Crypto “Infinity Age” – Top 11 Predictions for 2025
Bernstein analysts reiterate their $200,000 Bitcoin prediction amidst optimistic forecasts about AI, stablecoins, ETH, and more for the year ahead
As Bitcoin gets back on track to $100,000 amidst optimism flooding the crypto market ahead of the Trump administration debut this month, more optimistic predicitons are flowing in the industry.
Here are the top 11 crypto predictions released by Bernstein analysts for 2025 at the beginning of what they call crypto’s Infinity Age.
Top 11 Crypto Predictions for 2025
1. Bitcoin to Hit $200,000
First of all, BTC is expected to reach $200,000 by the end of 2025, amidst rising adoption and the narrative around sovereignty stemming from the upcoming Strategic BTC Reserve in the US recently confirmed by President-elect Donald Trump.
Earlier today, Satoshi Act Fund’s CEO, Dennis Porter, said that even if Trump does not issue an executive order to establish a BTC Reserve, more states are expected to pursue strategic BTC reserve legislation in 2025.
On January 5, he shared a post on X, confirming that 13 states are working on Strategic Bitcoin Reserve legislation.
Dennis Porter via X2. Continued BTC Growth in Corporate Treasury Adoption
Bernstein analysts expect to see continued growth in Bitcoin corporate treasury adoption. They anticipate inflows of over $50 billion in 2025, compared to $24 billion in 2024.
MicroStrategy is expected to lead the way this year as well, followed by Bitcoin miners scaling up their capital plans to emulate Michael Saylor’s strategy involving BTC.
In 2024, MicroStrategy became the first BTC-centric company to be listed on the Nasdaq 100 Index and has plans to invest trillions of dollars in BTC in the future.
3. Doubling Inflows in BTC ETFs
Bernstein analysts expect that BTC ETFs will exceed $70 billion in inflows in 2025, double compared to about $35 billion in 2024.
The flows in BTC ETFs would be fueled by accelerated institutional adoption from:
- Hedge funds
- Banks
- Wealth advisors
As of January 3rd, the total net assets locked in BTC ETFs were over $111 billion, according to SoSoValue data.
SoSoValueBernstein analysts also expect a Solana ETF launch this year, according to official notes.
4. Bitcoin Transfer from Sellers/Traders to LTHs
Analysts also said that a national BTC reserve announcement by the US would spark a global sovereign race to acquire BTC among nation-states.
They highlighted that their BTC $200,000 prediction doesn’t factor in government demand, only institutional and corporate demand. So, the price target could be even higher.
They addressed Bitcoin ownership as corporate treasuries and BTC ETFs become a larger part of the issue. Bernstein analysts expect to see BTC changing hands from sellers and traders to long-duration holders such as MicroStrategy and BTC ETF holders as well.
5. BTC Miners to Continue AI Shift
Analysts believe that BTC miners will have to continue shifting capacity to AI for value creation.
Bernstein mentioned that there was an important divergence in performance between AI-diversified and pure-play BTC miners last year.
AI diversified companies that use AI to boost their performance including Core Scientific and TeraWulf saw 308% and 136% gains in 2024. Riot Platforms and CleanSpark recorded 34% and 17% losses, according to analysts.
They expect this trend to continue and that’s why more BTC miners will turn to AI as it changes the BTC mining business model and makes it more sustainable and less cyclical, boosting the institutional investor base.
6. Greater AI-Crypto Convergence in 2025
According to Bernstein, there will be a stronger convergence between AI and the crypto sector in 2025, as this fosters innovation across more fronts including:
- Decentralized AI-focused blockchains for compute, storage, and inference
- “Proof-of-human” authentical services
- AI-integrated crypto wallets
- Tokenized AI agents
7. New Stablecoin Rules and Clearer Definition of Securities
Bernstein analysts noted that once the Trump administration debuts this month, there will be pro-crypto legislation which might include:
- Potential legislation on stablecoins
- Crypto market structure
- Clarity on defining “crypto securities”
According to analysts, a stablecoin bill is a priority as stablecoins can strengthen the US dollar by buying treasuries and distributing digital dollars online.
Crypto market structure helps legal clarity and exchanges licensing, and legal position on non-custodial DeFi protocols, excluding them from broker/dealer status.
Limiting the definition of crypto securities would allow the CFTC more oversight on crypto, except securities.
8. Stablecoin Market to Cross $500 Billion in 2025
Analysts predict that clearer legislation would drive huge growth in the stablecoin market, boosting it above $500 billion this year. This means more than doubling the 55% growth in 2024.
DeFiLlama data shows that currently, the total stablecoin market cap exceeds $206 billion with USDT having a dominance of almost 66.7%.
DefiLlama dataAdoption is set to extend beyond the crypto industry, especially in global cross-border B2B payments and cross-border remittance solutions.
9. A Friendlier SEC Policy
Analysts also expect to see friendlier SEC policies and the withdrawal/settling of existing cases against crypto companies.
The Trump administration is expected to bring a more crypto-supportive cabinet with names including David Sacks and others that would boost the industry.
10. Diversifying Industry
Analysts also anticipate crypto exchanges and platforms such as Robinhood to enable equity market tokenization, and banks/asset managers to launch more crypto-related products, leading to more diversification in the industry.
11. ETH is Poised for Success
Ethereum is reportedly poised for more success in 2025, despite its 2024 underperformance. Analysts noted that 28% of ETH is staked, 3% of ETH is absorbed by ETFs, and 7.5% is locked in smart contracts.
However, its limited supply and utility as a fee payment and collateral asset across L1s and L2s will trigger more appeal from traditional investors who are looking for intrinsic value.
Crypto Enters Infinity Age
Analysts at the research and brokerage firm Bernstein said that crypto enters the Infinity Age.
According to them, this is a long period of time marked by relentless evolution and widespread adoption which lead to a point where crypto is no longer a controversial subject, but a whole part of the financial system built for the new intelligent age.
They noted that the crypto industry should expect less boom-bust patterns, as now, crypto has come under the radar of corporations, banks, and institutions.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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