Research organization Messari released its six major cryptocurrency market predictions for 2025 on its X platform, covering various areas such as the rise of Layer 2, the bubble of AI frameworks, and the reshuffling of PFP projects, revealing key turning points that may appear in the market over the next year. (Background: The frenzy and cold reflection of meme coins: Will 2025 still be a myth or a bubble?) (Supplementary context: Which tracks do the top 10 crypto venture capitals favor in 2025?) Yesterday, the well-known crypto data and research organization Messari published its six major cryptocurrency market predictions for 2025 on its X platform, covering Layer 2 blockchains, AI application frameworks, and the market trends of mainstream cryptocurrencies. 6 hot takes for 2025 — Messari (@MessariCrypto) December 31, 2024 These trends reveal significant events and focal points that may impact the market over the next year, summarized below. 1. The Hyperliquid craze ends Messari predicts that Hyperliquid's market performance may have peaked. Although its current FDV (Fully Diluted Valuation) is about $27 billion, compared to Solana's 1/4, half of Coinbase's market value, and close to FTX's peak FDV, market attention has peaked in the fourth quarter of 2024. In the future, its dominance may be challenged. 2. VIRTUAL overtakes TAO The VIRTUAL project in the AI field is expected to surpass TAO in FDV in the first quarter of 2025. TAO faces token unlock pressure of up to $3.3 million daily, while VIRTUAL attracts market reassessment as more funds are locked into agent liquidity pools and consumed for AI reasoning. 3. Pudgy Penguins surpass CryptoPunks Pudgy Penguins is expected to become the most popular PFP (profile picture) series in 2025, replacing the long-dominant CryptoPunks. Through value accumulation airdrops ($PENGU) and distributions of external protocols, combined with the launch of Abstract Chain, Pudgy Penguins' influence in Web3 and mainstream markets is rapidly growing, significantly enhancing community value and cultural status. 4. Peaq may surpass all Layer 2 Peaq, as a Layer 2 project with a valuation of about $2.1 billion, is expected to challenge the top market position in 2025. Its rise is driven by: A valuation multiple of Layer 1; Capitalizing on DePIN (Decentralized Infrastructure Networks), RWA (Real World Asset tokenization), and AI topics; Promoting DePIN to become one of the top three market sectors; The realization of the Machine Economy Thesis, deeply integrating real-world AI agents with blockchain. 5. Ethereum's performance will surpass Solana Messari predicts that Ethereum's performance in 2025 will surpass Solana, for reasons including: Increased selling pressure from the Solana community, with funds gradually flowing to other alternatives; Continuous capital inflow into Ethereum ETFs, with high new buying demand in 2025; Even if Solana launches ETFs, investors still prefer Ethereum; In March 2025, FTX's liquidated assets will release 11 million SOL, further lowering its price. 6. AI Agent frameworks will peak in the first quarter of 2025 The market popularity of AI Agent projects is expected to peak in the first quarter of 2025 before rapidly declining. Messari states that these frameworks have failed to prove their product-market fit and lack stable user demand. Unlike the DeFi boom, AI Agents lack sustained market appeal, and speculative fervor may collapse. Related reports The frenzy and cold reflection of meme coins: Will 2025 still be a myth or a bubble? Which tracks do the top 10 crypto venture capitals favor in 2025? Bitcoin is expected to break $200,000! Financial Times 2025 comprehensive forecast: Trump initiates tariff wars, Russia-Ukraine ceasefire, and the growth of the seven giants in the US stock market slows down... "Messari's six major crypto predictions for 2025: ETH's strong return, Peaq may surpass all L2, AI Agent craze peaks?" This article was originally published by BlockTempo (the most influential blockchain news media).

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