Thread by @vaneck_us

VanEck 🤝10 Crypto Predictions for 2025

Prediction #1: Crypto bull market hits a medium-term peak in Q1, sets new highs in Q4. We project Bitcoin to be valued at around $180,000, Ethereum to trade above $6,000, Solana to exceed $500, and Sui to surpass $10.

Prediction #2: The U.S. will embrace Bitcoin with a strategic reserve and increased crypto adoption. With new SEC leadership, multiple new spot crypto ETPs will be approved. Ethereum ETPs will include staking, while both Ethereum and Bitcoin ETPs will allow in-kind transactions and redemptions.

Prediction #3: Value of tokenized securities exceeds $50 billion. Tokenized securities grew 61% in 2024 to $12 billion, but most of that value is on permissioned chains. We think 2025 will be a breakthrough year for tokenized securities to launch on open-source blockchains as entities like DTCC explore bridging public and private blockchains.

Prediction #4: Stablecoins are poised to revolutionize payments, with daily settlement volumes projected to reach $300 billion by the end of 2025—tripling from the current ~$100 billion per day. At this level, stablecoins would handle transactions equivalent to 5% of DTCC’s daily volumes. Following 180% year-over-year growth in 2024, this surge will be driven by adoption in global commerce, remittances, and integration with major tech and payment networks.

Prediction #5: 1 million new AI agents will emerge. Think of AI agents as digital workers—autonomous software programs that execute tasks or make decisions on your behalf, like managing investments, moderating online communities, or even playing video games. These agents generated significant revenues in the last month of 2024, and their onchain activity is projected to skyrocket as they expand beyond DeFi into social media, gaming, and consumer applications in 2025.

Prediction #6: Bitcoin Layer-2s will reach 100,000 BTC in total value locked, building on the explosive 600% growth in 2024 that brought TVL to 30,000 BTC.

Prediction #7: Ethereum blob space generates $1 billion in fees driven by explosive Layer-2 adoption, rollup optimizations, and high-fee use cases like tokenized assets and enterprise applications.

Prediction #8: DeFi hits all-time highs with $4 trillion DEX volumes and $200 billion total value locked, fueled by AI-related tokens, consumer-facing dApps, and tokenized assets driving liquidity and adoption.

Prediction #9: NFT trading volumes are projected to rebound to $30 billion in 2025. Despite the downturn over the past years, standout projects like Pudgy Penguins, transitioning into a consumer brand through collectible toys, and Miladys, gaining cultural prominence in sardonic internet culture, have defied the trend, leveraging strong community bonds.

Prediction #10: DApp tokens narrow the performance gap with L1 tokens. In 2024, Layer-1 blockchain tokens outperformed dApp tokens by 2x, but the launch of innovative dApps in AI and Decentralized Physical Infrastructure Networks (DePIN) is expected to drive a performance shift.

Read our full Top 10 Crypto Predictions for 2025 blog by
@matthew_sigel @Patrick_Bush_VE here
vaneck.com/us/en/blogs/di…

Please note that VanEck may have a position(s) in the digital asset(s) mentioned.

Not intended as a recommendation to buy or sell any securities or digital assets mentioned, or as any call to action.

Investments in digital assets are subject to significant risk and are not suitable for all investors. Digital asset prices are highly volatile, and the value of digital assets, can rise or fall dramatically and quickly. If their value goes down, there’s no guarantee that it will rise again. As a result, there is a significant risk of loss of your entire principal investment.

The information, valuation scenarios and price targets presented on any digital assets in are not intended as financial advice, a recommendation to buy or sell these digital assets, or any call to action. There may be risks or other factors not accounted for in these scenarios that may impede the performance these digital assets; their actual future performance is unknown, and may differ significantly from any valuation scenarios or projections/forecasts herein. Any projections, forecasts or forward-looking statements included herein are the results of a simulation based on our research, are valid as of the date of this communication and subject to change without notice, and are for illustrative purposes only. Please conduct your own research and draw your own conclusions.