Original title: DWF Ventures Selection of 2025 Narratives
Original translation: Odaily Planet Daily Husband How
In 2024, the crypto industry will attract more attention from institutional investors, and ETFs and stablecoins are also growing steadily. Therefore, DWF Ventures is optimistic about the crypto industry as a whole in 2025 and predicts that capital inflows will shift to the chain. DWF Ventures focus on trends in 2025:
Stablecoins
DeFi
Consumer applications
AI
Stablecoins
Tether and Circle have long dominated the growth of stablecoins. Although stablecoins are mainly used as a medium of exchange and payment, we believe that their role as assets is also gradually increasing. The profitability of Tether and Circle has attracted more traditional fintech companies to enter the stablecoin field.
Stripe’s acquisition of Stablecoin further demonstrates the strong interest of traditional fintech companies in this market.
PayPal is focusing on PYUSD and promoting its adoption on Solana by offering returns of up to 20%.
USDtb, launched in partnership with BlackRock, provides exposure to RWA yields through the Usual platform, while the launch of iUSDe marks a further convergence - bringing regulated high DeFi yields into traditional finance for the first time.
In addition, DWF Labs is also incubating a high-yield stablecoin project called Falcoin Stable, which is scheduled to be launched this year.
Therefore, we believe that with the accelerated entry of institutions, the application of stablecoins will usher in explosive growth in 2025, and the increase in revenue will benefit all users.
DeFi
As stablecoins grow, DeFi has also seen significant progress. The usage of many DeFi protocols has risen rapidly, with Aave and Pendle reaching new highs in protocol revenue.
DEX/CEX spot and perpetual contract trading volumes have also doubled since the beginning of the year, driven primarily by platforms such as Uniswap, Raydium Protocol, and Hyperliquid.
As more liquidity flows into the ecosystem, we will see more innovation, especially in the yield layer and lending mechanisms.
With technological advances in throughput, latency, and execution, and upcoming releases from projects like Monad, MegaETH, and Hyperliquid’s HyperEVM, the momentum for DeFi innovation will further increase.
Consumer-facing applications
Consumer-facing applications are designed to lower the barrier to entry for non-crypto native users.
TON’s mini-apps are an example of a platform that allows users to quickly get started using the Telegram platform without having to create a wallet or back up a seed phrase, ultimately guiding users into the on-chain world.
Mobile-centric experiences are on the rise, with well-known protocols like Jupiter and trading tools like Moonshot, Photon, BONKbot, ApePro, etc. Therefore, this will be a trend in 2025, and protocols that can improve user experience and introduce more retention mechanisms will gain a larger market share.
AI
In the past few months, AI Agents have exploded in the crypto community, with aixbt continuing to top the trending lists. These robots process information and generate content at an astonishing speed, operating around the clock without rest, far exceeding humans.
At present, AI Agent has been involved in many fields, including discovering security vulnerabilities, evaluating code, code-free frameworks, data analysis, fund investment, etc. We believe that with the launch of OpenAI 1. Achieving more humane behavior. The next wave of innovation will bring more interesting application scenarios, especially in commercialization.
The number of AI Agents will continue to grow, and competition will become increasingly fierce. How to find the right market match (PMF) will be the key to standing out. With the widespread application of AI Agents, decentralized AI infrastructure will develop rapidly at all levels in the crypto field.
