Intro
We have been pointing to a very bullish 2025 in our previous reports. Underpinning the hype with well researched data and facts. There is no more rewarding outcome than that which is based on data and blended with opinion as a result of years of experience.
There is so much happening on a daily basis it’s hard to ignore just how far our industry has come. Crypto is now mainstream in every aspect. We have much more to witness but you could say the worst is behind us.
Just last week we saw the Genius Act, the Clarity Act signed into law by congress led by Trump and his financial team. The first major crypto law in the US. A true watershed moment. And while we were all scrambling around trying to figure out what cryptos best use case is we have created the stablecoin. A Real World Asset that is gaining traction globally at breakneck speed and yet remains at only $250B market cap. Market experts predict that this will double to $500B in 2026 and quickly to around $2T.
We also dive into a comparison between an ETH Strategy and a BTC Strategy. Right now what’s on everyone’s mind is the current wholesale adoption of Ethereum as a legitimate investment strategy for corporate treasuries. We have seen the playbook from Saylor and Strategy. In recent weeks we witnessed Trump’s Media company buy $2B in Bitcoin. It’s proven already the validation of this strategy. Next phase is first mover advantage to dominate the $ETH treasury play like Saylor did with Strategy..
Large Institutions have also arrived, we look into the Bitcoin Macro movement with the charts telling the full story. Over the past few months, we’ve seen major asset managers like BlackRock, Grayscale, Bitwise, and others pour billions into Bitcoin and Ethereum ETFs. For newcomers to the space, this might just sound like “more money moving around” but it’s actually a huge milestone for crypto. We break it down some more.
Public Companies continue to stockpiling ETH in 2025. In the spring of 2025, SharpLink Gaming made headlines, not with a new game, but with its balance sheet. They announced holding 280,706 ETH, describing Ethereum as their primary treasury asset. That wasn’t a casual mention,it was a bold statement: ETH is now being treated like digital oil. And they weren’t alone. A wave of public companies is reallocating capital toward Ethereum, and it makes more sense than you might think.
The Ai crypto sector may have chilled off a bit, we also give our revue of this sector including our thoughts on Ai Agents.