Outlook and Hot Trends in the Web3 Industry

Market Overview

Macroeconomic Environment

A well-known asset management company recently released a report on the prospects of the cryptocurrency industry for 2025, predicting that the industry will shift from speculation-dominated to practical value. The report points out that clear regulations, institutional adoption, and technological advances are the key factors driving this change. It is expected that U.S. regulators will promote the diversification of cryptocurrency-related financial products, helping the U.S. to regain its position as a global center of cryptocurrency innovation. At the same time, the U.S. may introduce a regulatory framework for stablecoins, paving the way for large financial institutions to issue their own stablecoins.

Bitcoin is expected to further strengthen its position as a digital store of value, with some countries possibly increasing their strategic reserves. The demand for decentralized physical infrastructure network (DePIN) is anticipated to rise as various industries seek efficient decentralized solutions. The integration of artificial intelligence and cryptographic technology will also accelerate, with blockchain technology providing transparency and verification mechanisms for the AI economy. Overall, 2025 may become a significant turning point for the crypto industry.

Web3 field dynamics

A branch president of a certain federal reserve recently stated in a podcast that cryptocurrencies should be viewed as an independent asset class, rather than being equated with gold. She emphasized that the complexity of cryptocurrencies means they do not yet meet the conditions to be considered as "money". The president pointed out that understanding the essence of cryptocurrencies is crucial, as they may serve as a currency, medium of exchange, or asset, but these definitions need to be clearly established. She agreed with a certain senior official's perspective, believing that cryptocurrencies currently lack the necessary attributes to function as money.

Hot Events

macro environment

A New York court recently decided to postpone the civil case between a regulatory agency and a cryptocurrency company until January 21, 2024. The case stems from the regulatory agency's accusations against the company in 2022, claiming it made false or misleading statements when applying to offer Bitcoin futures contracts in 2017. The new trial date coincides with the inauguration of the new president, which could affect the regulatory agency's stance towards the company and other cryptocurrency businesses. The court stated that further delays would not be approved unless special circumstances arise.

Web3 field

The CEO of a well-known cryptocurrency exchange recently stated on social media that the ResearchHub community has seen significant growth over the past year. He mentioned that some ideas conceived a few years ago are finally starting to materialize. Looking ahead to 2025 and beyond, he emphasized that there is still much work to be done, including improving the academic publishing process, optimizing the peer review mechanism, raising funds, and facilitating the replication of research results.

AI Meme Token Market Performance

On December 31st, the AI Meme token market generally rose, with both ai16z and ELIZA reaching all-time highs. ai16z increased by 35.6% in 24 hours, with a market capitalization of $1.86 billion; ELIZA saw an even more significant rise of 56.4%.

The ai16z project announced that ElizaV2 is in the early stages of development, aiming to improve architecture, enhance scalability, and optimize plugin management. The team stated that V1 will remain stable, focusing on code maintenance and bug fixes, while suggesting that developers continue to develop based on V1.

It is worth noting that a partner from a well-known investment institution raised the issue on social media of whether ai16z may infringe on the trademark rights of a certain venture capital company. He pointed out that ai16z initially seemed to be a mimicry project, but it has now evolved into a more formal project with a clear development roadmap.

Hot Project: ANTE-GPU

ANTE-GPU is an AI-driven agent and marketplace platform based on Solana, designed to intelligently recommend optimal AI model and GPU combinations based on user project requirements. The platform provides real-time availability checks, budget and performance customization suggestions, and supports flexible billing, helping users optimize projects for the best performance and cost efficiency. ANTE-GPU aims to address issues such as low traditional GPU resource utilization, high costs, and limited access.