Chainfeeds Summary:
The Bitcoin Suisse 2025 Outlook attempts to cover the breadth of the crypto market, encompassing improved macroeconomic conditions and liquidity, which are crucial for sustaining the current crypto cycle, as well as Bitcoin's projected journey to reach new all-time highs. Further key themes include the rising prominence of Bitcoin as a strategic reserve asset, increased institutional adoption of Ethereum through staking mechanisms, and the resurgence of Altcoins and Non-Fungible Tokens (NFTs).
Source:
https://mp.weixin.qq.com/s/Fvnvx69EMC1MaRmVim7cfw
Authors:
Dominic Weibel, Denis Oevermann, Wolfgang Vitale, Matteo Sansonetti
Viewpoints:
Bitcoin Suisse: 1. The macroeconomic environment will fundamentally ease and support a soft landing. 2. BTC will become a strategic reserve asset for the US, with other sovereign nations following suit. 3. The BTC price will break through $180,000, approaching a new all-time high. 4. BTC's volatility will be lower than major tech stocks, indicating its gradual maturation as an institutional-grade asset. 5. Financial giants will launch institutional-grade Rollups on Ethereum. 6. Ethereum staking ETFs will drive capital inflows exceeding BTC, post-market cap adjustment. 7. BTC's dominance will peak by the end of the year. 8. Ethereum's monetary policy will become its anchor, accelerating its journey towards a "monetary" property. 9. The Altcoin season will peak in the first half of 2025, with the total market value expected to grow 5-fold. 10. Solana will consolidate its position as a leading general-purpose smart contract platform. 11. The wealth effect will drive an NFT frenzy towards the end of the cycle.
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