Delphi's Markets Year Ahead 2025

Join Ceteris and the Delphi Research markets team for a comprehensive look into their predictions and analysis for 2025. The discussion covers the dramatic shifts in the crypto landscape throughout 2024, from the impact of Bitcoin ETFs to the rise of meme coins and Solana’s remarkable performance. The team explores key themes including the return of market optimism post-election, the evolution of stablecoin adoption and credit markets, and animated debates about the future market dynamics between Bitcoin, Ethereum, and Solana. With insights from multiple market experts, this episode provides valuable perspective on both the structural and psychological factors shaping crypto markets heading into 2025.

🎯 Key Highlights

▸ Analysis of market dynamics in 2024: ETF impacts, meme coin phenomena, and ecosystem shifts
▸ Deep dive into stablecoin growth and institutional adoption trends
▸ Examination of L1 competition and relative value between BTC, ETH, and SOL
▸ Discussion of regulatory landscape changes and implications for crypto markets
▸ 2025 price predictions and major catalysts ahead

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🧠 Follow the Alpha

▸ Ceteris’ Twitter: @ceterispar1bus
▸ Kevin’s Twitter: @kevin_kelly_ii
▸ Jason’s Twitter: @3xliquidated
▸ Michael’s Twitter: @mrink0

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://twitter.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 – Introduction and 2024 Overview
03:27 – ETF Impact and Market Trends
08:13 – ETH Breaking 4k and Market Dynamics
22:26 – Stablecoin Growth and Credit Markets
34:08 – Regulatory Environment Discussion
42:14 – Solana vs Ethereum Analysis
56:51 – 2025 Price Predictions
01:02:00 – Network Value Debate