Fidelity: "National-level buyers" will enter the market with certainty! This year is expected to set off a "Bitcoin buying frenzy"

US Financial Service giant Fidelity Investments' subsidiary Fidelity Digital Asset Services recently released the "2025 Market Outlook Report," stating that BTC will move towards the international mainstream stage this year. It will not only be followed by more institutions but also attract more "national-level buyers." It is optimistically expected that the situation of "BTC adoption rate soaring" is just around the corner.

Analyst Matt Hogan wrote in a report, 'We expect that more and more countries, central banks, sovereign wealth funds, and government finance departments will begin planning to allocate BTC as a strategic reserve asset this year.'

In the context of escalating inflation, continuous devaluation of currency, and persistently high global fiscal deficits, the report pointed out that for countries around the world, the risk of 'not including BTC in asset allocation' may be higher than the risk of 'holding BTC'.

US President-elect Trump, Senator Lummis have previously publicly supported the establishment of a US 'BTC Strategic Reserve'. However, Fidelity also emphasizes that whether these two politicians will implement the relevant plans in 2025 remains to be further observed.

The 'BTC Act' is expected to trigger an international chain reaction.

In July 2024, Cynthia Lummis introduced the Bitcoin Act of 2024 to the Senate. Fidelity believes that if the bill is successfully passed, it will not only lay an important foundation for the United States' cryptocurrency policy, but also potentially trigger a chain reaction internationally. Driven by the 'game theory' at the financial and political levels, other countries may be forced to follow suit in order to avoid falling behind in global competition.

In addition, Fidelity also mentioned that if 'national level buyers' start to accumulate BTC, they are likely to choose to do so quietly to avoid triggering panic buying in the market after the news is made public, further driving up the price of BTC and increasing their own purchase costs.

So far, the United States, China, the United Kingdom, Ukraine, Bhutan, and El Salvador are the countries with the largest amount of BTC holdings in the world. However, the report indicates that most of the BTC in these countries comes from law enforcement seizures rather than active purchases.

In addition to national buying, Fidelity also expects a large-scale expansion in the wider cryptocurrency field. The report mainly outlines three major trends:

1 Countries adopting BTC: Inspired by the precedents set by Bhutan and El Salvador, more and more countries may include BTC in their national strategic reserves. This strategy is viewed as a proactive measure against inflation, currency depreciation, and fiscal challenges.

Tokenization: Tokenization is expected to completely change the financial landscape by 2025, with the on-chain value of tokenized assets expected to double from $14 billion in 2024 to $30 billion by 2025. This involves representing real-world assets on the blockchain, thereby improving the efficiency, liquidity, and accessibility of the financial system.

3. Digital Asset Products: It is expected that structured digital asset products including BTC, ETH spot ETF, etc. will receive widespread follow. It is expected that actively managed funds and customized digital asset investment portfolios will also become increasingly common, further stimulating institutional and retail investors' interest in cryptocurrency products.

Bhutan's 'City of Mindfulness' will include BTC, ETH, BNB in its strategic reserves, composing a new chapter in the crypto economy

<The "National Buyer" will enter the market with confidence! Fidelity: This year is expected to set off a "BTC buying frenzy".> This article was first published in "Block Times".