As artificial intelligence flourishes and the tokenization triggers a 'wave of institutionalization,' Multicoin Capital expects 2025 to be a 'key year for Web3.'
This report titled 'Frontier Ideas for 2025' predicts the rise of AI-operated 'Zero-Employee Companies,' security tokens will eventually 'take off in a meaningful way,' and the pace of institutional adoption will reach 'dizzying' levels.
At the same time, investors' attention will turn to AI Agents' 'Alpha Hunters' to cope with the growth of new tokens and cryptocurrency-native financial products.
Institutional Adoption
Analysts predict that with the election victory of U.S. presidential candidate Donald Trump and the surge of institutional capital inflows driven by Bitcoin (BTC) and Ethereum (ETH) ETFs, 2025 will be one of the most brilliant years in cryptocurrency history.
Multicoin states:
With a pro-cryptocurrency government about to take office in the United States, and the record success of the BTC ETF, we are about to see the silence of institutions over the past five years broken, as they rush to take measures to support cryptocurrencies.
According to Bloomberg Intelligence data, in November 2024, the net assets of the U.S. BTC ETF will surpass $100 billion for the first time.
In terms of security tokens, Multicoin expects that tokenized private credit and startup equity will thrive first, while publicly listed tokenized stocks will take off later. At the same time, nearly every existing financial institution will 'compete to offer core financial products around cryptocurrencies.' Multicoin states:
The blockchain ensures that all participants can access real-time and immutable transaction records. This transparency and security stand in stark contrast to the opaque and often riskier centralized databases of traditional finance.
Agentic Artificial Intelligence (AIs)
In 2025, agentic artificial intelligence (AIs) - machines capable of autonomously pursuing complex goals - will begin to reshape the digital economy, creating Web3 applications, issuing tokens, and interacting autonomously with humans.
Multicoin states:
With the emergence of more advanced Chain-of-Thought Reasoning Models, AI models have evolved to the point where they can think, plan, execute, and self-correct in the process.
Multicoin anticipates that the next generation of AI agents will become 'Alpha Hunters,' those whose sole mission is to 'automatically search for and trade Alpha (excess returns) targets in real-time.'
Ultimately, Multicoin predicts that 'the crypto capital markets will fund bold zero-employee company attempts,' which could bring 'incredible breakthroughs' in various areas of business operations.
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