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2025: The Year of ETFs, Regulations, and Macro Shifts

How 2024 set the stage for a transformative year in crypto.

Dear Investors,

Welcome to 2025! The year of the bull.

It’s been a wild ride, hasn’t it?

Back in December, I highlighted that a market correction was imminent—and it happened right on cue. The total crypto market cap corrected by 13.2%, a necessary breather after the explosive growth we saw in November after the US election.

For those of you who stayed calm, avoided over-leveraging, and stuck to your strategy, congratulations.

To those who took some profits during the rally and bought back at lower prices after the correction—you have my respect. That’s the kind of discipline that separates the great investors from the good ones.

But without further ado, let’s explore the important.

In This Letter

2024 in Review: ETFs and Institutional Adoption

Source: Dall-e

Looking back, 2024 will be remembered as the year institutions truly embraced crypto.

  • Bitcoin and Ether ETFs broke records, crossing $100 billion in AUM within months of their launch.

  • Bitcoin ETFs alone now represent 88% of the AUM of all gold ETFs—a staggering achievement considering gold ETFs have been around for over 20 years.

  • Together, Bitcoin and Ethereum ETFs are just $5 billion shy of matching the total AUM of gold ETFs.

This isn’t just any milestone—it’s a clear sign that the market is maturing and that Wall Street is finally starting to see crypto as a legitimate opportunity rather than something risky or obscure.

2025: The Year of Transformation

Source: Dall-e

As we look ahead, 2025 will be shaped by three key drivers:

  1. ETFs,

  2. New regulations,

  3. Macro conditions.

1. ETFs: Capital Inflows and Market Dynamics

The ETF story isn’t over—it’s just beginning.

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