By Andy Swan With 2024 coming to a close and the new year upon us, we’re looking toward the “mega” investing trends that will create massive moneymaking opportunities in 2025. Our Data Engine is currently sifting through millions of social media posts – from X (formerly Twitter), Reddit (RDDT), and Instagram (META) – to spot the powerful trends emerging on Main Street, long before the Wall Street pros see and position trades of their own. We’re taking in data points from all across the web – capturing and analyzing not just social media posts, but company-level website traffic, industry metrics, Google (GOOGL) search volumes, and more. It’s a huge advantage that delivers real results: - In June 2022, as inflation was soaring to multi-decade highs, we noted a surprising sector recording significant growth: gambling. And within that sector, one name – DraftKings (DKNG) – was seeing a 48% year-over-year uptick in consumer demand mentions while its stock was at multi-year lows. The result: +217% in less than two years.
- In May 2023, at a time when most investors were calling crypto dead, we saw an opportunity brewing in Coinbase Global (COIN) when our data detected an inflection point in digital traffic and a surge in crypto trading mentions on social media. The result: +445% in just 18 months.
- In May of this year, when Wall Street had all but counted the language learning app Duolingo (DUOL) out amid ChatGPT competition, we saw a 142% spike in consumer mentions of subscribing to or using Duolingo’s app. The result: +79% in six short months.
This system works. And as the year comes to a close, we’re putting it to work to identify the big opportunities on the horizon for 2025. Based on our consumer insights, we’ve identified what we believe will be the three most influential investing trends of the new year, the stocks set to benefit, and the best time to buy (and sell) them – down to the exact day – based on an incredible new tool from the experts at TradeSmith. Let’s jump into our first explosive trend… The 2025 Crypto Boom The U.S. cryptocurrency landscape underwent a seismic shift in 2024. This was the year when cryptocurrency became an institutional-grade asset class, ushered in via the Bitcoin ETF approval and success. It was also the year when Bitcoin (BTC) skyrocketed beyond $100,000. Source: TradingView In 2025, I believe we'll see cryptocurrency expand to the next levels of institutional adoption – and potentially, the embrace of Bitcoin by a major nation-state like the United States. It's not hard to see how the incoming administration could lead to more lax regulation in the cryptocurrency sector. Trump himself turned into a vocal proponent for Bitcoin during this most recent campaign for the White House. He now sees the “digital gold” as a key technology that the U.S. should embrace – before China does – going so far as to suggest that he would have the government buy Bitcoin to help back the dollar. And he wants the U.S. to dominate Bitcoin mining. This would likely encourage further investments in Bitcoin, as reduced regulatory scrutiny might promote greater adoption and market activity. Bitcoin itself could experience massively increased demand as a store of value and as a speculative asset under a less regulated environment. Our proprietary social metrics at LikeFolio show Bitcoin mentions surging in a pattern matching the 2020 run from $15,000 to $60,000: That move represented a 4x gain. From today's $106,000 level? A similar percentage move points toward unprecedented heights for Bitcoin. At the same time, consumer interest in cryptocurrency trading is still reaching new heights, even beyond that of the last bull cycle: Source: Google Trends These tailwinds will benefit Bitcoin directly – as well as the companies that are heavily involved in Bitcoin trading and mining, like Coinbase, which acts as an exchange. But today, we’re focused on another pick, where LikeFolio data is signaling an opportunity… One Top Pick for the 2025 Crypto Boom MicroStrategy (MSTR) stands out as an investor in Bitcoin and as a visionary architect of its future. Led by Michael Saylor, MicroStrategy's aggressive accumulation of Bitcoin is a strategic maneuver that positions the company as a pivotal player in the digital asset revolution. The company daylights as an enterprise software provider, helping users create visualizations, customize apps, and embed data analytics directly into workflows. But in reality, it’s more like the ultimate leveraged Bitcoin bet. Under Michael Saylor, MSTR began aggressively accumulating Bitcoin in 2020 as part of its corporate treasury reserve policy. Today, it owns more BTC than any publicly traded company or country in the world. As Bitcoin’s value climbs, the intrinsic value of MicroStrategy's holdings could skyrocket, delivering outsized returns. And the company is doubling down, leveraging its capital structure to acquire more Bitcoin as prices rise. This strategy means MSTR not only benefits from the underlying appreciation of its holdings, but also from the leverage it has taken on to buy more, creating a multiplicative effect that allows MSTR to outperform Bitcoin during bull runs. The takeaway: MicroStrategy isn’t just riding Bitcoin’s wave. It’s positioned to outpace the cryptocurrency by a wide margin. And LikeFolio insights confirm: MicroStrategy interest is surging. Our x-ray view into MicroStrategy’s website traffic reveals this name is gaining serious attention on Main Street – recording global website visits at all-time highs: Bottom line: MSTR makes a fantastic bet on the 2025 Crypto Boom. The Best Time to Buy MSTR For this series, our friends over at TradeSmith gave us special access to a brand-new investing tool that solves solve one of the biggest unknowns in trading: the absolute best times of year to buy and sell any asset, down to the exact date. After millions of tests, they plan to unveil this powerful tool to the public on January 8, 2025, in a special event where you’ll be able to try the tool for yourself, 100% free. (You can RSVP for the big reveal here.) But with our early access, we can show you TODAY when MSTR has the best possible chance to deliver you gains: June 26. Based on 15 years of historical data, TradeSmith’s seasonality tool shows MSTR has a seasonal pattern of going up 7.41% on average between June 26 and September 9… And that pattern is 86.67% accurate over the last 15 years (meaning, MSTR has gone up during that time frame 86.67% of the time). On Wednesday, January 8, at 10:00 a.m. ET, my good friend, TradeSmith CEO Keith Kaplan, will show you everything he can about this tool and how you can use it to find the most reliable stocks to trade in 2025… on their very best days of the year. To register to attend and try this thing out for yourself (free), go here now. Tomorrow, we’ll be back with Part Two of our 2025 Predictions series – and trust me, you won’t want to miss it. Until then, I want to wish you a very happy holiday from the entire LikeFolio team. Until next time, Andy Swan Founder, LikeFolio |
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