Blockworks Co-Founder's 27 Predictions for 2025: The U.S. Becomes the Crypto Hub, Base Will Be Solana's Main Competitor
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Blockworks Co-Founder's 27 Predictions for 2025: The U.S. Becomes the Crypto Hub, Base Will Be Solana's Main Competitor
The mainstream trend in 2025 will be the integration of AI and crypto.
Navigating Web3 tides with focused insightsAuthor: Mippo
Translation: TechFlow
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The United States will re-emerge as a central hub for global cryptocurrency.
An increasing number of entrepreneurs will return to the U.S. and establish offices in New York.
Crypto conferences in the U.S. will also surpass similar events in Asia in scale.
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More than 10 DeFi protocols will officially activate fee switches, including Uniswap.
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DeFi protocols will gradually adopt client asset rehypothecation as a new business model.
This trend will involve areas such as bridges and liquid staking tokens (LSTs).
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The Ethereum community’s debate over the “North Star” roadmap will reach a conclusion:
Efforts to scale the L1 mainnet will remain minimal (e.g., raising the gas target to 50M gwei), while discussions about shortening block times will intensify.
Ultimately, the rollup-centric roadmap will be reaffirmed.
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Max’s scaling proposal will fail to gain sufficient support and ultimately collapse.
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This outcome will bring much-needed cohesion to the Ethereum community and improve overall market sentiment.
Nevertheless, some dissenting developers and users may exit the ecosystem as a result.
ETH token price is expected to perform strongly.
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Solutions based on rollups will still struggle to achieve major breakthroughs in 2025.
However, sufficient interoperability can be achieved through protocols like Across.
There remains no clear path toward universal synchronous composability.
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Trusted Execution Environments (TEEs) will gradually become an essential part of L2 infrastructure and eventually become a permanent feature.
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Solana’s momentum will continue throughout this cycle, but problems will begin to surface by 2025:
Due to the fragmentation caused by memecoins and challenges from MEV (maximum extractable value), Solana’s REV will struggle to reach new highs. In response, maximalism within the Solana community will rise.
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The Firedancer client will officially launch in Q4, enabling Solana’s network to achieve 100,000 TPS.
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Solana may adjust its token issuance policy to reduce inflation, while Ethereum will not make similar changes.
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Base will emerge as a dark horse in the rollup ecosystem and become a primary competitor to Solana.
Total assets on Base are expected to exceed $40 billion.
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Base will also become the preferred chain for AI agents and other AI applications.
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Stablecoins will gradually become the dominant asset on L2 networks, with their quantity expected to exceed ETH by more than two times.
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The stablecoin market will experience breakout growth in the coming year:
Market cap is expected to surpass $450 billion. Stablecoins will become one of the top three investment focus areas for venture capitalists (VCs).
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More than five major fintech companies or traditional financial institutions will launch their own stablecoins in 2025.
This will create competitive pressure on existing stablecoins, slowing their growth rate.
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More than 10 enterprises, including banks and Web2 giants, will launch their own L2 networks in 2025.
However, most of these networks will struggle to gain market recognition or achieve tangible results.
The only possible exception may be fintech companies such as Robinhood.
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Leveraging its massive user base and strong brand influence, Robinhood will become one of the dominant forces in the industry by 2025.
By year-end, Robinhood will be regarded alongside Coinbase as one of the two leading crypto exchanges in the U.S.
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Investment opportunities in L1 blockchains will persist and won’t disappear anytime soon.
The standout projects will be Sui and HyperLiquid.
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The ICO model will make a comeback, though it won’t dominate as it did in 2017.
Investor protections will be stronger, making ICOs more akin to crowdfunding campaigns.
Five blue-chip protocols are expected to raise funds via ICO.
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Venture capital will return to the crypto sector, though funding volumes won’t reach 2021 levels.
Total VC funding in crypto reached $30 billion in 2021. In 2025, it’s projected to range between $20–25 billion. The market will see more funding rounds sized at $50 million to $100 million.
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A window for IPOs will open for crypto companies, but there won’t be a mass listing wave.
More than four companies are expected to go public, but due to the lingering effects of the 2021 valuation bubble, many others may delay their listings.
Growth equity will still not enter the crypto space.
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The mainstream trend in 2025 will be the convergence of AI and crypto.
Ongoing advances in foundational models will attract greater attention and fuel enthusiasm for AI-related tokens.
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AI use cases will become more diverse, extending beyond agents.
Different types of agents will be experimented with—such as content creators, hedge fund traders, and artists.
But most attempts will remain in early stages and may not succeed.
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TikTok’s influence in the crypto space will reach unprecedented heights.
Crypto Twitter (CT) could become a key exit route for certain TikTok-related tokens.
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The U.S. will pass significant crypto legislation in 2025.
An updated version of a market structure bill or stablecoin bill may be signed into law.
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Bitcoin L2 solutions will still struggle to break through in 2025.
True zero-knowledge (ZK)-based Bitcoin L2s will require more time to materialize.
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Cryptocurrency will be widely recognized as a lasting force in American politics.
Mainstream media (MSM) attitudes will gradually shift, acknowledging that crypto is not going away anytime soon.
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