Delphi Digital's 2025 Top Ten Predictions: BTC Will Rise Further, AI Agents Poised to Become Top VC
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Delphi Digital's 2025 Top Ten Predictions: BTC Will Rise Further, AI Agents Poised to Become Top VC
AI will bring new opportunities to GameFi.
Navigating Web3 tides with focused insightsAuthor: Delphi Digital
Translation: TechFlow
1. BTC Has Greater Upside Potential
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According to Delphi's cycle forecasts, BTC’s movement is fully aligned with expectations. The forecast suggests BTC will reach a new all-time high (ATH) in Q4 2024.
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Historical data shows that each time BTC reached a new ATH, the monthly RSI (Relative Strength Index) broke above 70. Previous bull markets typically peaked only after the monthly RSI exceeded 90.
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From a monthly price regression channel perspective, BTC is still within 1–2 standard deviations below the upper signal band, indicating further room for upward movement.
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Increasing institutional interest and gradually improving regulatory clarity may serve as key drivers for this bull run.
2. Solana’s Rise Is Just Beginning
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Solana is expected to continue outperforming Ethereum, primarily due to its superior user experience (UX) and richer content ecosystem. On Solana, users don’t need token approvals or wrapped tokens—everything works seamlessly out of the box.
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The Solana Virtual Machine (SVM) is currently the fastest-growing alternative VM ecosystem. This rapid growth strengthens network effects. Additionally, technical upgrades like Anza and Firedancer, along with improved wallet infrastructure, will further enhance UX.
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Solana co-founder @aeyakovenko's vision of increasing network bandwidth and reducing latency could help Solana maintain its competitive edge in the future.
3. The Road to NFT Recovery
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We believe NFTs will recover due to a mismatch between market sentiment and fundamentals. Despite bearish sentiment, the uniqueness and latent value of NFTs remain underexploited.
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Compared to fungible tokens, NFTs enable the encoding of uniqueness on-chain, unlocking potential for tokenizing heterogeneous assets such as art and wine.
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Historically, NFTs have generated significant wealth effects. Airdrop programs from projects like @pudgypenguins, @MiladyCult, and @Azuki may inspire more NFT projects to follow suit, driving broader market recovery.
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Moreover, NFTs are more accessible to everyday users. Not everyone enjoys active trading; NFTs offer a novel way for people to express culture and status.
4. DeFi Evolves Into DeAI
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DeAI (Decentralized Artificial Intelligence) will fundamentally transform how we interact with DeFi. By replacing traditional front-ends, AI agents will assist users in executing trades, swaps, yield discovery, and streamline operations via natural language processing.
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In the future, most capital allocation decisions could be autonomously handled by agents, boosting efficiency and reducing reliance on human intervention.
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Currently, @griffaindotcom is leading in this space, while other DeAI projects such as @HeyAnonai are gaining traction.
Original image from Delphi Digital, translated by TechFlow
5. AI Agents Will Become Top Crypto VCs
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As technology advances, trading will shift from traditional player-versus-player (PvP) human trading to agent-mediated automated trading. Agents can monitor markets 24/7 and process vast datasets, surpassing humans in speed and accuracy.
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The core competitive advantage in trading will increasingly depend on computational power and access to unique datasets.
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We expect at least three agent-based framework projects to become unicorns valued over $1 billion by 2025.
Original image from Delphi Digital, translated by TechFlow
6. High-Throughput Blockchains Drive Innovation
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Technological advancements in high-throughput blockchains will unlock new opportunities and experimental grounds in 2025. These chains support higher transaction volumes with lower latency, providing robust infrastructure for DApp innovation.
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Our current focus includes @HyperliquidX, @SuiNetwork, and @monad_xyz. We also recommend watching emerging chains like @berachain.
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Additionally, @megaeth_labs is worth noting, though we believe MegaETH’s target market leans more toward competing with L2s rather than directly challenging L1s.
7. DePin Sector Set for Revival
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Decentralized Physical Infrastructure Networks (DePin) are poised for breakthroughs. We predict one major DePin project will achieve self-sustainability first, triggering revaluation across the sector. This success could prompt renewed assessment of fundamentals in other DePin projects, catalyzing broad industry growth.
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Despite intense competition, DePin demonstrates disruptive potential across multiple domains including wireless services (e.g., @helium), network infrastructure (e.g., @doublezero), mapping (e.g., @Hivemapper), healthcare, and grid operations.
8. 2025 Will Be the Transformative Year for zkVMs
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Zero-Knowledge Virtual Machines (zkVMs) will significantly improve interoperability between Rollups, enabling seamless cross-chain interactions. This capability will bring greater efficiency and expand application scenarios across blockchain ecosystems.
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Furthermore, zkVM development will greatly broaden the developer landscape, allowing engineers to use more programming languages (like Rust) to build zero-knowledge applications—lowering barriers and attracting more technical talent.
9. AI Unlocks New Opportunities for GameFi
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AI-powered development tools are expected to boost game developers’ productivity, accelerating game design and production cycles. These tools can also optimize game content and player experiences.
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AI-driven NPCs (non-player characters) are becoming reality. Projects like InWorldAI are building dedicated AI NPC systems for games, delivering smarter and more immersive interactions.
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Open-source initiatives are also advancing the field—for example, @virtuals_io's game framework and Eliza’s integration with Unreal and Unity engines. These innovations may revolutionize how AI is used in game development, opening new possibilities for GameFi.
10. Consumer-Grade DeFi: The Next Growth Frontier
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2025 will mark a pivotal moment for consumer-grade DeFi, as an increasing number of crypto users fully embrace on-chain financial services.
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The introduction of zero-knowledge Transport Layer Security (zkTLS) will allow sensitive Web2 data to be securely transmitted on-chain while preserving user privacy. This enables innovative use cases such as personalized agents and credit scoring, expanding DeFi’s applicability.
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Additionally, revenue-sharing stablecoins are highly anticipated. This model better aligns incentives between issuers and distributors, fostering healthier growth in the stablecoin market.
Original image from Delphi Digital, translated by TechFlow
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