Delphi's Markets Year Ahead 2025

Bullish:

• $SOL - Solana is expected to gain market share from Ethereum and other networks over the next year, indicating potential for growth and increased adoption.

  • “I think over the next year or so, we'll continue to see Solana, steal market share, mostly from Ethereum, but perhaps from others, kind of networks.”

    Michael·51:48
• $STABLES - The total stablecoin market cap is projected to exceed $250 billion within the next one to two years, suggesting significant growth in the stablecoin sector.

  • “I do think stablecoins will probably like the total stable coin market cap will probably exceed $250,000,000,000 in the next, like, year or 2, assuming things continue on the trajectory that they've been set on so far.”

    Jason·38:21
• $ETH - Ethereum is expected to outperform Bitcoin by 15% to 30% in the coming year, driven by an anticipated acceleration in Bitcoin's performance.

  • “I think ETH outperforms by somewhere from, like, you know, 15 to 30% next year because I do think the bid for Bitcoin will accelerate significantly for a few few reasons next year.”

    Kevin·59:43
• $BTC - Bitcoin price is projected to potentially reach between $80,000 to $100,000 in the coming year, indicating a bullish outlook for the leading cryptocurrency.

  • “I think there's a very real world where Bitcoin accelerates to towards, like, 180 to 100 k next year.”

    Jason·57:06
• $BASE - Coinbase's Layer 2 solution, Base, is expected to maintain relevance in the crypto ecosystem, with a potential token issuance in the future, though not necessarily by 2025.

  • “I also think that base is going to continue to have a role in this world and whether or not, I don't think it's necessarily a 2025 thing, but I still am of the opinion that they'll issue a base token at some point.”

    Kevin·9:07