According to news on December 31, Dragonfly partner Rob Hadick said that crypto venture investment will grow significantly in 2025, driven by the relaxation of the US regulatory environment, the continued rise in token prices and the inflow of institutional funds. However, he believes that financing levels will be difficult to return to the peak of 2021-2022 in the short term, reflecting VC's cautious attitude to avoid repeating the same mistakes.
Dragonfly will continue to support areas with proven market demand such as DeFi, CeFi, stablecoins/payments, while focusing on expansion platforms. Hadick said that although emerging areas such as encrypted AI and decentralized physical infrastructure networks (DePIN) have received attention, they are still in an "experimental stage."
He predicts that investment in areas such as security, tokenization and interoperability may decrease, and market attention will shift to emerging tracks. Additionally, decentralized social media may face development challenges due to a lack of scalability and market fit.