Coinbase Institutional identifies three major trends that will shape the cryptography market in the second half of 2025: an improvement in macroeconomic perspectives, an increase in the demand for short -term businesses and increasing regulatory clarity.
He says that these dynamics could lead to significant growth and structural changes through the digital asset ecosystem.
3 trends defined to define cryptographic markets in H2 2025
An improvement in macroeconomic perspectives with reduced risk of recession is the first trend highlighted by Coinbase.
“We could see an economic slowdown or a slight recession this year – if not completely avoid a recession – rather than a scenario of recession or serious stagflation,” said the report.
He noted a more optimistic American economic growth prospect, especially since the Federal Reserve (Fed) should reduce interest rates at the end of 2025.
Given the increase in liquidity measures such as US M2 and the expansion of world central banking balance sheets, Coinbase believes that “conditions are unlikely to bring back the prices of assets at 2024 levels”, which implies that the upcoin rise will probably continue. This promotes the growth of the market capitalization of cryptography, in particular with controlled inflation and budgetary support policies.
The large short-term demand for companies is the second factor, because companies are increasingly considering cryptocurrencies as an asset allocation tool. According to Coinbase, around 228 public companies hold 820,000 BTC worldwide, some investing in ETH, Sol and XRP.
According to Galaxy Digital, around twenty companies use leveraging effects developed by the strategy (formerly Microstrategy). The Rules of Accounting FASB Updates make it possible to record digital assets at the fair market value, to replace the prior recognition of losses and by encouraging the participation of companies.
A new trend is the rise of cryptographic vehicles listed on the stock market (PTCV), focused only on the accumulation of crypto via actions and a emission of convertible bonds. However, this leads to risks: forced sales pressure (due to bond debts) and discretionary sale (eroding market trust).
Short -term risks are also low because most debts ripen between 2029 and 2030. With reasonable loan / value ratios, large companies can be refined without liquidation of assets, supporting an accumulation of continuous cryptography in 2h25.
A clearer regulatory roadmap is the third trend, with significant progress in the legislation on the structure of the stables and the structure of the market.
Unlike the previous approach “regulation by application”, the White House and the Congress advance a complete framework. In addition, the laws of Stablecoin, via stable law and the law on engineering, should be a breakthrough, establishing reserve requirements, anti-white compliance and user protections.
These bills can be unified by August 2025. Laws of the structure of the cryptographic market, such as the Clarity Act, clarify CFTC and dry roles, based on Fit21.
Non-liability clause
In membership of the Trust project guidelines, Beincrypto has embarked on transparent impartial reports. This press article aims to provide precise and timely information. However, readers are invited to check the facts independently and consult a professional before making decisions according to this content. Please note that our terms and conditions, our privacy policy and our non-responsibility clauses have been updated.
