The opportunities of 2025

2025's market drivers

In 2024, the digital assets market experienced a monumental year with various significant developments, such as the approval of the Bitcoin and Ethereum spot ETFs, the increasing traction of tokenization, and the election of the first pro-digital assets president, Donald Trump. Now, as the market enters 2025, we expect to move towards the latter stage of the bull market.

A dominant Bitcoin and lagging altcoins characterized 2024. However, at the end of the year, the market observed a shift as altcoins started to outperform Bitcoin. In 2025, we expect this trend to continue as the market enters the phase known as the altcoin season. This phase is characterized by the significant outperformance of altcoins compared to Bitcoin.

After this phase, we expect the digital assets market to enter a bear market. Therefore, 2025 offers a unique opportunity to enter the market before the four-year cycle concludes.

Why now is the right time

The stance towards digital assets has changed

Over the past years, the stance towards digital assets has changed. Where the majority of investors first saw these assets as speculative, the market witnessed a shift. Despite its fluctuating cycles, the market continued to attract users, with almost 500 million people owning digital assets worldwide. This continued adoption states that digital assets aren’t short-term hype but are here to stay.

Even institutions such as the International Monetary Fund have stated: “Digital assets are here to stay, and governments should start thinking about the infrastructure behind these digital assets.

Maturing asset class

In 2009, Bitcoin was launched, starting a revolution only a few initially understood its full potential. Fifteen years later, the digital assets industry comprises thousands of assets and is still considered an emerging class. However, with its rapid pace of adoption and a market capitalization of $3 trillion, the industry will soon mature, leading to a diminishing of the incredible performance witnessed over the last decade. 

Although there will be enough time to invest in digital assets, we believe that 2025 will present one of the biggest genuine opportunities to invest in digital assets.

Upcoming altcoin season

In 2025, we expect altcoins to take the lead in performance against Bitcoin. In 2024, Bitcoin was the dominant asset, but by the end of the year, it gradually weakened. Now, we observe a liquidity shift towards altcoins, allowing these smaller market capitalizations to experience significant growth.

The role of digital assets in a portfolio


In addition to the incredible results digital assets can offer when holding the right positions, they provide even more. Small positions of 1% - 5% have proven to improve the risk-reward ratios of traditional portfolios.

Furthermore, they offer exposure to an asset class that is technologically and innovation-driven, with a sole focus on the digital economy, which will only continue to increase. In our opinion, these assets offer greater performance and future-proofing as we move towards an increasingly digital economy.