2024 was a turning point for Web3 - . From BTC hitting new highs to institutional adoption of ETFs, the crypto ecosystem evolved in ways that lay the foundation for exponential growth in 2025. Let’s dive into the biggest insights and predictions from our Year-End Report. 1/11

10/10 – Regulation builds the rails.August marked the first rollout of the CLARITY Act, setting custody and staking standards. Retirement accounts are next. Opening 401(k)s and IRAs to crypto could unlock trillions in long-term demand.

9/10 – Altcoin adoption broadens.Beyond SOL and SUI, filings are advancing for DOGE, LTC, and XRP. If approvals land in Q4, structural inflows will extend the institutional footprint across multiple assets — confirming crypto’s shift to a multi-asset ETF era.

8/10 – Sui enters the spotlight.SUI has quietly built momentum with strong dev and onchain activity and growing liquidity. ETF/DAT filings are advancing, and its inclusion in the institutional pipeline positions it as one of the next large-cap alts to benefit from Q4 flows.

7/10 – Solana gains legitimacy.SOL is no longer just a high-beta trade. Protocol revenues crossed $50M YTD. SOL DATs inflows are accelerating and the final deadline for Bitwise & s SOL ETF filing is coming up in early Q4.

6/10 – Ethereum takes the baton.ETH ETFs have absorbed over $29B, with $10B since July. The rotation from BTC into ETH shows institutions are diversifying. September and early October are seasonally weak periods — ETH may consolidate around ATHs before resuming the rally in Q4.

5/10 Selling pressure on BTC is starting to slow, while global M2 keeps expanding — creating a gap between liquidity growth and current BTC price action. That disconnect sets the stage for a catch-up rally, with a CME futures gap sitting near $117K acting as a natural magnet.

4/10 – Anchored by institutions.Despite the pullback, flows remain historic: $15.5B YTD into spot ETFs, IBIT above $80B AUM, and corporate treasuries nearing 880k BTC. Institutional demand provides the structural bid that cushions volatility.

3/10 – Bitcoin digests the rally.BTC has settled into the $108K–$119K. ETF inflows slowed, short-term holders took profits, and some whales + long-term holders rotated into ETH — adding downside pressure in August. Meanwhile, Chinese equities and Bitcoin peak in tandem.

2/10 – Liquidity follows policy.With inflation struggling to cool off (Truflation <2%, PCE 2.9%), global liquidity is already expanding. China’s credit impulse and European easing add fuel, creating the conditions for a broad risk-on phase.

1/10 – Monetary pivot in motion.At Jackson Hole, Powell opened the door to the first rate cut since 2024. Markets now price a 25bps move in September with >90% odds. The Fed shifting from restraint to easing is the catalyst risk assets have been waiting for.

Curious to see all the insights? Dive into the full survey results here:

5/5.Sector views are rotating. In Oct '24, AI was the dominant bet. Today? Allocators are increasingly focused on DeFi, stablecoins, and RWAs. Gaming remains the most consistently bearish theme.

4/5.Ethereum forecasts remain wide-ranging. — 28% expect ETH to peak at $3K–$4K.— 26% believe it will exceed $7.5K.— Nearly half of respondents now expect the ETH cycle top to arrive in 1H 2026.Conviction is growing—but so is the dispersion.

3/5.Timing has also shifted. In our latest survey:.— 42% expect BTC to peak in 1H 2026.— 38% still expect a top in 2H 2025.— 13% believe the cycle could extend into late 2026.Allocators are preparing for a longer, more durable cycle.

2/5 Back in Oct '24, most allocators forecast BTC to top between $100K–$150K. Now?.42% expect $150K–$200K.28% still see $125K–$150K.And 11% now call for a high above $250K. Sentiment is clearly more bullish—and less compressed.

1/5 In July 2025, we at MV Global surveyed 50+ leading crypto allocators to gauge how sentiment has shifted since our October 2024 benchmark study. What we found: timelines are extending, and confidence in this cycle is building. Full survey:

10/10 .Altcoins are bottoming. TOTAL2 formed a triple-bottom, while $COIN leads price action—potentially signaling an altcoin rotation. Historical altseason setups tend to start in June/July.

9/10 .Sui was the breakout performer in June DeFi. A protocol hack led to DEX share reshuffling—but user activity and TVL remained strong.

8/10.Solana continues to dominate Layer 1 activity. June saw $13.8M in app revenue in a single week, outpacing both Ethereum and Bitcoin.

7/10 .Ethereum is rebuilding value. Still below its 200WMA, but on-chain metrics and ETF flows are turning. Over 20M unique addresses interacted with ETH last week.