#市场调整后的方向

The recent issue of Bankless and the interview with Bitwise are very optimistic about the cryptocurrency market in 2025, predicting significant price increases for Bitcoin, Ethereum, and Solana.

They attribute this growth to increased institutional adoption through ETFs, corporate investments, and the potential for government reserves. They expect inflows into Bitcoin ETFs to exceed those of 2024, Coinbase's market capitalization to surpass Charles Schwab's, and several cryptocurrency unicorns to go public. Additionally, they anticipate that AI-generated meme coins will drive a surge in interest.

Other predictions include the number of countries holding Bitcoin, Coinbase, and MicroStrategy doubling in major stock indices, the Department of Labor relaxing guidelines on cryptocurrency in 401(k) plans, stablecoin assets doubling, and tokenized real-world assets exceeding $50 billion.

A prominent prediction suggests that by 2029, Bitcoin's market capitalization could exceed that of gold, with trading prices potentially surpassing $1 million. Overall, these predictions highlight a significant shift towards greater institutional participation and clearer regulation, paving the way for substantial growth in the crypto space.

1\ Driven by institutional purchases and potential government adoption, Bitcoin is expected to reach $200,000 by 2025.


2\ Ethereum is expected to reach $7,000, with the potential to reach $10,000 driven by Layer 2 growth and increasing narrative momentum.


3\ It is anticipated that inflows into Bitcoin ETFs will exceed the record $32 billion set in 2024.


4\ Coinbase is expected to become the world's most valuable brokerage, surpassing Charles Schwab's market capitalization.


5\ It is expected that at least five crypto unicorns will go public by 2025, thereby enhancing industry legitimacy and attracting more investment.


6\ It is anticipated that tokens generated by AI agents will trigger a meme coin frenzy exceeding that of 2024.


7\ It is expected that Coinbase will join the S&P 500 index, and MicroStrategy will join the NASDAQ 100 index, thereby increasing exposure to mainstream cryptocurrencies.


8\ It is anticipated that the U.S. Department of Labor will relax guidelines on cryptocurrency in 401(k) plans, releasing a significant flow of investments.


9\ Due to expected supportive cryptocurrency legislation, stablecoin assets are expected to double to over $400 billion.


10\ The value of tokenized real-world assets is expected to exceed $50 billion, reflecting growing interest from Wall Street.


11\ It is expected that by 2029, Bitcoin's market capitalization will exceed that of gold, with each coin trading for over $1 million.

Note: Bitwise is an investment management firm focused on cryptocurrency and digital asset investments. It was founded in 2017 and is headquartered in San Francisco. The company primarily offers cryptocurrency investment products and services, including cryptocurrency index funds.

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