2025 Digital Asset Outlook Report 'Look Ahead', let Fudao tell you whether you can still enter the market

As the scale of the cryptocurrency market grows rapidly, the diffusion effect of technological revolution is gradually becoming apparent. Fidelity, the asset management giant, indicated in a research report called 'Look Ahead' that 2025 may be an important turning point for digital assets to move from the periphery to the mainstream.

(Franklin Templeton releases 2025 cryptocurrency trend outlook: US may return to global innovation center)

Is it too late to enter the market now?

Digital asset research analyst Matt Hogan wrote that 2024 is an important year for the digital asset market, with a variety of exchange-traded products (ETPs) and optimistic sentiment towards the end-of-year US elections, the cryptocurrency market has experienced two significant accelerations. However, for many people, one question still remains: 'Am I too late?'

(2024 is the year of ETF harvest, and more crypto ETFs will be launched in 2025)

In this regard, he cited economist Carlota Perez's theory of technological revolutions, emphasizing that true technological revolutions often change multiple industries and reshape the economic structure. Bitcoin and digital assets may be in the 'diffusion phase' of this theory, which is the process of technology beginning to embed in various fields and industries.

We believe that 2025 could be a pivotal year, as many signs indicate that the early stages of widespread diffusion and adoption have already begun.

The similarity between the Internet and the development of digital assets

The adoption of innovative technologies is usually nonlinear, starting from the edge groups and gradually entering the mainstream society. The evolution of Bitcoin and blockchain technology reflects the early adoption process of the Internet, from the initial experimental stage to gradual legalization and large-scale application:

Currently, we see that blockchain technology is continuously modularized to adapt to different uses, and develops tools to enhance privacy to meet the public's demand for data ownership. Although challenges still exist, digital assets still have the potential to find a balance between mainstream acceptance and commercialization.

(In-depth understanding: Modular Narrative Revival! How do settlement layer, execution layer, and aggregation layer bring new opportunities?)

The linkage between Bitcoin and the macro economy still needs to be observed.

Bitcoin is often referred to as a 'digital gold investment', and the increase in liquidity due to the Fed's relaxation of monetary policy may continue to support Bitcoin's price performance. However, with the possibility of inflation resurfacing, Bitcoin's performance in this environment remains to be seen:

Bitcoin vs Gold Price Comparison Chart

History has shown that gold usually performs well during periods of high inflation, and bitcoin as a similar asset may have the same potential.

Development prospects of Ethereum L2

Ethereum continues to adopt a scalability-focused roadmap, especially through L2 technology to reduce transaction costs and improve efficiency. Despite the decrease in underlying network transaction volume, Ethereum still maintains its position as the preferred platform for developers.

Facing 2025, Ethereum is focused on improving scalability and network performance, and is about to launch multiple upgrades including Prague and Electra. Hogan believes that these improvements will promote wider adoption of Ethereum, especially in the L2 field.

(2025, the "Golden Decade" of Ethereum is coming? The community has made several revolutionary predictions: ETH price may reach $15,000)

Stablecoin regulatory framework is key

Stablecoins have become one of the main applications of blockchain technology, with use cases ranging from transaction liquidity to global payment and deposit needs. By 2024, the transfer value of stablecoins is expected to reach $12 trillion, demonstrating their significant position in the global economy. However, a sound regulatory framework may be the key to truly accelerating the adoption of stablecoins:

The EU will launch the Markets in Crypto-Assets Regulation (MiCA) in 2024, which includes improved regulation of stablecoins to provide legal protection for users, and other jurisdictions may follow suit, promoting further development of stablecoins.

(Due to the shrinking of the USDT market value caused by the implementation of MiCA, Tether chooses to invest rather than sacrifice income to indirectly participate in the EU market)

DeFi combines AI and becomes a hot topic again

In 2025, decentralized finance (DeFi) is expected to continue innovating, especially in dedicated blockchains, L2 scaling solutions, and applications combining artificial intelligence (AI). New technologies such as Rollups and AI-driven governance tools may further enhance the efficiency and scalability of DeFi.

(Bitwise CEO predicts that AI and tokenization technology will reshape the capital market in 2025?)

The adoption trend of Bitcoin by countries and governments

The launch of Bitcoin spot trading products in 2024 has attracted the demand of institutional and retail investors. We predict that in 2025, more countries and governments may start to emulate Bhutan and El Salvador, and even the United States, by incorporating Bitcoin into their strategic asset allocation, especially to cope with the pressure of high inflation and fiscal deficits.

We expect more countries, central banks, sovereign wealth funds, and government finance ministries to seek to allocate funds to the Bitcoin space, possibly in a secretive and undisclosed manner.

(Bitwise submits 'Bitcoin Standard Company ETF', MicroStrategy, mining companies, and game companies can all be included)

2025: The Beginning of a New Era of Digital Assets

Finally, although the speculative frenzy may have passed, the diffusion and adoption of digital assets seem to be just beginning, from Bitcoin, Ethereum, stablecoins to DeFi, these innovative technologies are quietly changing the global economic structure.

Hogan concluded that the current key issue is no longer "whether to participate", but "how to actively participate in this transformation":

In 2025, it may become a milestone of a new era, expected to witness the further integration of digital assets into the global economy and technological structure.

This article 'Look Ahead' on the digital asset forecast for 2025 allows Fidelity to tell you whether you can still enter the market. It first appeared on Chain News ABMedia.

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