For the American broker Bernstein, more and more entities (companies, states, etc.) will seek to acquire bitcoin in 2025, causing its price to explode.
Certain events in 2024, from the rise of spot bitcoin ETFs to halving and the election of Donald Trump, have given credence to the queen of cryptocurrencies. For some analysts, the rise of bitcoin will continue this year.
In a note published this Monday, the broker Bernstein expects an acceleration in the adoption of bitcoin by businesses and institutions. The broker estimates that more than $50 billion worth of bitcoin will be placed in corporate treasuries in 2025 compared to $24 billion last year. Similarly, spot bitcoin ETFs will attract $70 billion from $35 billion in 2024.
As a reminder, on January 10, the American stock market watchdog (the SEC) authorized 11 spot bitcoin ETFs on Wall Street, including that of Blackrock and Fidelity. An ETF (or Exchange Traded Funds) is an index fund trading on a stock exchange which follows the evolution of a stock index (or one or more financial or physical assets, such as gold) by replicating the increase as well as the drop in the price of this index (or these assets).
In addition, banks and asset managers will offer crypto offers to their clients in 2025, competing with crypto giants.
200.000 dollars
In this context of massive purchases, Bernstein is betting on bitcoin above $200,000 by the end of 2025, while the queen of cryptos exceeded $100,000 in December.
“A national bitcoin reserve in the United States would trigger a global sovereign race to acquire bitcoins between nation states,” Bernstein points out.
This forecast takes into account the adoption of bitcoin by businesses and institutions and not by States.
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As a reminder, during his presidential campaign, Donald Trump mentioned the idea of creating a national bitcoin reserve in the United States. Since this declaration, several states have expressed their desire to move in this direction, notably Poland, Florida, Texas and Russia.
The bitcoin market will not be the only one to develop in 2025. The stablecoin market – these stable cryptocurrencies backed by the price of a traditional asset (euro, dollar, etc.) – will exceed 500 billion dollars in capitalization compared to 200 billion dollars currently, Bernstein estimates.
The broker is betting that the Trump administration will release legislation on stablecoins, allowing this market to boom. We will have to wait for Donald Trump’s inauguration on January 20 to see if he really implements a pro-crypto policy.
