CoinShares, a European crypto investment firm, has released predictions for 2025, forecasting significant changes in the crypto market under US President Donald Trump. Key trends include Bitcoin's strong performance and the rise of Bitcoin-yielding companies.
Analyst Max Shannon suggests Trump’s regulatory overhaul will benefit Bitcoin miners. While Bitcoin remains a top performer, altcoins may outshine it. Miners focused on Bitcoin will likely perform better than those diversifying.
CoinShares foresees growth in Bitcoin ETFs, with promising institutional adoption. Bitcoin-yielding companies are emerging, using BTC for returns. Businesses are employing diverse strategies like yield farming and derivatives for profits.
MicroStrategy leads with the "BTC Yield" metric, followed by companies like Block, Marathon Digital, and Metaplanet. Analyst Satish Patel notes businesses like Amazon and Nike might incorporate Bitcoin into their treasuries by 2025.
For Ethereum, analyst Luke Nolan predicts increased Layer 2 usage and adoption, supported by institutional moves like those of Kraken and Sony. Ethereum’s Pectra upgrade in 2025 is expected to introduce efficiencies but pose challenges in balancing usability and value accrual.
Regarding Solana's future, validator clients like Frankendancer and Firedancer promise better performance and scalability for its network. However, Solana must address its transactions per second (TPS) limitations to enhance efficiency.
