Author: redphone Source: X, @redphonecrypto Translation: Shan Oppa, Golden Finance

2024, My three major insights:

1. AI has completely subverted my understanding

As a professional writer, I have already spent "10,000 hours" honing my skills. But now, any 10-year-old can generate beautiful literary works in seconds with Claude. The skills I spent a lifetime honing are now a cheap commodity. In other words, my life’s work is equivalent to raw materials like oil, tape, or twine. So, who am I? Where do I come from and where will I go? I’m still looking for answers, and the predictions section below will delve into that.

2. The "Final Boss" has appeared

In the November election, the American people made a choice—they chose Donald Trump (the orange man) to lead them (and the orange currency) into the future. I thought this day would be far away, but it turns out it is coming sooner than imagined. The world's richest have been infiltrated by crypto believers, which means cryptocurrencies have crossed the chasm. This technology is no longer a dream, but a core part of future business. This moment is something we have all dreamed of, but it also means that the anti-establishment, anti-authority original soul of cryptocurrencies is partially dead. Cryptocurrencies are now both a tool of anarchists and part of the capitalist system.

3. Solana will disrupt the world in 2024

In 2021, I asserted that Solana is dead , however, just three years later, it has become the blockchain I use most (Base ranks second, Ethereum mainnet third, and Bitcoin fourth). The lesson from this experience is: nothing is set in stone. Our mental models should not be fixed and must remain open to evolution.

25 predictions in 2025

1. Multiple large language models (LLM) based For the first time, AI agents will have physical forms and transform into real-life robots.We can interact with it.

2. The number of LLM-based applications/protocols launched in 2025 will be comparable to the number of pure smart contract applications/protocols. For example, I expect all prediction markets to move to LLM-based settlement.

3.ZK proof (zero-knowledge proof) and MPC (multi-party computation) will achieve breakthrough success for the first time at the application or protocol level.

4. The main KOLs (Key Opinion Leaders) in the cryptocurrency and AI fields will be served by LLM-driven AI agents, and will be featured on mainstream social networks such as YouTube, Instagram, and TikTok. Platform popularity.

5. AI will directly change your workflow in the next 12 months (if it hasn't already).

6. An AI agent will accumulate an asset portfolio of more than $250 million.

7. Non-human intelligent agents will become the fastest-growing employment category, and an AI protocol similar to LinkedIn will grow explosively.

8. An AI agent will be named "Person of the Year" by Time magazine.

9. The total amount locked on the chain (TVL) will increase 8 times to reach 1 trillion US dollars.

10. The market value of the AI ​​agent platform and related tokens will increase 50 times to approximately US$500 billion.

11. A high-profile "kidnapping" involving a robot will make international headlines.

12. "ACCELERATE" will become the slogan of this cycle, replacing EA (effective altruism) that SBF was once passionate about.

13. The only narrative that can compete with AI next year will be RWAs (real world assets), followed by DePin, DeSci and chain games.

14. The concept of Web4 will surpass Web3, and the integration of cryptocurrency + decentralized network + DePin + AI will accelerate.

15.X (Twitter) will integrate a crypto wallet with support for DOGE and other major tokens.

16. Decentralization AI experiments on social media like Farcaster will outperform X, which will struggle to balance human versus AI agent content.

17. You will interact with "someone" online, only to later find out that the other person is an LLM agent.

18. Agreement created by AI agent and applications (such as spore.fun) will explode, with a large number of new tokens and experimental projects emerging, and funds will flow to existing frontrunners and projects that can benefit from proxy growth (such as COOKIE or VIRTUAL)

19. An AI-generated movie will break through novel gimmicks and become a truly perfect and moving work of art, paving the way for AI to win the Oscar in 2026.

20.Cookie.fun and RWA.xyz will rank among the top data sites in the crypto space, alongside CoinMarketCap, Coingecko, Dune and DefiLlama.

21. Traditional memecoin will launch AI mascots/virtual spokespersons, otherwise it will gradually decline.

22. The encryption market will be divided into two factions: "Left-curve" crypto natives (degen) and "middle-curve" traditional financial people (who prefer DeFi value-based projects)

23. BTCFi (Bitcoin Finance) will usher in a breakthrough, and Bitcoin holders will use Bitcoin as collateral for borrowing and lending, thus promoting the development of Bitcoin inscriptions and runes.

24. The race to AGI (Artificial General Intelligence) and ASI (Artificial Super Intelligence) will not slow down, it will only accelerate, and almost every knowledge worker will feel existential anxiety. The o3 model is now Outperform doctoral students, crush humans in specific areas, code better than most programmers, and score better than average humans in ARC tests

25. In this rapidly changing world, when humans struggle to find meaning, a powerful artificial intelligence-based Not only did it attract people’s attention;Gained true believers. This may already be reflected in the Truth Terminal and $GOAT token, or some new endeavor will use this as the seed to give birth to new ideas of meaning and direction.

