The renowned asset management company VanEck has decided to share its market outlook for 2025, with surprisingly optimistic expectations for the crypto market.
VanEck begins its argument stating that major cryptocurrencies will peak in the first quarter of 2025, followed by a new surge towards the end of the year. Bitcoin (BTC) could climb to $180,000 in its scenario, while Ethereum (ETH) could exceed $6,000. Smaller, but strategic cryptocurrencies like Solana (SOL) and Sui (SUI) are also mentioned, with expected prices of $500 and $10 respectively.
One of the most striking predictions from VanEck concerns the involvement of the US government in crypto. They believe that Bitcoin will be seen as a strategic asset, possibly with the creation of official Bitcoin reserves. This would coincide with a policy change by a new SEC leadership, which could greenlight various crypto investment products, including those with staking options.
VanEck’s analysis also points to a dramatic expansion of blockchain in the traditional financial world. They predict that the tokenization of securities, which grew by nearly 66% to $12 billion in 2024, will have more than quadrupled by 2025. This would mean that financial institutions will increasingly deploy public blockchains, forming a bridge between private and public financial ecosystems.
In the payment sector, VanEck expects that stablecoins will cause a revolution, with daily transaction volumes expected to reach $300 billion by the end of 2025, a tripling of current volumes. This would position stablecoins as a common payment method, comparable to traditional currencies.
Artificial intelligence has also become a central pillar in their forecast. VanEck anticipates that a million new blockchain-based AI agents will appear, serving not only financial applications but also a wide range of digital services.
On a technical level, they expect Bitcoin’s Layer-2 networks to see a significant capital inflow, up to 100,000 BTC. According to them, Ethereum’s technical upgrades could result in a significant increase in fee revenue, thanks to improved data processing capabilities.
The decentralized finance sector (DeFi) could see explosive growth in 2025 according to VanEck, with trading volumes of $4 trillion and $200 billion in locked capital, driven by AI-related tokens and broader acceptance. NFTs would make their comeback, with a trading volume of $30 billion, through projects expanding from digital to physical products and cultural significance.
Finally, VanEck suggests a shift in the dynamics between different crypto tokens, where application-specific tokens could close the gap with platform tokens, thanks to innovations in AI and infrastructure projects.
VanEck’s forecast for 2025 outlines a year full of opportunities and challenges, where the crypto market could play a crucial role in the broader financial and technological landscapes.