ChainCatcher news, Framework Ventures co-founder releases 2025 forecast, specific details in the crypto field include:

  1. The inflow of Ethereum and Bitcoin ETFs has reached parity, driven by the merger of ETF launches, averaging 1 billion dollars inflow per day for each in the second half of the year

  2. A sustained altcoin season is emerging

  3. According to MAUs/DAUs, gaming x artificial intelligence has become the largest vertical field

  4. Energy DePIN led by Glow and Daylight is on par with blue-chip DeFi in terms of costs

  5. Meme coins have evolved into different categories (transient, AI-driven, factory-produced, high market cap), leading to more decentralization

  6. Total DeFi fees are expected to reach 10 billion dollars per year

  7. Large banks are starting to tokenize, paving the way to eliminate significant waste in the U.S. financial system

  8. Other crypto ETFs besides BTC/ETH are postponed to launch in 2026