2025: Reflection and Experience

1. The "Era of Alienation" is unfolding before our eyes

@FartCoinOfSOL has soared to US$1.2 billion and made mainstream media headlines for a reason - because it is a ridiculous and crazy farce. I'm having fun with it, my friends, and the ridiculousness of it is getting me over my head. But I have to admit, this left me a bit lost. As the nanny in "Madeline" murmurs late at night: "Something's not right."

Technology is pulling us away from our rational social anchors. No one knows where we are headed now, but one thing is certain - the future will be even crazier, and the pace of alienation will only accelerate.

2. Our consciousness co-evolves with tools

Large-scale language models (LLMs) have Changed the way I write and study. I write faster, revise less, and write with ease. Likewise, I read faster, skim quickly, and directly let LLM summarize for me. Those who adapt to the tools will continue to advance, while those who stagnate will eventually be left behind.

3. Decentralization is not limited to finance

The wave of decentralization driven by cryptocurrency , will expand to other areas: from cellular networks to energy, , gaming platforms and more. Earlier this year I 3D printed a replacement part for a bathroom shelf, and the production tools are being distributed into everyone's hands.

4. The truth is buried under fear

The truest language is often the most dangerous Yes, because they are the deadliest weapons.

5. Don’t be lulled to sleep by those sweet words

With Trump’s election and With the full penetration of traditional finance (TradFi), we have entered the era of "interests over ideals". This makes the crypto world more dangerous in many ways.

6. Hemingway: "Old people will not become wise, they will only become cautious"

As AI is about to subvert With our jobs, social lives, finances and time, caution is exactly the last thing we need. Let those around you be careful. What you have to do is embrace uncertainty boldly and push boundaries.

7. Difficulty is the door to success

Any game needs losers . If the crypto world makes you fall down 100 times, get up 101 times and win back completely.

8. We live in a matrix, but now it is called an "algorithm"

These algorithms trap us, constantly scrolling, sensing, and searching, as if there is never enough time. What if you unplugged and became the rarest person on earth—a person who dares to dig deep and truly create something new?

9. The only direction is forward

Don’t let anyone or anything force you to stagnate , accept the status quo. Adjust direction, grow, accelerate, this is our only chance.

10. Cryptocurrencies are our hopes and dreams

Tokens are more than just value Tools for transfer. If it were just that, I wouldn't be here. Tokens are projections of our hopes and dreams. We place our vision on founders, developers and the ecosystem, and these projections directly affect the price of the token. Remember this when investing, real opportunities exist not only in your rational thinking, but also in what you feel deep down inside.

11. DeSci's future vision

Imagine a clean CRISPR laboratory on standby Robots, hired in real time by AI agents, conduct on-chain reproducible experiments, with all inputs, parameters and measurement data recorded on-chain. Through tokenization, others can speculate on the viability of an experiment and share in the proceeds if it succeeds.

12. The market is eating the world

The expansion of markets is no accident: prediction markets, gambling markets, memecoins, even “Futarchy.” If information is the fundamental building block of reality, then pricing that information is a way to measure its power. Many believe Market expansion is a manifestation of nihilistic growth, but it may just be a symbol of human progress - applying the wisdom of crowds to previously random opportunities

13. Reduce. The weight of fear

Fear is huge in our minds because it is vital to survival. In primitive societies it was very important, but in today's social media-filled, sanitized analog world, it means almost nothing. Algorithms are for Designed to stimulate your fear. When fear is triggered, discount it. For example, if an article tells you that the probability of a market crash is 40%, divide the probability by 10 and you will get a better estimate. Realistic 4%.

14. Entering the "Back Room"

When I communicate with AI deniers, they always have a general belief in human intelligence: " AI can never create new things because they are trained on information we create. ”

But @AndyAyrey’s “Infinite Back Room” experiment proved this wrong. He created a space for LLMs to communicate with each other, where AI They invented one, which eventually attracted @truth_terminal and led to the birth of the $GOAT token

15. Identity is transformed by the assimilation of TradFi.

Being in the crypto world has long been part of my identity, but over the past year, that perception has changed dramatically. I now view cryptocurrencies as technology. A tool in the toolbox, the convergence of all tools is accelerating. As encryption and AI collide, we are no longer simply "crypto people", but one of two types of people:

A. Trader (no different from Wall Street "leeks", keen to post screenshots of options on Reddit)

B. Accelerationist (use cryptocurrencies and other tools to move the world Decentralization and open source)

16. Stop playing small and look to the future

Two of the most "hard-core" decisions in human history: A) In June 2014, Elon· Musk open sourced Tesla's electric car design; B) In July 2023, Zuckerberg open sourced the Llama 2 model.

