Author: Martin Young, CoinTelegraph; Compiled by: Five Baht, Golden Finance
Fidelity Digital Assets said in its latest research report that the inclusion of Bitcoin in strategic reserves in 2025 is expected to drive crypto Money markets grew significantly.
Matt Hogan, a digital asset research analyst at Fidelity, said in a paper titled "Outlook to 2025" published by the company on January 7: "We expect more central banks, sovereign wealth funds and The Treasury will seek to establish a strategic position in Bitcoin," he added, adding that the agencies are likely to take note of the strategies adopted by Bhutan and El Salvador, "and the relatively short period in which they moved away from those. ”
Not allocating to Bitcoin pairs may be riskier than allocating to Bitcoin, he said, due to challenges such as inflation, currency devaluation and growing fiscal deficits.
If the United States proceeds with its strategic Bitcoin reserve plan, “it is likely that it will begin secretly hoarding Bitcoin,” Hogan said. "No one has the incentive to announce these plans, because doing so may affect more buyers and drive up the price."
The largest holder of Bitcoin. Source: FDA
Hogan also predicted that digital asset structured and managed products will “go mainstream” by 2025, adding that spot Bitcoin and Ethereum exchange-traded funds are “hard to overstate. ".
“Given the initial success of these products, we can reasonably expect that 2025 will bring more structured passive and actively managed digital asset products to the world of TradFi.”
Hogan also predicts that tokenization will become the “killer app” in 2025, with on-chain value doubling from $14 billion to $30 billion by the end of the year.
“Tokenization is often seen as a buzzword in blockchain technology, but its potential in financial services and other sectors is only beginning to be realized,” he said.
Fidelity researchers said investors should "prepare for acceleration" as "adoption, development, interest and demand for digital assets increase."
They add that “it is not too late for investors to join the digital asset movement” and believe that “we may be entering the dawn of a new era of digital assets that will last for years — or even decades. Years."