Bitwise CEO Predicts Reshaping of Capital Markets in 2025 through AI and Tokenization Technology
ETF issuer Bitwise CEO Hunter Horsley made a series of tweets yesterday (5th) emphasizing the growth potential of artificial intelligence (AI), tokenization, and Bitcoin strategy companies. He emphasized that AI will lead the growth of small and medium-sized enterprises and tokenization companies, and more companies will hold Bitcoin as a financial asset.
(Bitwise 2025 Prediction: Bitcoin at $200,000, Ethereum at $7,000, AI agents will continue to lead the meme coin frenzy)
The potential of tokenization lies in the supply side
Horsley first expressed his views on the potential of the tokenization market, believing that tokenization technology may fundamentally change the stock market in a less obvious way.
The transformative power of tokenization lies in helping small businesses enter the capital market and releasing a larger potential supply of capital.
To this end, he cited examples of short-term accommodation company Airbnb, transportation network company Uber, and video platform YouTube, emphasizing that the above platforms have lowered the barriers to entry in certain fields, allowing previously inaccessible rich supplies (landlords who want to rent rooms, car owners who want to pick up passengers, amateurs who like to take videos) to enter the market and be discovered.
Turning the lens to the blockchain field, tokenization can lower the barriers to the capital market, allowing more businesses (such as regional dry cleaners or barbershops) to enter the high threshold capital market.
This is not the only important area of tokenization, but I believe it is a potential revolutionary direction that can be a new democratized capital market or the next key narrative in the cryptocurrency field in 2025.
AI will lead the growth of small and medium-sized enterprises and tokenization companies
Next, regarding the impact of AI on the cryptocurrency field, he believes that this technology will trigger explosive growth in small businesses, especially tokenization companies.
Individual or small team enterprises have a better chance of using AI to develop software services that meet specific needs and create a large number of new small companies with annual revenues ranging from $100,000 to $1 million.
He also added that they can leverage tokenized assets to realize revenue monetization in advance and make customers shareholders and promoters:
AI can significantly increase the number of niche market enterprises and may become a key development direction of a new “long-tail capital market.”
(a16z’s 2025 Big Tech Predictions: The Future of AI, Blockchain, and Digital Identity)
M&A market thawing may accelerate crypto adoption
In addition, based on the past practices of the Trump administration, Horsley believes that the new government may relax regulations on corporate mergers and acquisitions (M&A), and large companies led by the Magnificent 7 of the US stock market may further expand using their market value advantages.
In other words, big companies will get bigger, and medium-sized companies may shrink. He believes that this situation will accelerate the development and adoption of cryptocurrencies:
The fundamental concept of cryptocurrencies is: don’t trust big institutions to act in your best interest. The fact that big companies are getting bigger just reinforces this idea.
“Bitcoin Standard Corporations” flourishing
Finally, he also quoted data from HODL15Capital, which shows that 11 listed companies have purchased more Bitcoin since last Monday:
In 2025, more companies will join the ranks of “Bitcoin Standard Corporations” and incorporate Bitcoin as part of their financial strategies.
He added, “Saylor has already written the script for this movement.”
This implies support for MicroStrategy CEO Michael Saylor’s aggressive Bitcoin investment strategy, which has provided an example for other companies to invest in Bitcoin.
(Bitwise submits “Bitcoin Standard Company ETF”, MicroStrategy, mining companies, and game developers can be included)
Risk Warning
Cryptocurrency investment carries a high degree of risk, and prices may be highly volatile, resulting in a loss of all your principal. Please carefully assess the risks.
