Ten bullish predictions for 2025 with Lark Davis

Transcript

GM good morning welcome to the milk Road show The Daily crypto show that cuts through the noise better than your noise cancelling headphones when there's a crying baby next to you on a flight I'm your host Jay Hamilton and today we're joined by legendary crypto investor Lark Davis in today's episode we are talking about Lark's top 10 predictions for crypto in 2025 this includes price predictions for your favorite tokens this includes narratives that he thinks should be watching talking about regulation and the impact that could have guys this is an awesome episode you're absolutely going to love it before we jump in though we just need to take a minute to hear from our sponsors who make this show possible meet odos the defi

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doing good getting excited about 2025 it's gonna be massive let's go let's go even bigger than 2024 let's go okay let's just jump right in waste no time prediction number one what do you got for us altcoin ETFs are going to come flooding in like crazy I think we get up to like 10 of them by the end of the year um 10 10 maybe up to 10 I mean think about this we already have uh we have a Litecoin ETF application in we have a salana ETF application and and we have xrp ETF application that's three right and is it really such a stretch so once those get approved that all the big institutions going to go let's get a bun let's do a do Dogecoin ETFs are coming okay do not be fooled those coin ETFs

are coming guys and we'll see a lot of the other big coins we'll see uh for some reason we're goingon to get a stellar Lumen ETF which well I guess will be like a Litecoin ETF finally giving some kind of use case to that coin but you know no shade against you know Stellar or Litecoin holders but uh we're going to see a lot of them we're going to see a lot of uh ETF products coming out some will be more popular than others I think you'll see largely it follow General Distribution patrons of the way we've seen the trading go so yeah like salana is be a super popular ETF extrap super popular ETF Doge gonna be a super popular ETF others maybe not so much but they're going to come anyway I love it okay let's I'm going to keep roll us along because we got 10 to

get through today number two what's prediction number two meme coins love them or hate them they ain't going anywhere and they're actually only going to get way bigger and way sillier and way dumber and I'm here for it I'm excited about it look I mean celebrity meme coins are still going to be absolutely garbage obviously we're not looking at that kind of stuff we're all about the zoo man we what we like we like uh dogs we like cats we don't like hippos because hippos are fat and ugly but you know I guess somebody likes them somewhere so whatever but look here's the thing funny thing about meme coins a lot of the big meme coins that are out there right now are going to get so much bigger right Pepe is GNA be massive for example look at the cult behind Pepe the big onchain wheeles behind Pepe it's

going to be a beast a beast others will do incredibly well we're going to see multiple meme coins with 10 Billion Dollar Plus market caps I think we only have two now Pepe might have had 10 I think it's like eight or something right now it'll hit 10 if it's not 10 right now we'll see probably 10 10 Billion Dollar Plus meme coins by the end of the cycle and here's the thing some of the biggest winners of the cycle may not even exist him just think about like peanut came out of no nowhere okay somebody the government comes in kills the squirrel suddenly there's a two and a half three billion dollar meme coin some of the biggest winners may not even hit the market yet okay so keep clicking guys they're out there is the is the opportunity for meme coins in the Blue

Chip meme coins at this point or more in trying to find the new one or the next one I think it really depends on um you as an investor for me like I I my attention is really on the bigger Blue Chip meme coins I just enjoy you you know trading those focusing on those um I'm not so much a trench Warrior right I don't want to be in there getting torn up all the time and pumped up fun or whatever other meme coin platform you on but if you're a dude who's got a thousand bucks like there's no point in buying Pepe I mean you'll get a 10x out of it or something maybe maybe right but that's not going to change your life but if you can find the next big meme it'll change your life and if you lose all your money you can always find another

thousand bucks right not the end of the world but if you hit one keep clicking guys you might might be you all right let's go to prediction number three we are gonna get loads of really good crypto regulation coming in I mean I'm super bullish on the new US Administration when it comes to crypto and Ai and stuff they got David Sachs is the cryptos are from the he's the all-in podcast Guy s a famous investor like this dude's like Ben he's he's a crypto dude like it's not like he's just some guy who kind of sort of knows like no he's like been into crypto big time like salon and investor talked about Avalanche talked about all kinds of cryptos understands Bitcoin at a at a good level like we got somebody coming in who really gets it okay I mean Trump

