Quais áreas os VC de criptomoedas estão otimistas para 2025?
Escrito por: Yogita Khatri, The Block
Traduzido por: Yangz, Techub News
De acordo com os dados do Funding Dashboard da The Block Pro, o financiamento de capital de risco em criptomoedas em 2024 cresceu 28% em relação ao ano anterior, atingindo cerca de 13,7 bilhões de dólares. Embora tenha havido um crescimento significativo em relação ao ano passado, o aumento é relativamente fraco em comparação com os picos de 2021 (29 bilhões de dólares) e 2022 (33,3 bilhões de dólares).
Olhando para 2025, as principais empresas de capital de risco em criptomoedas adotam uma postura cautelosamente otimista. Embora a maioria das instituições acredite que os níveis de financiamento não voltarão aos altos de 2021-2022, há um consenso claro de que startups com uma forte adequação de produto ao mercado e uma taxa de adoção de usuários tangível têm mais chances de atrair capital no próximo ano.
Trend Forecast: The AI Agent Craze Will Last, But It Will Eventually Fade
Written by: Haseeb Qureshi, Partner at Dragonfly
Translated by: Yangz, Techub News
After reading these predictions, you might think I’m either a prophet or an idiot, but one thing is certain: these predictions will annoy many people. My predictions are divided into six parts, including L1/L2, token issuance, stablecoins, regulation, AI agents, and the intersection of cryptocurrency and AI.
1. L1/L2
The distinction between L1 and L2 is disappearing, and users no longer perceive the differences between L1 and L2 (did they ever?). In the current state of the blockchain industry, there are countless L1s and L2s, and a reshuffle is imminent. Integration will no longer be about technological advantages, but about having a unique niche market and establishing stickiness through GTM (Go To Market). Despite the strong momentum of SVM and Move, EVM’s market share will still grow by 2025. This growth will be driven by Base, Monad, and Berachain. It is no longer about compatibility, but because EVM/Solidity has more training data, and by 2025, most application code will be written by LLMs (Large Language Models). Additionally, having a battle-tested deep library of crypto contracts will also become a watershed, as LLMs are not good at writing low-level code. In the era of LLM development, the importance of DevEx and footguns (usually referring to programming that easily triggers errors or security risks) will be less than data training and reliable code libraries. Solana will force more blockchains to optimize for latency performance. We will shift from a TPS war to a latency war. Infrastructure like Doublezero and super-low-latency L2s like MegaETH will drive user expectations for Web2 response times. Friendly user interfaces, pre-confirmations, intents, email login methods, in-browser wallets, and progressive security will be more favored. In this regard, Web3 authentication and private key management tools like Privy are setting an example. HyperliquidX has already proven that when dedicated chains focus on specific applications and prioritize user experience and seamless cross-chain interactions, they are viable. In the future, more projects will adopt this model. The old dream of one chain ruling them all has been shattered.
[ChainDD Morning News] JPMorgan Chase: “Comércio de desvalorização” continuará a existir devido à crescente importância estrutural do Bitcoin e do ouro
Cotações diárias (10h30 do dia 5 de janeiro de 2024)
O preço de mercado do ChainDD em 5 de janeiro mostra que as cotações abrangentes do DD Index e do CoinMarketCap:
O BTC estava sendo negociado a US$ 97.181,82, alta de cerca de 2,50% em 24 horas;
A ETH estava sendo negociada a US$ 3.469,66, alta de cerca de 2,61% em 24 horas;
O BNB foi cotado a US$ 705,67, um aumento de cerca de 0,90% em 24 horas;
O DOT estava sendo negociado a US$ 7,30, alta de cerca de 1,65% em 24 horas;
DOGE estava sendo negociado a US$ 0,342, alta de cerca de 3,37% em 24 horas.
Dinâmica do círculo em cadeia
O ETF à vista de Bitcoin teve uma entrada líquida de US$ 255,3 milhões esta semana, aumentando suas participações em 2.421,94 BTC.
Lin Chen, chefe de negócios da Ásia-Pacífico da Deribit, postou em A entrada atingiu 255,3 milhões de dólares americanos e as participações aumentaram para 2.421,94 BTC.
[ChainDD Evening Report] Federal Reserve reserves fall below $3 trillion, reaching the lowest level since 2020.
