Galaxy 2025 Cryptocurrency Forecast: BTC surges to $185,000 by the end of the year, ETH breaks through $5,500, DeFi explodes...

Financial Service and investment management company Galaxy yesterday (31) summarized the important developments in the cryptocurrency field in 2024, and also launched a series of predictions for the cryptocurrency industry in 2025, this article will bring readers the full content of the Galaxy forecast. (Synopsis: Grayscale News: The first quarter of 2025 is most optimistic about these 20 cryptocurrencies, focusing on following Decentralized Finance, AI Agents, and Solana ecology) (Background supplement: year-end forecast: 4 markets and 11 opportunities in 2025) 2025 officially kicked off today (1), and Financial Service and investment management company Galaxy summarized earlier Important developments in the field of cryptocurrency in 2024 also unfold a series of predictions for the cryptocurrency industry in 2025, and this article will bring readers the full content of Galaxy predictions. BTC 1. BTC will break $150,000 in the first half of 2025 and test or reach $185,000 in Q4: Since its inception, BTC has risen faster than all other asset classes, especially the S&P 500 and gold, and this trend will continue in 2025. 2. By 2025, the asset management size of US SpotBTC ETFs will exceed $250 billion in total: According to US 13F documents, many Hedging funds around the world have purchased BTCSpot ETFs, and in just one year, the size of BTCSpot ETFs is only 19% short of fully overtaking the asset size of US physical gold ETFs. 3. In 2025, BTC will once again be one of the best risk-adjusted performers among global assets. 4. There will be at least one top-tier wealth management platform that will announce a BTC allocation of 2% or higher: For a variety of reasons, including internal requirements, compliance and other factors, no major wealth managers have officially added BTC to their portfolio models, and this situation will change in 2025 and will drive the BTCSpot ETF scale to continue to rise. Five Nasdaq 100 companies and five nation-states will announce that they have added BTC to their balance sheets or sovereign wealth funds: Whether for strategy, portfolio diversification needs, or trade settlements, BTC will begin to take its place on the balance sheets of major corporations and sovereign allocators. Competition between nation-states, especially non-aligned countries, countries with large sovereign wealth funds, and even countries hostile to the United States, will push them to adopt a BTC reserve strategy. 6. BTC developers will reach consensus on the next protocol upgrade in 2025: As of December 2024, the two most popular pending opcodes for BTC are OP_CTV (BIP119) and OP_CAT (BIP347), and reaching consensus on soft forks has been a time-consuming and rare feat since BTC's inception, although Consensus will be agreed upon in 2025. 7. More than half of the top 20 listed BTC miners by Market Cap will announce their transformation into hyperscalers, artificial intelligence (AI) or high-performance computing companies, or enter into partnerships with related companies. 8. BTC Decentralized Finance to double by 2025: The BTC Decentralized Finance market is currently valued at approximately $15.4 billion and is expected to expand significantly by 2025, with specific rise engines including: 150% annual increase in cbBTC supply, 30% increase in WBTC supply, $8 billion in Babylon TVL, and the new BTC Layer2 network $4 billion Decentralized Finance TVL. Ethereum 9. By 2025, ETH prices will exceed $5,500: In the new regulatory environment, traditional capital markets will seriously experiment with public chains such as Ethereum, and ETH will have the largest share of adoption in market rises. 10. Ethereum stake rate over 50%: The Trump administration is likely to provide clearer regulation and guidance for the U.S. encryption industry, and demand for stakes will continue to rise next year, potentially exceeding half of Ethereum's circulating supply by the end of 2025. 11. By 2025, the ETH/BTC Exchange Rate will be one of the most followed focuses in the overall cryptocurrency market. The Layer2 network as a whole will generate more economic activity than all L1 blockchains. Decentralized Finance 13. Decentralized Finance will enter the era of dividends, and on-chain applications will share at least $1 billion of funds with users and tokenholders through treasury funds and revenue: As regulations become clearer, the value sharing of on-chain applications will expand. Applications such as Ethena and Aave have made proposals. 14. On-chain governance will be revived, and applications will try to innovate governance models: On-chain governance has historically faced two major problems: 1) lack of participation; 2) Lack of diversity in decision-making. However, Polymarket's recent success suggests that these problems will improve in 2025. Banks and Stable Coin 15. The world's four largest custodian banks will connect to digital asset custody services in 2025. 16. At least 10 Stable Coin will continue to be launched with the support of TradFi (TradFi) partners: From 2021 to 2024, the Stable Coin market has experienced a rapid rise, and the number of projects will now reach 202, including projects closely related to TradFi. Going forward, TradFi participants are expected to integrate Stable Coin into their operations to maintain their lead as regulations become clearer. 17. By 2025, the total supply of Stable Coin will double to more than $400 billion: Increasing regulation of existing Stable Coinissuance institutions, as well as traditional banks, trusts and depository institutions, will lead to an explosion of Stable Coin. 18. Tether's dominance will fall below 50%: Tether's market share will be encroached upon by a variety of stable coins, such as BlackRock's BYIDL, Ethena's USDe, etc. At the same time, USDC's rewards for users will also become a big killer, which will promote its expansion of market share. Investment and policy 19. Total investment in the cryptocurrency space will exceed $150 billion, up 50% from the same period last year: given the decline in the Intrerest Rate and increased regulatory transparency, venture capital activity will surge. 20. Stable Coin legislation will be passed in both houses of Congress and signed into law by President Donald Trump. 21. The U.S. government will not buy BTC in 2025, but will build a treasury for the BTC it already holds, and gradually promote the BTC reserve strategy. 22. The U.S. Securities and Exchange Commission (SEC) will investigate Prometheum: Prometheum is the first so-called special purpose broker-dealer, and Gary Gensler's views on the status of digital asset securities have sparked follow-up in 2023, especially when the unknown company was acquired.