CoinDesk Podcast Network Why Jan van Eck's Firm Sat Out the Digital Asset Treasury Wave | Markets Outlook
Oct 27, 2025
Jan van Eck, CEO of VanEck and a seasoned digital asset investor, delves into the current cryptocurrency landscape. He shares his ambitious year-end target for Bitcoin, emphasizing its potential surge linked to Fed rate cuts. Jan discusses the unique roles of Bitcoin and Ethereum, the impacts of the GENIUS Act on market dynamics, and critiques the stability of altcoins and digital asset treasuries. He also highlights the emerging importance of prediction markets for institutional investors and reflects on rapid regulatory shifts in the U.S.
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Bitcoin's Growth Is Adoption Driven
- Jan van Eck views Bitcoin's maturation as adoption-driven, not just price action.
- He expects all-time highs by year end and models BTC well above $150,000 as a base case.
Ethereum Is Not Just 'Digital Silver'
- Ethereum has distinct utility after the merge and L2 economics, so it shouldn't be conflated with Bitcoin.
- VanEck is shifting toward actively managed crypto solutions to capture protocol dynamics and market share shifts.
GENIUS Act Reshapes Payment Economics
- The GENIUS Act opened payment rails to tech firms and reduced bank monopolies, creating a new landscape.
- Ethereum may be Wall Street's go-to public chain, but private/permissioned variants could shift economics away from ETH.