Messari’s Crypto Theses 2025 Just Dropped—10 Trends You Can’t Risk To Ignore 🚨

AI, DePINs, and memecoins are rewriting crypto’s playbook. From Bitcoin unlocking new utilities to Solana challenging Ethereum, the next chapter is already taking shape.

Here’s a breakdown of 10 trends shaping 2025: 👇

(If you want the details behind each trend you should check out the complete article: Read here!).

1/ Institutions Go All In on ETFs

Crypto ETFs exploded in 2024. Billion-dollar inflows for BTC and ETH are just the beginning. Expect even more adoption in 2025.

▸ Watch: BTC, ETH

2/ Solana’s Breakout Year
Cheap, fast, and scalable—Solana rivals Ethereum in DEX volumes and non-trading use cases.

▸ Watch: SOL, RAY, JUP

3/ Memecoins as Onboarding Engines

Memecoins made up 11% of all trading volume—AI-driven memes will push this trend further.

▸ Watch: PEPE, WIF, DOGE

4/ Stablecoins Replace Banks

In emerging markets, stablecoins are beating banks with faster, cheaper payments.

▸ Watch: TRX, USUAL, USDT

5/ DePINs Prove Themselves

Decentralized infrastructure networks (DePINs) hit $40B+ market cap, showing real-world utility.

▸ Watch: HNT, AKT, NKN

6/ AI x Crypto Is Exploding

AI agents, decentralized models, and gaming ecosystems are just the start.

▸ Watch: FET, TAO, RENDER

7/ Ethereum Faces Pressure

Layer-2s are raising questions while Solana steals liquidity. Can ETH keep up?

▸ Watch: ETH, ARB, OP

8/ Bitcoin Reinvents Itself

Programmable layers and staking bring yield and utility to BTC.

▸ Watch: BTC, STX, ORDI, DOG

9/ Regulation May Finally Clear Up

A Trump presidency could bring clarity, boosting institutional adoption.

10/ Consumer Apps Go Onchain

Forget DeFi complexity—user-friendly wallets are driving mass adoption.