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Yo, Blockchain Brewmasters!

You’re reading the Hodl Report, where we distill the week’s crypto content and serve the insights to you faster than you can say “hold my beer”. 🍺

This (most important) week, we’re serving up:

• 2025 crypto market outlook 🌎

• Top predictions for 2025 🔮

• This week’s must-know news 📰

• Crypto jokes to keep it light 😄

We’ve been on top of every crypto twist and turn in 2024, so no need to rehash it all.

Last week, we even gave you the CliffsNotes on crypto’s epic journey through the years up to now.

Wait, you still want a 2024 recap?

Fine, here’s the TL;DR.

2024 was an epic year for crypto - ETFs launched, MicroStrategy kept stacking sats, BlackRock went all-in, and Trump turned the markets up a notch.

But you already know this if you’ve been keeping up with us. And if not, no worries - our past recaps are just a click away. 😉

And of course, no week in crypto is complete without Michael Saylor snagging more Bitcoin. He wrapped up 2024 with one last splashy buy during a juicy dip.

Just $200 million this time (scoff). 🙄

C’mon, Saylor, we know you’re better than that!

Michael Saylor: Hold my beer…

Now that’s more like it! 💪

Let’s look ahead to 2025 - a year where all the crypto stars are aligning (well, except for Jerome Powell, of course).

With liquidity expected to ramp up in Q1 and Trump’s return to office fueling optimism for the USD, the stage is set for a record-breaking year.

A sentiment shared by many in the crypto world (ourselves included).

Get ready, this one’s gonna be legendary! 🚀

2025 Crypto Predictions

Bold Predictions and Big Ideas

Plenty of bold predictions are rolling in for crypto in 2025 - covering everything from price targets to game-changing events, emerging narratives, and skyrocketing adoption.

Heavy hitters like VanEck, Bitwise and Galaxy Digital put their A-teams to work, delivering 10 well-researched predictions each (plus a bonus long-term forecast from Bitwise for extra spice).

These analyses are thorough, clear, and worth a read:

👉 VanEck's 10 Crypto Predictions for 2025
👉 Bitwise's 10 Crypto Predictions for 2025
👉 Galaxy Digital’s Crypto Predictions for 2025

After diving into forecasts from Bitwise, VanEck, Galaxy Digital and others, we’ve rounded up the highlights and sorted them into the key categories.

Without further ado, here’s what 2025 could have in store:

1. Price Targets

Everyone’s favorite predictions - the price targets. Because let’s be real, who doesn’t love hearing how high their favorite coins might go? Here’s what the experts are saying about the big names in crypto.

Many are betting on a new all-time high in H1 2025, followed by a pullback and some sideways action, only to finish strong with another record high in Q4. Many think Bitcoin dominance could dip as low as 40% at some point this year (unless, of course, someone decides to go ahead with a strategic Bitcoin reserve).

Analysts agree that “Corrections in 2025 will stay mild, thanks to institutional inflows.” Say goodbye to those brutal 30+% drops from past bull cycles. Back then, it was a retail-driven game. Now? We’ve got Saylor, corporations, and ETFs stepping in to keep the dips in check.

BITCOIN

• Bitwise: Above $200k

• VanEck: $180k

• Galaxy: At or above $185k

• Bitfinex: Up to $200K “under favorable conditions”

ETHEREUM

• Bitwise: Hits $7k

• VanEck: Above $6k

• Galaxy: Above $5,500

SOLANA

• Bitwise: Hits $750

• VanEck: Exceeds $500

SUI

• VanEck: Exceeds $10

DOGE

• Galaxy: Hits $1 and becomes the only memecoin with a $100B market cap

2. Events & TradFi

Many believe that with regulatory clarity incoming under the Trump administration (and a more relaxed stance on crypto), Ethereum ETFs could start offering staking yields.

There’s also buzz that these favorable conditions might finally greenlight a US-based Solana ETF.

• Galaxy: The world’s top banks start offering crypto custody services.

• Blockworks: A Bitcoin ETF or even a nation-state gets hacked, and the FTC comes after a memecoin.

• Bitwise: Coinbase shares hit $700+ and join the S&P 500, while at least five U.S.-based crypto unicorns go public.

• VanEck: Stablecoin usage skyrockets as a settlement tool, and tokenized securities surpass $50B in value.

3. Narratives

Some old narratives might stage a modest comeback, but most agree that 2025 will be all about the intersection of AI, memecoins, and crypto stealing the spotlight.

• VanEck: Over 1 million on-chain AI agents go live, DeFi reaches all-time highs, and NFT markets bounce back to $30B.

• Bitwise: AI-generated tokens spark a memecoin mania that makes 2024 look tame.

• Galaxy: DeFi starts sharing treasury yields and revenues with users, while on-chain governance participation jumps by 20%.

4. Adoption

When it comes to a U.S. strategic Bitcoin reserve, most think Uncle Sam won’t buy any Bitcoin in 2025, but it’ll quietly build a stockpile from seized coins, courtesy of the criminal underworld.

• Galaxy: 5 Nasdaq 100 companies and 5 nation-states will announce Bitcoin on their balance sheets.

• VanEck: The number of countries mining Bitcoin with government resources will hit double digits (currently at 7), and public companies holding Bitcoin will climb to 100 (up from 68).

• Bitwise: The number of countries officially holding Bitcoin will double from the current 9.

There’s also some caution in the air, with lingering inflationary pressures, geopolitical drama, and fiscal tightening (hello, U.S. spending cuts) potentially throwing a wrench in the works.

And let’s be honest - even if all these predictions come true and we’ve had months of advance notice, there’s one forecast we can all count on…

Most people will fail to take profits. 🤦‍♂️

1. Bitwise Files for ETF Tracking Firms with Big Bitcoin Holdings: Bitwise has submitted a proposal for an ETF that invests in publicly traded companies holding at least 1,000 Bitcoin in their treasuries. This move aims to provide investors exposure to firms deeply committed to Bitcoin.

2. Strive Asset Management Seeks Approval for Bitcoin Bond ETF: Strive Asset Management has filed for an innovative Bitcoin Bond ETF, aiming to disrupt traditional investing by offering exposure to convertible bonds from companies with significant Bitcoin holdings. This ETF could provide a novel avenue for crypto investment.

3. Tether Faces Depeg Concerns Over EU Delisting Fears: Tether (USDT) experienced a slight depeg, dropping to $0.9983, amid concerns over its exit from the European Union due to stringent MiCA regulations. Despite this, analysts believe Tether's dominance in the $203 billion stablecoin market will remain largely unaffected.

4. Hong Kong Lawmaker Advocates for Bitcoin in National Reserves: Hong Kong legislator Wu Jiezhuang has proposed including Bitcoin in the city's national reserves, aligning with a global trend of viewing Bitcoin as a strategic reserve asset. This move could position Hong Kong as a pioneer in integrating digital assets into national financial strategies.

Big thanks for making it to the end of this week’s Hodl Report! 👊

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Happy Friday!

Disclaimer: The content from Hodl Report should not be taken as trading, investment or financial advice or solicitation to buy or sell any assets. This newsletter is for informational and educational purposes only. Please be careful out there and DYOR (do your own research).