2024 will be a milestone year for the crypto industry. From the approval of Bitcoin and Ethereum ETFs at the beginning of the year, to the vigorous development of the bull market, and the push from the U.S. elections, cryptocurrencies such as Bitcoin reached record valuations, increasingly influencing social and political landscapes.

For HTX Ventures, this has also been a fruitful year. Benefiting from the wave of innovation, we supported 28 leading projects and funds exploring new frontiers in crypto. These projects cover various fields including DeFi, BTCFi, ZK-rollups, modular infrastructure, Layer 1 and Layer 2 solutions, artificial intelligence, SocialFi, and GameFi.

Looking ahead, HTX Ventures has identified five main tracks that will show exciting progress in 2024, which we will closely monitor in 2025. These tracks include the Bitcoin ecosystem, infrastructure (Infra), Meme, artificial intelligence (AI), and the TON ecosystem. The report provides an in-depth analysis of the current status, challenges, and future opportunities of each track, along with the macroeconomic context and market outlook.

Bitcoin ecosystem

Market dominance

In the past year, Bitcoin's market dominance has increased from 45.27% to 56.81%. This means that most of the liquidity in the current crypto market is concentrated in the Bitcoin ecosystem, and it is continually increasing.

HTX Ventures 2024 年加密市场回顾与 2025 年展望:5 大赛道发展亮眼

Source: CoinStats

Bitcoin spot ETFs have cumulatively held 5.3% of the existing total Bitcoin supply, with positions increasing from 629,900 at the beginning of the year to 1,243,608, a growth of 613,708. Within 12 months, the ETF's holding percentage increased from 3.15% to 6.25%. (As of December 4, 2024)

A new market centered on Bitcoin, with ETF and U.S. stocks as funding channels, has officially started. This market, represented by U.S. publicly listed companies like MSTR, aims to infinitely absorb U.S. dollar liquidity. Therefore, the necessity for Bitcoin to further develop its ecosystem and improve capital utilization efficiency has become increasingly prominent, which will also be achieved by increasing BTC demand and enhancing its price.

Layer 2

In the past three years, a total of 77 Bitcoin Layer 2 projects have been launched or completed financing. In the first half of 2024, driven by the Bitcoin ETF concept craze, the trading volumes and token prices of earlier rounds of Bitcoin Layer 2 projects (such as Lightning Network, Stacks, and Liquid Network) have surged significantly. These older Layer 2 projects have also witnessed further technological developments. Various Layer 2 solutions have emerged on Bitcoin, including Spiderchain (Botanix), ZKRollup (Nexio and Critea), EVM-compatible chains (BOB and B Squared), sidechains (Merlin), etc. As of now, the total locked value (TVL) of Bitcoin Layer 2 has reached 3 billion USD, contributed by 19 projects. Assuming all Bitcoin Layer 2 projects launch in the coming years, the total TVL is expected to grow by at least 2 to 4 times, reaching 6 billion to 12 billion USD.

Layer 1/execution layer

BRC-20, Ordinals, and Runes are the major new execution standards that emerged at the end of 2023. Although the overall market declined in the second quarter, the activity of BTC Layer 1 continued to grow steadily. However, while the Bitcoin market saw a recovery in the third quarter, this growth momentum did not persist.

HTX Ventures 2024 年加密市场回顾与 2025 年展望:5 大赛道发展亮眼

BTC L1s dynamics, Source: Cryptokoryo_research

Other Bitcoin infrastructure

As the utilization of Bitcoin increases, other infrastructures including interoperability solutions and security layers have also begun to emerge.

Interoperability

Bridging and WBTC remain the mainstream interoperability solutions on Bitcoin. Because the Bitcoin network does not directly provide composability for building applications, people have to rely on these bridging/WBTC to unlock DeFi yields on other blockchains. We expect more interoperability solutions, including Xlink, Atomiq, and Auran, to be launched in the coming year.

Security layer

However, these interoperability solutions may pose threats to the security of underlying assets, as hacking incidents occur frequently. In response, security solutions related to Bitcoin have begun to emerge.

Babylon is a typical example. It has developed a secure sharing protocol for Bitcoin, including:

Bitcoin timestamp: Allows data to be recorded on the Bitcoin network, enhancing the credibility and immutability of the data.

Bitcoin staking: Allows Bitcoin to provide security for other networks through economic incentives.

Additionally, with the emergence of new technologies like data availability layers (DA layers), the potential use value of Bitcoin has been further released. Nubit is a key player in Bitcoin's DA space. It expands data capacity through Bitcoin, supporting the development of applications, Layer 2, and oracles.