himself I mean the dude's been selling nfts and stuff like that he's launching a D5 protocol I mean the new SCC guy he is super pro crypto so it's going to be really exciting to see all this positive regulation it's not just about like the ETFs getting approved that's all great too but like actually stuff like better stable coin regulations to allow for broad payments of stable coins that could really open things up imagine all businesses get regulation says yeah I can take table stable coins now it's fine it's fine to do that we're GNA see potentially even stuff like icos coming back now part of the reason why memecoins got so popular by the way is because the traditional funding model in crypto well traditional way it has been since 2017 is completely broken because the SEC cracked down on everybody over

Ico funding and so now it's all basically all the money just goes to VCS and angels and insiders and others like that which fine but it didn't democratize crowdfunding it just kind of put the old system on a new system new rails right so we might see icos come back we'll probably see us VC funding absolutely explode defi could actually take off with more regulatory Clarity you know there's been so many stupid things theyve been trying to do around defi trying to get like decentralized exchanges to be broker dealers which I think those actually already shot down in court after Trump got elected of course it's our it's all that change is already happening and dud is not even the white house yet so I think we're going to see a lot of really positive crypto regulation coming out of the USA

and that's going to really just change the global scene on crypto because the US is a global leader obviously world superpower and what they say how they act the laws that they pass will have a resounding impact around the rest of the world particularly in the developed economies for those that weren't around in previous Cycles can you just explain icos quickly Yeah so basically this was just onchain funding of early Venture startup crypto coins you know a lot of these earliest blockchains you could just go and be a regular dude or try and hustle and get on the right white list and whatever and then you'd be able to invest a thousand bucks or 5,000 bucks

and they would just crowdfund new blockchains and these new ideas from regular people instead of instead of going to a VC and saying hey cut us million dollar check they would go to a million people say hey a million people they give to 100,000 people or 10,000 people whatever and say Hey give us money and we'll give you tokens back in exchange for that because the SEC crushed that model it's gone away but it was actually a much better model in a lot of ways because it allowed people to get in flip icos get early access to these kind of deals that now are only reserved for you know insiders whether that be VCS or Angels or influencers or whoever else it's not the general public yeah icos coming back would be great for

the way that we are democratizing fundraising in crypto uh okay let's go to your fourth prediction which is I know the one that everybody listening wants to hear the market top latest latest now you're going to hear a lot of talk about the super cycle okay and you never know this time really could be different this really could be the Super Cycle my guess my prediction we top latest November next year okay there's going to be whatever happens it's going to happen and 2026 we're going to have a bare market for one reason or another maybe it's not the worst bare Market some say it's going to be the new Great Depression right keep hearing that been hear be say that for as long as I've been an investor every the new Great

Depression is always right around the corner guys watch out it's coming but I think we're going to see potentially a first major local Peak if not the peak by the way but likely a first major local market peak in March or April followed by summer doldrums and a final Market Market top November latest next year that's not certain the First Market top we'll see anyway but I think Bitcoin $250,000 becomes a very very very likely price target for Bitcoin there's like a pile of charts I can look at that show the reasons why that's a really good Zone 200 to 250k maybe overshoot tiny bit to 80k or something crazy crazy like that the absolute Mania

