The Year Ahead for Markets 2025 - Delphi Digital
Now, many potential catalysts for Bitcoin (and crypto generally) will rise in 2025. Here are a few:
- A Strategic Bitcoin Reserve (at the U.S. Federal level)
- Strategic Bitcoin Reserves (at the U.S. State level)
- Strategic Bitcoin Reserves (for other countries globally)
- The removal of SAB-121
- Clear regulations out of the SEC and CFTC on crypto
- The Stablecoin
Asymmetric Market Update™️ #25
By 2027 crypto has reached over 2 billion users and surpassed $30 trillion in total market value. While I’d prefer to continue postulating on new use-cases and emerging behaviors this technology enables, the goal of this exercise has always been to project the most likely outcome given the priors. The excitement and novelty of new developments... See more
0xSmac • A Crypto Future: 2027-2028 — A Crypto Future
By the end of 2028 we haven’t quite recaptured the all-time highs of crypto market capitalization, but the relevance of this all-encompassing statistic has diminished. There’s now comfortably $20+ trillion of crypto assets, but more importantly the technology has penetrated so many verticals – albeit to varying degrees – that we no longer speak in... See more
0xSmac • A Crypto Future: 2027-2028 — A Crypto Future
On the brighter side, by this point BTC and ETH are solidified. Similar to how FAANG stocks performed during the overall stock market drawdown in 2022-23, BTC and ETH are now relentlessly bid by younger generations who control an increasing share of global wealth. A lot of the reflexivity in crypto prices is now muted – at least for these two large... See more
