Key Takeaways
According to a report by Galaxy Research titled “Crypto Predictions for 2025,” it is anticipated that major corporations and sovereign nations will announce their Bitcoin holdings in 2025, signaling a strategic shift in the adoption of digital assets. The market value of Bitcoin is projected to reach $185,000, with significant investments flowing into US Bitcoin exchange-traded products.
It is expected that five Nasdaq 100 companies and five nation states will add Bitcoin to their balance sheets in 2025. This decision will be driven by various factors such as strategic considerations, the need for portfolio diversification, and trade settlement requirements. Galaxy Research analyst Jianing Wu predicts that competition among nation states, especially those unaligned with major powers or possessing large sovereign wealth funds, will drive strategies to mine or acquire Bitcoin.
The assets under management of US spot Bitcoin exchange-traded products (ETPs) are projected to reach $250 billion by 2025, following a record inflow of over $36 billion in 2024. Regulatory filings indicate that major hedge funds like Millennium, Tudor, and D.E. Shaw have already invested in Bitcoin ETPs.
Galaxy Research’s Alex Thorn expects Bitcoin to surpass $150,000 in the first half of 2025 and approach $185,000 in the fourth quarter. Additionally, the research predicts that Bitcoin’s market capitalization will reach 20% of gold’s market capitalization during this period.
The report also forecasts that a leading wealth management platform will recommend a Bitcoin allocation of 2% or higher in their model portfolios, marking a departure from traditional investment advice.
