GuShiio.com Author | Delphi Digital
Compilation | Deep Tide TechFlow
1. BTC has greater potential to rise.
According to the cycle forecast of Delphi, the trend of BTC is now fully in line with its expectations. The forecast expects BTC to hit an all-time high in the fourth quarter of 2024.
Historical data in the past show that every time BTC reaches a new all-time high (ATH), the monthly RSI (relative strength index) exceeds 70. Previous bull markets usually peaked after the monthly RSI broke through 90.
From the point of view of the monthly price regression channel, BTC is still in the range of two standard deviations below the top signal, indicating that there is room for further price increases.
Increased interest from institutional investors and a gradual loosening of the regulatory environment could be important drivers of the bull market.
2. The rise of Solana has just begun
Solana is expected to continue to outperform Ethereum, mainly because of its better user experience (UX) and richer content ecology. On the Solana network, users do not need to authorize Token or use packaged Token, and all operations can be done smoothly.
Solana virtual machines (SVM) are currently the fastest growing ecosystem of alternative virtual machines, and this rapid growth further enhances the network effect. In addition, technological improvements such as Anza and Firedancer, as well as a better wallet infrastructure, will continue to enhance the user experience.
The technology vision put forward by Solana founder aeyakovenko to increase network bandwidth and reduce latency may help Solana to maintain a leading position in the future competition.
3. NFTs’s road to recovery
We think NFTs will recover through a mismatch between market sentiment and fundamentals. Although market sentiment was depressed for a time, the uniqueness and potential value of NFTs have not been thoroughly tapped.
Compared to the ease of trading of a normal Token, NFTs provides the ability to encode uniqueness into a blockchain. This makes heterogeneous assets such as works of art and wine have the potential to be NFT.
Historically, NFTs has created some significant wealth effects. Airdrop activities like pudgypenguins, MiladyCult and Azuki may inspire more NFT projects to follow suit, thus driving the recovery of the market as a whole.
In addition, NFTs is more user-friendly to ordinary users. Not everyone is keen on frequent transactions, and NFTs provides a whole new way for these users to demonstrate their culture and status.
4. DeFi strides forward to DeAI
DeAI (decentralized artificial intelligence) will revolutionize the way we interact with DeFi (decentralized finance). By replacing the traditional front-end interface, AI Agent (Agents) will help users complete transactions, exchange, find profits, and greatly simplify the operation process through natural language processing.
In the future, most of the decisions on capital allocation are expected to be made automatically by agents, thus improving efficiency and reducing the cost of human intervention.
At present, griffaindotcom is a forerunner in this field, while other DeAI projects such as HeyAnonai are gradually gaining market attention.
5. AI agent will become the top encryption venture capital.
With the development of technology, the future transaction mode will change from the traditional player-to-player (PVP) human transaction to the automatic transaction with the agent as the intermediary. Agents can monitor the market around the clock and process vast amounts of data, surpassing humans in terms of speed and accuracy.
The core competitiveness of transactions will gradually turn to the acquisition and application of computing power and unique data sets.
We expect at least three smart framework-based projects to grow into unicorns with a market capitalization of more than $10 billion by 2025.
6. High Throughput Common chain drives Innovation
The technological progress of the high-throughput public chain will bring new development opportunities and experimental space in 2025. These common chains can handle more transactions while maintaining low latency, providing strong infrastructure support for decentralized application (DApp) innovation.
Our current focus includes HyperliquidX, SuiNetwork and monad_xyz, and it is also recommended to pay attention to emerging public chains like berachain.
In addition, megaeth_labs is also a noteworthy project, but we believe that the target market of MegaETH is more likely to compete with L2 than to directly challenge L1.
7. DePin industry ushered in recovery
The decentralized physical Infrastructure Network (DePin) is expected to achieve breakthroughs in the future. We predict that a large DePin project will be the first to become self-sufficient, leading to a revaluation of the industry as a whole. Such success could lead to a re-examination of the fundamentals of other DePin projects and boost the industry as a whole.
Despite fierce competition in the market, DePin shows potential for disruption in a number of areas, including wireless services (such as helium), network infrastructure (such as doublezero), mapping services (such as Hivemapper), healthcare, and grid operations.
8. 2025 will be the year of change for zkVM
Zero knowledge virtual machine (zkVM) will significantly improve the interoperability between Rollup (blockchain extension solution), making the interaction between different blockchain more smooth and seamless. This feature will bring higher efficiency and wider application scenarios to the block chain ecology.
In addition, the development of zkVM will greatly expand the developer market, as developers will be able to use more programming languages (such as Rust) to build zero-knowledge applications, thus lowering the development threshold and attracting more technical talent.
9. AI will bring new opportunities to GameFi
AI-based development tools are expected to improve the productivity of game developers and enable them to complete game design and development more quickly. At the same time, these tools can also help optimize game content and player experience.
AI-driven NPC (non-player characters) is becoming a reality. For example, projects such as InWorldAI are developing AI NPC systems dedicated to games, bringing smarter and more realistic interactive experiences to the game world.
Open source projects are also driving developments in this area, such as virtuals_io ‘s game framework and Eliza’s integration with Unreal and Unity engines. These innovations may completely change the way AI is used in game development and open up new possibilities for GameFi (blockchain Game Finance).
10. Consumer DeFi: the next Frontier of growth
2025 will be an important development node of consumer DeFi, and more and more encrypted users will fully embrace financial services on the chain.
The introduction of zero-knowledge transport layer security protocol (zkTLS) will enable sensitive Web2 data to be transmitted securely on the chain while ensuring user privacy. This will provide technical support for new application scenarios such as personalized agents and credit scores, and further expand the application boundaries of DeFi.
In addition, the rise of income-sharing stable currencies is also to be expected. This model can better coordinate the interest relationship between issuers and distributors, so as to promote the healthy development of the stable currency market.
