Key Points
- Bernstein Research predicts widespread cryptocurrency adoption by 2025, including a $200K Bitcoin price target.
- They also forecast a surge in the stablecoin market and an increase in corporate Bitcoin holdings.
As 2025 begins, Bernstein Research has shared a bold vision for the future of cryptocurrency, which they call the “Infinity Age”.
In a note to clients, the firm’s managing director, Gautam Chhugani, suggested that cryptocurrency is becoming a fundamental part of global finance rather than a niche innovation.
Bitcoin’s Promising Future
Chhugani stated that corporations, banks, and institutions now firmly have cryptocurrency on their radar.
Bitcoin (BTC) started the year on a positive note, trading around $99,200 with a 6% increase since the start of 2025.
Bernstein analysts have reiterated their ambitious $200,000 price target for Bitcoin by the end of 2025, aligning their optimism with President-elect Donald Trump’s pro-Bitcoin stance.
They also highlighted the growing trend of corporations embracing Bitcoin, estimating that treasury inflows will exceed $50 billion in 2025, up from $24 billion the previous year.
Spot Bitcoin ETF inflows are also expected to rise dramatically, with Bernstein predicting over $70 billion in net investments by the end of the year.
Ethereum and Stablecoin Growth
While Bitcoin leads, Ethereum (ETH) is being seen as the “institutional darling” of 2025 according to Bernstein.
Despite a lackluster performance in 2024, they highlighted Ethereum’s limited supply and diverse utility as attractive factors for traditional investors.
Bernstein also predicts the launch of a Solana ETF by the end of the year.
In addition to Bitcoin and Ethereum, the Infinity Age brings optimism for regulatory clarity.
The incoming pro-crypto US administration is expected to introduce favorable legislation for stablecoins and digital asset markets.
Bernstein predicts that this regulatory clarity will drive exponential growth in the stablecoin market, which is expected to exceed $500 billion by the end of the year.
