summary
2025 will be a year of deep integration of technology and society, and breakthroughs in artificial intelligence (AI) and blockchain technology will reshape the landscape of multiple fields. Based on the core ideas in (69 Theses: Predictions, Lessons and Longs for 2025), combined with current industry dynamics, this report conducts an in-depth analysis of technology development, market trends and investment opportunities in the coming year.
Three revelations for 2024
1. The disruptive impact of artificial intelligence
The rapid development of AI technology has changed the value of traditional skills. The report author cited personal experience as an example, pointing out that AI's ability to generate content has made many traditional professional skills commonplace. In the future, knowledge workers need to redefine their own value and coexist harmoniously with AI.
2. Cryptocurrency goes mainstream
With Donald Trump’s victory in the 2024 U.S. presidential election, blockchain technology has gradually transformed from an anti-establishment tool to a mainstream business infrastructure. Although some of the core of the decentralized spirit may be diluted, this marks the widespread application of cryptocurrency technology.
3. The rise of Solana
Solana surpassed many traditional perceptions by becoming one of the most commonly used blockchain platforms in 2024. This phenomenon shows that competition in the technology field is full of uncertainty, and past failures do not mean there are no opportunities in the future.
25 predictions for 2025
AI and Robotics Convergence: The first large language model (LLM)-based artificial intelligence agents will be “materialized” and enter real life in the form of robots.
LLM application explosion: In 2025, the number of newly launched LLM-driven applications will be equal to or even exceed that of smart contract applications.
ZK technology breakthrough: Zero-knowledge proof (ZK Proof) and multi-party computation (MPC) will usher in the first phenomenal success case at the application layer.
AI-driven opinion leaders: AI-driven social media opinion leaders (KOLs) will become mainstream.
AI changes workflows: In the next 12 months, AI will directly impact the way most people work.
AI Portfolio Management: An autonomous AI agent will manage a portfolio of over $250 million.
Non-human job market: The AI job market will grow explosively, and AI-specific platforms like LinkedIn may become a hot spot.
AI gets Person of the Year: An AI agent may be named Person of the Year (Times Magazine).
TVL growth: The total amount of TVL on the chain will increase 8 times to 1 trillion US dollars.
The market value of AI-related platforms has skyrocketed: The total market value of AI platforms and related tokens will reach US$500 billion.
Robot Abduction: The first high-profile robot abduction incident is likely to spark global discussion.
The rise of new narratives: Narratives such as RWAs (real world assets) are expected to become hot topics in parallel with AI.
The rise of Web4: The concept of Web4 will go beyond Web3 and integrate decentralized networks and AI.
X (formerly Twitter) supports crypto wallets: The X platform may integrate crypto wallets that support DOGE and other mainstream tokens.
AI agents dominate social media: Decentralized social media will become the main platform for AI agent experiments.
AI-generated content proliferation: People will frequently interact with AI agents, even communicating with AI without knowing it.
Explosion of AI-generated protocols: Protocols and applications generated by AI agents will grow exponentially.
AI Movie Breakthrough: At least one AI-generated film will gain artistic recognition, paving the way for an Oscar nomination in 2026.
Data platform evolution: Emerging data platforms like Cookie.fun and RWA.xyz will become industry leaders.
Financialization of Bitcoin: Bitcoin will be widely used for collateralized lending, driving the adoption of BTCFi.
AGI Race Accelerates: The race to develop general artificial intelligence (AGI) will further accelerate.
AI drives the rise of religions: AI may become the core of new religions, attracting some believers.
Marketization trend expansion: prediction markets, gambling markets, and Futarchies (future governance markets) will develop rapidly.
Algorithms influence psychology: Algorithm-driven fear, hatred, and greed will continue to shape social sentiment.
Commercialization of AI Agents: AI agents will evolve into autonomous businesses worth billions of dollars, and even trillions of dollars by the time the Singularity arrives.
Reflections and Lessons for 2025
1. The Weirdening of Technology
The development of technology has made society more "weird", and traditional rationality and social norms are being broken.
2. Decentralized Expansion
Decentralization is not limited to the financial sector, but will also extend to multiple industries such as telecommunications, energy, politics, and gaming.
3. The Nature of Fear
Fear is the main tool of algorithmic manipulation, and investors need to learn to deal with market fluctuations rationally.
4. The risk of AI being “domesticated”
The real threat of AI may not be the destruction of humanity, but the “domestication” of humans through subtle psychological manipulation.
5. Explore the fringe
The biggest opportunities in the future may come from fringe areas such as Futarchies, AI agents, LLM background space, and longevity technologies.
Investment opportunities in 2025
The report lists 19 investment projects worth noting, including Bitcoin (BTC), Virtual Protocol (VIRTUAL), Cookie DAO (COOKIE), Helium (HNT) and Arweave (AR), etc. These projects cover multiple fields from decentralized storage, proxy economy to real world assets (RWA).
Conclusion
2025 is a critical node for the deep integration of technology and society. The rapid development of AI and blockchain is redefining our work, lifestyle and investment logic. Although the future is full of uncertainty, as the report says, "the only direction is forward." Investors and industry participants need to keep an open mind, embrace change, seize opportunities and accelerate forward.
Disclaimer: This article is based on the content and public information of (69 Theses: Predictions, Lessons and Longs for 2025) and is for reference only and does not constitute investment advice.
