📈 What to Expect From Bitcoin & Crypto in H2 2025
Will one of the tech giants establish a bitcoin position?
Is ETH at a make-or-break moment?
Which new crypto ETFs will get approved?
👇Here's a summary of what I wrote for Investopedia:
1️⃣ Bitcoin Treasury Companies Go Mainstream?
• Businesses holding bitcoin as a reserve asset are booming — from the originator Strategy (formerly MicroStrategy) to newcomers like Nakamoto.
• According to
@npub1dszy...v7hq, there are now an estimated 135 public companies holding bitcoin.
• “The question of whether to acquire bitcoin is quickly going from if to when,” says
@npub1vqn3...jngw of Castle.
• Cole expects a large household name to announce a bitcoin position before the end of the year.
2️⃣ Ethereum's Make-or-Break Moment?
• Some fear bitcoin’s dominance + ETFs + treasuries make altcoins obsolete, with bitcoin treasury companies potentially taking the role altcoins played in previous cycles.
• But there are some potential drivers of a trend reversal for ETH: stablecoins, institutional interest in tokenized RWAs, staking in ETFs, and regulatory clarity.
• “If the current developments play out as expected, there’s meaningful room for a catch-up,” says FalconX's David Lawant
3️⃣ More Crypto ETFs & IPOs
• Spot ETFs for BTC & ETH already exist and ETFs for more crypto assets are on the way, with features like staking & in-kind redemptions also in the works.
• Circle’s IPO succeeded, and others (Gemini, Kraken, Ripple, Consensys?) could follow soon
• Bloomberg’s James Seyffart: “We will see the vast majority, if not all, of the currently filed ETFs approved by year-end.”
Read the full story over at Investopedia:
Investopedia
What to Expect From Bitcoin and Crypto Markets in the 2nd Half of 2025
Bitcoin treasury companies are becoming a dominant force in the crypto market, while more spot crypto ETFs and crypto-related IPOs are also right a...
