Key insights

• ⚖️ The Fed is expected to increase the size of its balance sheet after delay since May 2024, signaling potential for a longer bull market
• 📈 The current cycle is driven by Wall Street institutions and macro events, rather than crypto-native traders
• 💸 Prediction of another year of bull market and massive liquidity injection from the US in 2025 due to a debt crisis
• 💵 US government's potential devaluation of the dollar to create more liquidity, potentially leading to inflation
• 📜 Expectation of a pro-crypto bill to be passed in 2025, benefiting altcoins
• 💼 Anticipation of altcoin ETF approval in 2025, with potential candidates being recognized as not a security by the SEC
• 📈 Expectation of Ethereum outperforming Bitcoin in 2025, partly due to the effects of ETF inflows
• 💰 Forecast of Ethereum reaching $14,000 and Bitcoin hitting $200,000 by the end of the year, driven by factors such as FED liquidity cycle, altcoin season, and Ethereum staking

Q&A

• What factors contribute to Ethereum's bullish outlook?

  Factors contributing to Ethereum's bullish outlook include seasonality showing better performance in the first half of the year compared to the second half, the FED liquidity cycle, altcoin season, and Ethereum staking, with a suggestion to hold Ethereum over Bitcoin until the summer based on seasonality analysis.

• What are the price predictions for Ethereum and Bitcoin in 2025?

  Price predictions suggest Ethereum reaching $14,000 and Bitcoin hitting $200,000 by the end of the year, with factors such as FED liquidity cycle, altcoin season, and Ethereum staking contributing to the bullish outlook for Ethereum.

• What are the implications of XRP and Solana lawsuits with the SEC?

  The resolution of these lawsuits is expected to have implications for the classification of XRP and Solana as securities, with potential impact on their market performance and the pricing of altcoin ETFs.

• What are the expectations regarding regulatory changes for digital assets?

  Expectations include a new pro-crypto chair at the SEC under the new Administration and a potential bill establishing a regulatory framework for digital assets, which may impact US crypto companies based on decentralization criteria and lead to a divide between large established cryptos and on-chain DeFi crypto startups.

• How do government actions impact the crypto market?

  Actions like potentially devaluing the dollar to create more liquidity and a possible US pro-crypto bill passed in 2025 can affect the crypto market, with expectations for a significant impact on altcoins.

• What are the potential developments regarding altcoin ETFs in 2025?

  There are higher chances for altcoin ETF approval in 2025, with potential candidates being recognized as not a security by the SEC, including Litecoin, H bar, Solana, and XRP. Analysts from Bloomberg are closely following these developments.

• What is the impact of the Fed's actions on the crypto market?

  The expected increase in the Fed's balance sheet and a potential longer bull market due to slower rate cuts and reduced recession probabilities may influence the crypto market, with a forecast of another year of the bull market and a significant liquidity injection in 2025 related to a debt crisis.

• How is the current crypto cycle being driven?

  The current cycle is primarily driven by Wall Street institutions and macro events, rather than crypto-native traders, with slower rate cuts and reduced recession probabilities indicating the potential for a longer bull market.

• What are the predictions for the 2025 bull run?

  The predictions indicate the bull run extending till Q4 of 2025 due to factors like FED liquidity injection, altcoin season, and Ethereum staking, with Ethereum outperforming Bitcoin in this period.

• 00:00 Bitcoin hitting $100k, US elections impacting crypto, no altcoin ETFs in 2024, crypto gaming going mainstream, AI crypto growing with focus on ZK ML, layer twos and decentralized social media not as successful, predictions for 2025 bull run extending till Q4, crypto market impacted by Fed and liquidity cycle
• 04:07 The Fed is expected to start increasing the size of its balance sheet after not making a full pivot since May 2024. Slower rate cuts and reduced recession probabilities signal a potential longer bull market. Wall Street institutions and macro events, not crypto-native traders, are driving the current cycle. Predicts another year of bull market and a massive liquidity injection from the US in 2025 due to a debt crisis.
• 08:33 The US government can devalue the dollar to create more liquidity, potentially leading to inflation. A US Bitcoin Reserve may not be passed in 2025, but the government already holds a significant amount of Bitcoin. A pro-crypto bill is expected to be passed in 2025, benefiting altcoins.
• 13:06 The SEC is getting a new pro-crypto chair under the new Administration, and a bill could establish a regulatory framework for digital assets. This bill may impact US crypto companies, especially based on decentralization criteria. It may lead to a divide between large established cryptos and on-chain DeFi crypto startups. The chances for altcoin ETF approval in 2025 are higher, with potential candidates being Litecoin, H bar, Solana, and XRP, recognized as not a security by the SEC. Analysts from Bloomberg are following these developments closely.
• 17:49 The XRP and Solana lawsuits with the SEC are expected to be resolved soon. The outcome will have implications for their classification as securities. The performance of the Ethereum ETF and its inflows will impact the price of altcoin ETFs in 2025. Ethereum is predicted to outperform Bitcoin in 2025, partly due to the effects of ETF inflows.
• 22:50 Ethereum's seasonality indicates bullish performance in the first half of the year, outperforming Bitcoin. Price predictions suggest Ethereum reaching $14,000 and Bitcoin hitting $200,000 by the end of the year. Factors such as FED liquidity cycle, altcoin season, and Ethereum staking contribute to the bullish outlook for Ethereum.