Whether the upgrade in 2025 passes OP_CAT is key

The Taproot upgrade enables the Bitcoin mainnet to issue assets. From the emergence of BRC-20 inscriptions and Ordinals NFT markets in 2023, to the subsequent launch of ARC-20, SRC-20, and other asset issuance protocols, and the emergence of Bitcoin Layer 2, Bitcoin Restaking, LST, and cross-chain bridges, the entire ecosystem has rapidly developed. Subsequently, after the Bitcoin conference in July 2024, the market will again focus on native BTCFi that can achieve decentralization and non-packaged modes, such as stablecoins.

HTX Ventures 2024 年加密市场回顾与 2025 年展望:5 大赛道发展亮眼

Currently, developers can program financial contracts dependent on external events in Bitcoin scripts using cryptographic techniques like discrete log contracts (DLC) and adapter signatures (Adaptor Signature), ensuring permissionless for stablecoin and lending projects at settlement and guaranteeing permissionless for multi-party trading operations through partially signed Bitcoin transactions (PSBT). However, this still involves a game-theory logic to some extent, preventing malicious behavior from project parties by raising the cost of wrongdoing rather than achieving complete decentralization from the smart contract level. The upcoming mainnet stablecoin project Shell Finance adopts this solution.

What can truly change the situation is OP_CAT. As long as OP_CAT can pass, developers will be able to use Bitcoin's native high-level programming languages like sCrypt to achieve fully decentralized and transparent smart contract development on the Bitcoin mainnet. sCrypt is a TypeScript framework for writing smart contracts on Bitcoin, allowing developers to write smart contracts directly using the popular high-level programming language TypeScript. The current Bitcoin Layer 2 can also convert to ZK Rollup, and the total scale of BTCFi is expected to increase significantly.

With the dual support of the macro market and infrastructure, we believe Bitcoin will see a further surge in market demand in the next two years.

Infrastructure (Infra)

In 2024, infrastructure remains one of the most attractive tracks in the crypto industry. The integration of capital and technology has driven the rapid development of projects such as Layer 1, Layer 2, and middleware. The continuous upgrades and construction of the Ethereum ecosystem, as well as the improvement of Layer 2 fees and performance; the rapid development of other high-performance Layer 1s led by Solana; the ongoing deepening of the multi-chain landscape; projects like EigenLayer improving network security and capital efficiency through Restaking mechanisms; and various Bitcoin Layer 2 projects attempting to combine Bitcoin's security with high-performance scaling solutions have all fostered the booming development of the infrastructure field.

Layer 1

Layer 1 projects continue to optimize their consensus mechanisms and performance, providing a solid foundation for on-chain applications.

  • Ethereum: Launched EIP-4844, reducing fees for Layer 2 networks.

  • Solana and TRON: Thanks to the development of Meme Coins and infrastructure projects like Pump.fun and SunPump, on-chain transactions are very active.

  • Aptos and Sui: Applications in the GameFi and DeFi fields have driven the growth of active users.

Layer 2

Layer 2 continues to be a key path for scalability, with ZK Rollup and Optimistic Rollup each developing.

  • zkSync and StarkNet: Continuous iterative upgrades have significantly improved the user experience of ZK Rollup.

  • Base and Arbitrum: DeFi and NFT projects are thriving on these platforms, with significant growth in TVL.

Layer 0 and cross-chain middleware

Layer 0 and cross-chain middleware have made new breakthroughs in interoperability.

  • LayerZero: Connects over 40 chains, significantly increasing cross-chain trading volume.

  • Cosmos: IBC upgrade improves cross-chain performance by 50%.

Modular public chains

Modular public chains provide high performance and flexibility, attracting diverse applications.

  • Celestia: Supports multiple modular execution layers and becomes a benchmark project for modular public chains.

  • Monad: Attracts a large number of developers and DApp deployments with ultra-high TPS performance.

Bitcoin Layer 2

Bitcoin Layer 2 has become an emerging hotspot in the primary market this year, with multiple related projects such as Babylon, Taro, BounceBit, and Corn completing financing this year, primarily bringing smart contract and scaling capabilities to the Bitcoin network.

  • Taro: Expands Bitcoin's payment and contract capabilities through the Lightning Network.

  • Stacks and RSK: Promote the growth of Bitcoin smart contract applications.

Restaking

Restaking has improved capital utilization efficiency and has seen good development and market attention this year, including projects like EigenLayer and Satori receiving tens of millions of investments from top capital.

