Author: Vance Spencer
Compiled by: TechFlow
Macroeconomics
Four of the G7 countries (France, Germany, Canada, and possibly the UK rejoining soon) are experiencing government turnovers due to budget crises. One of the countries is expected to experience a bond auction failure by 2025. By the end of 2025, most G7 countries will be governed by conservative governments.
Trump will formulate a new global currency framework, similar to the 1985 Plaza Accord. This framework will gradually drive a significant devaluation of the US dollar, which will facilitate the return of manufacturing to the US and direct liquidity towards the US market and high-risk assets such as cryptocurrencies.
Inflation rates are expected to be between 2.5%-3.3%, and the Federal Reserve will significantly lower interest rates to address the weakness in the job market.
Major global armed conflicts are expected to end in the first half of 2025, followed by an optimistic era of peace and security.
United States
The S&P 500 index (SPX) is expected to reach 7,500 points, as AI technology will deliver on its promises and drive economic growth.
At least one major US city (possibly Chicago) will face a bankruptcy crisis.
The Decentralized Autonomous Government Entity (DOGE) will operate with extremely high efficiency, saving the federal budget 2-3 trillion US dollars and achieving a 0% fiscal deficit. This model will be emulated by other G7 countries and local governments in the US.
With a 0% deficit, US interest rates will decline significantly.
Trump's approval rating will reach the highest record for a US president.
Crypto
The inflows of funds into Ethereum (ETH) and Bitcoin (Bitcoin) ETFs will reach the same level in the second half of 2025, with a daily inflow of $1 billion each. This trend is mainly driven by the launch of diversified ETFs.
The Altcoin market will experience a sustained Altcoin season, with emerging blockchain ecosystems like Berachain performing exceptionally well due to their high attention.
The combination of gaming and AI will become the vertical with the highest user volume (MAUs/DAUs), thanks to the significant improvement in gaming experience and interaction driven by AI technology.
Driven by Glow and Daylight, the fee revenue of Energy DePin protocols will be on par with blue-chip DeFi projects. These protocols utilize blockchain technology to optimize energy allocation and trading.
Memecoins will be segmented into multiple categories, including ephemeral, AI-driven, factory-produced, and large-cap, with increased market differentiation but fierce competition.
The total fee revenue of DeFi will exceed $10 billion in 2025, and the supply of stablecoins is expected to reach $500 billion by the end of the year.
The tokenization of major banks' assets will significantly reduce resource waste and improve efficiency in the US financial system.
The listing plans for crypto ETFs other than Bitcoin and Ethereum will be postponed to 2026.
Culture
More and more people are inclined towards religious beliefs or spiritual pursuits, which may be a coping mechanism for the pressures of modern society.
As AI begins to automate content creation and programming work, top creators on Instagram, TikTok, Twitter, and OnlyFans, as well as software developers, will reach their professional peaks globally.
Elon Musk will become the world's first trillionaire, thanks to his successful ventures in multiple industries.
Fetterman will emerge as the clear frontrunner for the Democratic presidential candidate in the 2028 US election, competing against the Republican candidate JD Vance.
