Following landmark achievements in 2024, such as the approval of spot crypto ETFs and Donald Trump’s election victory, 2025 is expected to deliver a series of incremental yet significant advancements for the crypto industry.
Zach Pandl, managing director of research at Grayscale, highlighted growing institutional interest and legislative progress as key themes for the year.
Pandl noted a shift in attitudes among pension and endowment funds, which had largely ignored crypto in the past. Many are now actively exploring allocations, with some portfolio managers already committing up to 5% of their investments. He believes formal adoption by these institutions could be just months away, marking a critical step toward mainstream acceptance.
Pandl also predicts increased involvement from sovereign wealth funds outside the U.S., signaling the global expansion of crypto adoption. Additionally, he underscored Ethereum’s transformative potential, describing it as one of the most important open-source projects ever. Emerging areas like decentralized finance, tokenized real-world assets, and AI-based tokens are likely to attract further institutional attention.
On Bitcoin, Pandl expressed optimism about its long-term potential, suggesting it could reach $500,000 by 2030. He attributed this outlook to growing acceptance of Bitcoin as a legitimate asset class, with some experts even speculating on its role as a U.S. reserve asset in the future.
As the incoming administration prepares to take office, many in the industry are optimistic about a new policy environment that could accelerate crypto innovation and adoption.
BitGo Holdings, Inc. has taken a key step toward becoming a publicly traded company by confidentially submitting a draft registration statement on Form S-1 to the U.S. Securities and Exchange Commission (SEC).
The crypto market continues to flash bullish signals, with the CMC Fear & Greed Index holding at 67 despite a minor pullback from yesterday.
According to a report by Barron’s, the Ohio Public Employees Retirement System (OPERS) made notable adjustments to its portfolio in Q2 2025, significantly increasing exposure to Palantir and Strategy while cutting back on Lyft.
As crypto markets gain momentum heading into the second half of 2025, a series of pivotal regulatory and macroeconomic events are poised to shape sentiment, liquidity, and price action across the space.