After a storybook ending to 2024, complete with a bitcoin (BTC) all-time high, crypto asset manager Bitwise and digital asset index provider CF Benchmarks, both predicted what may be in store for 2025, and they agreed on four key trends.
Each firm had its unique list of predictions, ranging from asset price estimates to on-chain scaling capacity projections, but only four items made it onto the lists of both firms – crypto exchange-traded funds (ETFs), stablecoins, asset tokenization, and crypto A.I. agents.
ETFs: “Crypto ETFs have shattered debut records with bitcoin ETFs accumulating $35 billion since January,” said CF Benchmarks in a research report published on Friday.
The firm, which is owned by crypto exchange Kraken, said hedge funds currently own 45.3% of bitcoin ETFs and 23.2% of ether ETFs. Investment advisors own smaller portions of both assets 28% and 33% respectively, but CF Benchmarks sees investment advisors buying up more crypto ETFs in 2025.
“Looking ahead to 2025, advisor allocations are projected to exceed 50% for both assets as the $88 trillion wealth management industry embraces digital assets, surpassing 2024’s $40 billion record flows,” the report states.
Bitwise published a report at the beginning of December predicting that “Bitcoin ETFs will attract more flows in 2025 than they did in 2024.” The report explains that ETFs tend to perform better in later years as institutional demand rises and investors increase their allocations.
Stablecoins: The report also predicts a stablecoin boom, especially with the Trump administration poised to pass favorable stablecoin legislation. Additionally, Bitwise explains that the current bull market will naturally grow demand for stablecoins leading to more integration and usage in fintech and trading ecosystems.
“Stablecoin AUM will double to $400 billion as the U.S. passes long-awaited stablecoin legislation,” the report states. This is in line with CF Benchmarks’ overall outlook which predicts “significant expansion” of the stablecoin market, albeit a tamer 50% increase that would result in a market size $100 billion smaller than the one projected by Bitwise.
Tokenization: Last year, Bank of America published a report predicting that “traditional asset tokenization may reach $16 trillion plus, transforming infrastructure and markets over the next five to fifteen years.”
Both Bitwise and CF Benchmarks see real world asset (RWA) tokenization as an area of growth in 2025.
“In our opinion, Wall Street is just starting to catch onto tokenization,” Bitwise said. “The value of tokenized RWAs will surpass $50 billion as Wall Street’s embrace of crypto intensifies.”
CF Benchmarks issued a lower market projection for tokenized assets – $30 billion. The company also stated that “substantial growth may delay until 2026.”
Crypto A.I. agents: The fourth trend both companies agreed on, is one that began in 2024 – crypto A.I. agents, which are autonomous A.I. systems that interact with blockchains. For now, their most popular use case is creating memecoins.
CF Benchmarks projected that AI agents will “drive over 10% of all on-chain activity” in 2025, and Bitwise predicted an AI agent-fueled ” meme coin boom.”
“Tokens launched by A.I. agents will lead a memecoin mania bigger than 2024’s,” Bitwise stated. “We’re most excited about Clanker, an A.I. agent that deploys tokens autonomously on Base and has already launched 11,000 tokens.”
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