Real Vision: Finance & Investing Pro Crypto: 2025 Market Outlook by Coinbase ft. David Duong
Jan 15, 2025
David Duong, Head of Research at Coinbase Institutional, shares his insights into the transformative growth anticipated for the crypto market by 2025. He discusses the influence of macroeconomic trends and regulatory changes, emphasizing the maturation of the industry. The conversation also highlights the role of stablecoins, asset tokenization, and the intersection of AI and blockchain technologies. Additionally, Duong examines Ethereum's Layer 2 solutions and the increasing integration of cryptocurrencies in gaming, projecting an exciting future for digital assets.
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Crypto Market Outlook
- Coinbase anticipates transformative growth in the crypto space, driven by macro trends, core technologies, and improved user experience.
- The timeline for these changes is less clear than in 2024, but the asset class is solidifying.
Macro Outlook and Elections Impact
- The 2024 US elections significantly impact the macro landscape for crypto.
- Fiscal deficits may support dollar-denominated assets, while monetary policy decisions remain uncertain, potentially mirroring the late 90s.
Political Landscape and Crypto
- The incoming administration and Congress appear largely pro-crypto, creating a favorable regulatory environment.
- Key figures like Paul Atkins and David Sachs signal positive changes for the industry.