📣 Bernstein Predicts the Dawn of Crypto’s Infinite Era in 2025

posted  6 Jan 2025
Bernstein Research analysts have unveiled their 2025 crypto forecast, dubbing it the beginning of the “Era of Infinity.” They anticipate a turning point where digital currencies gain widespread acceptance in the global financial framework.
The latest report from Bernstein, a global leader in institutional financial consulting, offers optimistic projections for the crypto market.

Here are the highlights:
  1. Bitcoin to hit $200,000 by 2025: Institutional adoption and conservative strategies, including Bitcoin’s use for corporate treasuries, are set to fuel this surge. Analysts predict more businesses will emulate MicroStrategy, holding Bitcoin as part of their financial portfolios.
  2. ETF revenues to skyrocket: U.S.-based crypto ETFs are forecast to generate $70 billion in revenue, nearly doubling 2024 levels. The growing accessibility of ETFs is expected to boost institutional involvement, bringing greater stability to the crypto market.
  3. AI reshaping mining operations: Miners are increasingly using AI to evaluate and enhance efficiency, diversifying their business models. This shift is driving the development of a digital economy centered on AI, with groundbreaking innovations like “smart” wallets and AI-driven tokens.
  4. Stablecoins under regulatory spotlight: The new U.S. administration is creating unprecedented conditions for crypto regulation. Stablecoins are expected to see significant growth, with their market value projected to hit $500 billion by 2025 due to their key role in global payments.
    Stablecoin market data, January 2025. Source: defillama

    Stablecoin market data, January 2025. Source: defillama

  5. Bernstein envisions Ethereum becoming the “institutional favorite” by 2025. Its essential role in decentralized finance and smart contract ecosystems will drive demand, positioning ETH as a credible, long-term asset with inherent value.

Analysts at Bernstein point to the strengthening trust in cryptocurrencies as durable investment options. Ethereum and blockchain-enabled BTC platforms are progressively embedding themselves in global financial and technological infrastructures. As a result, digital currencies are poised to shift from being niche assets to becoming essential components of the broader financial framework.