Outlook for the second half of 2025, Nivex's structured evolution on the new trends in the encryption industry.

The first half of 2025 is about to end, and the crypto market is quietly entering a new phase. In the past few months, the macro environment, policy signals, and institutional funds have simultaneously released favourable information, attracting widespread attention in the industry. Nivex (formerly Nxone), a trading platform focused on AI smart strategies and global compliance, is at a critical point of this structural transformation, gaining insights into cyclical opportunities and continuously expanding its strategy hub and enterprise service capabilities.

Second half of 2025: Turning point has appeared

Based on a comprehensive analysis of recent market arguments, capital flows, and on-chain data from various top institutions, the current market has gradually shifted from “risk panic” to the “mid-term reassessment” stage. The unexpectedly strong growth of the U.S. economy and the decline in recession risks, along with the Federal Reserve’s release of potential interest rate cut expectations amid moderate inflation, have become catalysts for liquidity reallocation. Meanwhile, the new accounting standards issued by the FASB at the end of last year allow companies to measure crypto assets at fair value, significantly enhancing the financial transparency and institutional adoptability of core assets in the crypto industry such as BTC and ETH.

At present, 228 listed companies hold more than 820,000 bitcoins on their balance sheets, and a few have used leverage strategies to build highly resilient asset portfolios. This kind of “quasi-ETF-like” corporate asset pool has become the new cornerstone of the crypto market. At the same time, substantial progress has been made at the regulatory level in the United States. The STABLE and GENIUS bills respectively set implementation standards in terms of stablecoin reserves, issuance licenses, and KYC compliance. The SEC is also working on a number of ETF proposals, covering pledged, single-currency, multi-asset and other structures, which will be approved in the third quarter of 2025 at the earliest.

Trend Triangle: Macroeconomics, Corporate Reserves, and Regulation Forming Resonance

The release of macro liquidity, accelerated large-scale allocation by enterprises, and the clarification of policy signals together constitute a structural opportunity window for the crypto market in the second half of 2025. However, this cycle is different from the previous “altcoin resonance market” bubble phase; it is more differentiated, more robust, with a higher proportion of institutions and a stronger risk tolerance.

In this context, Nivex believes that the market will exhibit the following characteristics in the second half of the year:

The leading cryptocurrencies are steadily rising, focusing on structural opportunities dominated by ETFs and corporate accounts;

The performance of altcoins varies depending on factors such as liquidity, narrative, and on-chain activity.

Corporate demand is shifting from “financial allocation” to “structural management,” leading to increased requirements for trading and asset management tool platforms.

Nivex: Structured Evolution on Top of Trends

Nivex underwent a brand upgrade in June 2025, positioning “strategic intelligence” and “global compliance” as the two foundational pillars of the platform from its inception. In this new cycle of policy and institutional resonance, what we are driving is not only the enhancement of trading functions but also the collaborative evolution of strategic capabilities, institutional support, and compliance ecology.

1. Strategy System: Enables users to understand trends, seize opportunities, and execute automatically.

As an AI-driven platform, the Nivex strategy system constructs a “executable structural strategy” matrix based on on-chain capital flows, ETF net purchase data, major wallet movements, and macro signals as underlying signal sources. Currently launched products such as “AI Momentum Portfolio”, “ETF Tracking Strategy”, and “Stable Rotation Model” support one-click entry, profit-taking exit, and strategy rebalancing.

The platform also offers a “Custom Strategy Combiner” to cater to the needs of high-net-worth investors and quantitative users, and plans to launch a “Strategy Copy Market” within the year to help ordinary users copy expert models with one click.

2. Collaboration between enterprises and institutions: Serving the new generation of crypto adopters

The new FASB regulations have driven public companies, medium-sized enterprises, family offices, and other groups to formally incorporate encryption assets. Nivex plans to launch a “digital asset management platform” for these types of institutions, covering the following functions:

Real-time valuation and price warning module, adapted to corporate accounting and accounting standards.

Multi-currency asset allocation simulator, providing model suggestions based on strategies and exposures.

Monthly/quarterly position report generator, supports board review and external audit compliance

Access to a dual-channel for stablecoins and fiat currencies, suitable for international fund allocation and tax handling.

In addition, Nivex will actively establish targeted cooperation mechanisms with technology companies, listed companies, and family trusts that have intentions for crypto investment, helping them customize batch accumulation, staking deployment, and derivative protection structures for core assets such as BTC, ETH, and SOL.

3. Compliance in Building Localized Business

In conjunction with the progress of the US STABLE/Genius Act, Nivex will actively collaborate with mainstream regulation-friendly stablecoins and support corporate clients in binding whitelisted addresses for deposits and withdrawals as well as cross-border payments. The platform is also working with compliance banks globally to develop API channels for on-chain and off-chain synchronization of stablecoin fund settlement.

Nivex will play a dual role as “strategy hub + Compliance bridge” to continuously expand in emerging markets. For example, it will complete the localization operational framework layout in places such as India, Vietnam, and the Philippines, and will focus on optimizing the strategy distribution system, fiat currency deposit and withdrawal adaptation, and user education content in the future. At the same time, Nivex will launch the “Compliance Node Cooperation Plan,” inviting banks, payment institutions, and trading consultants from various regions to jointly build a compliance ecosystem.

The cycle is not a bet, but a delivery.

In the future, the competition in the crypto industry will no longer be a showcase of platform token prices or a contest of on-chain airdrops, but rather “who can understand structural trends and who can provide productized delivery capabilities.” What Nivex represents is not an exchange that responds temporarily to market conditions, but rather an intelligent structural platform established based on cyclical patterns.

We believe that with the further integration of macro factors, institutions, and policies in the second half of 2025, Nivex has the opportunity to become a key strategic hub for global users and enterprises to navigate cycles and achieve value growth.