Analysis of the Crypto Market in 2025
The cryptocurrency market is expected to undergo significant changes in 2025, with CryptoQuant CEO Ki Young Ju warning that “most altcoins won’t make it” in the upcoming year. This statement is supported by the fact that the era of “everything pumping” is over, and only fundamentally strong altcoins will see gains in 2025. According to Ju, there are three key factors that will determine which altcoins succeed: potential ETF approvals, sustained user engagement, and revenue generation.
ETF Approvals
The approval of Exchange-Traded Funds (ETFs) is a crucial factor in the success of altcoins. Analysts such as Bloomberg’s James Seyffart and Eric Balchunas estimate a high approval probability for several altcoins, including:
* Litecoin (LTC): 90%
* Dogecoin (DOGE): 75%
* Solana (SOL): 70%
* Ripple (XRP): 65%
These estimates are based on the pro-crypto policies of President Donald Trump’s administration and the accommodating stance of Acting Chairman of the SEC, Mark Uyeda. The growing institutional interest in diversifying crypto assets is also reflected in the filing of a spot Solana ETF by Franklin Templeton.
Sustained User Engagement
In addition to ETF approvals, sustained user activity is essential for the success of altcoins. Investors now favor ecosystems with real-world adoption, high transaction volumes, and consistent fee generation. This is a significant shift from previous cycles, where hype and speculation drove the market.
Revenue Generation
Revenue is the final filter for altcoins, and projects with sustainable business models are more likely to succeed. The market is no longer driven by hype, and investors are looking for ecosystems with real-world use cases and revenue-generating potential.
Predictions for the Crypto Market in 2025
Based on the analysis, several predictions can be made for the crypto market in 2025:
- Selective altseason: Only fundamentally strong altcoins will see gains in 2025, while most altcoins will struggle to survive.
- Increased institutional investment: The growing institutional interest in diversifying crypto assets will lead to increased investment in ETFs and other crypto products.
- Focus on revenue generation: Projects with sustainable business models and revenue-generating potential will be more likely to succeed in the market.
- Importance of user engagement: Ecosystems with real-world adoption, high transaction volumes, and consistent fee generation will be favored by investors.
In conclusion, the crypto market in 2025 will be characterized by a selective altseason, where only fundamentally strong altcoins will succeed. The key factors that will determine the success of altcoins are potential ETF approvals, sustained user engagement, and revenue generation. Investors should focus on projects with sustainable business models, real-world adoption, and revenue-generating potential to navigate the changing crypto landscape.
