2024: A Pivotal Year for Crypto but what is the Crypto Theses for 2025
Follow us on social media to stay informed on the industry.Find us on LinkedIn to share ideas with the community of professionals in Web3. 2024 marked a transformative chapter for the crypto industry, rebuilding trust, driving innovation, and maturing as a financial ecosystem. Institutional adoption soared with the launch of long-awaited ETFs, while a friendlier U.S. regulatory environment reduced risks for new investors.BTC broke the $100,000 barrier, spurred by the election, and Solana emerged as a contender alongside Bitcoin and Ethereum, reshaping the landscape. New user adoption surged with platforms like Polymarket, Telegram mini-apps, and Hyperliquid. While memecoins grabbed headlines, DePIN quietly doubled its market cap, proving real-world utility for businesses and consumers alike.Dive into it with Messari's 2025 Crypto Thesis - Full ReportThe Big Idea
Bitcoin’s reserve appeal
Bitcoin is fast becoming a serious contender for a reserve asset, with Japan jumping on the bandwagon. Recently, none other than Japanese lawmaker Satoshi Hamada proposed the idea of a national Bitcoin reserve, and he’s not alone. From Russia to Brazil, lawmakers are starting to see Bitcoin as a hedge against inflation and currency debasement, especially as its value continues to climb. Even the U.S. has caught on, with talks of building a Bitcoin strategic reserve making waves.But there’s been one major issue holding Bitcoin back and that’s its proper valuation. Enter the Financial Accounting Standards Board (FASB), which just dropped a game-changing rule. From now on, Bitcoin and other digital assets will be measured at fair value, reflecting their real-time market price. This new accounting standard clears up the confusion and opens the door for more institutional adoption. With clearer reporting and a more accurate picture of Bitcoin’s worth, its volatility could be better managed. So, is Bitcoin "up only" from here? Time will tell.
Bigger things ahead for Ethereum?
ETH was around $4000, but we are seeing bigger things ahead and some of the leading analysts agree. Ethereum’s price could surpass $5,000 if current supply-and-demand trends continue, driven by rising on-chain activity and investor interest, according to CryptoQuant analysts. Key factors include deflationary dynamics from increased fee burns and a significant surge in network activity, with daily transactions reaching up to 7.5 million. Institutional interest is also rising, with BlackRock and Fidelity purchasing $500 million worth of Ether in just two days. U.S.-listed spot Ethereum ETFs accumulated $1.95 billion in 13 days, signaling strong confidence in Ethereum as an investment vehicle. So what now?Adoption
(Almost) everybody in on crypto
A global survey by Consensys and YouGov reveals growing crypto adoption and understanding, with 93% of respondents aware of cryptocurrencies. Over half of those surveyed claim to understand the technology, and 42% own or have invested in digital assets. Ownership is highest in Nigeria (73%), South Africa (68%), and the Philippines (54%). While adoption is growing in Europe, concerns about market volatility and scams still hinder wider participation. The survey also highlights a rising demand for privacy and dissatisfaction with traditional financial systems, especially in regions like Nigeria and Indonesia.
Decision times across the globe
This month's global economic calendar was packed, with three major central banks—the Federal Reserve (Fed), Bank of England (BoE), and Bank of Japan (BoJ)—set to make interest rate decisions. For the U.S., all eyes are on the Fed, where a 0.25% rate cut that was widely anticipated, following mixed signals from last week’s inflation data. Last week the Federal Reserve cut interest rates by 0.25% on Wednesday and indicated fewer rate cuts for next year.Retail sales data for August will also play a pivotal role in shaping sentiment, as it provides a pulse check on U.S. consumer spending.The most interesting data storyCheck to the next $200 billionLast week’s chart highlights a historic milestone in the crypto world: the stablecoin market has surpassed a $200 billion total market cap for the first time. Adding $10 billion in just two weeks, stablecoins like Tether (USDT) and Circle's USDC are driving this growth, fueled by surging demand for liquidity in crypto trading and increasing adoption for payments and remittances. As stablecoins expand their role in global finance, projections suggest the market could double to $400 billion in 2025, making this asset class a cornerstone of the digital economies.
Invity.io - Your friend in cryptoInvity is your gateway to the world of digital finance. We make buying, exchanging, and managing cryptocurrencies effortless, secure, and accessible. With user-friendly tools and competitive rates, Invity bridges the gap between traditional money and the crypto economy. Check out th Beginner's Guide to Crypto
