Variant: Crypto trend forecast in the next 6 months to 1 year

Source: Variant Fund; Compilation: 0xjs@来来来来来

The Variant team has been looking forward to the remaining time in 2024 and the trend that may occur in 2025.

The following is what we pay attention to when we welcome the next wave of encrypted development.

JESSE WALD (co -founder of Variant):

I confront 24-25 yearsEncrypted productWhat is excited(Quick list, not detailed):

The mobile device becomes the default setting.
The field of stabilizing currency is enough to meet the adoption of global fintech, thereby accelerating institutions/regulatory verification.
There is a surprising form for predicting the market.
NFT has another surprising evolution.
The interaction between the creator tools/tokens becomes more interesting/safer.
The Farcaster channel becomes a wallet/DAO, doing strange/big things.
Telegram tends to applet/wallet/payment.
Frames/Blinks appears a large social applet that verifies the “headless” GTM as a way to guide the agreement/market liquidity.
Data DAO/token market attracts new users to earn token.
For cryptocurrency native users, real concerns will return to the distribution of tokens, thereby bringing more loyal/participating users/owners.

I confront 24-25 yearsEncryption infrastructureI feel excited:

The organization began to pledge.
The chain/wallet abstract runs well, and the user finally obtains an excellent user experience (this is the benefits brought by all the tasks of extension/interoperability/intent).
Modularization is becoming increasingly mature; the second -generation framework has packaged the integrated module, solved the problem of fragmented, while maintaining customization.
ZK has a breakthrough application on the cross point of the operation of privacy/chain data/chain.
Safety vulnerabilities become increasingly uncommon (e.g. in DEFI/interfaces).
Decentralization computing begins to compete in terms of cost and performance.
The structure of the MEV market is becoming increasingly mature, and it is expected to benefit users.

Li jing (Variant co -founder)

I think we will see some development in the field of encryption in the next 6 months to 1 year:

Open source AI steering encryption technology to achieve monetization.
Decentralization AI and computing obtain motivation.
DEPIN helps people earn their first cryptocurrency.
The negative incentives caused by finance have reached the critical point.

Alana

I have some predictions on cryptocurrencies in 2024/2025:

Block/Cashapp launches stablecoins.
There is also the third spot ETF, but it is not as expected.
PayPal began to provide beneficial stable currency (probably a modified version of PYUSD), and it was widely used in Venmo.
Human verification projects will usher in 100 million+users
A large talk show host used NFT as a photo of his own profile.
The number of Farcaster users exceeds 3 million, and it has begun to provide meaningful mobile priority distribution.
Breakthrough AI X Crypto use cases are the models owned and trained in the community.
With the relief of supply shortage and the emergence of new chips, the hype of this round around the decentralized GPU market turned out to be just hype.
As the centralized cloud began to formulate a policy that can run on its server, we did see the emergence of an important case in decentralized training+ reasoning, but this will take more than 2 years to truly develop to truly develop(Because the regulatory progress is slow)
Development on Bitcoin will bring a better experience to developers.
A well -known traditional financial person wrote a post about Helium (or another DEPIN project).
Popular L2 decides to develop its own L1.
At least half of them are wrong.

Cooper

Some current year -end forecasts:

The shared sequencer finally started.
Many proves that the market has entered the test network.
With decentralization, Rollup Fud gradually subsided.
Ethereum’s roadmap becomes clearer.
ZK applications are put into production and actually put into use.
Slash research is popular again.

Derek

The meta-level prediction of 24-25 years: We will transition from the infrastructure part of this cycle to the application part.

Some specific ideas:

More than 10 major fintech companies have launched their own stablecoins.
ETF began to pledge.
The weekly active users of encrypted consumer applications on Base reached more than 10 million.
Each TRADFI Giant Fund will make a product token.
The encryption predicting market has a monthly transaction volume of US $ 1 billion in the category other than politics.
BTC is a reserve asset of major currencies in the world.
The top 20 banks in the United States use DEFI borrowings.
The number of DEPIN network users increased to more than 10 million.
A large AAA studio built a chain game.
DEX’s transaction volume exceeded CEX transaction volume.
A mini -game on Telegram/Ton attracted 1 billion players.

Geoff

Twelve months later, I predict that the use cases and platforms that have PMF in the encryption will be clearer.

During this period, I think we will see some applications to get attention and define the first -generation feasible cases.These leading applications will then guide the network effects of the smart platform and which platforms will affect Xielin.

The first step of this sequence is to use smart bodies to build a eye -catching user experience.I think some use cases are most likely to get early attention: