Crypto’s ‘Infinity Age’: Bernstein Reveals 10 Defining Trends for 2025

• Bernstein analysts believe crypto is now mature with optimistic projections for 2025.
• The analysts see Bitcoin’s price at $200,000, with a $500 billion stablecoin valuation.

Analysts at Berstein, a research and brokerage firm, say crypto has entered the “Infinity Age,” a long period marked by widespread acceptance and evolution. To mark the emergence of this new era, the Berstein analysts have released ten defining trends that will reshape crypto in 2025.

The Bernstein 10 Defining Trends for Crypto in 2025

Berstein analysts led by Gautam Chhugani wrote to clients that the Infinity Age leads to a point where crypto is no longer controversial. They highlighted crypto’s growing relevance among corporations, banks, and institutions as an important step in building financial systems.

The Berstein analysts spotlighted the first defining 2025 crypto trend: the possible establishment of a Bitcoin reserve in the US. They cited a growing narrative around sovereign adoption following President-elect Donald Trump’s strategic Bitcoin reserve pledge. Consequently, the analysts reiterated their $200,000 Bitcoin price target by the end of 2025.

They anticipate a sustained increase in Bitcoin corporate treasury adoption, with more than $50 billion in inflows in 2025. This is over double the $24 billion inflows recorded last year. Like in 2024, analysts think MicroStrategy will likely lead the demand in the market again this year.

Another crypto trend Berstein analysts anticipate is increased inflows into the spot Bitcoin Exchange-Traded Funds (ETFs). The analysts predicted that net inflows could exceed $70 billion in 2025, double the $35 billion generated in 2024. 

Furthermore, the analysts predicted that the Bitcoin ETF whitelisting process will continue with large national wirehouses and private bank platforms. They expect Bitcoin and Ethereum to continue leading ETF momentum, with a Solana ETF set for a potential launch by the end of the year.

Continuing the Bitcoin discussion, the analysts claim miners will “have to” continue to shift capacity to AI for value creation. In 2024, AI diversifiers completely changed the Bitcoin mining business, receiving huge profits. 

For instance, AI diversifiers like Core Scientific and TeraWulf saw 308% and 136% respective gains for the year. On the other hand, “pure-play” Bitcoin miners like Riot Platforms and CleanSpark recorded losses of 34% and 17%, respectively.

AI Integration, Regulations, Stablecoins, Increase ETH Institutional Interest, and SEC Case Settlement

Bernstein analysts foresee increased Artificial Intelligence (AI) convergence with the crypto business this year. Key advancements include AI-integrated crypto wallets, tokenized AI agents, and decentralized AI-focused blockchains for computing.

Moving on, Bernstein analysts anticipate a major shift in crypto regulations this year with the incoming pro-crypto administration. They expect greater clarity on the definition of “crypto securities,” digital assets market structure, and potential legislation on stablecoins.

The analysts explained that establishing clear crypto guidelines in the U.S. could drive substantial growth in the global stablecoin market. Thus, they predict the global stablecoin market will cross $500 billion in 2025, over twice the $200 billion recorded thus far.

Furthermore, the Berstein analysts anticipate a surging Ethereum (ETH)  institutional interest this year. “Ethereum is poised to become the next “institutional darling” in 2025, despite underperformance last year,” Chhugani said. 

Finally, analysts expect that a more pro-crypto Securities and Exchange Commission (SEC) will withdraw or settle existing cases with crypto businesses.