Our 2025 Predictions

Bullish:

• $NVDA - NVIDIA is seen as a crucial indicator for the overall market, potentially more important than the Federal Reserve's actions.

  • “From a macro standpoint, Jensen Huang and NVIDIA are more important than Jerome Powell. Like everyone will be watching their earnings and if that softens, everything goes down.”

    Santiago·0:00
• $STABLES - Major banks, tech companies, and fintechs are expected to launch their own stablecoins, driving mainstream adoption of crypto payments.

  • “I think that, at least one major bank, one major tech company, and one major fintech launches their own stable coin. And this will be what this will do is it will the payment narrative will start to go mainstream for the first time since I mean, I don't know when when pay when payments was really the the narrative of crypto, probably 2013 or something like that.”

    Jason·39:08
• $BTC - Bitcoin price is predicted to reach $150,000 by 2025.

  • “150k.”

    Santiago·44:09
• $SOL - Solana is expected to perform strongly, potentially reaching 40% of Ethereum's market cap and breaking its all-time high.

  • “I was very bullish on Solana coming into the year. My prediction was that Solana would reach 40% of ETH's market cap, and that the sold price in a very extreme scenario would go up to 7.50. Like, definitely break all time high, and I predicted that ETH would be at 5 k.”

    Santiago·7:55
• $CRYPTOAI - AI agents in crypto are expected to be highly profitable in the short term, despite potential long-term risks.

  • “I think AI agents are the metaverse of this cycle. It is both very correct long term, and people will make a lot of money this cycle. But, also, most of these are just chat gbt rappers, and most of them will go down 99% in the bear market.”

    Jason·1:14:08
• $ECHO - Echo is expected to remain a major hub for fundraising in the crypto space.

  • “Echo continues to be a major central hub of how [fundraising happens]”

    Santiago·48:14
• $USDT - Tether is expected to perform well due to Howard Lutnick's position and proximity to Trump.

  • “I think that, Tether will keep doing really well because of Howard Lutnick and his position and proximity to Trump.”

    Jason·41:17
• $INFRA - Low latency is seen as a crucial component for successful blockchain projects in 2025, particularly for MegaETH and other protocols.

  • “I think low latency is a is a common is a very important component there. I'll credit, Hassib came out with a really good predictions that I agreed with a lot of them. So, I would agree. He also had, like, low latency being a key thing.”

    Santiago·29:54

  • “The only one there that is, you could argue also like Move as a as a category. I know it's a a lot of protocols, but I do those are the ones that I think particularly MegaEth, like, across all of them, I think low latency is a very important component there.”

    Santiago·29:54

Bearish:

• $USDC - USDC is expected to lose market share due to increased competition from new stablecoin launches by major companies.

  • “I think that USDC will lose market share this year because of a couple factors. One is you're seeing the rest of the market launch stable coins, lever whether it's leveraging folks like Agora or like Anchorage, and, I think it was Anchorage, Paxos, Kraken partnered, Robinhood, I think, will launch their own.”

    Jason·41:17