Key Takeaways
It is expected that major corporations and sovereign nations will announce their Bitcoin holdings in 2025, indicating a strategic shift towards adopting digital assets.
Bitcoin’s market value is projected to reach $185,000, with a significant amount of investment going into US Bitcoin exchange-traded products.
In 2025, major corporations and sovereign nations are expected to add Bitcoin to their balance sheets. Five Nasdaq 100 companies and five nation states are predicted to make such announcements, according to a report titled “Crypto Predictions for 2025” by Galaxy Research.
These allocations will be driven by strategic considerations, the need for portfolio diversification, and trade settlement requirements. Galaxy Research analyst Jianing Wu points out that competition among nation states, especially those not aligned with major powers or those with large sovereign wealth funds, will drive strategies to mine or acquire Bitcoin.
US spot Bitcoin exchange-traded products (ETPs) are projected to have $250 billion in assets under management by 2025, following record inflows of over $36 billion in 2024. Major hedge funds such as Millennium, Tudor, and D.E. Shaw have already invested in Bitcoin ETPs, as stated in regulatory filings.
Bitcoin is expected to surpass $150,000 in the first half of 2025 and approach $185,000 in the fourth quarter, according to Alex Thorn from Galaxy Research. It is also predicted that during this period, the token will reach a market capitalization equal to 20% of gold’s market capitalization.
The research also forecasts that one leading wealth management platform will recommend a Bitcoin allocation of 2% or higher in their model portfolios, marking a shift in traditional investment advice.