Crypto Predictions for 2025

This is a guest post by Keegan Selby, Co-Founder at 4RC

1. Total Crypto Market Cap Reaches $10T
   Drivers: BTC dominance, stablecoin/RWA expansion, regulatory easing, no-code token launch platforms, AI agent tokens, generational/global wealth transfer from equities/bonds to crypto.

2. BTC Will Achieve 25% of Gold Market Cap Hitting $250K
   Drivers: Nation-state adoption of Bitcoin reserves, corporate balance sheet adoption of Bitcoin, spot ETF flows, 401(k) allocation, DeFi yield options, post-halving bull cycle.

   Special thanks to our sponsors who make it possible to create this FREE content:

   ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI

   🧪 ⁠MANTLE⁠ | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

   🐡 PUFFER FINANCE | A LEADER IN LRT, BASED ROLLUPS, AND AVS

   🌔 MOONWELL | THE #1 APP TO LEND AND BORROW ON BASE

3. ETH Will Triple Its ATH Reaching $12K and Enter Top 10 Assets by Market Cap
   Drivers: Spot ETF flows, staking yields, RWA adoption, scalability upgrades, supply shock due to DeFi TVL/staking/burn/ETFs, EIP-7702 enables “smart accounts,” institutional preference (BlackRock, Chase, Amazon, Microsoft).

4. Tokens With ETFs Will Not Crash >50% in Sub-12-Month Timespans
   Drivers: Options products, larger market makers, long-term hold nature of ETF/401(k) products.

5. Total Stablecoin Market Cap Will 5x to $1T
   Drivers: M2 supply increase, US stablecoin regulation passes, foreign CBDCs launch, expansion of DeFi structured products, CEXs enable borrowing.

6. Crypto M&A Will Explode With Over $10B in Total Volume
   Drivers: Web2/TradFi acquirers, Web3 consolidation, regulatory easing at FTC/SEC, prolonged bear market creating runway distressed acquisition targets.

7. Total RWA TVL Grows 10x to $100B
   Drivers: RWA use cases expand beyond dollars/T-bills to onboard real estate, private equity, and private credit; nation-states (UAE) create favorable regulatory sandboxes chasing the Cayman/Swiss model.

8. AI Agents Will Account for More Than 50% of On-Chain Activity
   Drivers: New model/developer tooling releases, agent-based trading/asset management/governance, transition to intent-driven UX in DeFi interfaces/wallets.

9. MVM Chains Flip SVM in Aggregate Market Cap
   Drivers: Led by Sui, Aptos, and Movement Labs; security exploits drive Move programming language adoption against rising costs of smart contract insurance for EVM/SVM-based protocols.

10. Web 2.5 Consumer Applications Will Gain Mainstream PMF in Prediction Markets, Social Media, and Gaming
    Drivers: Continued rise in demand for venues to speculate, AAA game releases, Web2 brand partnerships, UX parity with Web2 platforms via obfuscated wallets/bridging/transactions, proliferation of Web3 identity enabling superior ownership, incentives, and censorship resistance.

Disclaimer: As with all predictions, these are not guarantees, but represent best informed estimates. The future is complex and conditional, and whether these pan out exactly as written will depend on many complicated factors. Nothing above is investment advice.

• Follow Keegan on Twitter/X here and follow the team at 4RC here!

• For qualified investors, learn more about 4RC Fund II here.