Author: The Spartan Group; Compiler: 0xjs@金财经

2024 is a critical year for Web3, with institutional capital pushing Bitcoin ETFs, risk-weighted assets and stablecoins into the spotlight. At the same time, AI became a transformative force across the industry, and the memecoin craze highlighted shifts in user behavior. As we enter 2025, the Spartan team shares the trends and opportunities shaping the next phase of growth.

1. BTC will become one of the reserve assets of the Federal Reserve; altcoins will reach an all-time high; AI agents will create their own currencies on the encryption track.

——Melody He, co-founder and partner of Spartan Group, co-head of Spartan Advisory

2. In 2025, we will see Major integration into Web3 infrastructure business. As OG founders seek exits, large industry players (and possibly some non-Web3 players) seek to rapidly expand their licensing reach, geographic coverage, and product portfolios, small and mid-sized regional exchanges, staking providers, custodians, Prime brokers, data companies, media platforms, etc. will all play a role.

——Casper B. Johansen, co-founder and partner of Spartan Group, co-head of Spartan Advisory

3. Applications, applications Programs, apps, apps and more apps. Expanding the adoption of DeFi, AI and stablecoins; the Web3 ecosystem will grow faster than any other technology sector.

——Leeor Groen, Managing Director of Spartan Group

4. Cryptocurrency has laid the foundation for the post-human digital economy (assets, tracks, liquidity ), empowering humans and AI. A giant leap forward in user experience: LLMs (@TXT2TXN) transform natural language into seamless machine interactions, powering intent-driven applications (@Anoma). AI agents thrive with smarter oracles and arbitration, combining human judgment with AI results (@chaoslabs), and scalable orchestration and verification through execution sharding (@KRNL). The future should be effortless.

——Yan Ma, Partner of Spartan Group

5. In 2025, what I am most looking forward to is going to the centerAdvances in chemical science (DeSci). Blockchain is transforming research by making collaboration more transparent, data sharing more secure, and funding more equitable. DeSci leverages blockchain to solve research, funding, and data sharing challenges, enabling DAOs, tokenized intellectual property, and decentralized data systems that promote transparency and collaboration. I look forward to seeing DeSci advance scientific discoveries that have a meaningful impact on human lives through innovative funding and ownership models.

——Silver Ng, Spartan Group analyst

6. NFT will make a comeback in 2025. Everyone seems to think NFTs are dead, so this resurgence will catch everyone off guard and the magnitude of the price swings will be staggering.

——Kelvin Koh, co-founder and partner of Spartan Group, chief investment officer of Spartan Capital

7. In 2025, I will DePIN is excited that cryptocurrencies are moving from products to solutions to real-world problems. We're already seeing early success - projects like Bittensor are revolutionizing open source AI, while Grass and Render Network are leveraging consumer hardware to meet growing demands for data and compute. DePIN is ushering in a future where critical infrastructure is decentralized, accessible and empowering for the global community. Through token-based incentives, these innovations are driving breakthroughs in AI, telecommunications, energy and more. I look forward to seeing cryptocurrency-powered products achieve mainstream adoption in 2025 and become seamlessly integrated into our daily lives.

——Ch etanya Khandelwal, Investment Associate at Spartan Group

8. In 2024, we will witness the huge development of intent-based solutions , among which the cooperation between Across and Uniswap on ERC-7683 (a universal standard for cross-chain intentions) is a symbol. What excites me about 2025 is seeing this infrastructure evolve into a unified network where intent can flow seamlessly between protocols. With increased capital efficiency between liquidation opportunities and solvers, we are moving towards a future where users simply express what they want – “Earn 5% on my ETH” – and experienced participants participate It will automatically handle complex cross-chain execution and combination.

——Jose Sanchez, Investment Associate, Spartan Group

9. AI will further lower technical barriers, leading to a proliferation of ad hoc applications built by non-technical users to meet their specific needs. Many of these applications will be intelligent. Conversational AI agents will evolve into on-chain AI agents, creating new use cases in gaming, entertainment, DeFi, and governance. A large portion of blockchain transactions will be initiated by semi-autonomous agents, acting on behalf of human operations.

——Adrian Lai, chief creative officer (studio head) of Spartan Labs

10. The intelligent agent software will be upgraded to provide human Handle increasingly complex tasks beyond simple automation. We will see truly decentralized open source AI models emerge and be monetized in creative new ways. As privacy needs grow, secure computing (TEE, MPC) will become mainstream. As people seek to escape legions of low-quality AI bots, watch for the rise of human-only social platforms.

——Audrey Taylor-Akwenye, Chief Technology Officer of Spartan Labs

11. AI x Crypto seems ready to achieve its long-awaited prediction, because 2025 will usher in a really interesting era of encryption applications. As humanity glimpses a future with on-chain agents, AI responders will soon be forgotten, replaced by legions of high-quality domain experts (think AIXBT in countless niches). And I, personally, welcome our new AI overlords. Don’t forget to exit all markets when Zerebro releases a top ten single with Travis Scott.

——Jim Sexton, software engineer, Spartan Labs

12. In 2024, we will see the rise of AI agents, changing How the community is managed. Looking ahead to 2025, I am particularly interested in the concept of “agents as community managers”. These agents are redefining content strategy for Web3 communities, seamlessly blending daily engaging AI-driven content with real user-generated content created by the community. Projects like Higher on Farcaster have demonstrated this potential through Aethernet, an AI agent that can create daily posts, participate in community content, and even manage a wallet to invest in, create, and sell NFT artwork. It also funds art and meme competitions that reward behavior that adds value to the community. As these agents mature, itWe will be an integral part of fostering a vibrant ecosystem within Web3.

——Jim Duivenvoorden, Spartan Labs Community Manager