Outlook and Hot Topics in the Web3 Industry

Macroeconomic Environment and Market Trends

The crypto industry will usher in an important turning point in 2025, shifting from speculation to practicality. As foundational technologies mature and the regulatory environment becomes clearer, institutional adoption will increase, and the industry will enter a new stage. The United States is expected to rise again as a global center for crypto innovation, and the introduction of a regulatory framework for stablecoins will pave the way for financial institutions to issue their own stablecoins. Bitcoin's status as a store of digital value will further solidify, and it may even be included as a strategic reserve by some countries.

The demand for decentralized physical infrastructure networks ( DePIN ) is expected to rise, as various industries will seek efficient decentralized solutions. The integration of artificial intelligence and cryptocurrency will also accelerate development, and blockchain technology is expected to provide the transparency and verification mechanisms required for the AI economy.

However, there are still differences of opinion in the industry regarding whether cryptocurrencies meet the criteria of "currency". Mary Daly, president of the San Francisco Federal Reserve, believes that cryptocurrencies should be regarded as an independent asset class, and their complexity means they are not yet ready to become true currency. She emphasized that understanding the true meaning of cryptocurrencies is crucial, and pointed out that while cryptocurrencies sometimes exhibit characteristics similar to gold, the two are not the same.

Industry Hot Events

The trial of the civil case between the U.S. Commodity Futures Trading Commission ( CFTC ) and Gemini Trust Company has been postponed to January 21, 2024. The case stems from the CFTC's allegations that Gemini made false or misleading statements when applying to offer Bitcoin futures contracts. The new trial date coincides with the inauguration of a new president, which could affect the CFTC's stance on cryptocurrency companies.

In the Web3 space, the CEO of a well-known trading platform stated that the ResearchHub community has achieved significant growth over the past year. Looking ahead to 2025, the platform plans to focus on improving the academic publishing process, optimizing the peer review mechanism, expanding fundraising channels, and facilitating the reproducibility of research results.

AI Meme Token Performance and Controversies

The AI Meme token market continues to heat up, with both ai16z and ELIZA reaching all-time highs. ai16z saw a 24-hour increase of 35.6%, with its market capitalization climbing to $1.86 billion; ELIZA surged by 56.4%. The ai16z team announced that they are developing ElizaV2, aimed at improving architecture, enhancing scalability, and optimizing plugin management.

However, the success of ai16z has also sparked trademark disputes. Industry insiders question whether its market value infringes on the trademark rights of a well-known venture capital firm. Some believe that ai16z may have initially been just a parody project, but as it has become more formalized and has a clear development roadmap, this issue deserves attention.

Emerging Project Focus

ANTE-GPU, as an AI intelligent agent and marketplace platform based on Solana, is dedicated to intelligently matching users with the optimal AI model and GPU combination. The platform provides real-time availability checks, budget and performance customization suggestions, and supports flexible billing models, helping users find a balance between performance and cost. ANTE-GPU is expected to address industry pain points such as low GPU resource utilization, high costs, and restricted access.

Sector Rotation Analysis

According to the latest data, various sectors in the Web3 AI field are performing unevenly. For specific trends and details on the performance within each sector, please refer to the relevant data charts. Investors should closely monitor market trends and allocate their assets wisely.