Peak but that's probably about it and people think that's not bullish enough Lar going to go to a million dollars like dog what are you talking about 250k is insane that's it's insane it's 150k from here are you kidding me the amount that's that's like A5 trillion doll Bitcoin by the way market cap wise okay come on uh in that situation ethereum goes to $15,000 salana goes to $1,000 xrp to 10 bucks cardano to 10 bucks Dogecoin probably around 354 something like that total crypto market cap around $10 trillion now here's the thing on all these numbers these are just numbers price predictions I have to reiterate this do not get wetted to price predictions price predictions are fun they can be a nice guid Stone but don't

sit around well I heard this podcast one time and he said it was going to go to $155,000 ethereum it's only 14,500 days so I'm not going to sell till to 15 that doesn't go to 15 and then you hold it all back way back down to the bare Market okay same with like the 10 trillion dollar market cap for all cryptocoins so by the way these numbers fit in with the10 trillion market cap again there's so many different charts we look at that kind of Fallen this area and you'll be told it's a super cycle none of this [ __ ] matters none of these charts matter anymore it's going to go way more bullish than this we're going to a million dollars a cycle etc etc etc I think that these are the catalysts States buying corporations buying all that kind of stuff that get us to

$250,000 Bitcoin it's a long way to go we got to add three trillion dollars of market cap to bitcoin to get to a 250k Bitcoin by the way which is a a it's a big lift it's a big lift it's a lot of money okay but my guess we either just overshoot 10 trillion a little bit total market cap for all crypto coins or more likely we don't quite get everybody's waiting for that big round number they're waiting for 250k 15K eth whatever th000 Salon etc etc and we get to like $9.3 trillion total market cap and that's it right so just remember these big numbers these price predictions they're just that okay I don't have a cross the ball they're just based on the charts that I've looked at work we've done around a whole bun of

different things this is kind of what I think our logical and realistic expectations for the market cycle okay I think in many ways H your best advice comes in prediction number 10 uh which ties into this prediction and some of the things you were just saying but we'll get there at the end let's go to number five AI agents big big and there going to be way bigger than anyone thinks they're going to be right now now we're GNA go through garant wanle sickening downturns in this because it's a new hot asset class so you can expect you'll have hype train go for a few weeks and it'll just crash like 60 70% for most of these assets but AI agents is a very exciting Niche within crypto right now and I think it's going to get

much bigger now we start off calling these kind of AI meme coins but I don't think that's really an accurate description for them to be honest because they have so much utility and there's so many things that they can do and some of them are totally stupid right like goat's probably really just an AI meme coin right others are not AI BT is not a mem coin that's a very interesting AI protocol right so there's these things are be used I I think we see multiple AI agents go to Billion Dollar Plus valuations AI meme coins we could say things like goat will have others that go to Billion Dollar Plus valuations and the Frameworks virtuals already shown the way we'll see other Frameworks popping up there's Frameworks that haven't launched yet that are going to be pretty big there's ones that like the salana based one ai6 uh

zow the tech behind that's really solid so we're going to see some really big stuff coming in here and um I think is definitely something that if you're an investor who's excited about AI in particular crypto and AI coming together and you like the idea of sort of mimetic we could say coins then you should be paying attention to AI agents yeah it feels like 2025 is going to be the year of AI within crypto it's already picking up steam towards the end of this year and I mean obviously AI outside of crypto is is absolutely massive no doubt there but the opportunity in the crossover from investing I think the thing to remember is uh they exactly what you said this the swings will be massive Within These Within

These AI agents so do not put your entire bag into that space Jay I just want to f up with thing one thing real quick too and I this is something I've kind of thought about is we're essentially heading right now towards what could be the aai bubble much like we had the do comble back in the 90s and at some point at some point there will be a major Reckoning in stock markets and crypto markets and stuff like that and you see how much excitement AI is got how overvalued some of the AI companies and stuff are becoming and it's a tough one because the much like the internet back in the 90s it's fundamental the AI boom is real the technology is real The Innovation is doing is insane and it's moving at such a break neck speed that it's probably going to push a lot longer and a lot

crazier than people think it's going to but there will be a reckoning at some point so keep listening to this podcast to make sure you know when the Reckoning is coming and you're ahead of it because uh yeah these things come fast number six prediction for 2025 stable coins I know they're not sexy but they are the killer app of crypto they really really are and with a pro crypto Administration coming in stable coins are going to get even crazier you know stable coins are one of the biggest buyers right now of us treasuries it's insane right between uh usdc and usdt I think they're like the 15th and 16th biggest buyers or something like that and I don't know

