2025 Crypto Assets Industry Outlook: Decentralized Finance and AI Take Center Stage

2025 will become the regulatory milestone year in the Crypto Assets field. Multiple major economies plan to introduce relevant regulations, which will not only enhance traditional investors' confidence but also filter out truly promising projects. Only those projects with solid fundamentals and stable cash flow can stand out in this new environment.

With the clarification of regulations, the market may welcome a wave of new traditional investors. These investors possess substantial funds and will be entering the Crypto Assets space for the first time. They will not blindly follow market speculation but will carefully study projects, analyze data, and only make investment decisions when the logic is sound.

In this context, Decentralized Finance (DeFi) is likely to become one of the investment themes favored by traditional investors. DeFi projects have a lower market cap, greater growth potential, and are highly aligned with fundamentals and data. This year, some DeFi projects have already generated over 100 million USD in revenue, which will undoubtedly attract the attention of traditional investors.

It is foreseeable that Decentralized Finance will ultimately become an important layout direction for top institutional investors. Some large financial institutions have begun to collaborate with DeFi projects, and this trend is gradually taking shape. Investing in DeFi projects is more like a long-term investment, similar to how investors viewed Bitcoin and Ethereum in the past.

In the field of Decentralized Finance, many well-known applications are planning to transform into underlying infrastructure projects. This transformation will further enhance the value potential of their tokens. Next year, some projects may announce adjustments to their fee mechanisms, and investors need to be prepared for this. These changes will inject strong momentum into the development of DeFi.

In the field of artificial intelligence (AI), 2025 may see widespread criticism in popular culture due to its rapid and uncontrolled expansion. The discussion of "Responsible AI" will become a focal point. Market activities surrounding encryption AI infrastructure, AI agents, and the initial issuance of agents may thus enter a period of adjustment. However, prior to this, AI agents may experience a round of bubble-like growth.

Regulation will also spark interest in privacy infrastructure. Major projects involving confidential Decentralized Finance, privacy computing, privacy storage, and privacy reasoning may receive more attention, and this attention will also be reflected in their asset performance.

The Meme coin market is expected to remain active. Although regulators may not support it, speculators will continue to seek opportunities among the large number of new tokens. Some already established Meme coins may attract the attention of more serious investors.

2025 may also be a year for the emergence of mobile Web3 wallets and super applications. Recently, a Web3 wallet company went public with a valuation of $1.2 billion, which could spark a speculative frenzy next year for tokens associated with Web3 wallets that have strong revenue performance.

Overall, AI and Decentralized Finance will become the two core themes of next year, with DeFi expected to take the lead. AI agents may enter a bubble phase, and Meme coin speculation will attract more participants. Privacy and decentralized physical infrastructure networks (DePIN) may emerge in a certain quarter. Web3 wallets are expected to gain more attention and drive mainstream adoption by improving user experience.