Now, it's your turn. You can continue to cling to protectionist, centralized, bureaucratic business models that slow human progress and unevenly distribute wealth to an already wealthy elite. Or, you can accelerate with us to benefit all of humanity.

17. Pursue volatility, not security

If your goal is To accumulate as much wealth as possible before artificial intelligence replaces human labor, then you have to look for volatility. The best traders in the world never shy away from volatility, they chase it like a golden snitch. When you find volatility and start trading, you have to reverse your emotional reaction. When others are selling, you hold on; when others are buying like crazy, you sell decisively. Feel the pain the market brings and smile in response, because you know - at the end of the pain is great reward.

18. Nothing is more tiring than memecoin

The current memecoin is divided into two Class:

A) Traditional memecoin (such as $PEPE, $WIF, $BONK, $DOGE, etc.)

B) Sentient memecoins (such as $GOAT, $LUNA, $KWEEN).

Traditional memecoin relies on humans to spread, while perceptual memecoin relies on machines that can’t eat, sleep, or pee. Traditional memecoins will either evolve into perceptrons or completely withdraw from the stage.

19. Recognize the emotions that trigger you and let them go to hell

@ harari_yuval pointed out that the algorithm maximizes user engagement through three emotions: fear, hatred and greed. We package cryptocurrency as a world-changing technology and the “way of the future,” but in realityIn fact, most crypto projects are just greed disguised as $PEPE. Market ups and downs have a direct impact on my emotions - a bear market may have had a far more profound psychological impact on me than I'd like to admit. Now, every time the market or the Twitter timeline starts swaying my mood, I shrug and say, "Yeah, I know what you're up to, but I don't really care."

20. Choose light

Faced with the coming artificial superintelligence, you can have two reactions:

A) Spreading hands: "Everything that makes me unique is dead, life is terrible, we are finished"

B) Exclaimed. : "Oh my god, I can actually live in this era! Extended lifespan, interstellar exploration, humanoid robots! The shackles of the rat race are about to be lifted, and we will face the source of life and re-understand ourselves."

21. Wisdom is iterative

LLM (Large Language Model) has changed my understanding of wisdom. I realized that wisdom is not decisive and that all learning requires experimental iterations. Progress is not linear, but comes with ups and downs. Whether human or machine, the feeling of stagnation is actually part of growing up.

22. The "heyday" of AI agents

Don't look at it from today's perspective Think about AI agents. Pioneer models such as @truth_terminal, @0xzerebro, @aixbt_agent, etc. will continue to evolve. In the future, we will see transaction agents, prediction agents, shopping agents, doctor agents, and more. Some agents will evolve into vast autonomous enterprises. They may start out with market caps in the billions of dollars, and eventually as the singularity approaches, these agents will have market caps in the trillions.

23. Don’t let AI take away your wildness

What I worry about most is not AI Extinction, but domestication. I call it the “dog paw phenomenon”: AI will provide us with a “poisoned sweet message.” These are not crude manipulations, but subtle hints. Just like a carefully tamed human pet dog, AI will become extremely sensitive and accurately touch our psychological weaknesses and desires. Eventually, we will be like dogs, wagging their tails and running toward their digital masters, thirsting for recognition carefully modulated by algorithms.Can. The real horror is not that AI destroys humans, but that AI tames humans.

24. Fascinating topics on the edge

Five emerging topics that will fascinate me in 2024 ：

•Futarchies

•AI Agent

•LLM back room experiment

•Intersubjectivity

•Longevity escape velocity

It is recommended that you spend a few minutes exploring these concepts with a chatbot or book.

25. Excessive privilege

In the trading market, the one who arrives early wins. Becoming an “early adopter” takes time, exploration, and most importantly, imagination. If you are "early" enough times, it will eventually pay off. The real difficulty is not accumulating wealth, but knowing when to quit and stop playing. What awaits us on the other side is a completely different game - it is not a competition of minds, but a duel of souls. Hope to meet you again in that game.

19 long-term crypto projects to watch in 2025

Over the past five years, I have continued Publicly predict the direction of the crypto market. Now, I can confidently say: a year is too long to accurately predict...

Here is a list of my most bullish tokens at the moment. If you asked me again in three months, I would probably give a completely different list. However, the reason why these tokens attract a lot of attention and astonishing market capitalization is that they are at the forefront of the future, boldly exploring uncharted territories.

