Dragonfly partner Rob Hadick stated that the continuous rise in token prices and the influx of institutional funds will significantly drive crypto venture capital growth in 2025. However, he believes that financing levels are unlikely to return to the peaks of 2021-2022 in the short term, reflecting a cautious attitude among VCs to avoid repeating past mistakes.

Dragonfly will continue to support fields with validated market demand such as DeFi, CeFi, stablecoins/payments, while also focusing on scaling platforms. Hadick mentioned that although emerging areas like AI-enabled decentralized physical infrastructure networks (DePIN) are gaining attention, they are still in the "experimental stage".

He expects that investments in areas such as security, tokenization, and interoperability may decrease, with market focus shifting to emerging tracks. Additionally, decentralized social media may face development challenges due to a lack of scalability and market fit. #币安Alpha公布第9批项目 #MicroStrategy增持BTC #2025比特币价格预测 #SUI、OP大额解锁 #GMT热度飙升 $BTC $XRP $BNB