Stablecoins are experiencing unprecedented growth, with Google searches and market activity hitting all-time highs following the passage of the GENIUS Act in July 2025. The stablecoin market cap now stands at $272 billion, with U.S. dollar-pegged assets dominating 98% of the sector. Tether leads with a 60% share, while institutional players like Interactive Brokers and Robinhood explore stablecoin offerings. Analysts describe the market as ‘parabolic,’ with stablecoins evolving from speculative assets to foundational financial tools. The GENIUS Act has provided regulatory clarity, boosting adoption for cross-border payments and as a hedge against crypto volatility. Despite challenges like reserve transparency, stablecoins are becoming key to the next-generation financial infrastructure.
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CryptoMarket Report 
October 29, 2025 | 14:19
October 29, 2025 | 14:19
CryptoMarket Report October 29, 2025 | 06:33
October 29, 2025 | 06:33
Bitwise Asset Management
0 in Finance and 2 in Crypto last week
Crypto Investing Evolves: Index Funds & Staking Gain Traction
The future of crypto investing is increasingly resembling traditional finance, with index funds and staking strategies leading the charge. Despite crypto’s historical reputation for complexity and risk, experts like Ryan Rasmussen of Bitwise Asset Management argue that the landscape is becoming more accessible. In a discussion on the ‘Clear Crypto Podcast,’ Rasmussen emphasized how institutional and retail investors are now seeking diversified exposure to the crypto economy, signaling a shift toward mainstream adoption. This evolution is helping demystify crypto, making it less intimidating for a broader audience.
read moreEthereum Demand Shock: Institutional Buying Fuels ETH Rally
Bitwise Asset Management’s Matt Hougan warns of a ‘structural imbalance’ in Ethereum’s market, driven by massive institutional inflows. Spot Ether ETPs and corporate treasuries have bought over $10 billion worth of ETH in nine weeks, while the network issued only 88,000 new ETH—a 32:1 demand-to-supply ratio. Companies like Bitmine Immersion and SharpLink Gaming are aggressively accumulating ETH, with Bitwise projecting $20 billion in additional demand over the next year. Despite Ethereum’s uncapped supply, Hougan argues short-term price action hinges on flows, not fundamentals. ETH’s rally may persist as ETPs and treasury firms keep buying, with ETH trading at $3,703 at press time.
read moreBig Tech’s AI Bets Fuel Crypto Token Surge
Google and Meta are investing billions in AI infrastructure, with Google committing $25 billion to data centers and clean energy projects, while Meta plans ‘hundreds of billions’ for AI superclusters. These investments are driving interest in AI-focused crypto tokens like Bittensor (TAO), NEAR Protocol (NEAR), and Internet Computer (ICP), which have seen significant price rallies. Bittensor, a decentralized machine learning network, is up 21% this week, while NEAR Protocol gains traction with institutional products like Bitwise’s staking ETP. The trend underscores the potential of decentralized networks to complement Big Tech’s centralized AI infrastructure, with sustainability and scalability as key themes.
read moreBitwise Picks ETH, XRP, SOL, LINK for Tokenization Boom
Bitwise Asset Management highlights Ethereum (ETH), Solana (SOL), Ripple (XRP), and Chainlink (LINK) as key beneficiaries of the growing tokenization trend, which has already seen $25 billion in real-world assets move on-chain. Institutional interest is accelerating, with BlackRock CEO Larry Fink calling tokenization the future of finance. Bitwise notes that Solana offers low-cost transactions, XRP is gaining traction in Latin America, and LINK provides critical data infrastructure. The firm projects massive growth potential, estimating that even a 1% shift of the $257 trillion global stock and bond market onto blockchains could unlock trillions in value. Regulatory acknowledgment, including from the SEC, further validates the trend.
read moreCrypto Trends 2025: Bitcoin Soars, Altcoins Adapt
The first six months of 2025 have been transformative for crypto, with Bitcoin climbing 24% to an all-time high of $117,000, while Ethereum dropped 12%. Regulatory changes under the Trump administration, including the GENIUS Act and dropped lawsuits, have fueled institutional adoption. Bitcoin treasury companies are booming, with firms like Metaplanet and Trump Media entering the space, while SEC approvals for crypto ETFs and IPOs signal growing mainstream acceptance. Analysts predict Bitcoin could hit $200,000 by year-end, though Ethereum’s recovery remains uncertain. Altcoins with strong fundamentals are expected to thrive despite Bitcoin’s dominance, as regulatory shifts may unlock new DeFi trends.
read moreCorporate Bitcoin Holdings Surge in Q2 2025
In the second quarter of 2025, corporate Bitcoin holders accumulated a record 159,107 BTC, valued at over $17.6 billion, marking a 23.13% increase from the previous quarter. The total corporate BTC holdings now stand at 847,000 BTC, worth $91 billion, driven by 46 new entrants like Metaplanet, GameStop, and Trump Media. Michael Saylor’s Strategy remains the largest holder with 597,325 BTC, while Metaplanet has emerged as Japan’s top Bitcoin treasury operator. The expansion of corporate BTC holdings coincides with Bitcoin’s price surge, hitting a new all-time high of $112,014. This trend highlights institutional adoption and reinforces Bitcoin’s legitimacy as a reserve asset.
read moreXRP Shines in Tokenization Boom: Bitwise’s Bold Bet
Bitwise Asset Management has positioned XRP as a leading player in the tokenization of real-world assets, leveraging the XRP Ledger’s compliance-ready features and interoperability. CIO Matt Hougan predicts massive growth in tokenization, with traditional markets dwarfing crypto’s current scale. XRP’s institutional appeal is bolstered by active tokenization projects in Latin America and potential SEC clarity on Ripple’s legal case. Bitwise’s spot XRP ETF filing progresses, with analysts forecasting high approval odds. Price projections for XRP by 2030 range from $0.13 in a bearish scenario to $20 if it captures a share of the tokenized asset market.
read moreCorporate Bitcoin Holdings Hit Record High in Q2 2025
Corporate Bitcoin holdings reached unprecedented levels in Q2 2025, with companies adding a record 159,107 BTC—worth over $17.6 billion—to their balance sheets. This marked a 23.13% quarter-on-quarter increase, bringing total corporate holdings to 847,000 BTC, or roughly 4% of Bitcoin’s capped supply. The total value of these holdings surged to $91 billion by the end of Q2, driven by Bitcoin’s 60.93% price increase to $107,754. Bitcoin’s rally continued post-Q2, hitting a new all-time high above $112,000. The data, compiled by Bitwise Asset Management, underscores the accelerating institutional adoption of Bitcoin.
read moreBitwise Predicts Bitcoin Rally Post Iran-Israel Conflict
Bitwise Asset Management’s research indicates that Bitcoin often rallies after geopolitical shocks, with an average gain of 31.2% within 50 days. The recent Iran-Israel conflict triggered a flight to safety, but Bitcoin’s dip was short-lived, rebounding to $106,000–$107,000. Bitwise attributes potential upside to three factors: historical mean-reversion behavior, US dollar weakness, and strong structural demand from ETFs and corporate buyers like MicroStrategy. Despite skepticism about past performance, Bitwise argues current conditions mirror previous rally setups, supported by ETF inflows and macro tailwinds. BTC traded at $107,239 at press time.
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