Investment and financing events

HTX Ventures 2024 年加密市场回顾与 2025 年展望:5 大赛道发展亮眼

Infrastructure continues to occupy an important position in this year's investment and financing. Layer 1, modular public chains, and Bitcoin ecosystem-related infrastructures have all received capital favor. Layer 1 currently represents the most concentrated area for technological development and exploration in the crypto field, and this track will still be a field where development resources and capital are concentrated in the future.

Meme

An important retail capital entry point after the implementation of the crypto easing policy

In 2024, the Meme track once again becomes a hotspot in the crypto market. As an ecological bridgehead, it not only promotes community consensus but also integrates with fields like DeFi and GameFi, creating new usage scenarios. For example, Solana has successfully stimulated the vitality and activity of its ecosystem by vigorously promoting the innovation and development of Meme projects, from the early Bome and Slerf to the mid-year Pump.fun. These projects, with their Bonding Curve price curves and low market cap opening models, exhibit a strong 'lottery attribute,' attracting widespread attention. In addition, the decentralized feature of Pump.fun, 'anyone can deploy Meme,' has promoted greater ecological prosperity, with over half of Solana's Meme projects originating from Pump.fun, and dozens of projects now valued at over $1 billion. Public chains like SUI and TRON have also quickly followed suit with Meme strategies, further activating their ecosystems.

HTX Ventures 2024 年加密市场回顾与 2025 年展望:5 大赛道发展亮眼

Pump.fun

Meme projects have become important tools for attracting new crypto users due to their simplicity and low entry barriers. The launch of Moonshot allows users to purchase Meme assets using fiat currencies, while the post-election political Meme craze provides a strong sense of participation for new players. Looking ahead, the cryptocurrency policies of the Trump administration and related governance trends will bring potential news impacts to the market or spawn new Meme hotspots. For example, if the 'Department of Government Efficiency' led by Elon Musk garners attention, it may trigger another surge in Dogecoin.

As the crypto market environment becomes more relaxed, more retail investors are expected to enter, and Meme projects will become an important channel for capital inflow. The significant increases in prices whenever Robinhood exchange lists new Meme coins fully demonstrate this trend, which may continue to drive the development of this track in the future.

Meme infrastructure

As market users' demand for fair issuance increases, this year saw a high level of market attention and participation in the Meme fair launch track. Infrastructure projects like Pump.fun and SunPump have become leading cash flow projects this year, injecting new momentum into the development of Memes.

Pump.fun

Pump.fun is a Meme project issuance platform built on Solana. By providing simple and intuitive creation tools and strong community support, adopting a fair issuance distribution model, and designing a mechanism for automatic liquidity addition to DEX, along with Solana's successful market operations, community operations, and low transaction costs, Pump.fun has been recognized by the market since its inception, successfully incubating multiple well-known Meme projects. As of November 2024, over 40,000 projects have been successfully issued to Raydium, with total project revenue exceeding 1.17 million SOL, approximately equal to $200 million.

At the same time, the success of Pump.fun has attracted many other projects to imitate, with Pump clones appearing on multiple chains, among which SunPump is the most noted. Overall, this round of market-driven Meme craze cannot be separated from the innovation and development of infrastructure tools. Tools like Pump have taken the lead in introducing automatic liquidity addition to issuance platforms while pursuing fairness, low cost, and efficiency in issuance costs and methods, effectively lowering issuance costs and thresholds, enhancing market and community confidence and participation, leading to the continued explosion of Meme projects this year.

The success of Pump.fun has not been perfectly replicated on other chains, mainly due to:

  • Solana, with its low transaction costs and high throughput, has become one of the ideal issuance platforms for Meme projects.

  • The Solana community has shown great enthusiasm for new projects, driving the rapid growth of nascent Meme projects.

  • Other ecosystems such as Ethereum face high Gas fee issues, and Meme projects on other high-performance chains like BSC and Avalanche have performed relatively flat, mainly limited by their community size and user stickiness.

Issuing platforms like Pump.fun and SunPump have become important infrastructure for the development of Meme projects. In the future, Meme projects may show more diverse and practical trends, and infrastructure may add functionalities that combine with games, NFTs, social applications, and other scenarios. As the multi-chain ecosystem gradually improves and practical use cases become richer, Meme infrastructure will continue to inject more vitality into the entire track.

