AI and tokenization will lead the "new long tail capital market" in 2025.

Author: Martin Young, CoinTelegraph; Translated by: Wu Zhu, Golden Finance

Bitwise CEO Hunter Horsley stated that with the help of artificial intelligence and tokenization, we may see a boom in small, niche businesses in 2025, more companies adopting Bitcoin, and a potential "revival" of mergers and acquisitions that could benefit cryptocurrencies.

In a series of X posts on January 5, Horsley stated that he believes the world in 2025 is "on the brink of transformation."

Tokenization Empowers Small Businesses

In an X post, Horsley also made some predictions about tokenization, arguing that most of the focus is on the interests of the demand side, such as democratizing access to money market funds, but that the real revolutionary potential lies on the supply side.

He stated that the transformative power of tokenization may come from bringing a large number of underdeveloped small businesses into the capital market.

Edwin Mata, founder and CEO of Brickken, stated that the real world asset (RWA) tokenization industry could be the next key narrative in the crypto space by 2025. He pointed out: "Tokenization of real world assets is transforming traditional markets by digitizing and trading assets such as real estate, debt, and equity on the blockchain."

Artificial Intelligence Will Drive a Surge in Microbusinesses

"I believe that artificial intelligence could lead to a surge in the number of companies and tokenized companies," Horsley shared his views on the development of artificial intelligence in the coming year in another article.

"Artificial intelligence can significantly increase the number of niche enterprises. These businesses may never go public, but they can be tokenized. It could be an important new long-tail capital market."

An example of how artificial intelligence facilitates tokenization. Source: Hunter Horsley

Bitcoin Standard Company

Horsley also predicts that a major theme of 2025 will be the emergence of "Bitcoin standard companies" that hold BTC on their balance sheets. "Many companies will adopt the Bitcoin standard in 2025," Horsley said.

MicroStrategy hinted at buying again on Monday, as it is the largest corporate holder of BTC, owning 446,400 bitcoins, valued at approximately $43.7 billion at current market prices.

At the end of 2024, several smaller companies announced that they had begun to formulate strategies to invest in and hold Bitcoin as part of their treasury.

Lifting Control Over Mergers and Acquisitions

Horsley stated that the Trump administration may "lift" controls on mergers and acquisitions of large companies, which would be beneficial for cryptocurrencies.

In an article on X on January 6, Horsley predicted that the "Seven Giants"—composed of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—"might eventually be able to exert their market value."

"Large companies may grow larger, while medium-sized companies may shrink," he said, adding, "If this happens, I believe it will accelerate the development of cryptocurrencies," provided that large companies operate based on their own interests rather than those of the users.

"The premise of the concept of cryptocurrency is that you do not believe large institutions will act in your best interest. As big companies grow larger, this becomes even more evident."