Web3 Industry Outlook and Hot Trends

Macroeconomic Environment Analysis

A certain asset management company recently released a 2025 outlook report for the cryptocurrency industry, predicting that the industry will shift from speculation to a practical phase. The report points out that clear regulations, institutional adoption, and technological advancements are key factors driving this transition. It is expected that U.S. regulators will promote the diversification of crypto-related financial products and establish a regulatory framework for stablecoins. Bitcoin may further solidify its position as a digital store of value, and some countries may consider including it in their strategic reserves.

The demand for decentralized physical infrastructure networks (DePIN) is expected to rise, and the integration of artificial intelligence and cryptographic technology will also accelerate. Overall, 2025 could become an important turning point for the cryptocurrency industry.

On the other hand, a certain Federal Reserve chair recently stated that cryptocurrencies should be regarded as an independent asset class, rather than equivalent to gold. She emphasized that the complexity of cryptocurrencies currently prevents them from meeting the conditions to be considered "money," and further clarification of their definition and functions is needed.

Hot Topics in the Web3 Field

The CEO of a trading platform shared the significant growth of the ResearchHub community on social media. He stated that in 2025, the focus will be on improving academic publishing efficiency, optimizing the peer review mechanism, raising funds, and promoting the reproducibility of research results.

The AI Meme token market has recently seen a significant surge, with both ai16z and ELIZA hitting all-time highs. ai16z announced that it is developing ElizaV2, aimed at improving architecture and enhancing scalability. However, the rapid development of ai16z has also raised potential trademark infringement issues, as a partner from an investment firm questioned whether it infringed on the trademark rights of a well-known venture capital company.

Focus on Hot Projects

ANTE-GPU is an AI smart agent and marketplace platform based on a certain public blockchain, dedicated to recommending the optimal AI models and GPU combinations for users. The platform provides real-time resource availability checks, budget and performance customization suggestions, supports flexible billing, and helps users find a balance between performance and cost. ANTE-GPU aims to address issues such as low utilization of traditional GPU resources, high costs, and restricted access.

Industry Sector Analysis

According to the data, the Web3 AI sector has shown an active trend recently. Among them, AI tokens, GameFi, and NFTs have performed prominently, with significant increases in both trading volume and market capitalization. Specifically, certain projects like the AI-related tokens ai16z and ELIZA have seen particularly notable gains, reflecting the market's eager anticipation for the application of AI technology in the Web3 field.

Overall, the combination of Web3 and AI is bringing new development opportunities to the industry, and both investors and developers are closely monitoring the evolution of this trend. However, it is also important to note the associated risks, including regulatory uncertainty and the unpredictability of technological advancements.