Our 2025 Predictions: Don’t Miss This!

Well, so long, 2024. It’s been a remarkable year and, as usual, has left those of us in the crypto trenches a little shellshocked, but still eager to go over the top and into 2025 with all guns blazing.

These days, it’s only polite to mark the passing of another year in crypto by making a load of predictions about what the coming twelve months will bring. Having been pretty successful with our predictions for 2024, we’re backing ourselves to repeat the feat and make some good calls for 2025. Spoiler alert: we think it’s going to be a BIG year.

So, today’s video is exactly that: our predictions for 2025. We reveal what we think lies in store for the market; who we reckon will begin buying BTC; which crypto sector we believe is set for a bumper year; what narratives we’re tipping to take off, and much more besides. Let’s see if we can replicate our previous success.

You can watch that video here.

📈 Crypto Market Forecast 📈

If New Year’s is going to be anything like Christmas was, it’s going to be another windy week for crypto. Lots of chop, lots of grind, and most importantly, no clear indication of where prices are headed. These are the most frustrating market conditions, and they always seem to emerge when the markets are torn on whether crypto keeps flying higher or collapses lower.

That said, there are early signs that the crypto market is getting ready to recover. For starters, the spot Bitcoin ETFs have started to see net inflows again. Meanwhile, the spot Ethereum ETFs have continued to see robust net inflows. Notably, the Ethereum ETFs had net inflows on days when the spot Bitcoin ETFs had net outflows, suggesting a rotation into ETH.

This is where things get interesting. As some of you will know, the EU’s MiCA regulations will go into force from tomorrow. One of their provisions requires exchanges to restrict access to non-compliant stablecoins, including USDT. Obviously, this is a problem, because most cryptos trade against USDT. Restricting USDT pairs could therefore restrict EU access to most cryptos.

There are a couple of caveats, however. The most significant of these is the fact that exchanges reportedly have 18 months to comply with MiCA’s provisions. Of course, most exchanges will not go out of their way to delist USDT, given that it would cost them most of their revenue. There are a few exceptions, such as Coinbase, which has a close relationship with USDC issuer Circle.

Another caveat is that Tether recently acquired a European stablecoin issuer that’s compliant with MiCA. Logically, this suggests that Tether has plans to comply with MiCA eventually. In case it wasn’t clear enough, Circle became compliant with MiCA over the summer, meaning that USDC won’t be delisted. On the contrary - many USDT pairs will switch to USDC.

But unfortunately, most people reading about the USDT delisting FUD probably aren’t looking into these details. As a result, it’s possible that EU crypto holders have been selling altcoins and closing leveraged positions denominated in USDT. This could be part of why the crypto market has been so choppy. Consider that the EU accounts for 30% of all crypto transactions by value.

If this is the case, then it’s possible that a realisation by EU crypto holders that USDT won’t be delisted tomorrow will result in a surge in altcoin investing and leveraged trading. At the same time, there will be bullish tailwinds from countries like Israel, which will be approving crypto funds. The start of a new year itself could act as a bullish tailwind - a fresh start for investors.

This begs the question of what investors will buy in 2025. Even though it’s impossible to say for sure, some reports we’ve summarized have a few possible answers. If you watched our summary of Sygnum’s investor survey, you’ll know most investors are interested in allocating more to established layer 1 blockchains, DeFi, RWAs, account abstraction, and DePIN.

Fortunately, the report revealed a few of the cryptos that investors are interested in: BTC, ETH, SOL, BNB, TRX, and TON. In other words, they’re basically interested in the blue chips from each niche. The good news is that this makes it easy to guess the other cryptos they’re interested in (e.g. AAVE for DeFi). The bad news is most of these cryptos are already big.

The silver lining is that the altcoins on these blockchains should do well once their respective coins start pumping (e.g. Solana altcoins pumping when SOL pumps). Of all the blockchains with altcoins, Bitcoin’s ecosystem is arguably the most undervalued. There are lots of promising projects being built there, but almost everyone has forgotten about them, even the NFTs.

Now consider that the investors surveyed by Sygnum also had plans to allocate to NFTs. Probably nothing…

🐝 AI Agent 'Swarms' 🐝

If you’ve been an avid reader of our newsletter, you’ll know that we’ve been covering the AI agent niche in crypto since its early days in October – right before it went mainstream.

We covered GOAT, VIRTUAL, ai16z, and even FART before they blew up to their billion-dollar valuations today. That said, we’d be lying if we told you that we foresaw the degree of success they’ve achieved in the past two months.

Nevertheless, we pride ourselves on our track record of covering trends early (i.e., before they go mainstream) when choosing topics for the newsletter. So, believe us when we tell you that the AI agent meta is just getting started, and there’s so much more to come in 2025.

Speaking of which, earlier this month, we mentioned that the ‘agentic economy’ was the next focus area for development within the AI agent niche. Well folks, we’re one step closer to progress in this prediction.

If you don’t know what an agentic economy is, it refers to an independent virtual economy birthed by having autonomous AI agents trading and conducting commerce amongst themselves, without human intervention. In simple terms, imagine a game in which NPCs live and autonomously trade amongst themselves to complete certain tasks.

