European investment firm CoinShares has shared its cryptocurrency market forecast for 2025. Analysts have identified key trends that will dominate the crypto industry in the next 12 months.
At CoinShares analyzedHow Donald Trump’s policies can affect the crypto market.
What will happen to crypto under Trump?
In 2025, the American crypto industry will face significant regulatory changes initiated by the new Trump administration. Analyst Max Shannon believes that the promised reform and support for Bitcoin miners will create a favorable environment for digital assets in the United States.
CoinShares predicts that miners focused exclusively on BTC mining will be much more successful than those who diversify their income. Following the 2024 Bitcoin halving, many mining companies have shifted their focus to artificial intelligence (AI) and other technologies.
In addition, experts also emphasized that American exchange-traded funds (ETFs) based on Bitcoin will not lose relevance in the new year. Only 20% of assets under management (AUM) among BTC-ETFs belong to professional companies and asset managers. This means that the sector has not yet been fully exploited by major players.
Bitcoin profitability trend
In 2025, CoinShares analysts advise paying attention to a new trend – the emergence of projects offering profitability from Bitcoin. This is becoming more relevant as more companies begin to use BTC as a reserve asset.
Analyst Satish Patel identified three categories of profit that can be obtained from investing in Bitcoin:
- growth of the company’s assets in BTC relative to its shares;
- profitable farming (from English. yield farming), generating profit through Bitcoin lending;
- alternative strategies based on derivatives.
MicroStrategy, which owns 423,650 BTC, has developed its own “BTC Yield” metric to measure the effectiveness of its strategy. Firms like Block, Marathon Digital and Metaplanet are following Michael Saylor’s lead and stockpiling Bitcoin for profit.
Patel also added that in 2024, several large companies began accepting cryptocurrency as payment. In his opinion, Amazon, Shopify and Nike, which already interact with digital assets, could include Bitcoin in their financial reserves in 2025.
What awaits Ethereum and Solana
CoinShares analysts predict that the use of second-layer (L2) networks based on Ethereum (ETH) will continue to grow rapidly next year. According to Luke Nolan, their adoption will be facilitated by the fact that more and more major players are creating their own L2 solutions.
In 2024, the teams of the Kraken crypto exchange and the technology giant Sony announced the launch of second-level blockchains.
The specialist added that the demand for second-layer networks on Ethereum will be one of the main drivers of ETH growth. In addition, the Pectra update, scheduled for early next year, will have a positive impact on the dynamics of the second largest cryptocurrency by capitalization and its ecosystem.
The future of Solana (SOL) in 2025 will be shaped by Frankendancer and Firedancer. These are validator software that increase mainnet scalability and reduce hardware costs. However, the blockchain will have to deal with problems related to restrictions on the number of transactions per second (TPS), CoinShares noted.
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Source: Cryptocurrency
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