Galaxy Research has published its forecast for cryptocurrencies in 2025. Here are the key points:
In 2024, Bitcoin ETPs attracted over $36 billion in net inflows.
This may include integrating OP_CTV, OP_CSFS, and/or OP_CAT into the next soft fork.
💡 What does this mean for investors?
The growth of Bitcoin and increased institutional interest will create favorable conditions for further cryptocurrency market growth. Investors should monitor developments closely and be prepared for forecasted volatility.
The future of the crypto market looks optimistic, according to Galaxy Research’s predictions.
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The crypto industry started 2025 with a recovery following recent losses, fueled by renewed investor optimism.
The cryptocurrency market is expected to continue evolving under the influence of regulatory initiatives and increasing institutional investments. Investors should be prepared for volatility and take advantage of emerging opportunities to grow their portfolios.
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Here are the key events from the crypto world over the past few days:
The wealth of Binance CEO CZ increased by 60%, reaching $55 billion. The rise was fueled by Bitcoin’s price surge past the $100,000 mark after the US elections.
Binance’s investment division completed 46 deals in 2024 and plans to expand into OTC trading and the secondary market. CZ is personally involved in project evaluations and interactions with founders.
Christian Lindner urged the ECB and Bundesbank to consider adding crypto assets to reserves to strengthen economic resilience.
In 2025, CeFi users will be able to choose their asset accounting method to reduce taxes. Experts warn that if no method is chosen by 2026, the default FIFO rule will apply, leading to higher capital gains taxes.
Bitcoin is planned to be used to attract investments and combat inflation. There is also a discussion about integrating cryptocurrency into the banking system and opening up energy resources for mining.
a16z Crypto backs a lawsuit against new reporting regulations, which they believe threaten DeFi’s growth. Industry lawyers are confident they can protect innovation.
The fund will invest in bonds issued by MicroStrategy and other companies holding large BTC reserves. Bitwise also plans to launch an ETF focused on companies with more than 1,000 BTC on their balance sheets.
Hasib from Dragonfly stated that the hype around AI agents is temporary and will be replaced by more practical engineering solutions. Meanwhile, the market capitalization of AI memes reached $11 billion, with a daily trading volume of $2.46 billion.
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Crypto Fund Flows: Weekly Review 📈
2024 ended with record inflows into digital assets, and 2025 is off to an optimistic start.
1️⃣ Key Facts for 2024:
⚪️ Total inflows: $44.2 billion, nearly 4 times the 2021 record ($10.5 billion).
⚪️ Bitcoin: $38 billion in inflows (29% of total AuM).
⚪️ Ethereum: $4.8 billion in inflows (26% of AuM), a 2.4x increase compared to 2021 and 60 times higher than in 2023.
⚪️ Altcoins (excluding ETH): $813 million in inflows (18% of AuM).
2️⃣ Start of 2025:
⚪️ Inflows in the first 3 days: $585 million.
⚪️ Net outflows for the week: $75 million (during the last 2 trading days of 2024).
3️⃣ Regional Trends:
⚪️ USA: All inflows into Bitcoin ETPs — $44.4 billion.
⚪️ Switzerland: Inflows of $630 million.
⚪️ Canada and Sweden: Outflows of $707 million and $682 million, respectively.
4️⃣ What’s Next?
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2024 ended with record inflows into digital assets, and 2025 is off to an optimistic start.
The cryptocurrency market continues to grow thanks to institutional investments and an improved regulatory environment. Investors should be prepared for volatility and take advantage of new opportunities to grow their portfolios.
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Singapore continues to strengthen its reputation as a hub for digital assets.
In 2024, 13 licenses were issued to major players, including OKX, Upbit, Anchorage, BitGo, and GSR. This is twice as many as the previous year!
Meanwhile, Hong Kong, which is also striving to attract crypto companies, has encountered difficulties. More details below.
For example, Hong Kong only allows trading of the most liquid assets (Bitcoin, Ether), while altcoins remain banned.
"Singapore's structure offers more opportunities for young companies and startups, unlike Hong Kong, which focuses on major financial institutions," — Ben Charoenwong, Associate Professor of Finance at INSEAD.
In 2024, Hong Kong issued only 7 full licenses to crypto platforms. Of these, four were approved with restrictions only in December.
Major exchanges such as OKX and Bybit withdrew their applications for licenses in Hong Kong. The main reasons:
China's influence also plays a role.
Despite being a Special Administrative Region, Hong Kong's ties with China create additional risks for companies working with crypto assets.
Innovation and Prospects
🇸🇬 Singapore:
🇭🇰 Hong Kong:
Issuance of digital "green" bonds worth $770 million through HSBC's platform.
Launch of spot Bitcoin and Ether ETFs. However, trading volumes remain low: only $500 million compared to $120 billion in the USA.
"Achieving such a high standard while remaining profitable is quite challenging," — Roger Li, co-founder of One Satoshi.
Both cities are trying to become the leading crypto hubs in Asia, but their strategies are different.
Singapore bets on flexibility and integration with innovative projects.
Meanwhile, Hong Kong focuses more on traditional financial institutions and strict regulation.
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Earlier today, Jerome Powell, Chairman of the Federal Reserve, stated during a press conference that the Fed does not intend to participate in any government plans to accumulate Bitcoin.
This declaration immediately impacted the cryptocurrency market, causing Bitcoin’s price to retreat from recent highs.
▪ Powell’s Statement: The Federal Reserve does not plan to hold Bitcoin in its reserves. All matters regarding the creation of a National Bitcoin Reserve remain under the jurisdiction of Congress.
