Onramp Bitcoin Media

2025 Recap + 2026 Predictions: Real Signals, Fake Noise, & BTC's Path to $250K

25 snips
Dec 22, 2025
The hosts dive into year-end reflections and key investment deals, including a massive $2 billion investment in Abu Dhabi's crypto infrastructure. They analyze market signals, with strong ETF inflows suggesting new buyers despite stagnant prices. Predictions swirl around a potential U.S. government Bitcoin purchase and banks acquiring exchanges to boost crypto adoption. They also explore the synergy between Bitcoin mining and AI, while questioning the relevance of traditional market cycle theories. Exciting business ideas, like local stablecoin community banks, take the spotlight!
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INSIGHT

Sovereigns Treat Crypto As Strategic Infrastructure

  • Abu Dhabi's $2B investment in Binance signals sovereigns treating digital-assets as strategic infrastructure.
  • It shows stablecoins and crypto partnerships are moving from hobby to sovereign-scale finance.
INSIGHT

Payments Giants Are Betting Big On Crypto Rails

  • Mastercard's large wallet/infrastructure acquisition signals major payment firms placing big bets on crypto rails.
  • Such strategic moves hint at accelerated mainstream distribution and product launches in 2026.
INSIGHT

AI And Bitcoin Mining Convergence

  • AI infrastructure and Bitcoin mining deals revealed operational synergies between data centers and miners.
  • This convergence reframes miners as critical national infrastructure, not just speculative equipment.
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