Artificial Intelligence (AI)

In 2024, the Crypto+AI track has been exploring feasible directions, resulting in dozens of AI sub-tracks including ZK/OPML to help AI go on-chain, AI data crowdsourcing, decentralized computing power leasing, AI data trading, AI gaming, and AI agents.

Crypto projects expand attention to capture AI narratives

This year, a large number of blockchain infrastructure and applications have expanded their attention to AI. The concentration of resources and ownership is one of the key challenges for the long-term expansion of AI infrastructure, while the decentralized nature of blockchain networks provides a feasible solution to the centralization problems of AI. One of the main examples of traditional crypto projects turning to AI is Near. Since this year, it has encouraged AI to run on open-source protocols on-chain.

Data labeling/management

Currently, the limitation of data resources is one of the main challenges for scaling AI development. Most useful data for AI models is monopolized by large technology companies. Due to the limited jurisdictions of these companies, the efficiency of language and cultural coverage is low. Existing centralized AI data labeling companies are unable to comprehensively scale their datasets due to insufficient financial incentives and operational jurisdictional limitations.

Blockchain technology can effectively solve these issues. Multiple projects are being launched, such as Kiva, Sapien, Bagel, etc., aimed at improving data sourcing and incentivizing more efficient data labeling tasks across jurisdictions.

Decentralized reasoning and machine learning

Currently, people mainly use centralized service providers like Hugging Face to run inferences for open-source models, which may raise privacy or censorship issues. Decentralized reasoning allows users to run machine learning models without relying on centralized services while ensuring the credibility of the model outputs. Three major areas of verifiable reasoning have emerged, each with different costs and security trade-offs.

ZKML

Using zk-SNARKs technology to provide privacy reasoning for AI models. Giza, Modulus Labs, and EZKL are major players in this field. These technologies enhance the security and accuracy of the open-source model reasoning process. However, due to the high cost of generating zk proofs, reasoning costs will increase significantly, leading to at least a 100-fold increase in time costs and delays compared to centralized reasoning. Therefore, current products still need further improvements in zk technology to achieve widespread application in the future.

OPML

Assuming the reasoning results are accurate, unless challengers in the network prove them wrong. Network challengers, acting as on-chain reasoning observers, run their own models to ensure the accuracy of outputs. A major example of OPML is ORA. Although its cost performance is better than ZKML, it is still much more expensive than centralized reasoning due to the costs that need to be paid to observers.

On-chain decentralized reasoning network

Through a decentralized reasoning network, queries are run by a few nodes on-chain. If discrepancies arise, abnormal nodes will be punished. This is the lowest cost and fastest among all solutions, but security cannot be guaranteed, as nodes may cheat. To ensure higher security, more nodes may need to be deployed, but this will increase costs. Ritual is an example of running a decentralized reasoning network.

Currently, decentralized AI reasoning is not the primary choice for users due to its lower cost efficiency compared to local reasoning. In the current state of AI development, output verification is not a major concern for AI developers and users. Additionally, edge computing can also serve as another privacy and security solution for running AI models. Therefore, decentralized reasoning may face growth bottlenecks in the long term.

Decentralized GPU

The demand for GPUs in AI development is high, while the current GPU providers are mainly monopolized by a few large companies in the market. In extreme market situations, this could pose price risks. The established decentralized GPU protocol Render has seen its price increase tenfold since 2023. This year, a large number of decentralized GPU networks, such as IO.net, Grass, and Akash, have been launched. These networks incentivize GPU contributions through tokens, targeting consumers and smaller GPU companies.

However, due to the lack of uniformity in GPU resources on these networks, and the fact that most high-performance GPUs are not owned by individual consumers, it is expected that centralized GPU providers will remain the main choice for AI developers.

On-chain AI agents

AI agents are deployed on the blockchain, utilizing token mechanisms to incentivize and guide specific behaviors of the agents, including interacting with smart contracts, trading, and querying on behalf of users. Myshell is one such example. In the future, AI agents will gradually become caretakers and assistants for users, providing more comprehensive service execution capabilities—such as autonomously issuing assets, initiating viral dissemination, forming decentralized autonomous organizations (DAOs), or even managing funds and investment decisions, thereby forming their unique culture and beliefs. This deep integration of AI and crypto technology is something Web2 cannot achieve and is a new form that Web3 cannot complete solely relying on crypto technology.

Currently, none of this has been productized. Recently, to address the need for AI agents to have independent financial identities, allowing them to freely control wallets, Coinbase launched an AI wallet based on the Coinbase MPC wallet, enabling AI agents to easily use wallets for various transactions. To make the AI wallet more understandable, Coinbase also provided the Based Agent template for zero-code deployment. More productized applications are expected to emerge in 2025.