▪ Market Impact: Following Powell’s announcement, Bitcoin’s price dropped from record levels, and the probability of establishing a strategic Bitcoin reserve decreased from 40% to 34%, according to Polymarket data.
▪ Cryptocurrency Market Capitalization: The total market cap declined by approximately 7.5%, reflecting investor uncertainty.
The U.S. Congress is the supreme authority for the Federal Reserve and other financial regulatory bodies.
Congress develops financial regulations and policies, and authorizes institutions to perform their functions.
The Trump administration could utilize the Exchange Stabilization Fund (ESF) to purchase Bitcoin WITHOUT the Fed’s consent.
However, this raises questions about long-term sustainability and potential changes by future administrations.
▪ Bitcoin Strategic Reserve Act: Creating a sustainable reserve requires legislative action.
The bill proposed by Senator Cynthia Lummis aims to officially recognize Bitcoin as a national strategic asset.
▪ Legitimacy and Stability: Passing this law would provide a long-term legal foundation for Bitcoin reserves, which cannot be achieved through executive orders alone.
Investors should closely monitor congressional initiatives and assess their impact on the cryptocurrency market.
Despite current setbacks, Bitcoin’s long-term prospects remain attractive due to institutional investment opportunities and an improving regulatory environment.
Powell’s statement highlights the Fed’s caution towards cryptocurrencies but does not rule out the possibility of establishing a Bitcoin reserve through legislative measures.
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Passions around cryptocurrencies remain intense on the global stage. Let’s look at the week’s most important events in the crypto world:
Yash Agarwal, curator of the Solana AI Hackathon, remarked:
“‘Degens’ believe they can discover projects here that might grow 100x, making it the perfect place for speculation.” Agarwal urged developers not to launch tokens unnecessarily.
Analyst Matt Hogan is confident that in 2025, digital assets will go mainstream, and the tokenization market for on-chain assets will grow from $14 billion to $30 billion.
Former People’s Bank of China (PBOC) Governor Zhou Xiaochuan stated that to address this situation, “countries must strengthen cooperation in regulating crypto assets on a global scale and refine standards for digital currency trading.”
There’s an 87% probability that Pierre Poilievre — an advocate of DeFi and crypto — will take over.
The next block is directly related to the U.S.:
A federal judge ruled that the Department of Justice (DOJ) can sell 69,370 BTC seized from the Silk Road darknet platform.
Increasingly, more countries are beginning to see cryptocurrencies as a means of addressing the current macroeconomic challenges.
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Over the past 18 months, China has significantly narrowed the gap with the US in artificial intelligence development.
China has proven that "money doesn’t solve everything" in AI development.
Through strategic adaptation and resource optimization, the country has significantly bolstered its position.
The AI leadership race remains a showdown between two giants.
The US maintains its lead in top-tier models, but China demonstrates strength in open-source and shows that restrictions can be overcome.
The path to AGI is becoming increasingly competitive, with 2024 marking a pivotal year in this technological contest.
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Last week, digital assets faced macroeconomic challenges, resulting in mixed outcomes for crypto funds.
Later in the week, outflows occurred; nevertheless, Bitcoin remains the leading asset with total inflows of $799 million year-to-date.
Reason: General sell-off in technology stocks, no specific issues with the asset observed.
Unlike Ethereum, Solana did not experience the same pressure.
Reason: Increased optimism ahead of the SEC appeal deadline on January 15th.
Notable inflows in Aave ($2.9 million), Stellar ($2.7 million), and Polkadot ($1.6 million).
Total Inflows for the Week: $48 million.
Net Outflows for the Week: $75 million.
Impact: Macroeconomic data and Federal Reserve protocols affected investor confidence.
USA: Major inflows focused on Bitcoin and XRP.
Europe and Asia: Investors exhibit caution due to macroeconomic instability.
- Total Market Capitalization of Digital Assets: Decreased by approximately 7.5%.
- Trading Volumes: Remain under pressure due to changes in monetary policy.
Despite current outflows, the long-term prospects for Bitcoin and other crypto assets remain positive thanks to institutional investments and an improving regulatory environment.
The cryptocurrency market continues to respond to macroeconomic changes and decisions by the Federal Reserve System.
Investors should continue to monitor economic indicators and regulatory developments that may impact market movements.
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The year 2024 turned out to be significant for the cryptocurrency market, even though fund-raising results were moderate.
Crypto projects raised $16.1 billion, a 53% increase over 2023, but that growth looks modest in the context of a bullish market.
For comparison, global venture investments totaled $368.5 billion, with crypto venture projects making up only 4% of that volume.
Later-stage investments are fewer, and round sizes remain consistently low — most deals range from $1 million to $10 million. However, improved regulations in the U.S. could become a catalyst for crypto projects.
AI and blockchain continue to merge, creating new opportunities for decentralized applications with enhanced privacy and scalability.
AI technology is becoming crucial in the crypto ecosystem, including projects like Sentient and Fraction AI.
Blockchain-based gaming and metaverses remain in the spotlight.
Projects like Alliance Games and Overworld pave the way for mass adoption, using tokenization and NFTs to power innovative in-game economies.
📎 Conclusion
In short, 2024 demonstrated that despite a bullish market, crypto fundraising faces challenges that require strategic solutions for sustainable growth.
At the same time, AI integration, Bitcoin-based DeFi, and specialized blockchains are opening new frontiers for innovation and scalability.
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