CoinVoice has learned that, according to The Block, Dragonfly's general partner Rob Hadick stated that crypto venture capital is expected to grow significantly by 2025, mainly benefiting from improvements in the U.S. regulatory environment, continuous appreciation of token prices, and increased institutional funding.
Dragonfly will focus its investment on areas with mature product-market fit, including decentralized finance (DeFi), scaling platforms, centralized finance (CeFi), and stablecoin payments.
Regarding emerging fields such as crypto AI and DePIN, Hadick believes they are still in the 'experimental stage'. He also anticipates a potential decrease in investments in areas such as security, tokenization, and cross-chain interoperability, while decentralized social media faces challenges due to insufficient scalability and product fit. [Original link]