Our 2025 crypto reflection, and 2025 predictions
11 December 2025
1
minute read

We’re closing out the year with a beer instead of a coffee and a long, honest conversation about where crypto actually stands right now. Bitcoin has chopped sideways, Ethereum is quietly tightening supply, institutions are stepping in harder than ever, and retail is still nowhere to be found. That combination matters.
In this episode of Bitter & Bullish, we unpack whether the early signs of an alt season are real or just another head fake, why Ethereum is starting to look like the centre of the crypto economy, and how stablecoins, banks, and businesses are reshaping the market in ways most people are missing. We also talk openly about mistakes we made this cycle, what we’d do differently, and how we’re positioning heading into Q1.
This is not hype. It’s a grounded, end-of-year reset on Bitcoin, Ethereum, Solana, Chainlink, stablecoins, DeFi, and where real adoption is actually happening.
What we cover:
- Bitcoin market structure, chop, and whether BTC can reclaim 100k
- Ethereum supply squeeze and why institutions are accumulating ETH
- Why “alt season” looks very different this cycle
- DEX activity vs centralized exchanges and what that signals
- Stablecoins, Sony, banks, and real-world adoption
- Why most altcoins won’t survive the next cycle
- Chainlink, Solana, XRP, and infra plays that still matter
- How to think about spot vs narratives vs trading fatigue
- Why this cycle feels more mature and less euphoric
No financial advice. Just two people who live in crypto, zooming out, connecting the dots, and calling it how we see it.
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