KeyTakeaways:
- Bitwise CEO Hunter Horsley believes Trump’s policies could unlock corporate M&A growth.
- Corporate adoption of Bitcoin is expected to rise in 2025.
- Tokenization could transform the equity markets by opening new capital sources.
Bitwise Asset Management CEO Hunter Horsley has expressed optimism that the Trump administration’s policies could influence the crypto market in 2025. In a post on X, Horsley suggested that the administration’s approach could “unfreeze” mergers and acquisitions (M&As), leading to further consolidation and expansion in the corporate world.
This could result in major companies, such as Amazon and Google, broadening their reach through acquisitions of companies like Instacart and Uber, respectively.
Horsley believes that this period of change could bring about major market shifts. He emphasized that stagnation is the real enemy and that progress requires embracing change. He is enthusiastic about the possibility of a dynamic economic environment in 2025, where corporations would seize new growth opportunities.
Adding to his expectations for the year, Horsley highlighted a rising trend among corporate investors in Bitcoin. In his post, he referenced a list of the top 70 corporate Bitcoin holders and mentioned that 11 publicly traded companies had recently bought more Bitcoin, signaling growing institutional interest.
He pointed out that several billionaires have also invested in the digital asset, reflecting broader confidence in cryptocurrency. Horsley anticipates that more corporations will adopt the Bitcoin standard in 2025.
Additionally, Horsley shared his views on tokenization, predicting that it could revolutionize the equity markets. While much of the focus has been on democratizing access to investment opportunities, he believes the real transformation will come from tokenizing the supply side.
Currently, only a small fraction of U.S. companies, around 4,600, can access public equity markets, while over 200,000 companies with revenues exceeding $10 million could potentially benefit from tokenization. Horsley sees tokenization as a game-changer for businesses seeking to unlock new forms of capital.
