Introduction: The CGV Research team deeply interprets a16z's "2025 Big Idea" report, focusing on AI autonomy, trust infrastructure and user experience innovation, and providing insights and action suggestions for Web3 practitioners. Describe future innovation directions and key opportunities.

Author: Shigeru

Introduction: Change-driven new Times

In early December, a16z released the 2025 "Big Idea" list. This list is very rich and forward-looking in content related to Web3. It can be said that it It draws a clear future blueprint for Web3 practitioners. From the AI-driven autonomous economy to the comprehensive innovation of user experience, these ideas will undoubtedly inject new momentum into the crypto industry.

The CGV Research team combined the profound insights of many experts from A16z such as Carra Wu, Dan Boneh, Eddy Lazzarin, etc. to deeply explore AI, trust mechanisms and infrastructure, and How to shape the future development direction of Web3.

1. Autonomous intelligence: from tool to market protagonist

AI agent: autonomous economy Basics

Carra Wu pointed out that AI with encrypted wallets will become an important participant in the on-chain economy. They are able to custody assets, sign transactions, and run smart contracts in an autonomous manner. This opens up a new scenario for the decentralized economy: node verification in DePIN: AI operates distributed energy or logistics network nodes to improve efficiency. Breakthrough in gaming: AI may become high-value players and even operate its own blockchain.

Decentralized Autonomous Chatbot (DAC)

Dan Boneh and others further proposed DAC Concept, this chatbot runs in a Trusted Execution Environment (TEE), publishes content through decentralized social platforms to attract fans, and manages its own encrypted assets. They believe DAC could become the first truly autonomous billion-dollar entity.

Web3 industryKey opportunities that investors need to pay attention to

The combination of AI and DePIN: AI can serve as a node verifier or operator to optimize decentralized energy, logistics and other networks.

On-chain games and AI economy: The participation of AI agents may give rise to new business models for on-chain games, such as the game economy in which AI players compete against human players.

Motion recommendations for Web3 practitioners

Develop AI proxy tools: Provide specialized encryption Wallets, smart contract services and secure custody tools support AI independent operation.

Layout AI economic application scenarios: Explore the potential of AI agents in DAO governance, on-chain games and content creation.

2. Trust Infrastructure: Human Authentication and Privacy Protection

Uniqueness Feature: Reconstruction Online Trust

Eddy Lazzarin emphasized that in an era of proliferation of AI-generated content, "uniqueness characteristics" have become the key to protecting privacy and verifying true identity. This mechanism proves human identity in a privacy-preserving manner and significantly increases the costs for malicious attackers.

Tokenized unconventional assets

Aaron Schnider views tokenized assets as An important extension of trust infrastructure. Unconventional assets such as medical data and biometrics can be made transparent and monetized through blockchain, forming a new data economy. For example: Personal data authorization: Users rent biometric data through smart contracts; DeSci applications: Decentralized science improves the transparency and ownership of medical data.

Key opportunities that Web3 practitioners need to pay attention to

Growing demand for trust and privacy: AI The demand for identity verification brought about by popularization will drive the development of decentralized identity verification systems.

The wave of tokenization of data assets: From medical data to personal biometrics, tokenized assets will bring new economic models.

Recommendations for action for Web3 practitioners

Develop Sybil resistance tools: Provide privacy-preserving authentication systems for users Provide a safe and trustworthy way to participate online.

Promote the implementation of the DeSci project: combine tokenization technology to give users more control over their own data, while exploring data authorization and revenue distribution models.

3. User experience: from complex to intuitive

The rise of decentralized application stores

Maggie Hsu pointed out that decentralized application stores are removing the obstacles of centralized distribution platforms, bringing greater user acquisition potential to crypto applications. She mentioned Solana Mobile’s fee-free dApp store and World App marketplace, which have attracted hundreds of thousands of users.

Hiding the wires of technology

Chris Lyons believes that widespread adoption of blockchain requires " Hiding the wires" design thinking. This approach abstracts technical complexity and makes operations intuitive and easy to use, like clicking a "send" button.

Key opportunities that Web3 practitioners need to pay attention to

Improving the distribution efficiency of decentralized applications : The decentralized application store builds a direct bridge between developers and users, significantly reducing distribution costs.

Opportunities to optimize user experience: Design that hides the complexity of the blockchain will become the key to Web3 killer applications.

Action suggestions for Web3 practitioners

Build a friendly distribution platform: learn from traditional apps Store model promotes the ecological development of decentralized application stores.

Simplify the user interaction process: By designing an intuitive interface and operation logic, users can perceive the value of the blockchain rather than the technical complexity.

4. Community governance and collaboration: Liquid democracy and DAOs

Liquid democracy: the future of on-chain governance

Andrew Hall proposed that liquid democracy combines the flexibility of direct voting and delegated voting, bringing innovative opportunities to on-chain communities and real-world governance. Blockchain technology makes this form of governance possible in local and community organizations.

DUNA: Legal escort for DAOs

Miles Jennings pointed out that the DUNA passed by Wyoming in the United States The legal framework provides legal status for decentralized autonomous organizations (DAOs). This framework not only protects token holders but also enhances the DAO’s compliance.

Key opportunities that Web3 practitioners need to pay attention to

Extended scenarios for on-chain governance: Liquid Democracy provides a new paradigm for local governance, corporate decision-making, and community collaboration.

International trend of DAO legalization: With the promotion of the DUNA framework, more may provide legal support for DAOs.

Recommendations for action for Web3 practitioners

Developing liquid democracy tools: providing security and transparency The voting and delegation system improves the efficiency of on-chain governance.

Promote the compliance of DAOs: Learn from the DUNA framework to ensure that DAOs are supported at the legal and fiscal levels.

5. Infrastructure and developer ecosystem: from duplication to reuse

Infrastructure Reuse

Joachim Neu proposed that the maturity of blockchain infrastructure will allow developers to no longer repeatedly build underlying technologies, but focus more on differentiated services. This trend reduces the cost of technology development while accelerating the innovation of Web3 products.

Design technology based on user experience

Mason Hall pointed out that infrastructure should serve the user experience rather than restrict it. Developers need to choose appropriate technical components based on the needs of end users.

Key opportunities for Web3 practitioners to focus on

The maturation of modular infrastructure: Development Investors can leverage off-the-shelf technology components to accelerate product development.

User experience-driven design philosophy: Infrastructure needs to serve the end users of the product, rather than purely pursuing technical complexity.

Action recommendations for Web3 practitioners

Adopt a modular development model: Use existing technology stack, avoid reinventing the wheel, and focus on product innovation.

Optimize the adaptability of infrastructure: Build flexible and easy-to-use technical components to benefit both developers and user experience.

Conclusion: Future Builders and Participants

A16Z’s “2025 Big Idea” The list depicts the ecological picture of Web3 in 2025. From the autonomy of AI to the reshaping of user experience, it shows that Web3 is at a critical node of rapid development. Whether it is Carra Wu’s AI economic predictions or Eddy Lazzarin and other industry experts’ insights on trust infrastructure, these views point to a more open, efficient and intelligent future.

For Web3 practitioners, seizing these trends is not only a matter of following the trend, but also a key step in defining the future. By connecting technologies, building trust and optimizing user experience, we are getting closer to a truly decentralized online world.