Web3

In parallel, key performance indicators (KPIs) will shift. The crypto industry’s focus will transition from speculative token trading and Total Value Locked (TVL) to more adoption-driven metrics such as daily active users (DAUs), transaction volumes, and user retention. Projects that align their growth strategies with user-centric KPIs will gain a ... See more

Another pressing topic for 2025 is the role of stablecoins in reducing transaction costs . Many businesses, especially in e-commerce and cross-border payments, grapple with high fees imposed by traditional financial systems. Stablecoins provide a compelling alternative, offering lower costs, faster settlements, and greater transparency. Businesses ... See more

To bridge this gap, venture capital will likely prioritize projects that simplify onboarding processes and offer intuitive user interfaces . Applications with clear value propositions, catering to both retail and institutional audiences, will take center stage. Examples include wallets with seamless fiat-to-crypto transitions, decentralized finance... See more

The crypto Venture capital predictions for 2025 are coming in hot. Top forecasts highlight a decisive shift toward user-facing applications, stablecoin adoption as a tool to lower business transaction costs, and significant advancements in infrastructure scalability.

At the end of the day, continued fiscal deficits will increase US public debts, which requires more liquidity, more monetization and more currency debasement.

Which is good news for holders of scarce assets (equities, RE, gold, BTC, crypto).

In a world where the Fed — and other central banks — are driving 5-7% annual debasement of their currencies, investors need to make more like 10-15% annual returns to outpace this loss in future purchasing power.

Now, many potential catalysts for Bitcoin (and crypto generally) will rise in 2025. Here are a few:

• A Strategic Bitcoin Reserve (at the U.S. Federal level)


• Strategic Bitcoin Reserves (at the U.S. State level)


• Strategic Bitcoin Reserves (for other countries globally)


• The removal of SAB-121


• Clear regulations out of the SEC and CFTC on crypto


• The Stablecoin

... See more

TGE's are at-best more akin to SPACs.

Post-PMF

Probably the optimal time to launch a token. Also the most rare. At this stage you have a product that clearly demonstrates value and the token can serve as a mechanism for rewarding the earliest contributors who helped you find PMF, scale adoption, align future incentives and distribute ownership to participants.

But I think the simplest reasons for launching a token should be some cocktail of:

• Raise capital


• Distribute ownership


• Signal that decentralization matters


• Align incentives


• Bootstrap some sort of network effect (extremely ambiguous tbf)


• Make your real supporters rich(er)