Bitcoin and Macroeconomic Trend Outlook: Key Predictions for the Crypto Market in 2025

Recently, an online interview discussing the future of Bitcoin and macro trends attracted the participation of industry experts. The guests conducted an in-depth discussion on significant events in the crypto market for 2024 and their impact, and offered unique insights into the market trends for 2025.

2024 Market Review

The year 2024 is extremely important for the crypto market. Key events such as the Bitcoin halving, the approval of the Bitcoin ETF in the United States, and Trump's victory are driving the market up, with Bitcoin breaking the hundred thousand dollar mark. At the same time, more institutions, companies, and even countries are beginning to participate in the encryption field.

Experts believe that the emergence of GOAT is one of the most shocking events of 2024, as it has overturned people's perceptions of the integration of AI and encryption. Some argue that the first citizen of blockchain may be AI agents rather than humans, which may be the true point of convergence between encryption and AI.

The combination of politics and encryption has come earlier and more intensely than expected. The direct involvement of the Trump family in DeFi projects is surprising, and it may break the cycle of Bitcoin's four-year halving pattern. The attitude of the mainstream financial market in the United States towards crypto assets has fundamentally changed, and the entire industry is moving towards mainstream acceptance.

Bitcoin Breaks Through $100,000 Market Structure

Regarding the viewpoint that retail investors find it difficult to participate after Bitcoin breaks the $100,000 mark, experts believe it depends on how "participation" is defined. While it may be difficult to achieve the same hundredfold or thousandfold returns as in the past, Bitcoin remains one of the best investment and wealth management tools.

The market is undergoing a self-repair process, and there will still be altcoins and meme coins carrying high return dreams in the future, but it may no longer be a model of "blindly buying to make a profit"; instead, it is moving towards specialization and becoming more like the US stock market, requiring strong investment research capabilities to achieve returns that surpass Bitcoin.

Institutional Investment Strategies and Inclusiveness

The large purchases by institutions such as MicroStrategy and BlackRock have actually enhanced the accessibility of Bitcoin. ETFs and institutional stocks can be seen as wrapped tokens of Bitcoin, allowing more people who cannot directly buy or manage Bitcoin to participate in the market. This institutional participation has actually expanded the inclusiveness of Bitcoin.

In the long run, Bitcoin is likely to achieve true inclusiveness like gold. Although short-term price fluctuations are not closely related to decentralization, the success of Bitcoin over a long-term development span of more than ten years will heavily depend on its level of decentralization and the proportion of ownership among the public.

Bitcoin Ecosystem and BTC-Fi Outlook

The Bitcoin ecosystem, BTC-Fi, and Bitcoin Layer 2 are three concepts that need to be distinguished. The Bitcoin ecosystem is the largest category, encompassing all projects related to Bitcoin. Experts suggest that the Bitcoin ecosystem should focus on areas that are particularly important and require absolute neutrality, such as infrastructure for free speech.

For BTC-Fi, if it can stably maintain returns, it may become a multi-billion dollar track. Although Bitcoin Layer 2 has been disproved many times, entrepreneurs still need to think about how to develop real landing scenarios.

The Impact of Trump's Term on the Crypto Industry

After Trump takes office, the following positive changes are expected:

• Bitcoin and other encryption assets may become strategic reserves for countries or sovereigns.
• More countries and regions may follow suit and establish special zones for more radical attempts.
• The scope of ETF issuance may expand to include spot ETFs for other encryption assets.

The Republican Party controls both the House and the Senate, making it easier for bills to be passed. It is expected that the probability of passing crypto-friendly legislation during Trump's term is very high.

2025 Market Prediction

Several important structural changes may occur in 2025:

• Traditional financial institutions will engage more deeply in the crypto market, not limited to Bitcoin, but also including a broader range of digital assets.
• Large tech companies may incorporate cryptocurrency into their balance sheets, and once this trend begins, it will create a chain reaction.
• Layer 2 ecosystem may experience explosive growth, especially in terms of scalability and user experience.
• The integration of DeFi and traditional finance will accelerate, creating new business models and investment opportunities.

Experts suggest that entrepreneurs should seize this opportunity, and ordinary investors should not be swayed by short-term fluctuations and get washed out. Overall, the market is favorable in the long run, but the way positive developments unfold may differ from expectations.