Bitcoin Reserve and Stablecoin Rules Seen as Key Market Drivers in 2025, Says VC

     

Foresight Ventures’ Alice Li predicts $150K Bitcoin fueled by U.S. policy shifts

Enhanced regulatory clarity in the U.S. could push Bitcoin above $150,000 in the current cycle, according to Alice Li, head of U.S. operations and investment partner at crypto venture capital firm Foresight Ventures.

Speaking on Cointelegraph’s Chain Reaction X Spaces event on June 3, Li emphasized that evolving U.S. crypto policy is a major factor driving the 2025 market rally.

“One of the strongest drivers is definitely the policy change,” Li said, referencing recent regulatory shifts including former President Donald Trump’s support for a Bitcoin reserve and ongoing developments surrounding stablecoin legislation.

Li highlighted the stablecoin sector as a particularly strong long-term investment area, supported by progress on the regulatory front in the U.S.

Her remarks follow anticipation around the upcoming Senate vote on the Guiding and Establishing National Innovation for US Stablecoins (GENIUS) Act. The bill outlines rules for stablecoin collateralization and requires compliance with anti-money laundering regulations.

Li noted that the passage of the GENIUS Act could prompt other global markets to adopt similar frameworks. “It has set a great innovation frontier for the rest of the world,” she said. “I believe that all the other countries, especially Asian countries, Singapore, and Hong Kong, will quickly follow.”

Hong Kong has already taken steps in that direction. Its Legislative Council passed the Stablecoin Bill on May 21, allowing large financial institutions to apply for licenses with the Hong Kong Monetary Authority to issue stablecoins. The legislation is expected to be fully enacted by the end of 2025.

Bitcoin May Hit $150K if Fed Cuts Rates

Further regulatory action could set the stage for Bitcoin to surpass $150,000, Li added. “I’m a strong believer in Bitcoin and the crypto market. So I think Bitcoin could go to at least $150,000 in this cycle.”

She also pointed to the potential impact of monetary policy, suggesting that an interest rate cut from the U.S. Federal Reserve could serve as a strong catalyst for Bitcoin’s price growth.

According to CME Group’s FedWatch tool, market participants are placing a 95% probability on the Fed holding interest rates steady at the upcoming Federal Open Market Committee (FOMC) meeting scheduled for June 18.

Meanwhile, venture capital activity in the crypto sector slowed in May, with only 62 deals recorded—the lowest monthly count this year. A total of $909 million was raised during the month, with some analysts attributing the decline to macroeconomic conditions and typical seasonal liquidity trends.