logo

DWF Ventures predicts four major trends for 2025: DeFi, AI, Stablecoins, and Consumer Apps

By: blockbeats|2025/01/09 16:00:01
0
Share
copy
Original Article Title: DWF Ventures' Selection of 2025 Narratives
Original Article Source: DWF Ventures
Original Article Compilation: How, Odaily Planet Daily

In 2024, the crypto industry saw increased attention from institutional investors, and ETFs and stablecoins also experienced steady growth. Therefore, DWF Ventures is optimistic about the overall crypto industry in 2025 and predicts that investment inflows will shift towards on-chain. DWF Ventures' focus on 2025 trends:

· Stablecoins

· DeFi

· Consumer-Facing Applications

· AI

Stablecoins

Tether and Circle have long dominated the growth of stablecoins. While stablecoins are primarily used as a medium of exchange and payment, we believe their role as assets is gradually strengthening. The profitability of Tether and Circle has attracted more traditional fintech companies to enter the stablecoin space.

· Stripe's acquisition of Stablecoin further demonstrates traditional fintech companies' strong interest in this market.

· PayPal is focusing on PYUSD and is driving its application on Solana by offering yields of up to 20%.

· The collaboration with BlackRock to launch USDtb has provided exposure for RWA yields through the Usual platform, while the launch of iUSDe marks a further integration—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, scheduled to launch this year.

Therefore, we believe that with the accelerated entry of institutions, the application of stablecoins will experience explosive growth in 2025, and yield growth will benefit all users.

DeFi

With the growth of stablecoins, DeFi has also seen significant progress. The usage of many DeFi protocols has rapidly increased, and the protocol revenue of Aave and Pendle has reached new highs.

The trading volume of DEX/CEX spot and perpetual contracts has also doubled since the beginning of the year, mainly driven by platforms such as Uniswap, Raydium Protocol, and Hyperliquid.

With more liquidity flowing into the ecosystem, we will see more innovation, especially in the yield layer and lending mechanisms.

With technological advancements in throughput, latency, and execution, as well as upcoming projects like Monad, MegaETH, and Hyperliquid's HyperEVM, the momentum of DeFi innovation will be further enhanced.

Consumer-Facing Applications

Consumer-facing applications aim to reduce the entry barriers for non-crypto-native users.

The TON mini-app is an example where users can quickly onboard using the Telegram platform without creating a wallet or backing up a seed phrase, ultimately guiding users into the on-chain world.

A mobile-centric experience is on the rise, with prominent protocols like Jupiter and trading tools like Moonshot, Photon, BONKbot, ApePro gaining popularity. Therefore, this will be a trend in 2025, where protocols that can enhance user experience and introduce more retention mechanisms will gain a larger market share.

Artificial Intelligence

Over the past few months, AI Agents have surged within the crypto community, with aixbt consistently topping the charts. These bots process information and generate content at an astonishing speed, operating around the clock without the need for rest, far exceeding human capabilities.

Currently, AI Agents are involved in multiple areas, including discovering security vulnerabilities, code assessment, no-code frameworks, data analysis, fund investments, etc. We believe that with the more human-like behavior implemented by OpenAI's o1, the next wave of innovation will bring more interesting applications, especially in commercialization.

The number of AI Agents will continue to grow, and the competition will intensify. Finding the right Product-Market Fit (PMF) will be a key differentiator. With the widespread adoption of AI Agents, decentralized AI infrastructure will rapidly develop in various aspects of the crypto space.

Original Article Link

You may also like

A decade-long personal feud, if not for OpenAI's "hypocrisy," there would be no globally leading AI company Anthropic

Shaping the global AI landscape is not just a battle of technical paths, but also a wound of private trauma that has never healed

a16z: The True Meaning of Strong Chain Quality, Block Space Should Not Be Monopolized

Essentially, this attribute allows stakeholders to have a "virtual lane" within a high-throughput blockchain to ensure their transactions can be included.

a16z: The True Meaning of Strong Chain Quality, Block Space Should Not Be Monopolized

Essentially, this attribute allows stakeholders to have "virtual lanes" within a high-throughput blockchain, ensuring that their transactions can be included.

2% user contribution, 90% trading volume: The real picture of Polymarket

Is Polymarket a battleground for retail investors or an arena for institutions?

Trump Can't Take It Anymore, 5 Signals of the US-Iran Ceasefire

From Oil Prices and Elections to Secret Negotiations, Are the US and Iran Really Heading for a Ceasefire?

Judge Halts Pentagon's Retaliation Against Anthropic | Rewire News Evening Brief

The "Orwellian" Term Stymies Pentagon's Supply Chain Risk Label for Anthropic

Popular coins

Latest Crypto News

17:42

Data: 473.78 BTC transferred from an anonymous address, then routed to another anonymous address

According to Arkham data, at 16:31, 473.78 BTC (worth approximately 31.5071 million USD) was transferred from one anonymous address (starting with bc1qqnym...) to another anonymous address (starting with bc1qqknw...).
17:42

LM Funding disclosed a Q4 mining output of 22 BTC, holding 354.7 bitcoins as of the end of February

According to market news, the Nasdaq-listed Bitcoin mining company LM Funding America announced its financial performance data. The company mined 22 BTC in the fourth quarter of 2025 and held 354.7 Bitcoins as of February 28, 2026, including 174 Bitcoins held in the Galaxy Digital digital asset rece...
17:42

Grayscale transferred a total of 9,787 ETH and 445 BTC to Coinbase Prime

According to monitoring data from Arkham, about 20 hours ago, Grayscale transferred a total of approximately 9,787 ETH (worth about 19.46 million USD) and about 445 BTC (worth about 29.64 million USD) to Coinbase Prime.
17:42

Gauntlet updates on the progress of resolving vulnerabilities, USDC Frontier has lifted the risk, and the treasury will gradually restart

DeFi research and risk management company Gauntlet posted an update on the X platform regarding the progress of the Resolv vulnerability handling. The USDC Frontier (v1) on the Base network has been removed from all Resolv markets, with no bad debt risk.The v1 and v2 vaults are now reopened for depo...
16:42

In 2024, a whale that liquidated over 100 million dollars in positions deposited 400,000 dollars into the HL account and bought 10,000 HYPE

According to Arkham monitoring, the whale "2TheMoon" was forcibly liquidated, with positions worth over $100 million being cleared, resulting in a total loss of $15 million.The whale just deposited $400,000 into the HL account and purchased 10,000 HYPE tokens.
Read more
Community
iconiconiconiconiconiconicon

Customer Support Bot：@WEEX_support_smart_Bot

VIP Services：support@weex.com