In a latest blog afterVanEck has outlined his top 10 crypto predictions for 2025. VanEck predicts that the Crypto bull market will reach a medium-term peak in the first quarter and reach new highs in the fourth quarter. It believes that the crypto bull market will last until 2025 and reach its first peak in the first quarter. Bitcoin is expected to be worth around $180,000, while Ethereum is trading above $6,000, while Solana and Sui could cross $500 and $10 respectively.
After this initial peak, the company expects a 30% retracement in BTC, with altcoins facing sharper declines of up to 60% as the market consolidates over the summer. However, it noted that a recovery is likely in the fall, with major tokens regaining strength and regaining previous record highs by the end of the year.
Strategic Bitcoin Reserve
Going further, it predicts that the US will embrace bitcoin with strategic reserves and foresee greater cryptocurrency adoption. VanEck predicts that by 2025, the federal government or at least one US state, likely Pennsylvania, Florida or Texas, will create a Bitcoin reserve. With the new SEC leadership, multiple new spot crypto ETPs will be approved. Ethereum ETPs include staking, while both Ethereum and Bitcoin ETPs allow in-kind transactions and redemptions.
Tokenized securities will exceed $50 billion
The third prediction is that the value of tokenized securities will exceed $50 billion. VanEck believes 2025 will be a breakthrough year for the launch of tokenized security on open-source blockchains, as entities like DTCC explore the bridge between public and private blockchains.
It then noted that stablecoins are poised to revolutionize payments, with daily settlement volumes expected to reach $300 billion by the end of 2025, tripling from the current $100 billion per day.
1 million AI agents can appear!
One of the most compelling stories that VanEck believes will translate into massive popularity by 2025 is AI agents. It predicts that 1 million new AI agents will emerge. These agents generated significant revenue in the last month of 2024, and their onchain activity is expected to skyrocket as they expand beyond DeFi into social media, gaming, and consumer applications in 2025.
VanEck predicts Bitcoin Layer-2s will reach a total value of 100,000 BTC, building on explosive 600% growth by 2024. Furthermore, it foresees the Ethereum blob space generating $1 billion in fees, driven by explosive Layer-2 adoption , rollup optimizations, and high-fee use cases such as tokenized assets and enterprise applications.
Defi to Hit ATHs, NFT Trading Volumes Recover
It foresees DeFi reaching an all-time high with $4 trillion DEX volumes and a total value of $200 billion, fueled by AI-related tokens, consumer-facing dApps and tokenized assets driving liquidity and adoption. NFT trading volumes are expected to reach $30 billion again by 2025. Despite the downturn in recent years, the report noted that high-profile projects have bucked the trend and leveraged strong community bonds.
Finally, it envisions DApp tokens narrowing the performance gap with L1 tokens. In 2024, Layer-1 blockchain tokens outperformed dApp tokens by two times, but the launch of innovative dApps in AI and Decentralized Physical Infrastructure Networks (DePIN) is expected to drive a performance shift.