eGirl Capital Projects Bullish 2025

eGirl Capital, a crypto-native fund that launched in 2020, released its annual yearly predictions from its investors, analysts, and interns, and nearly all of the contributors are calling for a bullish 2025.

The founder of Cove Finance, expects a golden age of American-based DeFi “after some sensible regulation passes Congress and is signed into law”.

Meanwhile, the founder of Argus Labs says that improved regulatory sentiment in the U.S. means there will be an increased appetite for non-token-based infrastructure” citing Circle and Fireblocks as examples.

It is presumed that the Trump administration will present a more friendly regulatory environment for DeFI, potentially allowing for the implementation of functions such as a fee switch, where token holders could receive protocl revenue.

The group is composed of both pseudonymous and puboic, or "doxxed," crypto traders, investors, and builders, led by the anonymous trader known as CL207 and their cat avatar.

Six digits

Most participants on the panel expect a bullish year for Bitcoin, with Degen Spartan calling “6 digits the new normal," meaning Bitcoin should treade above $100,000.

A common theme amongst eGirl Capital members is the magnitude of Bitcoin’s institutionalization. Some cite traditional finance’s slower allocation rate as a potential reason for continued inflows into ETFs, and the potential for nation states to create Bitcoin strategic reserves.

Fartcoin and DOGE

AI will continue to be front and center. One of the members known as Knlae said, “still expect multiple $50B+ projects driven by final cycle vibes, paired with an existential concern about AI. Fartcoin flips every meme but DOGE.”

However, they went on to warn that the “Strategic Bitcoin Reserve is a sham and should not be supported” and expects future mini-cycles, calling the 4-year BTC cycle “conclusively broken."

Limited upside

While the majority of the report is bullish 2025, a member known as Emily says “BTC upside remains limited from here as it has already become hyper financialized” and is cautious of Michael Saylor’s potential impact on the ecosystem.

“MSTR continues to raise more funds to buy more BTC eventually becoming too large for the BTC market and setting the stage for an epic blowup.” she concluded

eGirl Capital is an investor in projects including Arbitrum, Monad, Blur, Celestia, OhBaby Games, and Lido. In 2024 they only made one investment, in Monad, and the majority of the group’s profits and losses are from trading liquid markets, according to the report.