As 2024 drew to a close, the European crypto investment firm CoinShares released its market forecast report for 2025, highlighting the trends that could shape the crypto industry in the near future. The report not only analyzed the impact of U.S. policies under President Donald Trump but also emphasized the rise of Bitcoin-yielding companies as a notable trend.
In the report dated 12/11, CoinShares predicted that the U.S. will witness significant crypto regulatory reforms under the Trump administration in 2025. Analyst Max Shannon emphasized that policies supporting Bitcoin mining and regulatory reforms could create a favorable environment for digital assets.
"As the U.S. shifts towards these policies, altcoins are likely to outperform Bit, although Bit will still be one of the best-performing assets in 2025."
The report also forecasts that Miners focused on Bitcoin mining will benefit more than businesses that have diversified into other areas like artificial intelligence (AI) or equipment manufacturing. Additionally, the prospects for Bitcoin ETFs are evaluated very positively, with the potential for high growth due to increasing institutional acceptance.
CoinShares pointed out that a prominent trend in 2025 will be the emergence of Bitcoin-yielding companies. Businesses like MicroStrategy, Block, and Marathon Digital are actively accumulating Bit as part of their treasury assets to optimize profits.
Analyst Satish Patel categorized the Bit-yielding strategies into three groups:
MicroStrategy, currently holding 423,650 BTC, has even introduced a proprietary performance metric to evaluate this strategy. This trend reflects the growing recognition of Bit not only as a store of value but also as a revenue-generating asset.
Patel also emphasized that some major corporations have started accepting cryptocurrencies as a payment method in 2024. He predicts that leading names like Amazon, Shopify, and Nike – which have already entered the crypto space through payment solutions or strategic investments – may consider integrating Bit into their corporate treasuries in 2025.
Regarding Ethereum, CoinShares forecasts that the increased use of Layer 2 (L2) will continue to be strong, especially as large companies like Kraken and Sony begin to use and support L2 solutions.
"We believe that the adoption of L2 will continue to increase, which will drive demand for blobs and increase transaction costs on the Ethereum network."
Analyst Luke Nolan emphasized that L2 will continue to be a crucial factor in driving demand for Ethereum.
As Ethereum prepares for the Pectra upgrade in 2025, the analyst noted that the implementation of this roadmap will bring new efficiencies and open up development opportunities. However, the ETH token will also face the challenge of maintaining a balance between usability and value accrual, which could impact market momentum in the coming period.
Regarding the future of Solana, the report highlights the improvements with the Frankendancer and Firedancer client upgrades, promising significant performance and scalability enhancements. However, Solana needs to overcome its transaction per second (TPS) limitations to fully capitalize on its potential.
CoinShares predicts that these trends will shape the future of the crypto industry. From U.S. policies, the development of Bit-based companies, to the technological advancements in Ethereum and Solana, 2025 promises to be a significant milestone for the crypto market.
Disclaimer: This article is for informational purposes only and not investment advice. Investors should do their own research before making decisions. We are not responsible for your investment decisions.
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According to Cointelegraph
