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2025 Delphi Digital Top 10 Predictions: DeFi Evolves to DeAI; Solana to Continue Outperforming Ethereum

2025-01-16 16:00
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Original Source: Delphi Digital
Original Translation: Yuliya, PANews


In the cryptocurrency field, 2025 is considered a crucial year full of innovation and change. With continuous technological advancements and evolving market conditions, several areas are expected to witness significant breakthroughs and opportunities. From Bitcoin's continued bull market to Solana's rise, and DeFi's transformation into DeAI, the cryptocurrency market in 2025 will present unprecedented diverse trends. This article will explore the ten major market trends predicted by Delphi Digital, revealing possible future directions for the cryptocurrency industry.


1. Bitcoin (BTC) Still Has Upside Potential


Delphi Digital's cycle model has previously predicted that Bitcoin would hit a new high in the fourth quarter of 2024. Currently, Bitcoin's trend aligns with the forecast.


· Each new all-time high has been accompanied by a monthly RSI breakout above 70, with previous bull markets usually ending only after the RSI exceeded 90.


· According to the monthly price regression channel, Bitcoin is still below the 1-2 standard deviation range from the top.


· Institutional interest growth and a relaxed regulatory environment may be the primary drivers of this bull market cycle.



2. Solana Emerges as a Key Player


Solana will continue to outperform Ethereum, mainly due to its excellent user experience and a better content ecosystem.


· With no need for token approvals or wrapped tokens, Solana's operation is simple and intuitive.


· Solana's Solana Virtual Machine (SVM) is the fastest-growing alternative VM ecosystem, with its network effects constantly strengthening. Additionally, projects like Anza, Firedancer, and improved wallet infrastructure will further enhance the user experience.


· Solana co-founder Anatoly Yakovenko's vision is to maintain Solana's edge even in the face of increased competition by increasing bandwidth, reducing latency, and improving its scalability.



3. NFT Makes a Comeback


The NFT market will experience a strong resurgence that defies market sentiment and fundamentals.


· While tokenized transactions are more convenient, NFTs can achieve on-chain uniqueness coding, allowing heterogeneous assets (such as art, wine, etc.) to be NFT-ized.


· Some significant wealth creation events (like the airdrops of PudgyPenguins, Milady, and Azuki) may inspire other NFT projects to follow suit.


· NFTs are more user-friendly to retail users, suitable for showcasing culture and social status.



4. Decentralized Finance (DeFi) Evolving into DeAI


DeAI will fundamentally change the way users interact with DeFi.


· The front-end interface will be replaced by intelligent agents, allowing users to perform transactions, currency exchanges, yield farming, etc., through natural language processing.


· In the future, most capital allocation decisions will be made by agents. griffain is a pioneer in this area, but DeAI projects like HeyAnon are rapidly emerging.



5. AI Agents Becoming Top Crypto Investors


The future of trading will be dominated by AI agents rather than human counterparts.


· Agents can monitor the market around the clock and process more data, transforming trading into a competition of computing power and unique datasets.


· By 2025, at least three agent frameworks are expected to become unicorn companies with a market cap exceeding $100 billion.



6. High Throughput Chains Driving Innovation


High throughput blockchains will bring more experimentation and opportunities in 2025.


· Notable projects to watch include Hyperliquid, Sui, and Monad, but other chains like Berachain also have potential.


· MegaETH is expected to compete for market share with layer-two networks rather than directly with layer-one networks.


7. DePin Sees a Resurgence


If a large-scale DePin project achieves self-sustainability, it could trigger a reassessment of the field and drive a "fundamentals" rebound.


· DePin has disruptive potential in areas such as wireless services (Helium), network infrastructure (DoubleZero), mapping services (Hivemapper), healthcare, and grid operations.


8. zkVM Set to Undergo Revolutionary Development


· zkVM technology will enhance interoperability among various Rollups, enabling seamless cross-chain interaction.


· zkVM will also expand the developer market, allowing developers to build zk applications using languages like Rust.



9. AI Unlocks New Opportunities for GameFi


· AI development tools will boost game developers' productivity.


· Projects like InWorldAI are developing AI-driven NPC services.


· Open-source projects such as the Virtuals.io game framework and Eliza's integration with Unreal Engine and Unity could represent a revolutionary breakthrough in the AI gaming space.


10. Consumer-Grade DeFi is the Next Blue Ocean


· By 2025, on-chain finance will comprehensively serve the crypto-native.


· zkTLS will enable bringing Web2 sensitive data on-chain while maintaining privacy, thus facilitating applications like personalized proxies and credit scoring.


· Revenue-sharing stablecoins will continue to expand, aligning incentive mechanisms better between issuers and distributors.



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