James Bachini

Crypto Market Thesis

  • Crypto Market Thesis 2025

    Crypto Market Thesis 2025

    It’s that time of the year again, I have published my thoughts and musings on the blockchain sector in the annual crypto market thesis for 2025. Full document has been published here: https://jamesbachini.com/resources/CryptoMarketThesis2025.pdf Previous years: 2023, 2024 Summary below: 2024 Year in Review Macro Trends Market Outlook for 2025 Sector Insights Emerging Trends to Monitor…

  • Crypto Market Thesis 2024

    Crypto Market Thesis 2024

    The crypto market has experienced significant recovery this year, with Bitcoin’s value surging from $16,500 to over $40,000. Growth was shadowed by increased regulatory scrutiny, particularly impacting centralized exchanges. The Bitcoin halving in April 2024 is poised to be a pivotal event, historically triggering market rallies. The potential January approval of Bitcoin spot ETFs could…