H1 2025 Market Review & Outlook
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Focused on: Crypto and A.I.

H1 2025 Market Review & Outlook - Crypto and A.I.
Key Takeaways
  • AI and tokenization are driving crypto adoption
  • Ethereum is becoming core infrastructure for AI and RWAs
  • The Trump presidency could trigger major pro-crypto policy shifts
  • Spot Ether ETFs are expected soon, with strong demand ahead

With crypto markets stabilizing and AI-native blockchain applications gaining momentum, the landscape is evolving rapidly. Alex breaks down the latest developments in tokenization, restaking, real-world assets, and institutional flows, while sharing insights on where the next wave of growth may emerge across Web3.

Key Topics Covered:

  • Crypto x AI Momentum – Why the convergence of artificial intelligence and blockchain may be the most important narrative of 2025
  • Real-World Assets & Tokenization – Continued institutional growth in RWAs as a long-term driver of adoption
  • Restaking 2.0 – Risks and rewards of EigenLayer and the emergence of new modular security layers
  • ETF Inflows & Institutional Trends – Why ETF access is reshaping the investor base for crypto
  • Altcoin Outlook – Are large-cap alts undervalued in the current market structure?

Historical Commentary

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  • Ninepoint Crypto and AI Leaders ETF
    After hitting an inflection point in May, the crypto and AI sectors extended their rally in June, driving continued strength across the portfolio. The fund returned 10.71% in June, marking its second-best monthly performance of 2025, behind only May’s 17.33% gain.
    Cryptocurrencies
    Web3
  • Ninepoint Crypto and AI Leaders ETF
    Year-to-date to May 30, the Ninepoint Crypto and AI Leaders ETF generated a total return of -8.33%. For the month, the Fund generated a total return of 17.33%.
    Cryptocurrencies
    Web3
  • Ninepoint Crypto and AI Leaders ETF
    Well, that was a fun month. Despite wild gyrations in markets and mounting concerns about tariffs, de-dollarization, Fed independence, and recession risks, stock markets closed out April…flat. In fact, the tech heavy NASDAQ was up modestly, while Bitcoin climbed 10%.
    Cryptocurrencies
    Web3
  • Ninepoint Crypto and AI Leaders ETF
    Year-to-date to March 31, the Ninepoint Crypto and AI Leaders ETF generated a total return of -25.74%. For the month, the Fund generated a total return of -12.16%.
    Cryptocurrencies
    Web3