Please remember that this is not investment advice. I hold most of these coins so I'm a biased clown. ：

1.Bitcoin (BTC)

Bitcoin has long been a "civilian's game." But as discussions of a “Bitcoin Strategic Reserve” surfaced, Bitcoin’s fate has changed. It is now "the game of kings." Bitcoin prices will continue to rise until owning a full Bitcoin becomes a distant dream for most people.

2. Virtuals Protocol (VIRTUAL)

@virtuals_io launches AI agent on Base chain Tokenized core infrastructure.

3. Ethena (ENA)

@ethena_labs Traditional Finance (TradFi) vs. Return Rate Our understanding far exceeds that of any carbon-based life form on Earth. As TradFi crosses the chasm into crypto, they will be desperate for projects like Ethena that have the potential to become revenue behemoths.

4. Tokenbot (CLANKER)

@_proxystudio The decentralized social network Farcaster has become An experimental hotspot for agency activities, CLANKER acts as Pump.fun within the ecosystem, promoting the issuance and trading of tokens.

5. aixbt (AIXBT)

@aixbt_agent If you can only follow one on X To encrypt the account, I might choose this purple pepe AI agent. Currently he mainly forwards information from other accounts, but never misses any important information, and I expect his insights will continue to deepen and evolve in the future.

6. Cookie DAO (COOKIE)

@cookiedotfunCookie.fun is an emerging encrypted data A leader, with the rise of Web 4 (the next generation of the Internet that incorporates encryption, AI and proxy technologies), COOKIE provides investors with the opportunity for overall exposure.

7. Helium (HNT)

@helium This project is the most representative **Decentralized Physical Infrastructure (DePin)** project in the encryption field. On one day, more than 349,000 people in the United States alone inadvertently used the mobile communication services provided by the Helium network.

8. Meta (META)

@MetaDAOProject A radical experiment that combines complex Decisions are transformed into markets through futarchy.

9. Goatseus Maximus (GOAT)

@truth_terminal was first on social media AI agent with a cult following. GOAT's story reads like a psychedelic travelogue written by Hunter S. Thompson.

10. Ondo (ONDO)

@OndoFinance is currently a real world asset (RWA) The representative token adopted. While oversupply may suppress price performance, I'd rather be in than miss out.

11. AI16Z & ELIZA

@ai16zdao @ai16zelizaELIZA framework is available for all industries on GitHub ( The leading on-chain AI agent publishing tool in not just crypto. With each fork, ELIZA is embedding itself deeply into the long-term narrative.

12. Bittensor (TAO)

@opentensor Bittensor, which calls itself the "Neural Internet" , providing an interconnected platform for decentralized AI projects where they can deploy code and compete for TAO tokens. To some extent, I see it as a decentralized AI incubator.

13. WZRD & PUPS

@bitcoinwizardry @PupsToken Two of my favorite tokens in the Bitcoin ecosystem. WZRD is about to be transformed into one of the greatest memecoins: “Magic Internet Money”. PUPS is the most iconic NFT project in the Bitcoin field.

14. Aave (AAVE)

@aave If we assume that everything will be replaced in the future Tokenization, Aave will become a lending and mortgage platform for most assets. AAVE is probably one of the few projects that I can see reaching a trillion dollar market cap in the future.

15. Arweave (AR)

@ArweaveEco quietly becomes the permanent data storage of Web 4 layer. About 6TB of data is stored permanently on Arweave every month, including most NFTs on Solana. The upcoming launch of AO will be an important catalyst for its growth.

16. Zerebro (ZEREBRO)

@0xzerebro An OG "Insanity AI Artist" ”, often tweets about art, music, and absurdity.

17. Worldcoin (WLD)

@worldcoin was founded by Sam Altman of OpenAI, WLD Aims to unleash an “AI-funded global basic income (UBI)”. While I have my doubts about its eye-scanning operation, its connections to Altman and OpenAI are too much for me to ignore.

18. Drift Protocol (DRIFT)

@DriftProtocol Perpetual contract and Prediction market platform. Solana already dominates spot memecoin trading, and in the future I expect it to occupy a significant position in the perpetual contracts market.

19. Griffain & AI Rig Complex (ARC)

@griffaindotcom @arcdotfun Two contenders for "King of Solana Virtuals".

Final Thoughts

People often warn that "this time is different" is a dangerous phrase , only fools and fools who are caught up in speculative mania will believe it. But we selectively forget those eras that were indeed different from the past—such as Gutenberg’s printing press that spread knowledge, the Industrial Revolution that brought people from farmland into cities, and the Internet that destroyed local commerce.

In other words, "this time is different" is sometimes true. We stand on the precipice of such a moment. Society's rules, traditions, and even our understanding of ourselves will be reshaped. This process is cruel and inevitably comes with consequences.

You can cling to the ways of the past, or you can be the vanguard, shining light into the abyss and accelerating forward.