maybe it's probably more now I haven't looked at updated statistics on that but they're top 20 buyers of US debt globally it's insane and it's only going to get bigger and I think that here's the here's the smart play and this is something I've said for a long time if the US wants to extend the dominance of the dollar they should get fully behind US dollar back stable coins and push those harder than they can imagine because that's going to just help dominate The Globe even more than they already do with the dollar so I think we'll see a lot more stuff like that things like RL USD by the way the xrp stable coin that's coming that could become really big it's either going to be a massive flop or like super massive

and because of all the banking Partnerships and stuff like that it has the potential to be super massive and it could actually this the thing tether usdc they've been around for a while right we've tried stuff like die and whatever fine but imagine if the banks and the suits finally show up and say no no no now we're launching our stable coin is going to be based on xrp that could really be massive so we'll see how that plays out but I think we're going to see a huge surge in stable coin deployment and adoption happening over the next year what do you think the probability is of the banks adopting RL USD the xrp stable coin some of them definitely will I I think we'll see um or or they'll launch their own sort of um white label stable coin but using

that framework right interchangeable with that framework and um we've already seen some big banking players and stuff um they're working with paxos paxos is launching a new stable coin by the way so the the competition is absolutely huge between the stable coin players because the they make so much money tether makes so much money it's it's mindboggling so there's a huge opportunity here for these companies to um to really really make truckloads of money all right let's go to your prediction number seven which I think is one of the most exciting things that could happen in 2025 so us bit coin Reserve or we're excited about it my thought and this is just sort of a a prediction right I'm happy either way

but the US launches their Bitcoin Reserve however they only launch a Bitcoin Reserve in the sense that they keep the Bitcoin they have they don't actually buy the million that c the lumus is trying to push through maybe they do maybe they do but I'm not so sure it feels like one of those things that's like uses a lot of political lot of political ammunition right which may not be worth it the proba other things that you need to spend that political capital on so they it's easy to keep the Bitcoin you have saying hey we're going to spend tens of billions of dollars to buy more Bitcoin hard or sell regardless though other countries will do it other countries will start buying so Brazil I think will be a very very likely

candidate to start a strategic Bitcoin Reserve it's already being discussed in Congress and I think they'll confirm it and do it personally I think we'll see other sort of countries that have been rumored to be getting in get in and actually announc that they've done it so somebody like Saudi Arabia is going to come out and say yes we bought Bitcoin and once we see like Brazil um come out and even the USA just holding their Bitcoin and saying we're keeping it as a strategic Reserve it's going to set off the minds of a lot of countries you know probably see someone like Switzerland or even Argentina also start buying or holding what they have yeah if the US when we go back to your bitcoin price prediction of 250k as as the Top If the US does pass the

legislation for a Bitcoin strategic Reserve do you think your price Target goes even higher potentially it does and you know I'm open to that possibility I'm happy either way right it's gonna be fine but here's the thing there's always a catalyst right there's always a catalyst that keeps things going and look if we see just an unbelievable amount of corporate adoption then we know Amazon comes in and and whatever Facebook comes in etc etc and not the US buys and then France and the UK say they got to buy and then Russia says oh crap and then China comes back and then yeah okay things can really get you know thrown out the window but just just that may not be enough right oh yeah okay USA is going to buy a million Bitcoin over five years let's say it actually gets

passed it's only 200,000 Bitcoin a year which is a lot of Bitcoin but there's always sellers isn't there so that's what pushes us up to 250k and then the Great Reckoning comes there's a giant bare market and prices go down people sell whales sell whales cash out they sell into that buying strength right they and that'll be almost a a buy the rumor sell the news kind of event when it actually gets announced because it's not like they just you know go to coinbase and Market bu you know 200,000 Bitcoin on day one no they they spread that out over time and you know when you start to break down like how much Bitcoin that actually is per day it's a lot but it's not like a million Bitcoin a day or 100,000 Bitcoin a day it could

