welcome to money is freedom
a podcast
exploring how finance and freedom connect in our lives
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in episode 22 we delve into Ethereum's potential
as a contrarian investment
for 2025
despite current market sentiments favoring Bitcoin
Ethereum's unique strengths
such as its robust
ecosystem of decentralized applications
and ongoing technological advancements
position it for significant growth
will explore expert analyses
historical performance
and the factors that could propel
Ethereum to new heights challenging
prevailing expectations in the crypto landscape
hey there all you crypto fans out there
ready to dive into some Ethereum prediction
ethereum predictions for 2025
oh yeah we're going deep on this one
but with a twist
we're focusing on those contrarian viewpoints contrary
you know
the ones that challenge the mainstream narrative
yeah those are always fun
we've got a whole stack of sources here
social media posts articles even
oh oh
snippet from the money is freedom podcast
okay and some of them are getting pretty spicy
spicy when it comes to ETH's potential
oh spicy
price predictions well yet
you know right off the bat
we see this clash of opinions
you know at CLA
some see ETH skyrocketing
others are convinced it'll struggle against Bitcoin
right right
that's what makes this deep dive so exciting
it really does so buckle up
buckle up by the end
you'll have the knowledge to form
your own informed view your own view
maybe even win a few arguments
at your next crypto meet up
that's right well
hopefully they'll be friendly arguments
of course
but let's jump right in with this venture founder
character okay
venture founder
they're all over social media calling ETH a huge
huge contrarian bet contrarian okay
they think it's gonna outperform bitcoin
even though outperform
so many people are feeling bearish on it right now
feeling bearish yeah
what's interesting about venture founder is
their level of conviction
their conviction they're saying that $10,000
$10,000 to $13,000 ETH by 2025 okay
is a conservative estimate conservative wow
not financial advice of course right
but definitely a bold statement
bold and they make this really interesting point
comparing it comparing to Bitcoin price prediction
bitcoin $250,000 for Bitcoin by 2025
almost seems normal these days
yeah seems normal now yeah
but $15,000 ETH $15,000
suddenly that's considered incredibly bullish
that's wild right
why is there such a difference in those expectations
it really makes you wonder
doesn't it it does
I think
it highlights how narratives in market psychology
can sometimes overshadow those
underline fundamentals yeah
overshadow the fundamentals
venture founder is pointing to
these historical patterns
historical patterns okay
specifically what happened after each Bitcoin having
after each having
they even shared a chart showing how the ETH
BTC ratio spiked after each having spiked okay
interesting were currently 8 months post having uh
eight months
think we're about to see history repeat itself
well that's the million dollar question
isn't it it is
past performance doesn't guarantee future results
of course of course
but it's a pattern that's hard to ignore
it is hard to ignore especially when you consider
especially when you consider
that Ethereum has some unique characteristics
unique characteristic that could drive growth
regardless of what Bitcoin does okay
regardless of Bitcoin
you're talking about its real world applications
Royal World application
the why Ethereum article really dives into this
it does yeah
exactly they highlight how Ethereum is already being
used for so much more
so much more than just speculation yeah
speculation think about stable coins
for example table coins
those are revolutionizing
how we move money around the world
it really is a revolution
and 75% of all DFI protocols
75% wow
are built on Ethereum it's like the backbone of
backbone decentralized finance yeah
yeah it really is
it's like Ethereum's this bustling city
a bustling city constantly growing and evolving
and now now
we're seeing institutional investors
wanting to be part of oh yeah
they're coming right
multiple sources touch on this growing
important starts of institutional adoption
especially with the launch of Ethereum Etfs Etfs
these make it easier for those big players
those big players to invest in ETH to invest
and that can have a huge impact on demand in price
huge impact yeah
for sure get this
in November of this year
November ETH ETF inflows actually surpass BTC
ETF inflows surpass bitcoin
wow for the first time ever
that's a big deal isn't that a pretty big deal
it is a big deal it suggests a shift in sentiment
institutions are starting to see
Ethereum as a legitimate asset class
a legitimate asset not just a speculative plaything
right and that's a trend
they could continue to drive growth in the coming years
in the coming years yeah
we also got a glimpse of this
in that money is freedom podcast
you mentioned Jamie
one of the hosts was talking about
oh yeah Jamie
how eaths on chain activities exploding
exploding okay
he made a great point about how the network is
genuinely busy
right now busy okay
it's not just people trading back and forth
not just trading it's defi activity
stable coin transfers
all sorts of real world application
real world application
so even if you're skeptical of the whole Eph
BTC rivalry thing ETH SPTC
