Van Eyck It predicted significant developments in the cryptocurrency industry in 2025, ranging from a double-peak bull market to the US adoption of Bitcoin as a strategic reserve asset.
The company’s 2025 Outlook report envisions milestones that could redefine the role of digital assets in global finance, driven by regulatory clarity and institutional momentum.
Bull market peaks and US strategic dependence
VanEck predicts a double-peak bull market, with Bitcoin (Bitcoin) and Ethereum (Ethereum) Reaching new highs in the first quarter before mid-year consolidation. Additionally, a recovery in the fourth quarter is expected to push both assets past their previous peaks.
The company expects Bitcoin to arrive $180,000the price of Ethereum rose to $6,000, and projects such as Solana (Sol) and Sui come in at $500 and $10, respectively. The report also predicts a groundbreaking shift in US policy towards cryptocurrencies.
under Trump Under the US administration, pro-crypto leaders are preparing to incorporate Bitcoin into strategic reserves at the federal and state levels. States like Texas and Florida may be established It holds Bitcoin holdings independently, while federal initiatives can tap into the Treasury Department’s Exchange Stabilization Fund.
Regulatory clarity is expected to attract global developers, boosting the US share of cryptocurrency talent from 19% to 25%. The company also predicted that the US share of the global Bitcoin mining hash rate will rise to 35%, supported by regulatory clarity and cheap energy.
Other VanEck Projects A 43% increase in companies Bitcoin holdings, with publicly listed companies, have exceeded 1.1 million BTC, surpassing the estimated holdings of Bitcoin’s creator, Satoshi Nakamoto. The company believes this trend will strengthen America’s leadership in the global Bitcoin economy.
DeFi, tokenized securities, and the NFT revival
DeFi is poised for record growth, with DEX trading volume expected to reach $4 trillion and total value to rise to $200 billion.
Ethereum’s role as a settlement layer will be strengthened as point space fees generate $1 billion by the end of the year, driven by layer 2 pools and high-value applications such as tokenized securities.
The value of tokenized securities, an emerging asset class, is expected to exceed $50 billion, as blockchain technology simplifies the issuance of equity and debt. VanEck predicted that platforms like Coinbase They can even tokenize their shares, setting a new standard for on-chain financial instruments.
The NFT market, which has suffered significant declines in recent years, is expected to recover to $30 billion in trading volumes. VanEck attributes this resurgence to the growing cultural prominence of established groups like CryptoPunks and Bored Ape Yacht Club, along with innovative projects like Pudgy Penguins moving into consumer brands.
VanEck’s forecast envisions a year of transformation, as regulatory progress, technological innovation and institutional adoption converge to shape the future of digital assets. The company’s insights highlight the accelerating integration of cryptocurrencies into global finance and culture, making 2025 a pivotal year for the industry.