Delphi Digitals top ten predictions for 2025: DeFi evolves to DeAI, and NFT makes a comeback
원저자: 델파이 디지털
Original translation: Yuliya, PANews
In the field of 암호화폐currency, 2025 is considered a critical year full of innovation and change. With the continuous development of technology and the changes in the market environment, many fields are expected to usher in huge breakthroughs and opportunities. From the continuation of Bitcoins bull market to the rise of Solana, and then to the transformation of DeFi to DeAI, the crypto market in 2025 will show an unprecedented trend of diversification. This article will explore the top ten market trends predicted by Delphi Digital and reveal the possible future evolution direction of the cryptocurrency industry.
1. Bitcoin (BTC) still has room to rise
Delphi Digitals cycle model predicted that Bitcoin would hit a new high in the fourth quarter of 2024. The current trend of Bitcoin is consistent with the prediction.
Each new all-time high has been accompanied by a monthly RSI exceeding 70, while previous bull markets usually ended after the RSI exceeded 90.
According to the monthly price regression channel, Bitcoin remains within a 1-2 standard deviation range below the top of the marker.
Increased institutional interest and a loosened regulatory environment are likely to be the main drivers of this bull run.
2. Solana is emerging
Solana will continue to outperform Ethereum primarily due to its superior user experience and better content ecosystem.
With no token approval or wrapping required, Solana’s operations are simple and intuitive.
The Solana Virtual Machine (SVM) is the fastest growing alternative virtual machine (alt-vm) ecosystem, with a growing network effect, while Anza, Firedancer, and improved wallet infrastructure will further optimize the user experience.
Solana co-founder Anatoly Yakovenkos vision is to increase bandwidth and reduce latency so that Solana can maintain its advantage even in the face of more competition.
3. NFTs are making a comeback
The NFT market will experience a strong recovery where sentiment is out of line with fundamentals.
Although token transactions are more convenient, NFTs can achieve unique on-chain coding, and heterogeneous assets (such as artworks, wine, etc.) may be NFTized.
Some major wealth creation events (such as the PudgyPenguins, Milady, and Azuki airdrops) may trigger other NFT projects to follow suit.
NFTs are more friendly to retail users and are suitable for displaying culture and status.
4. Decentralized Finance (DeFi) Evolves to DeAI
DeAI will fundamentally change the way users interact with DeFi.
The front-end interface will be replaced by intelligent agents, and users can complete transactions, currency exchanges, and profit searches 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 such as HeyAnon are emerging rapidly.
5. AI Agents Become Top Crypto Venture Investors
The future of trading will be led by AI agents, not human counterparties.
As brokers can monitor markets 24/7 and process more data, trading will evolve into a competition for computing power and unique data sets.
By 2025, at least three proxy frameworks will become unicorns with a market value of more than $10 billion.
6. High-throughput chains drive innovation
High-throughput blockchain will bring more experiments and opportunities in 2025.
Major projects to watch include Hyperliquid, Sui, and Monad, but others like Berachain also have potential.
MegaETH is expected to compete with second-layer networks for market share rather than directly competing with first-layer networks.
7. DePin is recovering
A large DePin project that becomes self-sufficient could trigger a reassessment of the sector as a whole and drive a “fundamentals” rebound.
DePin has disruptive potential in areas such as wireless services (Helium), network infrastructure (DoubleZero), mapping services (Hivemapper), healthcare, and power grid operations.
8. zkVM will usher in revolutionary development
zkVM technology will enhance the interoperability between Rollups and enable seamless cross-chain interaction.
zkVM will also expand the developer market, enabling developers to build zk applications in other languages such as Rust.
9. AI opens up new opportunities for GameFi
AI development tools will increase the productivity of game developers.
Projects like InWorldAI are developing AI-powered NPC services.
Open source projects like the Virtuals.io game framework and Eliza’s integration with Unreal Engine and Unity could be revolutionary breakthroughs in AI gaming.
10. Consumer-grade DeFi is the next blue ocean
In 2025, on-chain finance will fully serve crypto natives.
zkTLS will allow sensitive Web2 data to be brought on-chain while maintaining privacy, enabling applications such as personalized proxies and credit scoring.
Revenue-sharing stablecoins will continue to expand, with incentives better aligned between issuers and distributors.
This article is sourced from the internet: Delphi Digitals top ten predictions for 2025: DeFi evolves to DeAI, and NFT makes a comeback
Original author: TechFlow Preface Everyone says that AI Agent is good and the Solana ecosystem is a treasure. But in addition to Solana, Base is also one of the birthplaces of this wave of enthusiasm. Don’t forget that Virtuals’ market value is even higher than ai16z. In addition, one of the reasons why everyone likes the Base ecosystem is that its PVP level is not as fierce as Solana, and you can still find a lot of good treasures in it; but correspondingly, due to scattered information, relatively low popularity of some areas, and information cocoons, it is not so easy to seize opportunities on Base. In addition to the tokens generated around Virtuals and Clanker in the past few months, and the well-known AIXBT, what other projects on Base…