there's still a lot to be excited about
when it comes to
be excited about Ethereum's underlying fundamentals
and its potential for real world impact absolutely
but it's important to remember that
there are also dissenting voices out there
descending voices not everyone is convinced that
Ethereum is gonna have this
smooth ride to the top yeah
smooth ride
we need to look at those perspectives as well
we do and that brings us to veneck
veneck okay
they're actually quite bearish on ETH
bearish really at least compared to Bitcoin
it's a bitcoin their prediction for the ethbtc ratio
hmm in 2025 is just point zero three three
point zero zero three three
that's uh
not great is it
no
and not if you're hoping for ETH to outperform Bitcoin
right their prediction implies that
even if Bitcoin hits $180,000
$180,000 ETH would only reach about $6,000
oh $6,000
quite a difference from venture founders outlook
yeah huge difference
why are they so pessimistic
hmm are they just bitcoin maximalists
bitcoin maximalists or
do they have genuine concerns about Ethereum's future
well it's probably a bit of both
a bit of both
Bitcoin's dominance in the market is undeniable
yeah it is
and some analysts believe it will continue to be
the primary store of value
primary store of value in the cryptospace
in the cryptospace
but there are also legitimate concerns about Ethereum
legitimate concerns scalability is a big one
scalability
can the network handle the increasing demand
yeah the demand
and gas fees are another issue
gas fees right
when those get too high it can stifle innovation
hmm and discourage users
and then there's the competition
competition from other blockchains
for other blockchains there are a lot of smart
talented people
smart people building alternatives to Ethereum
alternatives it's not impossible to imagine that
one of those challengers well
then those challengers
could eventually steal some of Ethereum's thunder
steal the thunder yeah
it's a crowded space that's for sure
it is crowded
but let's not forget about Ethereum strengths
strengths the sheer size in activity
size in activity of its developer community
is a huge advantage a huge advantage
and the network has already proved it itself
yeah to be remarkably resilient
remarkably resilient plus
they're constantly working on upgrades
upgrades and improvements
think about EIP 1 fine 59
EIP 1 fine 59
and the introduction of deflationary toconami
inflationary toconomics
that's a big change that could make ETH even more
even more valuable in the long run
in the long run right
certainly factor to consider
but factor to consider
before we get too deep into the technical weeds weeds
let's zoom out a bit
zoom out and look at the bigger picture
bigger picture
what are some of the macroeconomic factors that could
influence ETH's price in 2025 okay
ETH's price well
there's talk of potential quantitative easing
Q E in 2025 Q E right
historically Q E has been good for crypto
hmm because it tends to devalue fiat currencies
devalue fiat
and push investors toward alternative assets
towards alternatives right
and we also have a relatively
relatively favorable political environment right now
favorable okay
there's a growing acceptance of crypto growing
and we could see more pro crypto policies being enacted
in the coming years pro crypto policies interesting
so
the macro economic backdrop could be quite supportive
supportive but how does all of this tie back to
tie back to those contrarian predictions
contrarian predictions we were talking about earlier
earlier that's a great question
it is a great question
and leads us right back to the Money's Freedom podcast
back to the podcast
there are a few more gems in that discussion
gems that I think we need to unpack
unpack those gems
they have a very interesting take on when the best time
hmm to buy ETH might actually be the best time to buy
but we'll save that for part 2
oh gotta save it for part 2
picking up where we left off last time
right where we left off
it seems like Ethereum is at a crossroads
at a crossroads
you've got these incredibly bullish predictions
from folks like venture founder
venture founder
fueled by those historical patterns we discussed right
those historical patterns
and the belief that ETH is about to
break out against Bitcoin
it's exciting to think about
but then you have these more cautious voices
cautious voices like Venic
with their much lower price target
yeah their lower price target
it's enough to make your head spin
it really is exactly
and that's why we're here
curtive cut through the noise and help you understand
help you understand what's really going on
what's really going on not just tell you what to think
but give you the tools to weigh the evidence
or tools and form your own conclusions
your own conclusions okay
so let's zoom in on Ethereum itself
zoom in beyond the price
predictions and the ETH BTC rivalry okay
beyond all that
what makes Ethereum so compelling as an investment
that's a great question and that's where
and that's where the
why Ethereum article really shines
it really shines
it makes a strong case for ethereums intrinsic value
intrinsic value okay
to talk with the vibrant ecosystem
the ecosystem the sheer volume of developer activity
its mind boggling it's crazy
isn't it
and its dominant position in decentralized finance
e centralized finance you mention this before
but it bears repeating yeah
it bears repeating 75% of all defi protocols