HTX Ventures 2024 年加密市场回顾与 2025 年展望:5 大赛道发展亮眼

Based Agent analysis, Source: https://x.com/starzqeth/status/1853597036421259728

In addition, AI agent networks have also begun to emerge. Theoriq is a key example. It achieves efficient multi-agent operations on the blockchain through a community-governed AI agent marketplace, providing efficient distribution channels for AI agent creators and simplifying the process for AI agent users to perform multiple tasks.

TON ecosystem

The TON (The Open Network) ecosystem relies on Telegram's hundreds of millions of users and strong technical support to gradually establish a multi-layered blockchain ecosystem, achieving a comprehensive explosion of ecology and market in 2024. From DeFi to Meme, to NFTs and games, TON has achieved significant achievements in multiple fields, pioneering the monetization of traffic through encryption in Web2 social applications.

HTX Ventures 2024 年加密市场回顾与 2025 年展望:5 大赛道发展亮眼

Ton data overview, Source: https://defillama.com/chain/TON

Due to the difficulty of traditional business models bringing considerable profitability to Telegram, TON began exploring zero or low-cost click-based mini-games, combined with token airdrop expectations, successfully attracting a large number of Web2 users.

The success of Notcoin

In May 2024, the first project Notcoin was launched. Notcoin is a social click-based game accessible through Telegram. Players interact with the Notcoin bot and invite friends to start playing. The game mechanism is simple: a coin will appear on the screen, and each click earns virtual currency called Notcoin. Players' clicking ability is limited by an energy bar, which depletes with clicks but gradually replenishes over time.

Notcoin was widely welcomed by the market after its launch, relying on a simple game mechanism and Telegram's huge user base, achieving a million monthly active users in a short time and listing on major exchanges. The success of Notcoin marks the successful realization of the gaming model in the TON ecosystem and signifies a new user acquisition level for the gaming track.

Optimization of Catizen

After Notcoin, Catizen encourages users to experience by optimizing game experiences, such as acceleration features, starting with small payments of $0.99, $4.99, etc. Users can deposit through OTC fiat, directly using credit cards to purchase crypto assets, greatly lowering the participation threshold. This zero or low-cost payment model further expands the user base.

Other business models

Within the TON ecosystem, Dogs is one of the most popular Meme projects. Through unique community governance and ecological construction, Dogs quickly occupies a place in the market. The project achieves simple mining operations through verification of Telegram accounts and invitation mechanisms. After its launch, Dogs attracted a large community and traffic, and also achieved multiple listings on exchanges in a short period.

In addition to gaming and social projects, DeFi is also thriving in the TON ecosystem. Projects like TonStaker and Ston.fi have made good progress. Through traffic star projects like Notcoin, Dogs, and Catizen, TON has not only solidified its position in the social payment field but has also made breakthroughs in multiple tracks such as DeFi.

However, click-based mini-games essentially still represent a model of importing Web2 users with token airdrop expectations and then selling them to exchanges. After the initial hype fades, there has been a serious drop in traffic. Currently, the TON ecosystem urgently needs to find new business models in 2025 that can improve user retention and identify the next growth curve. It could be DeFi, it could be Meme, but it certainly cannot be a model already implemented on Ethereum or Solana. The success of TON has also inspired other Web2 social applications. For example, Line, focusing on the Japanese, Korean, and Southeast Asian markets, launched the Kaia chain, trying a Mini DApp model to monetize the existing Web2 traffic. This shows that the TON model is having a profound impact on the entire industry.

HTX Ventures 2024 年加密市场回顾与 2025 年展望:5 大赛道发展亮眼

Line Web3 Platform Breakdown,

Source: https://govforum.kaia.io/t/gp-4-budget-request-for-kaia-wave/963

Capital market attention

In the capital markets, compared to other high-performance public chains, the TON ecosystem has attracted more capital attention. Multiple projects have received investment support from the primary market this year. The TON ecosystem will continue to focus on user experience, ecological diversity, and technological innovation, injecting new momentum into the sustained development of the crypto market.

2024 is expected to be a year of takeoff for the TON ecosystem, but facing the future, TON needs to innovate its business model, improve user retention, and find new growth curves. Only in this way can it maintain its lead in the fierce blockchain competition and bring sustained value to users and investors.

