Bell Curve

Our 2025 Crypto Predictions | Roundup

39 snips
Dec 20, 2024
The hosts share their bold predictions for the cryptocurrency market in 2025. They analyze the impact of recent elections and macroeconomic trends on market sentiment. Key topics include the potential rise of Bitcoin and Ethereum ETFs, the role of institutional investors, and the competition among blockchain chains. The discussion covers the influence of meme coins and DeFi innovations on future investment strategies. Finally, they explore the intersection of cryptocurrency and politics, emphasizing its growing impact on voter demographics.
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INSIGHT

Market Narratives 2024

  • The 2024 market rotated through narratives like the Bitcoin ETF, Solana's rise, and Ethereum's perceived decline.
  • Price drives narratives, adoption, and liquidity, creating a cyclical pattern.
INSIGHT

2025 Market Outlook

  • The AI boom, tech IPOs, and a generally bullish market are predicted for 2025, driven by companies like OpenAI and SpaceX.
  • This bullish backdrop will benefit crypto and risk assets.
ADVICE

Investing in 2025

  • Don't overfit the 2021 fractal to 2025; you might sell too early.
  • Consider the psychological boost from a new presidency and the impact of reduced debt.
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