Real Vision’s crypto analyst Jamie Coutts is predicting the major trends that the cryptocurrency industry will experience in 2025.
Coutts states on the social media platform X that the decentralized finance (DeFi) sector could grow by 4 to 5 times as a result of the traditional finance (TradFi) sector entering the space.

Amidst this significant growth, Coutts predicts that certain DeFi protocols could outperform Bitcoin (BTC), Ethereum (ETH), and Solana (SOL). He also foresees the beginning of an entanglement between DeFi and TradFi next year.

“Big Trends for 2025:

1. TradFi starts catching up – expect CEX (centralized exchange) acquisitions and more crypto integrations (Robinhood/Arbitrum).

2. Several CEXs file and list on TradFi exchanges.

3. Several CEXs build out their own DEX platforms (L2s) or multichain integrations.

4. RWA (real-world asset) pumps the sector valuations as financial asset tokenization ramps up (especially stocks and fixed income).

5. TradFi growth investors start adding crypto sleeves – DeFi sector becomes a priority because they can be modeled on cashflows.

6. DeFi sector grows by 4-5 times. Several protocols outperform ETH/SOL/BTC.”

Coutts adds that the numbers indicate that crypto is rapidly gaining ground against the more established TradFi industry.

“This is astonishing. Crypto is surpassing TradFi.

1. Coinbase: 11% of global exchange revenue, ranked 5th, ahead of Nasdaq.

2. DEXs (decentralized exchanges): 5%, surpassing HKEX (The Stock Exchange of Hong Kong) and CBOE.

3. Total CEX revenue could equal TradFi in 2024.

4. CEX and DEXs are growing 2.5-4 times faster than TradFi.

5. DEXs are some of the most ‘profitable’ applications in the world.

6. If you value the CEX sector based on Coinbase’s P/S (price to sales) multiple, the total market cap would be $749 billion compared to TradFi’s $610 billion.”

At the time of writing, the total DeFi market cap stands at $152.616 billion.

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