The research firm Bernstein has dubbed 2025 the beginning of a new “infinity age,” where cryptocurrencies become integral to the global financial system. According to analysts, the crypto industry is moving beyond the phase of sharp boom-bust cycles, finding its place in corporate treasuries, institutional portfolios, and even national reserves.
Bitcoin to $200,000
Bernstein predicts Bitcoin will reach $200,000 by the end of 2025. The main growth driver could be increased corporate demand and the development of exchange-traded funds (ETFs). They anticipate Bitcoin-ETF inflows of $70 billion in 2025, twice the figure in 2024.
An additional boost may come from countries choosing to purchase Bitcoin, especially in light of recent statements by Donald Trump’s administration.
Recall that 2024 marked the year Bitcoin first broke the $100,000 barrier.
Shift from Speculation to Long-Term Holding
As corporations and ETFs show growing interest, Bitcoin holders are increasingly long-term investors. Notable leaders in this trend include MicroStrategy, as well as miners who are expected to ramp up capital spending.
AI and Mining: A New Stability Model
In 2025, analysts foresee a stronger convergence of artificial intelligence and the crypto industry. Bitcoin miners will start leveraging AI to improve efficiency and reduce reliance on cyclical factors. Already, companies diversifying their assets with AI are posting higher returns.
Ethereum’s Role as “Institutional Favorite”
Despite recent setbacks, Ethereum continues to attract institutional investors. Analysts cite limited supply, a high staking ratio (28%), and its widespread use in L1 and L2 ecosystems as factors making ETH a key asset for the market.
Stablecoins and Regulation
Bernstein believes 2025 could be a turning point for crypto regulations. Potential enactment of stablecoin legislation would strengthen their position as international payment tools and boost their market size to $500 billion.
