jakiro
Source: Delphi Digital; Compilation: Deng Tong, Bitchain Vision
1. BTC has more room for growth
– BTC continues to be in line with Delphi’s cyclical strategy, which predicts BTC to hit a new high in the fourth quarter of 2024.
– Every new BTC high so far matches the monthly RSI breakout >70.The previous bull market did not stop until the monthly RSI broke through 90.
-BTC is still below the 1-2 standard deviation trend predicted at the top according to the monthly price regression channel.
– Institutional interest and a loose regulatory environment may be the driving force behind this bull market.
2. Solana is just starting
– Solana will continue to surpass Ethereum for a simple reason: excellent user experience and better content.No token approval or packaging is required.On Solana, it works fine.
– SVM is the fastest growing alt-vm ecosystem that helps enhance network effects.Additionally, Anza, Firedancer and improved wallet infrastructure will continue to improve the user experience.
-@aeyakovenko The vision of increasing bandwidth and reducing latency can help Solana maintain its advantage in the face of increased competition.
3. NFT is resurrected from the dead
– We believe that NFTs will make a comeback through a mixed form of extreme emotions and fundamentals.
– While tokens are easier to trade, NFT allows encoding uniqueness on-chain.Heterogeneous assets such as fine arts and wine may be tokenized into NFTs.
– NFT has also experienced some major wealth creation events.
@pudgypenguins, @MiladyCult and @Azuki airdrops may trigger other NFT projects to follow suit.
– NFT is also more suitable for retail investors.Not everyone likes trading.NFT is a friendly alternative to showcase culture and status.
4. DeFi becomes DeAI
– DeAI will fundamentally change the way we interact with DeFi.Agents will replace the front-end, helping users trade, exchange, find profits, and simplify how we interact with natural language processing.
– Most capital allocation decisions in the future will be automatically completed by the agent.
@griffaindotcom is a pioneer in this, but other DeAI projects are also gaining attention, such as @HeyAnanai.
5. AI agent becomes first-level encryption VC
– It is unlikely that PVP human transactions will be intermediated by agents.Agents are able to monitor the market 24/7 and process more data.
– Transactions will become a competition for computing power and unique data sets.
– By 2025, at least three proxy frameworks will become decays.
6. High throughput chains will drive innovation
– High throughput chains will open up new opportunities and experiments for 2025.
– The main projects we’ve been paying close attention to are @HyperliquidX, @SuiNetwork and @monad_xyz, but there are other chains (such as @berachain) that deserve attention.
-@megaeth_labs is also a project worth watching, but we believe MegaETH will compete for market share with L2 instead of L1.
7. DePin makes a comeback
– A large DePIN project successfully achieved self-sufficiency, thus driving up the ratings of the entire industry and triggering a reflective rise in “fundamental” in other industries.
– Despite the fierce competition, DePin has the potential to disrupt wireless services (@helium), network infrastructure (@doublezero), maps (@Hivemapper), health care and grid operations.
8. This will be the year of change for zkVM
– zkVM will improve interoperability between rollups, enabling seamless interaction between chains.
– zkVM will greatly expand the developer market, as developers will be able to develop zk applications in other languages such as Rust.
9. AI will bring new opportunities to GameFi
– AI-powered development tools can improve game developers’ production capabilities.
– AI NPC is under development, and projects such as InWorldAI are aiming to become the AI NPC service provider for gaming.
– @virtuals_io Open source plans such as the integration of Game Framework and Eliza with Unreal and Unity may change the gameplay for AI games.
10. Consumer DeFi is the next frontier
– 2025 is the year when crypto-native applications can be fully invested in on-chain finance.
– zkTLS will allow sensitive web2 data to be transferred on the chain while maintaining privacy.This opens up many possibilities such as personalized agents, trust scores, etc.
– Revenue-sharing stablecoins will expand as incentives remain consistent between issuers and distributors.