spread out right so the impact short term might be overestimated whereas the impact long-term of course G be absolutely massive yeah that's a great Point okay eighth prediction for 2025 trillion dollars real world assets on chain it's probably not even that big of a prediction I don't know I feel like like like red belly networks bringing like 70 billion on chain I think we'll see other networks bring a lot of money on chain too we're seeing a lot of new protocols launching um when you start seeing more of the uh treasuries and stuff they're going to come on chain like maybe a trillion is not even that insane I don't know but uh I think we'll see a trillion dollars by the end of 2025 on on chain for real world assets

and it's only going to get Crazier by the end of the decade by the way it'll be absolutely like probably 10 trillion by the end of the decade it's going to get real crazy and that brings huge liquidity into the cryptocurrency markets long-term again we like to you know overestimate the short-term impact all that stuff with the long-term imp back is absolutely massive yeah that that's the the the the least sexy part of crypto that nobody really talks about but could treasury Bonds on chain oh even if we yeah exact but even if we just had that like even if that just had that it would be it would be absolutely huge uh and I think I agree I think it's funny um a trillion actually could be could be low like that we could blow

past that number in the next it all depends on the regulation right like that's the first thing we need to see happen you know what would be the absolute gigabrain move here would be if the US actually starts launching debt auctions for the treasuries and you can pay with Bitcoin and they keep the Bitcoin from that ah ah whoever's listening whoever's listening that's the move man that's the move sell treasuries for Bitcoin okay uh number nine prediction for 2025 I think we're get a few really big break out applications coming look there's so many contenders who that could be we have like the Off the Grid game that Avalanche based game I'm investor by the way but they they are massive right and they have got a really

big splash really big impact when they came out and people are still playing the game and excited about it so something like that could be one of those consumer facing applications that actually people excited things that have real sort of impact you know these telegram games where you just like tap your screen relentlessly they got a lot of players really quickly because people wanted to f the airdrop but like this is this this is this is your life what do you do five hours today this this relentlessly like it's ridiculous it's not fun right but I think we'll see some really fun games that people actually enjoy playing um get out there we'll probably see stuff like the soie play one device uh that's going to come out that could be what's the suie play one

device so it's it's actually um a dedicated gaming device right so it's a blockchain gaming device designed to play crypto blockchain games on the sui Network and it's an actual like physical handheld device so something like that could you know has potential to go mainstream and probably something that's not even launched yet this is the thing we think about like these AI things right imagine if there's an AI chat J chat GPT like competitor but on chain now like the guys at the near blockchain right they're launching a massive AI initiative right now with hundreds of millions of dollars behind it to do exactly this to be one of the most robust AI systems in the

world what if that becomes a mainstream consumer focused application that people start using and they don't even really realize there's blockchain in the background but there is so that's where the real big thing is going to happens when you abstract away all the nerdy blockchain stuff and just let people use applications yeah for sure the most of these apps will be fully blockchain abstracted you won't even know you're using blockchain and and it'll just be a fun game or a fun app and I I mean Off the Grid I think is uh it's just the beginning of what we're going to see in crypto gaming uh we had a great podcast recently with uh with Pierre kicks who's an investor there as well and it's I think a lot of people are missing that

and the guns token is coming soon as well uh so uh yeah tons really exciting I think that'll be some some game is finally going to make it mainstream and have millions of users and I don't know which one it's going to be off the grids obviously going a great head start but I think you're right it's it's going to happen in the next year or something new okay final prediction for 2025 this is one that you listening yes you listening this is one that's about you actually most of you are going to make crazy money we're talking like wild money more money you probably ever imagined is you make M as much money makes you feel uncomfortable how are you going to explain this to your friends

and your parents don't you don't need to just just make the money okay but here's the thing though you're going to take a screenshot and then you're not going to click the sell button classic mistake and as will happen in most Cycles my prediction is that most people will not be a genius because you're not a genius it's just a bull market I'm not a genius it's just a bull market okay it's good to be here at the right time in a bull market most people again will fail to take profits and that's not some like big ground changing event happening in the crypto Bas but it's something groundbreaking and lifechanging for you listening all this other stuff's very exciting but none of that other stuff matters if you don't take profits when

