According to a new report prepared by Coinbase Research, a more positive macroeconomic ground, the increasing interest of institutions to digital assets and the clarity in the regulatory area can provide a constructive appearance in the crypto markets in the second half of 2025. The report states that the healing of the indicators of the US economy and the expectations of the Potential Interest Discount of the Federal Reserve are increasing the optimism in the market.
Macroeconomic developments and market reactions
In the first quarter of 2025, after the short -term contraction in the growth of the US economy and the disruptions in the field of trade, the latest data points to recover. Atlanta Fed’s GDPNOW data, with a significant increase compared to the beginning of the year, rose to 3.8 percent on a quarterly basis as of the beginning of June. Expected interest rate cuts and less aggressive trade policies reduce recession concerns, while increasing the risk appetite of investors.
In the same report, Bitcoin $107,041.02It is considered that it can increase its attractiveness. However, the high level of US Treasury bond returns may continue to be decisive in the crypto preferences of investors. Regarding Altcoins, the expected rise is limited unless there is a special catalyst.
Crypto asset strategies of institutions
Thanks to the accounting rule change in 2024, public companies can now add digital assets to their balance sheets more easily. The “Mark-to-Market” accounting application makes it possible to save these assets with their instant value. Although companies’ orientation to crypto assets increases, this new tendency causes some systemic risks. In particular, companies that finance digital assets with debt can not have the opportunity to finance again or if crypto prices fall sharply, they may have to sell.
“As companies’ interest in crypto increases, new risks may occur in the markets, Co said Coinbase Research.
Regulatory clarity and new legal regulations
The report emphasizes that developments in the regulatory area can change the market structure. In the Senate, the two -party decisive asset law, GENIUS ACT, which was recently approved, will also be discussed in the House of Representatives. In addition, the CLARITY ACT, which is a comprehensive market configuration bill, aims to clarify the control of digital assets and to determine the roles of both SEC and CFTC. If the law enters into force, the rules for both exporters and investors may become more transparent.
On the agenda of the SEC, there are applications for investment funds associated with crypto assets and containing multiple assets. ETF applications including Stinging and Altcoins were also reported. The first decisions are expected to be taken in July and the remaining applications will be decided by the end of October.
According to the report, Bitcoin is in advantageous position in the second half of the year thanks to macro and structural winds. Altcoins are faced with regulatory uncertainties and liquidity problems, so it may be more cautious.
The expectation of growth in the markets seems to depend on both legislation changes and the release of new financial products regularly. The strategies of institutions and new decisions to be taken may play an important role in shaping market dynamics in the future.
All the evaluations in the report emphasize the variability of the future of crypto markets, and indicate that opportunities and risks have increased together for investors. Increased institutional and regulatory interest in crypto assets can lead to radical changes in market dynamics in the long run. With the decrease in legal uncertainties, with the introduction of new financial products, it gives signals that strengthening the trust in the markets and more stable growth is possible. In this process, investors recommend that they closely follow the developments and regulatory innovations in the markets.
Responsibility Rejection: The information contained in this article does not contain investment advice. Investors should be aware that crypto currencies carry high volatility and thus risk and carry out their operations in line with their own research.
