I've been seeing these ups and downs in crypto since 2013 when I first went on CNBC to recommend $BTC. In 2017 I was among the seed investors in $FIL and $ZEC and this year I have started two DATs: $TAOX and $SBLX
I have seen this before.
I am a buyer at these levels in crypto because:
A) STABLECOIN VOLUME: In 2020, there were about $2.5 trillion in stablecoin transactions. In 2024, $27.6 trillion. In 2025: $50 Trillion (!). By comparison, Visa will have $15 trillion in transaction volume.
B) TOKENIZED STOCKS: In 2020, there was about $0 worth of trading volume on tokenized stocks. This year there will be about $1 trillion, which is still less than 1% of the $134 Trillion global volume of the stock market.
C) TOTAL TOKENIZATION OF REAL WORLD ASSETS: stocks, real estate, treasury bills, art, etc. Tokenized assets can be traded 24/7 on defi exchanges. This is a revolution in finance.
In 2020. there were less than $1 billion of tokenized assets. In 2025, there will be about $60 billion and by 2030, with all the current projects in place, the number is expected to be about $30 Trillion.
This means all the tokens related to tokenization infrastructure will experience massive growth.
D) VOLUME ON DEFI EXCHANGES: Defi exchanges have many benefits over centraized exchanges, including lower fees, faster execution, 24/7 trading, etc.
Volume in 2020 was less than a $100 billion. 2024 was about $2.5 Trillion. 2025 will be about $5 trillion. Exponential growth.
This, of course, benefits all the defi tokens and infrastructure players.
E) COUNTRIES INCLUDING CRYPTO IN STRATEGIC RESERVES:
This has gone from 1 or 2 in 2020 to 27 now, including the US, the UK, China, Luxembourg. Brazil, Switzerland, etc.
F) NUMBER OF GLOBAL CRYPTO USERS:
2020 - 100 million, 2024 - 560 million, 2025 (expected): 860 million. Next year over a billion.
Reminds me of the Internet. It wasn't until 2005 that the internet stocks really took off after the 2000 bust. What happened in 2005? Internet users passed 1 billion for the first time. Which is going to happen in the next few months.
CONCLUSION: We're still in inning one of an exponentially growing evolution of the global financial system.
In the interest of transparency: I've been an active buyer of $TAO $ETH $FLUID $INJ $LINK $AAVE and others.
22,23 tn
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