Framework Lianchuang 2025 Forecast: The Federal Reserve will continue to cut interest rates, and ETH ETF funds will continue to flow in

Author: Vance Spencer

Compiled by: Deep Wave TechFlow

Macroeconomics

Four countries in the Group of Seven (G7) countries (France, Germany, Canada, and the UK, which may soon rejoin) are experiencing changes in government due to budget crises. One of these countries is expected to experience a failed bond auction in 2025. By the end of 2025, most of the G7 countries will be governed by conservative governments.

Trump will create a new global monetary framework similar to the 1985 Plaza Accord. This framework will promote a gradual and significant depreciation of the U.S. dollar, thereby promoting the return of manufacturing to the United States, while directing liquidity to the U.S. market and high-risk asset markets such as cryptocurrencies.

Inflation is expected to be between 2.5% and 3.3%, and the Federal Reserve will significantly cut interest rates in response to the weakness in the job market.

The world's major armed conflicts are expected to end in the first half of 2025, followed by an optimistic era of peace and security.

USA

The S&P 500 Index (SPX) is expected to rise to 7,500 points, as artificial intelligence (AI) technology delivers on its promise to drive economic growth.

At least one major U.S. city, probably Chicago, will face bankruptcy.

Decentralized Autonomous Government Entities (DOGE) will be extremely efficient, saving $2-3 trillion in the federal budget and enabling the United States to achieve a 0% fiscal deficit. This model will be followed by other G7 countries as well as local governments in the United States.

In the context of a 0% deficit rate, U.S. interest rates will fall significantly.

Trump's approval rating will hit the highest record for an American president in history.

Crypto

Ethereum (ETH) and Bitcoin (Bitcoin) ETF inflows will reach the same level in the second half of 2025, with average daily inflows reaching $1 billion each. This trend is mainly due to the launch of portfolio ETFs.

The altcoin market will usher in a sustained altcoin season, especially emerging blockchain ecosystems like Berachain that stand out due to their high attention.

The combination of games and artificial intelligence (AI) will become the vertical field with the largest number of users (MAUs/DAUs), benefiting from AI technology’s significant improvement in game experience and interaction.

Driven by Glow and Daylight, the fee income of Energy DePin will be on par with blue-chip DeFi projects. Such protocols leverage blockchain technology to optimize energy distribution and trading.

Memecoins will be subdivided into multiple categories, including ephemeral, AI-driven, factory-produced, and large-capitalization. Market differentiation will intensify, but competition will remain fierce.

Total fee revenue from decentralized finance (DeFi) will exceed $10 billion in 2025, while the supply of stablecoins is expected to reach $500 billion by the end of the year.

The assets of large banks are beginning to be tokenized, a trend that will significantly reduce the waste of resources in the U.S. financial system and improve efficiency.

The listing of cryptocurrency ETFs other than Bitcoin and Ethereum will be delayed until 2026.

culture

More and more people are turning toward religious beliefs or spiritual pursuits, possibly as a way of coping with the pressures of modern society.

As artificial intelligence (AI) begins to automate content creation and programming tasks, top creators on Instagram, TikTok, Twitter and OnlyFans, as well as software developers, will reach the peak of their careers around the world.

Elon Musk will become the world's first trillionaire thanks to his successful deployment in multiple industries.

Fetterman will become the clear front-runner for the Democratic nomination in the 2028 U.S. presidential election, competing against Republican candidate J.D. Vance.