ETF issuer Bitwise CEO Hunter Horsley tweeted a series of tweets yesterday (5) on topics such as artificial intelligence (AI), tokenization, and Bitcoin strategy companies, emphasizing that AI will lead the growth of small and medium-sized enterprises and tokenization companies, and more and more companies will hold Bitcoin as their financial assets.
(Bitwise 2025 prediction: Bitcoin at $200K, Ethereum at $7K, AI agents will continue to lead the meme coin frenzy)
The potential of tokenization lies in the supply side
Horsley first expressed his views on the potential of the tokenization market, believing that tokenization technology may fundamentally change the stock market in a less obvious way:
The transformative power of tokenization lies in helping small businesses enter the capital market and unleashing a larger supply of potential capital.
To illustrate this point, he cited examples of companies like Airbnb, Uber, and YouTube, emphasizing how these platforms have lowered barriers to entry in certain fields, allowing individuals who couldn’t participate before (such as landlords renting out rooms, car owners offering rides, and amateur videographers) to enter the market and be discovered.
Turning to the blockchain field, tokenization has the potential to lower barriers to the capital market, allowing more businesses (such as regional dry cleaners or barber shops) to enter the high-barrier capital market:
This is not the only important area of tokenization, but I believe it is a potential revolutionary direction that could be a new democratized capital market or the next key narrative in the crypto field in 2025.
AI will lead the growth of small and medium-sized enterprises and tokenization companies
Moving on to the impact of AI on the crypto field, he believes that this technology will trigger explosive growth for small businesses, especially tokenization companies.
Small teams or individuals will have more opportunities to develop software services tailored to specific needs using AI and create new small companies with annual revenues ranging from $100K to $1M.
He also added that they can leverage tokenized assets to achieve early monetization of returns and make customers shareholders and promoters:
AI can significantly increase the number of niche market businesses and may be a key development direction for a new “long-tail capital market.”
(a16z 2025 Tech Trends Prediction: The Future of AI, Blockchain, and Digital Identity)
Unfreezing the M&A market may accelerate crypto adoption
Furthermore, based on the precedent set by the Trump administration, Horsley believes that the new government may relax regulations on corporate mergers and acquisitions (M&A), allowing large companies like the Magnificent 7 to further expand their market dominance.
In other words, big companies will get bigger, and mid-sized companies may shrink; and he believes that this situation will accelerate the development and adoption of cryptocurrencies:
The fundamental concept of cryptocurrencies is: don’t trust big institutions to act in your best interest. The fact that big companies are getting bigger only strengthens this idea.
“Bitcoin Standard Corporations” thriving
Lastly, he quoted data from HODL15Capital, which showed that 11 public companies have bought more Bitcoin since last Monday:
In 2025, more companies will join the ranks of “Bitcoin Standard Corporations,” incorporating Bitcoin as part of their corporate financial strategy.
He also added, “Saylor has already written the script for this movement.”
Implicitly, he supports MicroStrategy CEO Michael Saylor’s aggressive Bitcoin investment strategy, which has provided an example for other companies to invest in Bitcoin.
(Bitwise files for “Bitcoin Standard Company ETF,” MicroStrategy, mining companies, and game developers can be included)
Risk Warning
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