Why 2025 Will Be Ethereum’s Comeback Year

Juan Leon is a Senior Investment Strategist at Bitwise.

In this episode, we sit down to discuss Bitwise's recent CIO memo, 'Ethereum: The Comeback Kid of 2025.' We explore why Juan’s team sees a turning point ahead for Ethereum and ETH, the significance of surging ETH ETF inflows, the $100T opportunity in tokenized real-world assets (RWAs), and how these trends could drive value accrual for ETH the asset.

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Timestamps

0:00 - Intro
4:28 - What happened in 2024?
7:26 - ETH ETF inflows close strong EOY
9:59 - Will ETH ETFs incorporate staking in 2025?
11:52 - Why is tokenization such an outsized opportunity for Ethereum?
14:04 - RWA opportunity is $100T
16:20 - Stablecoin growth ahead
19:04 - Mantle mid-roll
19:43 - Ethereum’s dominance in tokenized assets
23:49 - Will more value onchain lead ETH to a higher price?
26:34 - Moonwell & GOAT Network mid-roll
27:42 - How will Ethereum onboard more retail investors?
30:37 - Can AI agents lead to sustainable utility on Ethereum?
33:07 - Why Juan remains a COIN bull?
35:43 - Dept of Labor to relax guidance against crypto in 401(k) plans
38:34 - New use case to catalyze more growth on Ethereum
41:37 - Price prediction for ETH in 2025
44:09 - Closing

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🔗 Guest Links 🔗

► Bitwise website: https://bitwiseinvestments.com/
► Juan's memo on ETH: https://experts.bitwiseinvestments.com/cio-memos/ethereum-the-comeback-kid-of-2025
► Bitwise financial advisor survey: https://bitwiseinvestments.com/crypto-market-insights/the-bitwise-vettafi-2025-benchmark-survey
► Bitwise on X/Twitter: https://x.com/bitwiseinvest
► Juan Leon on X/Twitter: https://x.com/singularity7x

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All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic both hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.