analyst of Van Eck, Matthew Siegel (Head of Digital Asset Research) and patrick bush (Senior Investment Analyst) has released 10 predictions for the crypto market in 2025. Here is the summary:
The crypto bull market will reach a medium-term peak in the first quarter and reach new highs in the fourth quarter.
We believe the crypto bull market will continue until 2025 and reach its first peak in the first quarter. At the peak of the cycle, we predict: Bitcoin (BTC) Rated at approx. $180,000and Ethereum (ETH) trade on $6,000.
After this first peak, 30% pullback on BTCand altcoin experience an even more severe decline in the maximum 60% As the market consolidates over the summer. However, a recovery is likely in the fall, with major tokens regaining momentum and reaching all-time highs by the end of the year.
The United States has adopted Bitcoin as a strategic reserve and is increasing its adoption of cryptocurrencies.
election of donald trump He has already given a major boost to the crypto market, with his administration appointing crypto-friendly leaders to key positions, including: Vice President JD Vance, National Security Advisor Michael Walz, Secretary of Commerce Howard Lutnick, Treasury Secretary Scott Bessent, SEC Chairman Paul Atkins, FDIC Chair Elena McWilliamsand Secretary of Health RFK Jr.among others.
These appointments signal the end of anti-crypto policies such as the systematic debanking of crypto companies and their founders; Bitcoin as strategic assets.
The value of tokenized securities exceeds $50 billion.
Cryptocurrencies promise a better financial system through increased efficiency, decentralization, and transparency. We believe 2025 will be the year tokenized securities Take off. Already about $12 billion Tokenized securities on blockchain, primarily tokenized private credit securities listed on semi-permissioned markets provenance blockchain from shape.
In the future, we believe there is tremendous potential for tokenized securities to be launched on public blockchains.
Stablecoin payments amount to $300 billion per day.
Stablecoins will evolve from a niche role in crypto trading to a central part of global commerce. We expect daily transfers to be settled in stablecoins by the end of 2025. $300 billionequivalent to 5% current DTCC volume, increased from $100 billion Every day in November 2024. Major technology companies ( apple and google) and payment networks (visa, master card) redefines the payments economy.
Beyond transactions, the remittance market will explode. For example, stablecoin remittances are USA and Mexico may grow 5 timesfrom $80 million to 400 million dollars We offer monthly service driven by speed, cost savings, and increased trust. Stable coins are trojan horse Towards blockchain adoption.
On-chain AI agent activity exceeds 1 million agents.
We believe that one of the most compelling stories that will garner significant attention in 2025 is: AI agent. These specialized bots help users achieve outcomes like “maximize revenue” and “increase engagement.” X/Twitter”
AI agents optimize outcomes by autonomously adapting their strategies. protocols like virtual We already provide tools that allow anyone to create AI agents for on-chain tasks. Virtuals gives non-experts access to decentralized AI contributors such as tuners, dataset providers, and model developers, allowing anyone to create their own AI agents. This will lead to a massive proliferation of agents that creators can rent to earn income.
Bitcoin Layer 2 (L2) Total Value Locked (TVL) has reached 100,000 BTC.
We are closely monitoring the emergence of: Bitcoin Layer 2 (L2) Blockchain has immense potential to transform the Bitcoin ecosystem. These solutions enable lower latency and higher transaction throughput, enhancing Bitcoin’s scalability. moreover, Bitcoin L2 introduction Smart contract functionalitypaving the way to a robust solution DeFi ecosystem Built around Bitcoin.
DeFi has reached an all-time high with DEX trading volume of $4 trillion and TVL of $200 billion.
Despite record amounts; Decentralized exchange (DEX)the total value of DeFi is locked (TVL) remains 24% or less That peak. DEX trading volume is expected to exceed 4 trillion dollars captured in 2025 20% The spot trading volume of the centralized exchange (CEX) is AI related tokens and new Decentralized apps for consumers.
Tokenized securities and high-value assets will fuel DeFi growth and add new liquidity and utility. As a result, DeFi’s TVL is expected to exceed: 200 billion dollars By the end of the year, reflecting the growing demand for decentralized financial infrastructure in the digital economy.
The NFT market has recovered, with trading volume reaching $30 billion.
The bear market from 2022 to 2023 will be NFT sector Trading volume has plummeted and we are in a difficult situation. 39% From 2023 and amazing 84% The price of fungible tokens began to recover in 2024, but most tokens NFT It was delayed until the tipping point in November.
Featured projects such as stubby penguin Although it has transitioned into a consumer brand through collectible toys, miladys It has become culturally famous within the Internet subculture. Similarly, Bored Ape Yacht Club (BAYC) It has evolved as a cultural force, garnering widespread attention from brands, celebrities, and mainstream media.
As cryptocurrency wealth recovers, we expect wealthy new users to diversify into NFTs, viewing them not only as speculative investments but also as assets with enduring cultural and historical significance.
DApp tokens close the performance gap with L1 tokens.
The consistent theme of the 2024 bull market is that Layer 1 (L1) Blockchain tokens compared to decentralized applications (dApp) token. for example, MVSCLE indexsmart contract platform tracking and acquisition 80% From the beginning of the year until now, MVIALE index Number of application tokens lagging 35% Profit.
We expect this dynamic to change in the second half of 2024 as a wave of innovative dApps launches, each offering new and valuable products that power their tokens. The main trends are: AI-driven applications and Distributed Physical Infrastructure Network (DePIN)has immense potential to attract the attention of investors and users.
This shift highlights the growing importance of utility and product-market fit in determining the success of dApp tokens in the evolving crypto landscape.
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