75% are built on Ethereum on Ethereum
that's a level of dominance
it's hard to ignore hard to ignore right
it's like the foundation of
a foundation of a whole new financial system
a whole new system
and it's not just about defi not just defi
ethereum is also being used for stablecoins zabecoin
which are revolutionizing global payments
revolutionizing payments
speaking of revolutionizing payments yeah
the money is freedom podcast
that podcast some great insights on that they did
they were talking about how stable coins offer hmm
a faster cheaper and more global way to move money okay
compared to traditional methods traditional methods
they even quoted is sixteens is is sixteens
a major venture capital firm
venture capital saying
like water
payments flow to the path of least resistance
path of least resistance and stablecoins are that path
stablecoins are that path
it's a great analogy it really is
it really highlights how Ethereum is facilitating
facilitating a huge shift
huge shifts and how we think about money and finance
money and finance
and as these crypto payment rails expand
as they expand
a larger chunk of global GDP could flow through them
wow global GDP
Ethereum as the leading platform for stablecoins
the leading platform for right in the center of that
right in the center absolutely
and that brings us back to institutional adoption
back to institutional adoption
we already talked about how ETH ETF inflows have
ETF inflows ber past those for BTC ETF
that's a pass bitcoin yeah
but some analysts believe
this is just the tip of the iceberg
the tip of the iceberg hmm
the money is freedom podcast
that podcast again
actually mentioned a prediction from Bit Wise
Bit Wise another investment firm
another one that ETH ETF inflows
EGF inflows could potentially exceed bitcoins
in some quarters of 2025 exceed bitcoins really
they argue that the ETF market for Ethereum
the ETF market is nowhere near saturation
nowhere especially with large wealth management firm
wealth management firms
still in the early stages of offering these products
to their clients to their clients
so the full impact of institutional capital
hasn't even hit Ethereum yet
it hasn't even hit yet wow
imagine what that could do to the price
yeah but let's be realistic
realistic there are risks too right
there are always risks of course
scalability is still a challenge
disability can the network
handle the increased traffic without increase traffic
those pesky high gas fees popping up again
those gas fees
and let's not forget about the competition
oh yeah
the competition there are other blockchains out there
out there buying for Ethereum's crown
for the crown it's like a race
and Ethereum has a head start
head start but there are some fast runners catching up
fast runners diversification is key
diversification as they say
don't put all your eggs in one basket
one basket especially in the crypto world
the crypto world
wise words and speaking of the wider world
the wider world what about those macroeconomic factors
we were discussing yeah
those macroeconomic factors
there's buzz about potential Q E in 2025 okay
which could be a boon for crypto
historically speaking historically speaking
hmm
and a potentially more crypto friendly
crypto friendly political environment
political environment
post election could add more fuel to the fire
more fuel to the fire these macro tailwinds could lift
the entire crypto market the entire market
but Ethereum with its solid foundation
solid foundation and growing institutional interest
institutional interest
would be well positioned to benefit
well positioned
it almost feels like the stars are aligning
the stars are aligning but as always
these are just predictions
guest predictions
no guarantees in the wild world of crypto
the wild world of crypto that's a
keeps things interesting though right
it does but let's circle back to that intriguing point
intriguing point from the money is freedom podcast
you okay about the best time to buy
eath the best time
they argued it's when gas fees are low
low gas fees relative to the market cap
to the market cap now
that sounds counterintuitive
counterintuitive huh
most people would think high gas fees are a good sign
a good sign a sign of activity and demand
activity and demand it's definitely a contrarian view
a contrarian view
but their argument is that high gas fees during a rally
during a rally can signal overheated sentiment
hmm overheat it
like a warning sign of a potential market top
a warning sign okay
when things are quiet and gas fees are low
quiet low
that's when you might find hidden opportunity
hidden opportunities
so ignore the hype and look for those moments
ignore the hype when everyone else is panicking
and everyone else panicking
it's not quite as simple as that
of course of course not
but the point is to look beyond the surface
beyond the surface and really understand what those
on chain metrics are telling you
on chain metrics
high gas fees during a boom might be a red flag
a red flag not a green light
okay I'm starting to get it
starting to get it
and Jamie also made the observation that while
gas fees are high right now
high right now the network is genuinely busy
genuinely busy this isn't just hype driven speculation
well hype driven
it's real world usage driving the activity
real world usage okay
that suggests the long term outlook for ETH
could be strong long term outlet
even if there's some short term volatility
