On The Brink with Castle Island Matthew Le Merle and Mitch Mechigian (Blockchain Coinvestors) on Predictions for 2025 (EP.581)
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Dec 9, 2024 Matthew Le Merle, founding partner of Blockchain Coinvestors, and Mitch Mechigian share their insights on the future of blockchain and cryptocurrency. They predict a surge in crypto users by 2025, driven by stablecoin adoption and advancements in AI. They also discuss the critical role of regulatory clarity in fostering innovation in finance and the global landscape of crypto legislation, particularly the contrasting approaches of Europe and the U.S. Additionally, they explore the potential of Bitcoin ETFs to transform the market, hinting at a mainstream acceptance of digital assets.
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Wallet Growth Inflection Point
- Current crypto wallets are nearing 600 million, growing at 20% annually.
- This growth is expected to steepen as the vast majority of the 8 billion global population are yet to adopt.
Blockchain User Growth
- Monthly active blockchain users mirror the internet's 90s adoption curve.
- This growth, outpacing total wallet adoption, suggests increasing user engagement within the ecosystem.
Asset Manager Risk
- Most large asset managers haven't offered crypto, despite demand.
- This creates risk, as clients may seek exposure through less suitable means like MicroStrategy.