The year 2025 is rapidly approaching, and commentators in the industry are busy giving their predictions on what lies ahead.
We’ll stay away from the price predictions this time, as Bitcoin reaches new highs.
According to Bitwise ($324 on Monday, midday), Coinbase will surpass Charles Schwab and hit $700. “the most valuable brokerage in the world.”
The investment firm correctly predicted MicroStrategy’s addition to the Nasdaq 100 index (announced Friday night) and believes COIN will join the S&P 500 next year.
Dan Weiskopf, portfolio manager at BLOK told me that he believes MSTR could reach this index by 2025. “a reach.” It’s still only a few months away, says he.
Weiskopf and Amplify’s ETFs team have detailed the a “fun hypothetical” (should BTC move north of $200k) that MSTR could one day have a larger weighting in the S&P 500 than Bank of America.
Moving on, VanEck’s Matthew Sigel and Patrick Bush wrote that President-elect Trump’s appointments — Howard Lutnick, David Sacks, Paul Atkins, etc. — signal “the start of a policy framework that positions bitcoin as a strategic asset.”
The national Bitcoin reserve that Sen. Cynthia Lummis, Wyoming, floated in the spring of this year.
Jim Cramer was asked by Trump about the possibility of a US cryptocurrency reserve. “Yeah, I think so.”
“He added” “We’re going to do something great with crypto. …Others are embracing it and we want to be the head.”
Bitcoin yielding strategies may become more popular as companies begin to hold BTC. “a new corporate finance norm,” The CoinShares Team posed.
Bitwise forecasts the US Department of Labor will ease its policy against crypto in 401k plans in 2025. It would be in line with the narrative of a flood of new buyers spurred on by cryptocurrency-friendly regulations, as some pension funds are already moving.
In 2025, a repeal of SAB 121 might not be needed at all. Weeming Choon of Ava Labs, deputy general attorney told me he believed that bulletin would be easy for a newly elected SEC administration.
Bitwise’s Eric Ervin and VanEck shared a common prediction: that the tokenized RWA sector will pass $50 billion. Eric Ervin, from Securitize, said in a panel that I moderated in Permissionless, in October, that BlackRock’s BUIDL tokenized fund, which is backed by US Treasurys could reach $50b in its own right in the coming years.
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