As the crypto market enters what Bernstein analysts call the “Period of Endlessness,” there has been a surge of optimism, especially when Bitcoin (BTC) gained momentum and climbed to the $102,000 level earlier in the week.
In addition, the excitement about the upcoming administration of Donald Trump in the US has created an impulse in the crypto community, which has led to several bold predictions for the next year.
Bernstein Predicts Bitcoin To Reach $200,000 By 2025
Bernstein analysts prediction that Bitcoin will reach an impressive $200,000 by the end of 2025, is supported by the growing acceptance of Bitcoin, especially given the expected innovation. Strategic Bitcoin Reserve in the United States, recently confirmed by President-elect Donald Trump.
The company also expects Bitcoin business to continue its upward trend, projecting inflows of more than $50 billion this year, which is a significant increase from the $24 billion recorded in 2024.
MicroStrategyThe Bitcoin-centric company that recently became the first of its kind to be listed on the Nasdaq 100 Index, is expected to lead the charge, closely followed by Bitcoin miners looking to scale their investments.
In addition to corporate wealth, Bernstein expects that Bitcoin exchange rates (ETFs) will experience multiple inflows, exceeding $70 billion by 2025.
This increase is expected to be fueled by growing institutional interest, where hedge funds, banks, and wealth advisors are increasingly participating in the market. Analysts believe that the launch of the Solana ETF this year will further stimulate investment in Bitcoin.
Bernstein’s analysts emphasize that their $200,000 price does not account for potential government demand, suggesting that the actual value could be much higher as Bitcoin moves from the hands of traders to. long term ownersincluding corporate stocks and ETF investors.
Pro-Crypto Legislation Expected Under Trump Administration
The Bitcoin mining landscape is expected to change. Bernstein predicts that miners will grow through consolidation artificial intelligence (AI) in their operations to create value.
Last year highlighted the significant performance differences between various AI miners, who saw huge gains, and those who focused only on Bitcoin, who faced losses. This trend is expected to continue, which will enable miners to use AI technologies that improve sustainability and attract institutional investors.
The convergence between AI and crypto is poised to intensify by 2025, leading to new developments such as the focus of AI blockchains and AI-integrated crypto wallets. Analysts at Bernstein see this merger as a significant opportunity to spur innovation across the industry.
As the Trump administration takes office, Bernstein analysts believe the market can expect pro-crypto legislation aimed at clarifying regulations around stablecoins and the structure of the crypto market as a whole.
The stablecoin bill is considered a priority, as it can strengthen the US dollar and develop the digital economy. This clarification of the law is expected to propel the stablecoin market to exceed $500 billion by 2025, more than doubling its growth from the previous year.
Analysts also foresee a friendly approach from the Securities and Exchange Commission (SEC) under the new administration, which may lead to the withdrawal or settlement of existing cases against crypto companies.
As Bernstein describes the “Infinity Age” of crypto, they envision a future marked by endless evolution and widespread adoption.
In this new era, crypto is expected to become an important part of the financial system, moving beyond its controversial period to a state recognized and accepted by companies, banks, and institutions.
Featured image from DALL-E, chart from TradingView.com