Macroeconomic direction

The main theme of the crypto market in 2024 will be kicked off by the approval of the Bitcoin ETF in January and further clarified after Trump's victory in November. From a macro perspective, the crypto market is currently transitioning from quantitative tightening (QT) to quantitative easing (QE), with QE expected to start in the second quarter of next year. Historical experience shows that the peak of a crypto bull market usually does not occur during a rate-cutting cycle but is more likely to occur at the end of a rate-cutting cycle or when the rate-hiking cycle is nearing its end or just beginning. For example, the extreme easing policy triggered by the pandemic in 2020 opened the crypto bull market, and as the Federal Reserve gradually signaled tightening policies, the market peaked at the end of 2021, followed by the official start of rate hikes in 2022.

Therefore, the current market is still far from the peak of the bull market. Overall, this round of the bull market may have multiple development paths, especially against the backdrop of Trump implementing fiscal expansion policies and releasing unprecedented crypto-friendly signals, which is expected to usher in a strong bull market. Additionally, with regulatory relaxation and the entry of traditional financial institutions, Bitcoin will gain more solid support, gradually becoming a core dollar asset outside of the dollar industry cycle (such as AI). The decoupling trend between Bitcoin and the traditional digital currency market (Altcoins) is expected to further strengthen.

On the other hand, it is expected that by the middle of 2025, the benchmark interest rate will fall to neutral levels. Whether further rate cuts or tightening signals will be released will depend on the inflation levels at that time and whether Trump can successfully influence the Federal Reserve. If the Federal Reserve releases tightening signals in response to inflation, the market may enter an adjustment period until May 2026 when Trump has the opportunity to control the Federal Reserve's policies.

The influx of traditional financial giants and retail investors in 2025 will give rise to new tracks

Abolishing the SAB 121 act clears obstacles for traditional financial institutions to enter

It is expected that Trump will abolish the SAB 121 act after taking office on January 20 next year. This move will allow traditional financial institutions to hold cryptocurrencies on their balance sheets, further promoting the institutional development of crypto assets. This not only provides more financing options for crypto assets but also makes spot cryptocurrencies more readily accessible through existing institutional trading platforms and partnerships, overall enhancing the maturity of the institutional crypto market.

SAB 121 (Staff Accounting Bulletin 121) is a guidance issued by the U.S. Securities and Exchange Commission (SEC) in 2022. Under this regulation, banks, exchanges, or other financial institutions that hold or custody crypto assets must treat these crypto assets as liabilities and disclose them on their balance sheets. Even if these institutions only act as custodians for customer crypto assets, they must assume potential liabilities.

This regulation requires financial institutions to make adjustments in two aspects:

  1. Detailed disclosure of risks: They must disclose potential risks associated with crypto assets in detail, including market volatility, hacking, technical failures, etc.

  2. Accounting treatment adjustment: Cryptographic assets need to be treated as liabilities rather than just as customer assets under custody. This may increase the total liabilities of banks and financial institutions, impacting their capital adequacy ratios.

Due to these restrictions, SAB 121 directly hinders traditional financial institutions in the United States, particularly national banks such as Citibank and JPMorgan Chase, from providing cryptocurrency custody services, and also limits crypto companies' opportunities to obtain banking services.

However, with the clarification of regulatory agency attitudes and the relaxation of policies, traditional financial service companies and investors will finally be able to operate on the blockchain, bringing new revenue and strategic opportunities.

HTX Ventures 2024 年加密市场回顾与 2025 年展望:5 大赛道发展亮眼

Coingecko, dated Dec 4th

PayFi: Direct fiat link to crypto activities will create infinite possibilities

As traditional financial institutions are allowed to legally invest in, hold, and custody crypto assets, tracks such as PayFi, compliant stablecoins, and compliant fiat inflows and outflows are expected to rise rapidly. Recently, Tether announced the launch of a new platform for real-world assets (RWA), focusing on tokenizing real-world financial assets such as government bonds, real estate, and other fixed-income assets to provide digital investment forms.

Moonshot creates a whole new usage scenario by connecting fiat inflows and outflows with Meme trading. In the future, more projects may emerge by linking fiat channels, real assets, and high-frequency crypto play (such as GameFi, DeFi).

Summary

With the regulatory environment becoming more open and transparent in 2024, the crypto industry is entering a new era. As a long-term investor since 2018, HTX Ventures is committed to leveraging our expertise and insights to expand the industry's accessibility and customer base by identifying and supporting the most excellent and cutting-edge technological innovation projects.

We are looking forward to 2025 and continuing this journey with our partners, investors, and the entire crypto community. Let's work together to build a more innovative and accessible crypto ecosystem.