📈 What to Expect From Bitcoin & Crypto in H2 2025

Will one of the tech giants establish a bitcoin position?

Is ETH at a make-or-break moment?

Which new crypto ETFs will get approved?

👇Here's a summary of what I wrote for Investopedia:

1️⃣ Bitcoin Treasury Companies Go Mainstream?

• Businesses holding bitcoin as a reserve asset are booming — from the originator Strategy (formerly MicroStrategy) to newcomers like Nakamoto.

• According to nostr:nprofile1qyxhwumn8ghj7mn0wvhxcmmvqy28wumn8ghj7un9d3shjtnyv9kh2uewd9hsqgrvq38gwwzwgc0g4m04z6z85kqzqy74j7f559x82zw6y66f5g2dxvf05ep3, there are now an estimated 135 public companies holding bitcoin.

• “The question of whether to acquire bitcoin is quickly going from if to when,” says nostr:nprofile1qyxhwumn8ghj7mn0wvhxcmmvqywhwumn8ghj7mn0wd68yttsw43zuam9d3kx7unyv4ezumn9wsqzqcp8zt8pe93fjfj2eam5gnaf7t8g7g2gu8z6udahay3dmnmtk6xmvu8unw of Castle.

• Cole expects a large household name to announce a bitcoin position before the end of the year.

2️⃣ Ethereum's Make-or-Break Moment?

• Some fear bitcoin’s dominance + ETFs + treasuries make altcoins obsolete, with bitcoin treasury companies potentially taking the role altcoins played in previous cycles.

• But there are some potential drivers of a trend reversal for ETH: stablecoins, institutional interest in tokenized RWAs, staking in ETFs, and regulatory clarity.

• “If the current developments play out as expected, there’s meaningful room for a catch-up,” says FalconX's David Lawant

3️⃣ More Crypto ETFs & IPOs

• Spot ETFs for BTC & ETH already exist and ETFs for more crypto assets are on the way, with features like staking & in-kind redemptions also in the works.

• Circle’s IPO succeeded, and others (Gemini, Kraken, Ripple, Consensys?) could follow soon

• Bloomberg’s James Seyffart: “We will see the vast majority, if not all, of the currently filed ETFs approved by year-end.”

Read the full story over at Investopedia: https://www.investopedia.com/what-to-expect-bitcoin-crypto-markets-second-half-2025-11762236