the time comes because no matter what they tell you the goal posts are always gonna keep changing I already see it I saw a post by Max Kaiser Max Kaiser fan dud that dude's an absolute character Bitcoin OG right and he said well I'm raised my target from 220,000 to 2.2 million and that is how people get trapped that's how people get trapped that's just 10x that's how people get trapped guys because this is the thing and look he's a character he's a showman that's what he does right he makes outrageous statements like that fine again Max sker fan but those kind of statements are what get people believe in in the super cycle narrative maybe this really is the super cycle this time but every even a super cycle ends okay things go crazier for longer than you

think and then it ends but probably it's going to be relatively standard-ish cycle with new Catalyst that send us up to these crazy price predictions just talked about and when we get to 250k everyone's going to be screaming it's going to 500k now it's G to go look how fast it's only another 100% to 500k that's like nothing yeah it's another $5 trillion doll of market cap five freaking trillion dollars okay it's not like you just snap your fingers and it goes like that people will believe in their own genius people will believe in the super cycle people will fail to take any money off the table and the round trip their whole damn bags and I just beg at everybody listening don't let that be you okay you can do better than that don't let it be you I think this is

the the most important prediction and it's true it's we we know it's true you know dumb money right like everybody listening everybody we're I'm dumb money right we all are let's be real here and if you don't have a plan to take profits and if you don't take profits along the way and be okay with you're never going to sell the top do not try to sell the top be okay with taking profits and winning and actually a having some money that comes into your that will change your life think about your tax have a plan but keep it simple and just know that the objective here is not to sell

the top not to sell your bag all at once right at the top if you try to do that you you won't do it and then also know that it's okay not to be the one that is screaming on Twitter and telling everybody that you did the best like you have to you really have to remove human psychology because if you involve human psychology in this like your mind will [ __ ] you up and your emotions will [ __ ] you up and it'll make you do the wrong thing it'll make you make bad decisions that's why investing is so hard you know it would be if it was as easy as like pick a price Target and sell at that point everybody would do it amen to that you guys are going to be your own worst enemies and it doesn't have to that way but it probably will

for most of you guys so just remember it's the only person you're playing against is yourself okay you're not other people you're not in their position you don't have their risk you don't uh risk Frameworks you don't have their Capital you don't have their connections all that kind of stuff okay you're playing your own game and that's the only game that matters so focus on your game and focus on doing the best that you can you're not going to be perfect but focus on the best that you can and getting as much as you can out of the market cycle before it ends because it will end it always does that's right Lark thank you so much for your predictions today everybody listening in I think the one thing I will say is pay attention when we talk about taking profits pay attention to indicators not just price like as the

cycle goes we might have Lark back on in three months six months and he might change his price Targets in terms he might change the timing of when he thinks we're going to top out the cycle he might change his price targets because certain indicators are telling him that if you just base It On Prom price and that's why continuing to listen to our show listening to other shows like do your own research and look at a broad range of indicators to make those decisions because I think a lot of people set sell targets based on price and as you said at the beginning that's dangerous because we just might not never hit that but indicators might tell you that we're really close and that's when you make those decisions pric is a liar sometimes that's right yeah price is wi uh

everybody have a wicked awesome day thanks so much for listening Lark thanks for joining us again we'll see you in 2025 as always if you liked today's episode please hit subscribe and make sure you follow us so you don't miss out on the next one there's also a link in the description to our free 5 minute daily newsletter where we simplify crypto for you while making you laugh and if you're willing to step up your crypto investing game we're going to also leave a link for milk Ro Pro you get access to our portfolio where you can see exactly what we are buying this is your number one resource to help you invest successfully in crypto one final note this show is for educational purposes only and nothing we

say is financial advice investing in crypto or any asset is risky and you should never invest more than you can afford to lose thanks so much for listening in my friends have a wicked awesome day