CF Benchmarks Releases 2025 Outlook for Bitcoin
Bitcoin and Ethereum 2025: The New Age of Investment Advisors?
The latest report from CF Benchmarks – the UK’s leading index provider – gives an optimistic forecast for the future of Bitcoin and Ethereum .
Accordingly, 2025 could mark a new era when investment advisors officially surpass hedge funds to become the largest group holding Bitcoin and Ethereum ETFs in the US.
Shifts in ETF Power
Since the US launched 11 Bitcoin ETFs on January 11 , more than $36 billion has poured into this market.
Currently, hedge funds hold 45.3% of ETFs, while investment advisors control just 28% .
However, CF Benchmarks predicts that by 2025, investment advisors will own more than 50% of the ETF market, thanks to increased demand from clients and the maturity of crypto products.
The report stated:
“Allocations from investment advisors will exceed 50% for both Bitcoin and Ethereum, completely changing the ETF ownership structure.”
Record cash flow into the market
Net inflows into Bitcoin and Ethereum ETFs are expected to exceed $40 billion in 2025 – a record year-over-year. This trend is driven by:
Growing interest from high net worth investors.
Deeper understanding of digital assets.
Increased transparency regulations under President-elect Donald Trump .
Additionally, real-world tokenized assets ( RWA ) will also surpass $30 billion , contributing to the demand for digital asset investment instruments.
Stablecoins and new competition
CF Benchmarks also makes a notable point: new stablecoins like Ripple's RLUSD and Paxos' USDG could challenge the dominance of Tether's USDT .
Tether now controls 70% of the stablecoin market share, up from 50% in just a short period of time.
Network growth and expansion challenges
The report predicts that blockchain's scalability will be severely tested.
With transaction demand expected to exceed 1,600 transactions per second (TPS) , increasing on-chain capacity is imperative to accommodate the new wave of users.
Conclusion: “The year of records”
2025 could mark a pivotal moment in the history of Bitcoin and Ethereum.
Investment advisors are not only cementing their position in the ETF market but also shaping the future of digital assets.
Investors will need to keep a close eye on these trends to capitalize on the opportunities from the major shift in market structure.