Outlook and Hot Trends in the Web3 Industry

Macroeconomic Environment

A certain asset management company recently released a report on the outlook for the cryptocurrency industry in 2025, predicting that the industry will shift from speculation to practicality. The report points out that clear regulation, institutional adoption, and technological advancement are key factors. It is expected that the United States will introduce a regulatory framework for stablecoins, paving the way for financial institutions to issue stablecoins. Bitcoin may further solidify its position as a digital store of value, and some countries may increase their strategic reserves. The demand for decentralized physical infrastructure networks is expected to rise, and the combination of artificial intelligence and cryptographic technology will also accelerate. The year 2025 may become a significant turning point for the industry.

A certain Federal Reserve Chair recently stated that cryptocurrencies should be regarded as an independent asset class and should not be conflated with gold. She emphasized that the complexity of cryptocurrencies means they do not yet meet the criteria to be considered "money" and that their definition needs to be clarified. This view is consistent with that of the Federal Reserve Chairman, who believes that cryptocurrencies currently lack the necessary attributes to function as money.

Industry Trends

A certain court has postponed the trial of a civil case between the regulatory agency and a certain cryptocurrency exchange to January 21, 2024. The case involves issues related to the statements made by the exchange when it applied to offer Bitcoin futures contracts in 2017. The new trial date coincides with the inauguration of the new president, which may affect the regulatory agency's stance toward cryptocurrency companies.

An executive from a large cryptocurrency exchange stated that the academic research platform ResearchHub community it founded has achieved significant growth over the past year. In 2025, the platform will focus on improving academic publishing, optimizing peer review, fundraising, and facilitating the reproducibility of research results.

Market Hotspots

The AI Meme token market has generally risen, with both ai16z and ELIZA reaching historic highs. ai16z announced that ElizaV2 is in the early development stage, aiming to improve architecture, enhance scalability, and optimize plugin management. However, the use of the ai16z trademark has sparked controversy, with industry insiders questioning whether it infringes on the trademark rights of a well-known venture capital firm.

Emerging Projects

ANTE-GPU is an AI smart agent and market platform based on a certain public blockchain, aiming to recommend the optimal AI model and GPU combination according to user needs. The platform provides real-time availability checks, budget and performance customization suggestions, supports flexible billing, and helps users optimize project performance and control costs. This project is expected to address issues such as low utilization of traditional GPU resources, high costs, and restricted access.