In 2025, the cryptocurrency sector is expected to face significant changes, according to Yat Siu, co-founder of Animoca Brands. The challenges brought on by political factors such as Trump-era tariffs and economic pressures are pushing the industry to evolve towards tokens that serve real utility rather than speculative gains. Siu noted that Bitcoin is entering the year end with its fourth annual decline, reflecting a miscalculation in its relationship with political events.
Siu expressed disappointment in the performance of cryptocurrencies, describing it as a “B-/C+” grade, and highlighted the need for the industry to move beyond its reliance on political figures like President Donald Trump. He emphasized that the focus must shift to compliance and practical applications for tokens as crypto faces a challenging landscape.
Looking ahead to 2026, Animoca aims to secure a position as a public market proxy for altcoins through a reverse merger with Currenc Group. This strategy is designed to provide investors with easier access to a broader range of cryptocurrencies, addressing the current lack of a public vehicle similar to what MicroStrategy offers for Bitcoin.