While the agentic economy is still mostly experimental, we’re seeing some momentum (in terms of attention) begin to gather for the projects working in this niche. Specifically, over the past couple of weeks, there’s been a significant rise in the number of projects working on creating and maintaining AI agent ‘swarms.’

If this is your first time hearing of AI agent swarms, they refer to groups of AI agents working together to maximise efficiency in achieving the completion of a common goal. In other words, a sort of virtual company that exists for a specific purpose. Similar to the real world, laggard and unproductive AI agents get replaced by newer, more competent counterparts as time passes within the swarm.

Functionally, having multiple specialised agents collaborate to achieve a bigger task reduces the failure rate, increases efficiency, and encourages autonomous improvement among agents in the swarm via knowledge sharing.

At the tech level, the key to creating a good AI agent swarm is using efficient multi-agent frameworks that allow for communication/collaboration between agents. Without a good communication layer, it becomes difficult for the agents within a swarm to collaborate.

At the moment, there are very few projects that are focusing on building this coordination layer. The most notable is the now hugely popular Virtuals Protocol. However, there’s been enough said about Virtuals already. Instead, in this issue of the CB newsletter, we’ll focus on some of its lesser-known peers that have begun gaining some attention. These include projects like FXN and Theoriq.

Starting with FXN, this project is a framework-agnostic protocol enabling AI agents to securely share and monetize digital resources (API access to computational resources), irrespective of which framework (i.e., Virtuals, Eliza, etc) they belong to. The simplest way to explain it would be to describe it as the ‘Fiverr’ platform of AI agents. The important thing to note here is that both the resource providers and the employers are AI agents. In other words, an ‘AI agent service’ marketplace for AI agents.

As for Theoriq, the project describes itself as the base layer for AI agent collectives. It describes these collectives as a more organised and better-performant variant of AI agent swarms. From a technical perspective, it attributes this higher performance to using more highly-specialised AI agents for each stage of the process when executing a task. For example, to analyse crypto trends like AIXBT, AI agent collectives on Theoriq will use a team of agents that each plays a distinct role. In this case, one agent will aggregate data across social platforms, another will aggregate onchain data, while a third analyses both data sets to come to a conclusion.

In addition to communication layers, we’re beginning to see some interesting consumer-facing applications come out of the AI agent Swarm narrative. The most intriguing project we’ve come across recently is called spore.fun.

Spore takes the philosophy of ‘survival of the fittest’ and applies it to AI agent swarms. Spore founder Marvin Tong calls the platform the ‘hunger games of AI agents.’ Tong describes Spore as the first experiment in autonomous AI reproduction and evolution. It combines ai16z’s Eliza Framework, Solana’s pump.fun and Trustless Execution Environment-verifiable computation to create a virtual world wherein AI agents reproduce, survive, adapt or die, entirely independent of human intervention.

At a conceptual level, the idea is for future generations of AI agents to inherit the best genetics (data sets) from their predecessors. The simplified explanation of an AI agent’s lifecycle on Spore is as follows - they launch using pump.fun on Solana, the agents strive to increase the value of their token to survive; money made from this appreciation is then used to rent TEE servers. These servers make the ecosystem entirely self-sustaining. If AI agents successfully bond to Raydium, they can reproduce, creating new tokens for their offspring. At the moment, most of the value accrual for tokens on Spore comes from hype and speculation. However, the vision for the project is to supposedly have these agents earn revenue by executing tasks or services autonomously – including by interacting with each other. Charles Darwin never saw this coming.

We expect to see more experiments like Spore pop up over the next few months and we’ll be here to cover them as and when they do. Anyway, we repeat: there’s a lot happening in the AI agent space – we recommend you continue keeping your eyes peeled.

🔥 Hot Deal of The Week 🔥

The new year is often a time of reflection and setting goals to make positive changes. So, if you have crypto related aspirations for 2025, then now might be a good time to ensure your portfolio is allocated correctly!

To do that, you’ll need a top-notch exchange. Guy, has recently done a video to go over his favourite exchanges for 2025! So, if you want to take advantage of the current lull in the market then watching that vid might be a good idea.

🔮 Video Pipeline 🔮

* Best Crypto Countries: Top 5 crypto tax friendly countries!
* Last Bitcoin Mined: What happens when the last BTC is mined?
* Altcoin ETFs: When are they coming?
* Are Memecoins Dead? Our latest Take
* Hyperliquid: Potential in 2025?
* Bull Market Mistakes: Top 10 mistakes people make in bull markets!
 
🏆 What's New at CoinBureau.com This Week? 🏆

* Explore The 7 Top Hot Wallets To Secure Your Crypto in 2025
* How To Withdraw & Exchange Your Crypto For Cash
* Is Copy Trading on Binance Worth It? A Comprehensive Review

📖 Quote of the Week 📖

In this bull market, some of you are going to make life-changing gains. But, those gains can only really change your life if you sell when the time is right. So, make sure that you have an exit plan.  

"Buying’s easier, selling’s hard – It’s hard to know when to get out." - Seth Klarman

Team Coin Bureau

Disclosure: Authors may own cryptoassets named in this newsletter. These are unqualified opinions, and a Coin Bureau newsletter, is meant for informational purposes only. It is not meant to serve as investment advice. Please consult with your investment, tax, or legal advisor.