Please note that VanEck may hold one or more positions in the digital assets described below.
Before we get to our 2025 predictions, let’s take a moment to review how our 2024 predictions have performed. Of 15 predictions Created in December 2023, we rate ourselves 8.5/15. A .566 batting average may not be perfect, but it’s enough to keep us in the game. With Bitcoin (BTC) breaking $100,000 and Ethereum (ETH) breaking $4,000, even some of our misses were part of a memorable year.
Crypto Predictions Review for 2024
- Spot BTC ETPs Debut – (1 point)
- Bitcoin Halving Is Going Smoothly – (1 Point)
- Bitcoin hits all-time high in Q4 2024 – (1 point)
- Ethereum remains number 2 behind Bitcoin – (1 point)
- L2s dominate Ethereum activity (but L2 TVL is still below Ethereum) – (0.5 points)
- Market capitalization of stablecoins reaches record high – (1 point)
- Decentralized exchanges achieve record share of spot volume – (1 point)
- SOL outperforms ETH – (1 point)
- Acceptance of the DePIN network is increasing – (1 point)
Now let’s get to the main event: our crypto predictions for 2025.
Top 10 Crypto Predictions for 2025
- The crypto bull market reaches a medium-term peak in the first quarter and reaches new highs in the fourth quarter
- US embraces Bitcoin with strategic reserves and increasing crypto adoption
- The value of tokenized securities exceeds $50 billion
- The daily settlement volume of stablecoins reaches $300 billion
- AI agent on-chain activity exceeds 1 million agents
- Bitcoin Layer 2s reach a total value (TVL) of 100,000 BTC
- Ethereum blob space generates $1 billion in fees
- DeFi hits all-time highs with DEX volume of $4 trillion and TVL of $200 billion
- NFT market recovers with trading volumes of $30…
