Delphi Digital's Top 10 Predictions for 2025: BTC will further pump, AI proxies have the potential to become top VC

Author: Delphi Digital

Compiled by: Deep Tide TechFlow

1. BTC has greater potential for upward movement

According to Delphi’s cycle forecast, the trend of BTC currently completely matches its expectations. The forecast believes that BTC will reach a historical high in the fourth quarter of 2024.

Historical data from the past shows that every time BTC reaches a new all-time high (ATH), the monthly RSI (Relative Strength Index) will break through 70. Previous bull markets usually peaked after the monthly RSI broke through 90.

From the perspective of the monthly price regression channel, BTC is still within 1-2 standard deviations below the top signal, indicating that there is further room for price increase.

Institutional investors’ growing interest and the gradual relaxation of regulatory environment may become important drivers of this bull market.

2. The rise of Solana has just begun.

Solana is expected to continue outperforming Ethereum, mainly due to its superior user experience (UX) and richer content ecosystem. On the Solana network, users can smoothly complete all operations without the need for token authorization or the use of wrapped tokens.

Solana Virtual Machine (SVM) is currently the fastest-growing alternative virtual machine ecosystem, which further enhances the network effect. In addition, technology improvements such as Anza, Firedancer, and more sophisticated wallet infrastructure will continue to enhance the user experience.

The technical vision proposed by Solana founder @aeyakovenko, which aims to improve network bandwidth and reduce latency, may help Solana maintain its leading position in future competition.

3. The road to recovery for NFTs

We believe that NFTs will experience a recovery situation where market sentiment does not match the fundamentals. Despite the low market sentiment at one point, the uniqueness and potential value of NFTs have not been fully explored.

Compared to the ease of trading regular tokens, NFTs provide the ability to encode uniqueness onto the blockchain. This enables heterogeneous assets such as artworks and wines to have the potential to be tokenized as NFTs.

In history, NFTs have created some significant wealth effects. Airdrop activities like @pudgypenguins, @MiladyCult, and @Azuki may inspire more NFT projects to follow suit, thus driving the recovery of the entire market.

In addition, NFTs are more user-friendly for ordinary users. Not everyone is enthusiastic about frequent trading, but NFTs provide these users with a new way to showcase culture and status.

4. DeFi moves towards DeAI

DeAI (Decentralized Artificial Intelligence) will completely change the way we interact with DeFi (Decentralized Finance). By replacing traditional front-end interfaces, AI intelligent agents will help users complete transactions, exchanges, find profits, and significantly simplify the operation process through natural language processing.

In the future, most capital allocation decisions are expected to be made automatically by intelligent agents, thereby improving efficiency and reducing the cost of human intervention.

Currently, @griffaindotcom is a pioneer in this field, while other DeAI projects like @HeyAnonai are also gaining market attention.

The original image is from Delphi Digital and compiled by TechFlow of Deep Tide.

5. AI agents will be top-tier crypto venture capital

With the development of technology, the future trading model will shift from traditional player-to-player (PVP) human trading to automated trading mediated by intelligent agents. These agents can monitor the market 24/7 and process massive amounts of data, surpassing humans in speed and accuracy.

The core competitiveness of trading will gradually shift to the acquisition and application of computing power and unique data sets.

We expect that by 2025, at least three projects based on intelligent body frameworks will grow into unicorn enterprises with a market value of over 10 billion US dollars.

The original image is from Delphi Digital, compiled by Deep Tide TechFlow

6. High-throughput public chain promotes innovation

The technological advancements of high-throughput public chains will bring new development opportunities and experimental space in 2025. These public chains are able to process more transaction volumes while maintaining low latency, providing strong infrastructure support for the innovation of decentralized applications (DApps).

The projects we are currently focusing on include @HyperliquidX, @SuiNetwork, and @monad_xyz, and we also recommend keeping an eye on emerging public chains like @berachain.

In addition, @megaeth_labs is also an item to watch, but we believe that MegaETH’s target market is more inclined to compete with L2 than directly challenge L1.

7.DePin industry welcomes recovery

The decentralized physical infrastructure network (DePin) is expected to make a breakthrough in the future. We predict that a large-scale DePin project will be the first to achieve self-sufficiency, thereby driving the revaluation of the entire industry. This success may trigger a reevaluation of the fundamentals of other DePin projects and promote overall industry growth.

Despite fierce market competition, DePin has shown disruptive potential in multiple areas, including wireless services (such as @helium), network infrastructure (such as @doublezero), mapping services (such as @Hivemapper), healthcare, and power grid operation.

2025 will be a year of transformation for zkVM.

The zero-knowledge virtual machine (zkVM) will significantly improve interoperability between Rollups (blockchain scaling solutions) and make interactions between different blockchains more smooth and seamless. This feature will bring higher efficiency and wider application scenarios to the blockchain ecosystem.

In addition, the development of zkVM will greatly expand the developer market, as developers will be able to use more programming languages (such as Rust) to build zero-knowledge applications, thereby reducing the development threshold and attracting more technical talents to join.

9.AI will bring new opportunities to GameFi

AI-based development tools are expected to improve the productivity of game developers, enabling them to complete game design and development more quickly. At the same time, these tools can also help optimize game content and player experience.

AI-driven NPCs (Non-Player Characters) are becoming a reality. For example, projects like InWorldAI are developing AI NPC systems specifically for gaming, bringing a more intelligent and realistic interactive experience to the gaming world.

The open-source initiative is also driving the development in this field, such as @virtuals_io’s game framework and the integration of Eliza with Unreal and Unity engines. These innovations may completely change the way AI is applied in game development, opening up new possibilities for GameFi (Blockchain Game Finance).

10. Consumer-grade DeFi: The Next Growth Frontier

2025 will be an important milestone for consumer-grade DeFi, with more and more crypto users fully embracing on-chain financial services.

The introduction of the Zero-Knowledge Transport Layer Security Protocol (zkTLS) will enable secure transmission of sensitive Web2 data on the chain while ensuring user privacy. This will provide technical support for new applications such as personalized intelligent agents and credit scoring, further expanding the application boundaries of DeFi.

In addition, the rise of income-sharing stablecoins is also anticipated. This model can better coordinate the interests between issuers and distributors, thereby promoting the healthy development of the stablecoin market.

The original image is from Delphi Digital and compiled by Shenchao TechFlow