In a high-energy episode of the CoinRock Show, Matthias sits down with crypto investor and trader Kyle 6figs to unpack what’s next for the crypto industry in 2025.
Kyle 6figs is a crypto trader, investor, and content creator known for his sharp market insights and fearless approach to navigating the crypto space. From calling out fraudulent projects before they crash to uncovering high-potential blockchain opportunities, Kyle has built a reputation as a trusted voice in the industry. Whether analyzing emerging trends, meme coin booms, or institutional moves, he brings real, no-BS insights that help traders stay ahead of the game.
From institutional adoption to meme coins, Solana’s explosive growth, and the ever-evolving regulatory landscape—this conversation was nothing short of insightful.
Is 2025 the Year of Crypto Mass Adoption?
Matthias kicked off the discussion by highlighting how far the industry has come, citing the rapid institutional adoption of Bitcoin and the involvement of major players like BlackRock. Unlike previous bull runs, where retail investors dominated, 2025 seems to be shaping up as the cycle where financial giants take control.
Bitcoin’s recent price action reflects this shift, with institutional purchases accounting for a significant percentage of overall market activity. BlackRock’s iShares Bitcoin Trust (IBIT) has already surpassed $10 billion in assets under management, making it one of the fastest-growing ETFs ever launched.
Fidelity and Ark Invest have followed suit, and together with VanEck, WisdomTree, and Franklin Templeton, they have contributed to a surge in institutional Bitcoin holdings. Data from Bitwise shows that ETFs alone have absorbed over 200,000 BTC, effectively reducing liquid supply and creating a supply shock that could fuel a massive bull run.
“This time, it’s different. Show me one other time in history when a sitting U.S. president is pro-crypto and actively buying Bitcoin.” – Matthias
Matthias pointed out that political support is another key differentiator in this cycle. Unlike previous bull markets, where regulation was either hostile or unclear, 2024 has seen a major shift toward crypto-friendly policies. Former U.S. President Donald Trump, once a vocal critic of Bitcoin, has now embraced crypto, with reports showing that his campaign is actively accumulating Bitcoin. His stance reflects a broader trend of pro-crypto sentiment among policymakers, with U.S. legislators pushing for clear regulations that could further legitimize digital assets.
Meanwhile, sovereign wealth funds, including those from Norway, Singapore, and the UAE, are beginning to allocate Bitcoin into their long-term investment strategies. On-chain data from Glassnode confirms that whale-sized wallets (holding over 1,000 BTC) are increasing, indicating that institutional players are steadily accumulating.
Kyle, a seasoned crypto trader, agreed that institutional involvement has completely shifted the market dynamics. He pointed out that hedge funds and sovereign wealth funds are now accumulating Bitcoin at record levels—something we’ve never seen before.
He emphasized that Bitcoin’s liquidity is tightening as long-term holders are refusing to sell, while ETFs and hedge funds continue to buy aggressively. Analysts estimate that at the current rate of accumulation, Bitcoin ETFs could drain over 1 million BTC from the market within the next two years, making supply constraints even more extreme.
“The real bull run begins when institutions start marketing their financial crypto services. That’s when retail will FOMO in, and prices will go parabolic.” – Kyle 6figs
Kyle explained that the real bull market isn’t just about institutional buying—it’s about when these institutions start offering Bitcoin-related financial products to retail investors. This phase has already begun, with major banks like JPMorgan, Citibank, and Morgan Stanley exploring Bitcoin custody services.
Once these institutions fully integrate Bitcoin into their investment portfolios and begin marketing it to clients, retail FOMO will follow, historically pushing prices to new highs. If history repeats itself, Bitcoin’s price action could mirror its 2017 and 2021 runs, with parabolic moves driven by mainstream adoption.
Data from Santiment also shows that social sentiment toward Bitcoin is rising, indicating growing interest from retail investors who have yet to make their biggest moves. With ETFs buying every dip, Bitcoin’s supply is shrinking at a rapid rate, setting the stage for what could be one of the most significant price surges in its history.
Solana’s Breakout and the Rise of AI in Crypto
Solana has been a hot topic in recent months, and Matthias confirmed that Solana builders are delivering high-quality projects, making the blockchain one of the most promising for the next cycle. He also shared his insights from a private Solana event, emphasizing the growing number of real-world use cases being built on the network. Recent data supports this surge, as Solana’s Total Value Locked (TVL) has surged past $4 billion, marking a 150% increase from mid-2023.
The blockchain’s daily active users regularly surpass 1 million, making it one of the most engaged networks in the space. Its transaction fees remain among the lowest of all major Layer 1s, with an average cost per transaction of just $0.00025, significantly lower than Ethereum’s fluctuating gas fees.
Additionally, Visa and Shopify have integrated Solana for stablecoin transactions, proving its efficiency in real-world applications.
“The level of development happening on Solana right now is higher than most L1s. It’s not just memes—serious projects are being built.” – Matthias
Kyle further added that beyond Solana, AI-driven projects are gaining traction and could dominate the next cycle. With AI becoming an integral part of Web3, projects that merge AI with blockchain could see massive adoption.
He highlighted that over $2 billion has been invested in AI-focused blockchain startups in the past year, with projects like Fetch.ai and SingularityNET leading the charge. These platforms are developing decentralized AI networks that can enhance smart contract automation, predictive analytics, and personalized AI-driven financial strategies, positioning AI-integrated blockchains as one of the most disruptive trends of the next market cycle.
Lessons from FTX, Voyager, and Crypto’s Dark History
The conversation took a serious turn when Kyle recounted his experience uncovering FTX’s fraudulent activities before its dramatic collapse. He recalled warning people about Sam Bankman-Fried’s unsustainable business model, market manipulation, and potential misuse of customer funds, only to be met with skepticism and criticism.
At its peak, FTX was valued at $32 billion, backed by some of the biggest names in venture capital, including Sequoia Capital, SoftBank, and Tiger Global, which made it difficult for many to believe that something was fundamentally wrong.
However, as Kyle had predicted, FTX collapsed in November 2022, with court filings later revealing that over $8 billion in customer funds had been misused—leading to one of the largest financial frauds in modern history.
“People thought I was crazy for calling out FTX early. Then the whole thing crashed, and suddenly everyone was an expert on spotting fraud.” – Kyle 6figs
Matthias emphasized that the era of unchecked crypto fraud is coming to an end as regulatory clarity improves globally. Governments and financial regulators worldwide have responded to the FTX debacle by tightening oversight on crypto exchanges, mandating proof-of-reserves, and increasing compliance requirements.
The European Union’s MiCA regulations, set to take full effect in 2024, will establish clear guidelines for crypto asset providers, while the U.S. SEC and CFTC are actively working on classifying digital assets to ensure better investor protection.
Matthias believes that, although these regulations may seem restrictive in the short term, they will ultimately strengthen the industry by eliminating bad actors and making crypto a more legitimate asset class for institutional and retail investors alike.
What’s Next?
As the episode wrapped up, both Matthias and Kyle remained extremely bullish on crypto’s future. While short-term price action might be choppy, they predict that the real bull run will kick off in late 2024, leading into 2025.
Matthias also teased upcoming developments for Gbot, the Telegram trading bot, and the launch of Cyclics Games’ Powerball Lottery, reinforcing that innovation in crypto is only just getting started.
The key takeaway? Crypto 2025 will not be like previous cycles. The players have changed, and so have the stakes. Those who adapt and stay ahead of the curve will be the ones who win big.
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