Matrixport stated that to boost Ethereum's price in 2025, ETF issuers need to create a more attractive narrative.
Author: Shenchao TechFlow
Yesterday's Market Dynamics
Musk has changed the X platform nickname back to "Elon Musk"
Musk changed the X platform nickname from "Kekius Maximus" back to "Elon Musk," and also switched the profile picture back to a personal photo.
Messari releases six major predictions for 2025: AI Agent will peak in Q1 2025 and will not recover
Messari published six major predictions for 2025 on the X platform:
The outstanding performance of Hyperliquid may have ended;
VIRTUAL FDV will surpass TAO FDV within three months;
Pudgy Penguins will surpass CryptoPunks to become the hottest PFP series;
Peaq will surpass all L2s in 2025;
ETH's performance in 2025 will outperform SOL;
AI Agent will peak in Q1 2025 and will not recover.
10x Research: Ethereum may struggle to achieve a meaningful rebound in 2025
Markus Thielen, head of research at 10x Research, stated, "Ethereum may not be the wisest investment choice in the 2025 bull market, as its returns may be disappointing compared to Bitcoin."
Other analysts indicated that price trends could develop in two directions, and they are waiting for more confirmation from price charts to determine the price trend.
Qiao Wang: The market in 2025 faces three major risks: policy implementation, stock market overvaluation, and inflation resurgence
Qiao Wang, co-founder of Alliance, pointed out in a post that the market in 2025 faces three major risks: first, the implementation of new government policies may fall short of market expectations; second, the stock market is overvalued, and its decline will drag down the crypto market; third, inflation may make a comeback.
The IRS has postponed the enforcement date of cryptocurrency tax reporting rules to the end of 2025
According to Solid Intel, the IRS has postponed the enforcement date of cryptocurrency tax reporting rules to December 31, 2025.
Sonic Labs: The S token will launch on over 12 centralized exchanges in January
According to an official announcement from Sonic Labs, the $S token will launch on over 12 centralized exchanges (CEX) in January 2025 as an alternative to the FTM token. The list includes several well-known exchanges such as Binance and Bybit, supporting automatic token upgrades and Sonic network integration. More information on launch dates will be announced soon.
Matrixport: To boost Ethereum's price in 2025, ETF issuers need to create a more attractive narrative
Matrixport stated that Ethereum's performance in 2024 has been disappointing, with its weak performance clearly starting after the launch of the Ethereum ETF, with inflows far below market expectations. Meanwhile, on July 31, 2024, Senator Lummis proposed a Bitcoin bill, suggesting that Bitcoin be positioned as a strategic reserve asset. In contrast, Bitcoin has successfully established itself as "digital gold" and a potential reserve asset, while Ethereum lacks a similarly compelling narrative among traditional finance (TradFi) investors. The lack of clear use cases may be one of the core reasons for Ethereum's underperformance.
Looking ahead, ETF issuers may need to take on the responsibility of creating and promoting a more attractive narrative for Ethereum in 2025. Without additional support and market positioning, relying solely on Ethereum itself may struggle to bridge the gap with Bitcoin.
K33 Research: As global markets digest the Fed's pessimistic rate cut forecast for 2025, Bitcoin remains unaffected by the stock market decline
According to The Block, K33 Research reported that despite global de-risking leading to a stock market decline, Bitcoin still saw a slight increase over the past day, with its 30-day correlation to Nasdaq rising above 0.50. Analysts noted that the December FOMC meeting is seen as a major catalyst for the decline in risk assets, with the Fed lowering its expectations for rate cuts in 2025 from four times to two. Analysts stated that despite the decline in global stock indices, as the market processes the Federal Open Market Committee (FOMC) meeting on December 18, Fed Chair Jerome Powell indicated that the pace of monetary easing will slow in 2025, and Bitcoin remains above $95,000.
Market Dynamics
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