If you thought 2024 was a crazy year, wait until you see what 2025 has in store for us, because expectations for Bitcoin are very high.

For now, welcome to the first newsletter of the year, where we’ll share the most important updates in the crypto sector, so you have fresh and relevant information right at your fingertips.

What do we have for you this week? 👇

What will happen with Bitcoin in 2025?

After a fantastic year-end, we all expect Bitcoin to keep breaking records throughout 2025. Once it surpassed $100,000, the most optimistic are already pointing to $200,000.

2025 certainly has potential. Let’s look at some of the reasons why:

  • Bitcoin as a strategic reserve: The proposal to adopt Bitcoin as a National Strategic Reserve is gaining momentum. Brazil has already taken the first step, and the U.S. is expected to follow suit. If confirmed, this could trigger a domino effect, leading many nations to adopt the same strategy.
  • Macroeconomic factors: Interest rate cuts and fears of a recession are creating a favorable environment for Bitcoin. Reduced financing costs boost investor confidence, while its resistance to inflation makes it a key option for diversification.
  • The rise of Bitcoin ETFs: Since their approval in January 2024, Bitcoin ETFs have made crypto more accessible to institutional and retail investors. Mass adoption in 2025 could significantly boost the asset, with major firms like BlackRock and Fidelity increasing their positions.
  • Bitcoin in businesses: Big companies have found Bitcoin to be an excellent investment. MicroStrategy leads this strategy, holding nearly half a million BTC. Recently, Matador Technologies and Tether have also started purchasing BTC as part of their corporate treasury strategy, and many other companies are expected to follow suit in 2025.

If these factors continue to play out, Bitcoin could exceed all expectations for 2025. One thing is for sure: it will remain the main player in the crypto world in 2025.

And that’s awesome.

And what about Ethereum in 2025?

I’m glad you asked! The second-largest cryptocurrency by market cap also has a lot in store for this year:

  • Plectra upgrade: Set for Q1 2025, this will address scalability issues and reduce network strain, improving Ethereum’s performance.
  • Ethereum ETFs: 2025 is off to a strong start for Ethereum ETFs with $1.5 billion in inflows over the past two weeks.
  • Regulatory changes: With Trump returning to the presidency, significant changes at the SEC are expected, which will benefit Ethereum.

The Crypto Sector in 2025

What can we expect from the sector in 2025? Well, the folks at Citi have done an in-depth analysis, and it seems the trends for the year are clear:

  • Adoption of stablecoins: Stablecoins are at the heart of decentralized finance. The capitalization growth of these coins is essential for the sector’s expansion.
  • The impact of ETFs: Bitcoin and Ethereum ETFs have attracted billions in institutional inflows, driving Bitcoin’s price. This interest is expected to continue, improving liquidity and market access for traditional investors.
  • Global demand and regulation: Economic instability in certain countries is driving crypto adoption. Along with favorable regulations, these factors could expand the market.

And to wrap up, here are some numbers that will make you look forward to 2025 with optimism:

  • $300 billion: The market cap expected to be reached by stablecoins in 2025.
  • 560 million: The estimated number of cryptocurrency owners in 2024, how many will there be in 2025?
  • $8 trillion: The projected total crypto market cap for 2025, driven by ETFs and institutional interest.
  • 1 million BTC: The amount of BTC the U.S. government could buy if it approves the proposal to purchase 200,000 annually for five years.
  • $42 trillion: The potential reduction in U.S. debt by 2049 if Bitcoin is implemented as a strategic reserve.