MAX BULLISH! What Every Big Crypto Investor Said At Token2049!
Published: 2025-10-05
Status:
Analyzed
Published: 2025-10-05
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Bitcoin will continue to be the best tool for protecting capital.
"What's going to continue to be the best protecting tool? Bitcoin."
Pending
Tether is predicted to remain the number one stablecoin, and Ethena is predicted to become the second largest.
"There's Tether which will continue to be dominant number one, but I think Ethena and the team there can supplant and be the number two largest stablecoin"
Pending
Arthur Hayes recommends shorting Hyperliquid (HYPE) and Aevo (AEVO), and longing Ethena (ENA) and EthiFi (ETHFI).
"Short HYPE, short Aevo, long Ethena. What else am I buying? EthiFi."
Pending
Bitwise predicts sufficient TradFi demand for a wide range of altcoin ETFs (Solana, XRP, Avalanche, DOGE, Chainlink, NEAR, Aptos, Hyperliquid) to keep them liquid and vibrant over time.
"In the US, we have filings for Solana, XRP, Avalanche, DOGE, Chainlink, NEAR, Aptos, and Hyperliquid. ... And you think there's enough demand from TradFi or there will be enough demand to actually keep the ETFs liquid and vibrant? Yes, I think I think over time, yes."
Pending
Major crypto failures like Tether or centralized exchanges (CEXes) are not expected, leading to a safer market.
"Tether failure? Tether's not going to fail. The CEXes aren't going to fail. So I think we're pretty, we're pretty safe."
Pending
Ethereum (ETH) and Solana (SOL) are predicted to gain from changes in DeFi rules and token issuance.
"platforms like ETH, Ethereum and Solana where those activities primarily take place would be the best positioned to gain on a net basis."
Pending
Bitcoin DeFi is predicted to be the biggest play in crypto.
"Bitcoin DeFi, I think, is the biggest play. You know, people undervalue how massive Bitcoin DeFi is."
Pending
Real World Assets (RWAs), paired with ADA, Bitcoin, and XRP, are predicted to increase Cardano's TVL to $10-$15 billion and significantly boost transaction volume.
"RWAs and you try to match all these emerging assets now because of changing regulation can finally enter the space and they produce lots of great yield and you pair them up with Bitcoin, you pair them up with ADA, you pair them up with XRP, these types of things and that alone will get us probably in the 10-15 billion for TVL and a lot more transaction volume."
Pending
Drift DEX (DRIFT) is predicted to be undervalued by a multiple of 40 and will be repriced much closer to competitors, especially with the November 2025 upgrade.
"It feels to me like this one could be undervalued. And if it is, it's undervalued by a multiple of 40. ... the market's going to eventually catch up. ... I think it's going to happen with the upgrade in November. ... I still maintain that it's the most undervalued DEX on the entire market. And you know in this case the catch up is that the market reprices Drift much closer to the competitors."
Pending
Drift is predicted to win the Perpetual DEX competition.
"Here's why Drift is going to win, right? We are not just a Perp DEX."
Pending
Bitcoin is predicted to reach $150,000.
"Let's take Bitcoin to $150k and let's see what happens from there."
Pending
Hemi is predicted to see significant price appreciation again.
"I think Hemi is about to do the same thing again."
Pending
Wall Street is predicted to soon discover the need for yield on Bitcoin.
"Wall Street has discovered Bitcoin. Soon they're going to discover that Bitcoin needs yield because that's what Wall Street does. Wall Street lives on getting yield."
Pending
A Bitcoin Layer 2 narrative is predicted to emerge once Wall Street seeks yield on Bitcoin, with Hemi (HEMI) potentially leading this trend.
"And when they discover that Bitcoin can get yield, there's going to be a Bitcoin Layer 2 narrative. And when it comes to Layer 2, there are not really many, many credible players in the space. So keep your eyes on Hemi. ... I think when that happens, that wave is going to happen really quickly. Like I said, the Bitcoin L2 narrative hasn't started yet. And when it does, Hemi could lead the charge."
Pending
Crypto and equities predicted to perform well in Q4 2025.
"I think crypto is going to do well in Q4, but I think equities will do well as well."
Pending
A crypto winter in 2026 is predicted to be less likely.
"A lot of people are talking about a crypto winter. So, let's say that's the base case. It kind of means it's less likely."
Pending
2025 was predicted to be the year of stablecoins.
"Definitely 2025 seems to be the year of stablecoins."
Pending
Money printing is predicted to become more aggressive in the next three years (from Oct 2025).
"And it's going to get more insane in the next, you know, three years."
Pending
Stablecoin circulating supply is predicted to grow from approximately $300 billion to $1-$10 trillion.
"I believe stablecoins from a macro perspective are going to grow from what, 300 billion-ish circulating supply into the single digit, maybe $10 trillion dollars of supply."
Pending
Perpetual DEX trading fees are predicted to become almost free in the future.
"I think that trading Perps is going to be almost free for just about everyone going from now until the future."
Pending
The crypto market cycle is predicted to continue as long as money printing persists, implying it will not end soon.
"If you don't believe that [money supply growth will flip lower], then okay, the cycle will last as long as the cycle lasts."
Pending
France is predicted to exit the Euro, leading the ECB to print trillions of dollars to prevent it.
"I just got off of stage talking about how I think France is going to exit the euro and the ECB is going to print trillions of dollars to stop that from happening."
Pending
There will not be a need for multiple ETFs (e.g., seven) for each crypto asset.
"But I don't think that there's going to be a need for seven ETFs for each asset."
Pending
A huge explosion of tokenized Real World Assets (RWAs) trading on DEXes (that don't need to register as exchanges) is predicted.
"I still think places where Real World Assets will be tokenized, DEXes that will be able to host them... I think you're, that's where you're seeing a huge explosion."
Pending
Donald Trump was predicted to win the US 2024 Presidential election.
"Biden's out. We got Trump in."
Pending
Privix's private mode was predicted to launch in two to three weeks (from Oct 2025).
"The private mode which is so cool. You just click on a button. The screen adds this green rectangle that tells you now you're safe. That is imminent, like two or three weeks."
Pending
The Privix token was predicted to launch in October (2025).
"I think October."
Pending
An integration with MetaMask enabling sending, receiving, and viewing private tokens is predicted to be published.
"we are about to publish an integration with MetaMask that allows you to send, receive, and view private tokens."
Pending
The Privix/Coti airdrop is predicted to be large and attract significant attention to privacy.
"This will be big. This will be a big airdrop. It will attract a lot of attention to privacy."
Pending
Real World Asset (RWA) TVL on ZK Sync is predicted to increase due to the integration of enterprise and institutional chains.
"RWAs. It's only going to increase because of the integration of enterprise and institutional chains into the system with the technology we call Prevadium."
Pending
Crypto adoption is predicted to grow until the entire world is onboarded, with all value eventually coming on-chain, and this is inevitable.
"it's only going to grow until we onboard the entire world. All of things that touch value in some way, shape or form will come on-chain. This is inevitable at this point."
Pending
The growth of crypto adoption is predicted to accelerate.
"it's only going to accelerate from here."
Pending
A conference attendee advised selling crypto before Christmas 2025, predicting prices would be at their peak then, with no rebound after Christmas, or potentially one final swing in January 2026.
"I think sell before Christmas, buy mid-December. I think it's going to be at the height right before Christmas and I don't see it coming back after Christmas. And if it does, in one final swing in January, but to be safe, anyone watching, I think get out by mid-December."
Pending
The current crypto market cycle is predicted not to end anytime soon.
"My take objectively, I don't feel the cycle ends anytime soon."
Pending