Analysts at Bernstein have set a price target of $200,000 for Bitcoin by the conclusion of 2025. This projection is part of a comprehensive analysis that foresees substantial transformations within the cryptocurrency market, which the analysts refer to as entering an “Infinity Age,” marked by widespread acceptance and integration into established financial systems.
The analysts anticipate a continued rise in corporate treasury adoption, forecasting inflows to exceed $50 billion in 2025, a significant increase from the $24 billion expected in 2024. MicroStrategy is expected to play a pivotal role in this trend, alongside Bitcoin miners and small to mid-cap companies.
In addition, they predict that U.S. spot Bitcoin exchange-traded funds (ETFs) will draw net inflows exceeding $70 billion, effectively doubling the approximately $35 billion recorded in 2024.
Regulatory developments are also anticipated, with expectations of a more favorable pro-crypto administration that may focus on legislation concerning stablecoins and the structure of the digital asset market.
Bernstein forecasts that the global stablecoin market will surpass $500 billion by 2025, propelled by increased adoption beyond the cryptocurrency sector, particularly in cross-border transactions.
Moreover, the analysts highlight a potential evolution in Bitcoin mining, suggesting that companies may need to incorporate artificial intelligence to enhance value generation. The intersection of AI and cryptocurrency is expected to drive innovation, resulting in advancements such as decentralized AI-centric blockchains and AI-integrated cryptocurrency wallets.
Ethereum is also projected to gain popularity among institutional investors, with approximately 28% of Ether staked and a growing utility across various applications.
In light of these factors, Bernstein’s forecasts indicate a transformative era for cryptocurrencies as they become increasingly integrated into the global financial landscape.
