025, the daily volume of transactions will reach $300 billion — three times higher than the figure of about $100 billion for November 2024.
Monthly transaction volume in stablecoins. Source: VanEck.
The use of stablecoins by large corporations and payment providers will be an additional driver of the growing popularity of this asset class.
“For all the talk of blockchain adoption, stablecoins are its Trojan horse,” Siegel emphasized.
L2 on BitcoinAnalysts assumed that TVL Bitcoin L2 projects will reach 100,000 BTC, building on a 600% increase to 30,000 BTC over the past year.
TVL L2 projects on the Bitcoin blockchain. Source: VanEck.
“This rapid growth reflects strong demand from BTC holders looking for profitability and broader applicability for their holdings. Bitcoin will also become an integral part of DeFi, as chain abstraction technology and L2 solutions will turn into useful products for end users,” the expert noted.
According to VanEck experts, the first cryptocurrency will turn from a passive savings asset into a participant in decentralized ecosystems.
Development of Blob Space in EthereumVanEck experts believe that in 2025, the popularity of using Blob Space will grow. The amount of commissions for the year will reach $1 billion.
The number of BLOB objects published in Ethereum per day. Source: VanEck.
The increase in activity will be due, in particular, to the optimization of rollups and the reduction of fees for publishing data on the network. Other factors will be the widespread adoption of L2 on Ethereum and the popularization of special transactions with high fees and security requirements.
DeFi, dapp and NFT perspectivesIn 2025, the DeFi market will peak with $4 trillion in DEX trading volume and $200 billion in TVL. The main drivers of the growth of analytics are AI-tokens, user dapps and tokenized assets.
Application tokens will approach the performance of L1 coins, which led in 2024 with a two-fold advantage. The popularity of the industry will grow thanks to new projects in the AI and DePIN niches.
NFT trading volumes will partially recover, returning to the $30 billion level.
NFT trading volumes on different blockchains. Source: VanEck.
“While NFT transaction volumes may not reach the euphoric highs of previous cycles, we believe an annual turnover of $30 billion (55% of the 2021 peak) is possible. The market is moving from speculative hype to sustainability and cultural relevance,” Siegel noted.
According to experts, the segment will benefit the most from recovery there are popular projects like CryptoPunks and Bored Ape Yacht Club.
Ethereum will remain the leader in the NFT sector. By the end of 2025, the share of the ecosystem in the total volume of trades will increase from 71% to 85%.
Integrating the crypto market with AIAnalysts believe that in 2025, the popularity of AI agents — bots, which will, for example, form strategies for trading or attracting an audience in social networks will increase.
The graph of total income and the number of created AI agents. Source: VanEck.
Services that allow average users to create on-chain agents will fuel the development of the niche.
“Right now, AI agent creators are focused on DeFi, but we think they will go beyond financial activities,” Siegel added.
According to VanEck experts, 1 million new AI agents will appear in 2025.
It will be recalled that the co-founder of Fundstrat, Tom Lee, predicted the growth of Bitcoin to $250,000 in 2025.
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