Key Takeaways
- Major corporations and sovereign nations are expected to announce bitcoin holdings in 2025, indicating a strategic shift in adoption of the digital asset.
- The market value of Bitcoin is predicted to reach $185,000, with significant investment in American products traded on the Bitcoin exchange.
Major corporations and sovereign nations are poised to add bitcoin to their balance sheets in 2025, with five Nasdaq 100 companies and five nation states expected to make such announcements, from Galaxy Research report “Crypto Predictions for 2025.”
These allocations will be driven by strategic considerations, portfolio diversification needs and trade settlement requirements. Galaxy Research analyst Jianing Wu notes that competition among nation-states, especially those not aligned with major powers or those with large sovereign wealth funds, will fuel bitcoin mining or acquisition strategies.
US spot Bitcoin exchange-traded products (ETPs) are forecast to reach $250 billion in assets under management in 2025, following record inflows of over $36 billion in 2024. Major hedge funds, including Millennium, Tudor and DE Shaw , have already invested in Bitcoin ETP, according to regulatory filings.
Bitcoin is expected to surpass $150,000 in the first half of 2025 and approach $185,000 in the fourth quarter, according to Alex Thorne of Galaxy Research. The token is also predicted to reach 20% of the market capitalization of gold during this period.
The research also predicts that one leading wealth management platform will recommend a 2% or more bitcoin allocation in their portfolio models, marking a shift in traditional investment advice.
