The first half of 2025 heralded a dramatic shift in the crypto ecosystem: Bitcoin surged ~15–24%, challenging all-time highs around $112K–$118K, while Ethereum lagged, down ~12% YoY,

This bullish momentum is backed by significant institutional backing, including $14.4 billion in spot Bitcoin ETF inflows. and the emergence of 135+ corporates adopting Bitcoin as treasury reserves. Combined with the GENIUS Act and Trump’s executive orders establishing a Strategic Bitcoin Reserve, sentiment is strongly tilted toward crypto-friendly policy.

📈 Key Trends to Watch

1. Corporate Bitcoin Treasuries

A wave of firms—beyond pioneers like MicroStrategy—is allocating BTC on balance sheets. This strategy is expected to intensify in H2, potentially pushing BTC toward $200K+ levels.

2. Altcoin & DeFi Renewal

While Bitcoin dominance remains elevated (>64%), analysts forecast select utility-driven altcoins will buck the trend. Ethereum could bounce back as staking ETFs launch, while broader DeFi activity benefits from regulatory clarity.

3. ETF & IPO Expansion

The SEC is expected to greenlight more crypto ETFs, including in-kind and staking products, with 19 filings currently in wait. Public offerings from Circle, Gemini, OKX, and others may further validate the sector.

4. Policy Tailwinds

U.S. legislation such as the GENIUS, CLARITY, and Anti-CBDC Acts—along with Trump’s 2025 executive actions—are…