Where are the hotspots for crypto venture capital? A preview of popular tracks in 2025!!!
In 2024, crypto venture capital is set to grow robustly, which sectors will ignite the capital frenzy in 2025?
According to data, the funding for crypto venture capital in 2024 is expected to grow by 28% year-on-year, reaching approximately $13.7 billion. Despite the strong momentum, it has not yet returned to the peak levels of 2021-2022. Looking ahead to 2025, top crypto venture capital firms hold a cautiously optimistic view of future market performance and generally focus on projects with high product-market fit. Below are insights from various institutions regarding their investment priorities for next year:
Summary of Institutional Views
Dragonfly: Bets on areas such as DeFi, CeFi, and stablecoins while focusing on scaling platforms, but reducing investments in security and tokenization.
Pantera: Prefers crypto artificial intelligence, DePIN, and new application-level Layer 1 blockchains, expecting improvements in the U.S. regulatory environment to boost capital inflows.
Multicoin: Remains optimistic about the Solana ecosystem, anticipating its success in user, capital, and activity migration, while emphasizing the importance of stablecoins.
Coinbase Ventures: Focuses on on-chain economics, optimistic about stablecoin payments, crypto AI, and DeFi innovation.
Galaxy Ventures: Concentrates on stablecoins and RWA (real-world asset) tokenization, believing they hold significant potential but is pessimistic about the metaverse.
Hashed: Focuses on data infrastructure, institutional DeFi applications, and stablecoin payment systems while being wary of regulatory risks and geopolitical uncertainties.
Hack VC: Bets on crypto artificial intelligence, infrastructure, and DeFi, emphasizing GPU-driven decentralized networks and stablecoin payments.
Portal Ventures: Optimistic about integrated platforms for infrastructure and applications, but has lowered investment expectations for zero-knowledge development platforms.
Blockchain Capital: Focuses on stablecoin infrastructure and DeFi platforms that connect institutions and retail investors, maintaining an opportunistic investment strategy.
Market Consensus and Future Direction: Although funding is unlikely to return to bull market highs, 2025 is still expected to see strong growth. Crypto venture capital will increasingly focus on product-market fit and prioritize projects with high user acceptance and clear application scenarios.#比特币减半完成 #XRP重返市值前三 #马斯克改名 #2025比特币价格预测 #AIAgent热潮
