Is a crypto investment still worthwhile? This is what the experts from Jefferies say
Some cryptocurrencies, including Bitcoin, have reached new records in summer. Is it too late in view of this to get on the cryptom market? Not at all, experts say.
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• Jefferies analysts still see enormous growth potential in crypto
• Similarities to the early phase of the Internet
• Warning of crypto projects without real benefits
The cryptom market around Bitcoin, Ethereum and Co. has shown itself strongly in 2025. In August, some currencies were able to reach new records – for Ethereum, for example, it was the first new all -time high in several years. Although Bitcoin and Ethereum are currently somewhat below their record prices, some investors could ask themselves whether an investment at the cryptom market is still worthwhile in view of the development this year or whether the correct starting time has already been missed. The experts from the US investment bank Jefferies give a clear answer in this regard.
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Jefferies analysts: Kryptomarkt is still at the beginning – like the Internet in 1996
A team of Jefferies analysts under the direction of Andrew Moss compared the crypto sector according to “Coindesk” in a current assessment with the early phase of the Internet. According to the analysts, the crypto industry is currently still at a very early stage of development, comparable to the situation of the Internet in 1996. At that time, the first major technology companies began to gain a foothold on the Internet. However, the infrastructure was still incomplete, the number of users relatively low and business models that were to transform entire industries later were hardly foreseeable. For example, Amazon was still a pure online bookstore without stock exchange noping and the search engine Google did not yet exist.
Transferred to the cryptom market this means that many basic structures are already available today, but the foundation has not yet been fully laid. Scalability, regulatory clarity and everyday suitability are mostly in its infancy, the mass application is still at the beginning. However, this results in a significant growth potential for the future. “Compared to the Internet, we write the year 1996 for the ecosystem of digital assets and the next growth phase has just started,” the analysts summarized the situation according to “Coindesk”.
Development expected to a huge market in the next few years
In order to support this growth thesis, Jefferies also referred to the role of institutional investors. So far, their commitment in the cryptos sector is comparatively low. For example, only a few traditional funds are already active in the crypto area, but that is currently changing. “Many actively develop investment strategies and determine how the funds on tokens, ETFs, digital asset treasury company (dats) and listed companies with [Krypto-]Commitment are distributed, “said analyst Moss according to” Coindesk “. The experts would see this as a short-term bull scenario, it is said.
However, there is a long-term bull case in the area of tokenization and stock exchange. The tokenization of real estate, shares or bonds could become markets, trade, trade around the clock and also receive smaller investors access to forms of investment that were previously reserved for institutional investors. This could lead to a real “paradigm shift” in the investment world, according to the Jefferies analysis. In addition, the analysts await further “10-15 IPOs within the next 18-24 months and a public market sector after the successful stock exchange. [im Volumen] From one trillion dollar in the next five years, “quotes” Coindesk “.
Investors should therefore not only look at the Bitcoin, but also. “We believe that too strong focus on Bitcoin and the BTC course will distract from the disruptive potential of blockchain technology in all industries,” the analysts continued.
More specific benefits are gained in importance in the crypto sector
Similar to several years ago on the Internet, according to Jefferies, the focus is currently on projects with concrete use cases and real benefits in the cryptoscap. According to the “Coindesk”, the investment bank therefore also recommends that its customers focus on an investment: just like young tech startups, tokens should be analyzed and acceptance, development, use and application are prioritized over volatile sales tips. Because, as with the Internet, it will be crucial to identify the right companies with real applications, since only these should exist in the future – while others are likely to go under in a counterpart to burst the dotcom bubble.
Editor finance.net