Author: Stacy Muur, Web3 researcher; Translation: Golden Finance xiaozou

The end of the year is my favorite It’s been a while since the big names in the Web3 industry have begun sharing their highly credible thoughts and predictions for 2025. It’s an exciting time and one that may shape the cryptocurrency mindshare outlook for the year ahead.

Earlier this month, a16z crypto released a list of Big Ideas for the crypto industry in 2025. What projects are currently under development and construction in these key areas? Let’s explore further in this article.

Big Idea 1: AI Agents to manage wallets

In short, AI agents (artificial intelligence agents) Intelligent agents) have proven their ability to trade independently and operate fully autonomously. Many new use cases are likely to emerge in this space. AI agents can play new roles in Web3, participating in transactions, investments, bridging and other purposes.

In this area, there are several projects included on my watch list:

●NEAR Protocol: NEAR now positions itself as an “AI blockchain.” Several major products have recently been launched, including Near AI and Near Intents. NEAR has already captured some pretty impressive mindshare and is expected to be one of the frontrunners in the field by 2025.

●Fetch.ai: Fetch.ai is a platform specifically built for the AI ​​economy, providing tools to build, deploy and monetize artificial intelligence services. Its ASI wallet can integrate Fetch’s best features and advances in AI, potentially becoming one of the first implementations of “AI x wallet” integration.

●Armor Wallet: This is an artificial intelligence-driven crypto wallet and trading assistant. Armor Wallet is a non-custodial wallet that uses artificial intelligence to conduct transactions across multiple blockchains and perform complex transactions quickly and easily. Please note that Armor is still a relatively early project.

●Coin98 Super Wallet: In late November, Coin98 released their AI wallet, with an AI assistant that can recommend tools and simplify complex tasks. It also supports natural human-like interactions.

Big Idea 2: Enhanced Information Aggregation

This idea revolves around new prediction market-based Mechanisms were deployed to collect information more effectively and enhance decision-making processes across departments.

This is a relatively new idea in this field, and I recommend you read Delphi Digital's article "Markets Will Save the World".

The following is an abstract of the article:

My watch list is as follows:

●MetaDAO: MetaDAO is the first project to implement Futarchy on a large scale within a DAO. Futarchy is a governance system that combines prediction markets with democratic voting for decision-making. In the Futarchy system, participants conduct transactions based on the results of various decision choices. This approach allows them to use their money to "vote" on decisions they believe will produce the best results.

●Futarchy: The concept of Futarchy is very similar to MetaDAO: using the market for governance, reflecting the potential impact on the value of shares (tokens).

Big Idea 3: Widespread Adoption of Stablecoins

This idea focuses on the growing adoption of stablecoins With the popularity of stablecoins, the transaction value of stablecoins has exceeded that of Visa, MasterCard or PayPal. This shift will benefit many market participants, including stablecoin issuers, crypto card companies, and cryptocurrency acquisition services.

To better illustrate the prospects of stablecoins, the following is an ecosystem diagram of the above research. You might consider adding these items to your watch list.

In this space, I believe it is crucial to emphasize the infrastructure that will facilitate growth in transaction volume and be the main beneficiary of wider stablecoin adoption.

In addition to TRON (a well-known USDT transfer engine), another protocol worth highlighting is Noble. This new project develops liquidity infrastructure that enables asset issuers to participate in the cross-chain economy.

Big Idea 4: Modularization of everything

Modularization is nothing new, but a16z Crypto predicts that more modules will gain mainstream adoption next year. I thought of several noteworthy verticals:

●RaaS (Rollup-as-a-Service): Gelato, Caldera, AltLayer, Conduit, Bison Labs .

●Interoperability: Hyperlane, Polyhedra, Omni.

●Shared sorting: Espresso, Radius, Zellular.

●Privacy protection: Nillion, Brevis, Automata, Fhenix, zkMe.

●Intents: Anoma, Aori, Native.

●Storage: Arweave, Storj, Filecoin, Zus.

●Oracles: Pyth, RedStone, Supra, Chainlink, etc.

In short, the focus on infrastructure solutions in 2025 will still be very important.

Big Idea 5: Seamless User Experience

In my opinion, this is the most A strong bet. chain abstraction(Chain Abstraction) has always been a hot topic, and we are finally approaching the moment when abstract user experience becomes a reality and not just a concept.

Here's a great chain abstraction from The Defiant:

All of these are definitely worthy of your attention, but I want to emphasize that Particle is my favorite. Their first Universal Accounts deployment recently went live, allowing users to seamlessly trade assets from any chain through UniversalX.

Another bet in the space is Everclear, the primary clearing layer for Web3. As the solver economy (critical to the chain abstraction) scales, solvers need to be rebalanced across chains. Everclear is the most cost-effective facilitator of this process.

Big Idea 6: Crypto App Store

This original a16z crypto article focuses on Several noteworthy crypto app store developers include Telegram apps on TON, Alchemy, Solana’s mobile (Seeker) dApp store, and Worldcoin’s mobile app.

In fact, many wallet providers can seamlessly turn into crypto app stores.

And I would like to highlight a few more: Glue, DeFi App and VeBetter.

Big Idea 7: Tokenize everything

Tokenization is a broad topic, Especially regarding the tokenization of “unconventional” assets. In this field, I think of several projects worthy of attention:

●Kaito AI: Tokenized influence (attention economy).

●GAIB: Providing economics for an AI-driven future by tokenizing enterprise-grade GPUs.

●Compute Labs: Supports ownership split of GPUs (a direct competitor of GAIB).

●ShopX: Tokenized goods and products (RWA for e-commerce).

●Eaas: Tokenized carbon footprint.

●AI Agents and DeSci: Dolz (tokenization of porn stars), PsyDAO (tokenization of psychedelic science and art), Molecule (biomedicine) IP tokenization protocols) and so on (high risk, peak hype curve).

The above lists some of the protocols on my personal watch list, but please don’t limit your research to just these protocols. The Web3 field is huge, and there are many protocols that really deserve attention!