Pod 37: 2025 Market Trends
In our first episode of the new year, partners Brendan Quinn and Jon Frisch, set the stage for Bitcoin trends in 2025. Institutional adoption is finally here, fueled by the launch of Bitcoin ETFs—the vehicle Wall Street needed. Retail investors took Bitcoin from $0 to $2 trillion, but institutions could drive it to $10 trillion, rivaling gold. Companies and governments are now poised to be the largest BTC buyers. Credit is emerging as the vital bridge between traditional and digital finance. We also discuss the need to support entrepreneurs uncovering innovative solutions beyond the obvious.
Who Owns the Most Bitcoin 2025? - River
Stone Ridge Investor Letter 2024