I've been seeing these ups and downs in crypto since 2013 when I first went on CNBC to recommend $BTC. In 2017 I was among the seed investors in $FIL and $ZEC and this year I have started two DATs: $TAOX and $SBLX
I have seen this before.
I am a buyer at these levels in crypto because:
A) STABLECOIN VOLUME: In 2020, there were about $2.5 trillion in stablecoin transactions. In 2024, $27.6 trillion. In 2025: $50 Trillion (!). By comparison, Visa will have $15 trillion in transaction volume.
B) TOKENIZED STOCKS: In 2020, there was about $0 worth of trading volume on tokenized stocks. This year there will be about $1 trillion, which is still less than 1% of the $134 Trillion global volume of the stock market.
C) TOTAL TOKENIZATION OF REAL WORLD ASSETS: stocks, real estate, treasury bills, art, etc. Tokenized assets can be traded 24/7 on defi exchanges. This is a revolution in finance.
In 2020. there were less than $1 billion of tokenized assets. In 2025, there will be about $60 billion and by 2030, with all the current projects in place, the number is expected to be about $30 Trillion.
This means all the tokens related to tokenization infrastructure will experience massive growth.
D) VOLUME ON DEFI EXCHANGES: Defi exchanges have many benefits over centraized exchanges, including lower fees, faster execution, 24/7 trading, etc.
Volume in 2020 was less than a $100 billion. 2024 was about $2.5 Trillion. 2025 will be about $5 trillion. Exponential growth.
This, of course, benefits all the defi tokens and infrastructure players.
E) COUNTRIES INCLUDING CRYPTO IN STRATEGIC RESERVES:
This has gone from 1 or 2 in 2020 to 27 now, including the US, the UK, China, Luxembourg. Brazil, Switzerland, etc.
F) NUMBER OF GLOBAL CRYPTO USERS:
2020 - 100 million, 2024 - 560 million, 2025 (expected): 860 million. Next year over a billion.
Reminds me of the Internet. It wasn't until 2005 that the internet stocks really took off after the 2000 bust. What happened in 2005? Internet users passed 1 billion for the first time. Which is going to happen in the next few months.
CONCLUSION: We're still in inning one of an exponentially growing evolution of the global financial system.
In the interest of transparency: I've been an active buyer of $TAO $ETH $FLUID $INJ $LINK $AAVE and others.
15,03 k
64
Le contenu de cette page est fourni par des tiers. Sauf indication contraire, OKX n’est pas l’auteur du ou des articles cités et ne revendique aucun droit d’auteur sur le contenu. Le contenu est fourni à titre d’information uniquement et ne représente pas les opinions d’OKX. Il ne s’agit pas d’une approbation de quelque nature que ce soit et ne doit pas être considéré comme un conseil en investissement ou une sollicitation d’achat ou de vente d’actifs numériques. Dans la mesure où l’IA générative est utilisée pour fournir des résumés ou d’autres informations, ce contenu généré par IA peut être inexact ou incohérent. Veuillez lire l’article associé pour obtenir davantage de détails et d’informations. OKX n’est pas responsable du contenu hébergé sur des sites tiers. La détention d’actifs numériques, y compris les stablecoins et les NFT, implique un niveau de risque élevé et leur valeur peut considérablement fluctuer. Examinez soigneusement votre situation financière pour déterminer si le trading ou la détention d’actifs numériques vous convient.