Moon Pursuit Capital’s Utkarsh Ahuja Sees Big 2025 for Crypto

Moon Pursuit Capital founder and managing partner Utkarsh Ahuja’s spent a decade in cryptocurrency, and he believes 2025 could be the biggest year yet. The combination of tokenization and deregulation has the potential to drive innovation and unlock new opportunities for small businesses through decentralized efficient markets.

A decade ago, Ahuja immersed himself in the space, attracted by the desire to analyze companies in a nascent space. He began with trading and continued, eventually founding Moon Pursuit Capital, which he described as an 80% digital asset hedge fund and 20% ICO-focused.

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“I knew, looking at these companies, that this was going to be the future,” Ahuja said. “These are the companies that eventually will define (finance). At that time, we didn’t even have the term Web3. These companies have come to define this, and my conviction has increased since that time.”

Why tokenization is so important

He believes that tokenization will drive growth because it helps to increase liquidity. Without it, hesitant investors won’t support unproven business models. Ahuja is looking for a tier-two company focused on improving liquidity with tokens. Once that occurs, he believes tokenization can take off.

Real estate is a natural for tokenization. Ahuja looks to Dubai and its many early-stage, real estate-focused companies. The region offers conducive regulation, making it a global capital for real estate tokenization. Other parts of the world, like MENA, Europe and Latin America, are taking notice.

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Ahuja acknowledges that proper regulations will help, but he returns to the importance of tokenization. Until that second-tier company appears, a possible interim measure could be combining tokenization with other business models to grow its use. The goal is to position tokenization to offer more than being a store of value.

Promotion is key

Then it’s getting the word out there. Work with ICO companies and embrace different marketing techniques like launchpads and influencers. It’s hard to initially launch on an exchange.

That gets your tokens circulating. Should things get moving, access to larger exchanges becomes possible. Combine that with a continued marketing buzz to maintain momentum.

“Some have the relationships, to begin with, to be able to launch on larger exchanges, and that comes down to marketing and how many dollars they’re putting behind it, the buzz they’re creating.”

“The community is very important for these companies. Do they have a community presence? How is that presence going? What’s the buzz that’s being created? What is their token? What is the tokenomics around their raise? Do they have some burn mechanisms in place for the actual burning of tokens later on because that provides a scarcity aspect?”

Ahuja said it’s important to note that tokens can be used differently. Some companies embrace gamification, while others use airdrops and rewards. Some are used for in-game purchases.

Before choosing a route, founders must thoroughly analyze their tokenomics strategy. How many tokens will they generate? Where are you in the cycle, keeping in mind that the cycle is much shorter in crypto than in other sectors?

If your answer is “I don’t know”, consider adding a tokenomics expert to the team. That person can help structure vesting schedules so, for example, early investors’ tokens aren’t vesting in the middle of a bear.

Ahuja’s predictions for 2025 and beyond

Looking ahead, Ahuja expects Bitcoin to peak in late 2025 and altcoins in early 2026 before a decline hits. Bitcoin’s base case is $160,000 this fall, with a bullish peak of $240,000. Just be prepared for the inevitable dips along the way.

Bitcoin’s base case is $160,000 this fall, with a bullish peak of $240,000 Click to Tweet

“Every cycle has about a 52-week period where it goes from cycle top to cycle bottom,” Ahuja said. “So 2026 could end up a very negative year, even though the very beginning will be the top of the cycle.”

Such compact cycles add challenges for investors as they seek to time their moves with market flows. Investing in a bull could mean vesting in a bear unless they’re prepared to ride out multiple cycles.

“VCs might have the propensity to look at longer vesting schedules for IPOs and take these longer vesting schedules, however, the current cyclical environment is dictating shorter wrestling schedules,” Ahuja said. “That’s a conundrum for the founders because now they have to get very creative in how they’re they’re using these airdrops and other things. Even things they can do with the token themselves to create value and continue to do that, even into the bear market.”

Ahuja concluded by reiterating the importance of understanding where we are in the cycle. Q1 has a new, pro-crypto administration considering task forces, reserves and ETF approvals. This is all new territory. If investors can keep ahead of this flurry, Ahuja believes they can outpace the market.

“It’s what we did in our fund. Since we launched in April, 2024, our fund was up almost 100%, and in this last quarter, we had about 53% and now we’re expecting even more.”

If the two predicted interest rate cuts happen, it’s bullish. Ahuja expects regulatory changes that make it easier for crypto companies to launch in the United States as part of Trump’s goal of making the United States a crypto hub.

“I think there’s going to be changes coming very soon, and I think it’s going be great for not just the existing companies, but all the new companies that we launching here,” Ahuja said. “I see more ICOs; I see that activity increasing quite a bit.”



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