short term volatility
and this ties into another intriguing point
they made another point about banks
banks what do they have to do with Ethereum
well the podcast host suggested that banks are actually
well positioned to utilize Ethereum in the future
banks using Ethereum think about it
they already have the infrastructure
infrastructure and the regulatory know how
regulatory know how to handle financial transactions
at scale at scale
so you're saying
they could go beyond just investing in ETH
and actually start using the Ethereum network
the network for their own operations exactly
wow imagine banks using Ethereum for things like
settlements settlements
tokenized assets tokenized assets
or even central bank digital currencies
CBDC's CBDC's
that would be a huge leap forward
in terms of institutional adoption
it would completely change the game
change the game but isn't that a little far fetched
fard banks and cryptos seem like they're
they seem opposite ends of the spectrum
opposite ends yeah
it might seem that way it does
but we're already seeing banks
experimenting with blockchain technology experimenting
okay an Ethereum with its mature ecosystem
mature ecosystem
and then proven security is a natural fit
a natural fit remember
institutions tend to move slowly
slow but when they do move
when they move it can have a seismic impact
a seismic impact so
we have this fascinating dynamic emerging
a dynamic on one hand
the potential for massive institutional adoption
massive adoption driven by things like Etfs
ATF stable coins
and even banks using the Ethereum network and banks
and on the other hand challenges of scalability
scalability
gas fees and competition from other blockchains right
the competition is complex equation complex
but that's what makes it so captivating
like we've been exploring this vast uncharted territory
vast uncharted territory
we're just starting to understand its true potential
its true potential
and there's still so much more to discover
so much more but for now
let's take a step back
a step back and reflect on what we've Learned
wow it's amazing
how much ground we've covered in this deep dive
it really is from those bold contrarian predictions
yeah to the nitty gritty of gas fees
and institutional adoption
all the nitty gritty it's been quite a journey
a real journey
it really highlights just how multifaceted Ethereum is
multifaceted yeah
it's not just a cryptocurrency hmm
it's a platform for innovation
innovation a breeding ground for new ideas
new ideas and potentially
a catalyst for
a major shift in the global financial system
that's right a major shift
it started by exploring those contrasting viewpoint
contrasting viewpoint on ETH's future right
venture founders unwavering
bullishness unwavering
versus Vanek's more cautious outlook
more cautious
then we dove into the heart of what makes Ethereum tick
the heart of Ethereum it's real world applications
real world the defy ecosystem
defy tablecoins
and the growing wave of institutional interest
institutional interest
and let's not forget that intriguing insight
oh yeah
from the Money s Freedom podcast about those gas fees
those gas fees it's a reminder that sometimes
sometimes
the best opportunities are found when everyone else is
panicking panicking right
and who knows
maybe we'll see banks running on Ethereum one day
banks running on Ethereum
it sounds crazy but it does sound crazy
a few years ago who would imagined etfs for crypto
etfs for crypto yeah
it's true the Cryptoworld moves fast
it moves so fast
but I think the biggest take away from me is that yeah
there's no crystal ball
when it comes to predicting ETH's price in 2025
no crystal ball
there are strong arguments to be made on both sides
on both sides absolutely exactly
we've laid out the evidence
the evidence the potential risks and rewards
risks and rewards the historical patterns
patterns and the macroeconomic backdrop
the macroeconomic backdrop
but ultimately the decision of what to believe
what to believe how to interpret the data
interpret the data
and whether or not to invest is up to you
the listener up to the listener
so here's a final thought to leave you with
a final thought as you continue your own research
your own research and exploration of the crypto world
the crypto world ask yourself this okay
what do you think is the most important factor
the most important fact that will determine ETH success
in 2025 ETH success
is it gonna be the ETH H BTC dynamic
ETH BTC with those historical post having breakouts
those breakouts
or perhaps the rate of institutional adoption
institutional adoption with etfs
and maybe even banks jumping on board
banks jumping on board
maybe it'll be the growth of real world use cases
real world use cases
with things like decentralized finance
yve fablecoins and tokenization taking center stage
tokenization or could be something else entirely
something else something we haven't even considered yet
we haven't even thought of
there's no right or wrong answer
no right or wrong answer
but the very act of asking these questions
asking the questions
of critically analyzing the information
analyses and forming your own conclusions
your own conclusions
that's what makes this journey so fascinating
this journey so fascinating
you've given you the tools and the knowledge
the tools and knowledge
now it's time to go out there and explore for yourself
explore for yourself happy diving happy diving everyone