Bitwise CEO Hunter Horsley tweeted a series of posts yesterday (5) on topics such as Artificial Intelligence (AI), tokenization, and Bitcoin strategy companies, emphasizing that AI will drive the growth of small and medium-sized enterprises and tokenization companies, and more companies will hold Bit as a corporate financial asset.
(Bitwise 2025 Prediction: Bit 200K, ETH 7K, AI Agents to Continue Fueling Meme Coin Mania)
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ToggleThe Potential of the Tokenization Market Lies in the Supply Side
Horsley first expressed his views on the potential of the tokenization market, believing that tokenization technology could fundamentally change the stock market in a less obvious way:
The transformative power of tokenization lies in helping small businesses enter the capital market and unleash a larger potential supply of funds.
He cited the examples of short-term accommodation company Airbnb, transportation network company Uber, and video platform YouTube, emphasizing that these platforms have lowered the participation threshold in certain areas, allowing a rich supply (landlords who want to rent out rooms, drivers who want to carry passengers, and amateurs who like to make videos) that was originally unable to participate to enter the market and be discovered.
Turning the lens to the blockchain field, tokenization has been able to lower the threshold of the capital market, allowing more companies (such as local dry cleaners or barbershops) to enter the high-threshold capital market:
This is not the only important area of tokenization, but I believe this is a potentially revolutionary direction, which can be a new democratization of the capital market, or a key narrative in the crypto field in 2025.
AI Will Drive the Growth of Small and Medium-sized Enterprises and Tokenization Companies
Next, he talked about the impact of AI on the crypto field, believing that this technology will trigger an explosive growth of small businesses, especially tokenization companies.
One-person or small-team companies are more likely to use AI to develop more targeted software services and create a large number of new small companies with annual revenues between $100,000 and $1 million.
He added that they can also monetize their earnings earlier through tokenization of assets and make their customers shareholders and promoters:
AI can significantly increase the number of niche market companies and may become a key development direction for a whole new "long-tail capital market".
(a16z's 2025 Tech Trend Predictions: The Future of AI, Blockchain, and Digital Identity)
The Thawing of the M&A Market May Accelerate the Adoption of Crypto
In addition, according to the precedent of the Trump administration, Horsley believes that the new government will likely relax regulations on corporate mergers and acquisitions (M&A), and the large companies, led by the Magnificent 7 in the US stock market, may further expand using their market capitalization advantages.
In other words, large companies will become even larger, while medium-sized companies may shrink; and he believes that this situation will accelerate the development and adoption of cryptocurrencies:
The basic concept of cryptocurrencies is: don't trust that large institutions will act in your best interest. And as large companies become even larger, this idea is reinforced.
The "Bit Standard Corporations" Are Thriving
Finally, he also cited data from HODL15Capital to point out that since last Monday, 11 publicly traded companies have purchased more Bit:
In 2025, more companies will join the ranks of the Bit Standard Corporations, incorporating Bit as part of their corporate financial strategy.
He added that "Saylor has already written the script for this movement."
This implies his agreement with MicroStrategy CEO Michael Saylor's aggressive Bit investment strategy, which has provided an example for other companies to invest in Bit.
Risk Warning
Cryptocurrency investment is highly risky, and its price may fluctuate dramatically, and you may lose your entire principal. Please carefully evaluate the risks.