Daily Market Update (January 03, 2024, 8:00 PM)
ChainDD January 03 market report shows the composite index and CoinMarketCap quotes:
BTC is priced at $97,055.76, with a 24-hour increase of approximately 2.30%;
ETH is priced at $3,465.93, with a 24-hour increase of approximately 2.55%;
BNB is priced at $705.16, with a 24-hour increase of approximately 1.04%;
DOGE is priced at $0.3418, with a 24-hour increase of approximately 3.30%;
DOT is priced at $7.30, with a 24-hour increase of approximately 1.64%.
Blockchain Market Updates
Uniswap Foundation Executive Director: Over 750 developers have indicated their intention to build on Unichain.
Devin Walsh, Executive Director of the Uniswap Foundation, posted on X that the Uniswap 2024 review report is about to be released, and here are some key highlights:
U.S. IRS Postpones New Cryptocurrency Tax Reporting, Providing Digital Asset Brokers with an Additional Year to Prepare for Regulatory Changes
Minima Research Institute Minima Research Institute January 3, 2025 17:24 The Sichuan U.S. Internal Revenue Service has postponed new cryptocurrency tax reporting requirements until January 1, 2026, providing digital asset brokers with an additional year to prepare for regulatory changes.
The delayed rules focus on determining the cost basis of cryptocurrency assets held by centralized platforms. According to the regulations, if investors do not specify an accounting method, transactions will default to the First-In-First-Out (FIFO) method. This delay addresses tax experts' concerns about whether centralized financial brokers are ready to implement these changes. Many brokers currently lack the infrastructure to support specific identification methods that allow investors to choose which cryptocurrency units to sell. The reporting requirements were initially set to be implemented in 2025, requiring brokers to report the cost basis of cryptocurrency assets sold on centralized platforms. This extension provides investors with more time to develop accounting method strategies while also giving brokers more time to develop systems for the new reporting obligations. In June, the U.S. Department of the Treasury's Internal Revenue Service (IRS) established a new tax regime for cryptocurrency transactions and postponed rules for DeFi and non-custodial wallet providers. In August, the IRS released a revised Form 1099-DA for cryptocurrency transactions, enhancing privacy by omitting wallet addresses and transaction IDs. In December, the IRS finalized the tax reporting rules for DeFi brokers to align them with traditional asset reporting to assist taxpayers in compliance.
Comprar 10 BNB no início do ano, participar de juros compostos na Binance, quanto se pode ganhar até o final do ano
Autor: Frank, PANews
Durante um mercado em alta, parece haver milhões de maneiras de ganhar dinheiro. Alguns se concentram em MEME, outros operam contratos durante a noite, e há aqueles que se dedicam a airdrops. Além dessas abordagens, há alguma maneira de lucrar sem esforço excessivo, sem riscos ou emoções intensas? Alguns investidores inteligentes voltaram sua atenção para as atividades da Binance, como Launchpool ou Megadrop, para alcançar seus objetivos de juros compostos. Neste artigo, a PANews revisará as várias atividades na Binance ao longo do último ano e simulará quanto lucro poderia ser obtido ao manter 10 BNB até o final do ano.
Participação em 28 airdrops de tokens ao longo do ano
【ChainDD Evening Report】Xu Zhengyu: Este ano, Hong Kong colaborará com a indústria para promover o desenvolvimento saudável de fintech, ativos virtuais e do ecossistema Web3.
Cotação diária (01 de janeiro de 2024, 20:33)
Os dados da ChainDD em 02 de janeiro mostram que o índice abrangente da Dede e o preço da CoinMarketCap:
O BTC está cotado a 96.744,96 dólares, com um aumento de cerca de 3,76% nas últimas 24 horas;
O ETH está cotado a 3.474,73 dólares, com um aumento de cerca de 4,19% nas últimas 24 horas;
O BNB está cotado a 712,19 dólares, com um aumento de cerca de 1,51% nas últimas 24 horas;
O DOGE está cotado a 0,3448 dólares, com um aumento de cerca de 8,74% nas últimas 24 horas;
O DOT está cotado a 7,31 dólares, com um aumento de cerca de 10,45% nas últimas 24 horas.
Dinâmicas do mercado de criptomoedas.
Dados: 45% dos sul-coreanos economicamente ativos investiram em criptomoedas.
A Cointelegraph publicou na plataforma X que 45% dos sul-coreanos economicamente ativos investiram em criptomoedas.
【ChainDD Morning Report】Opinion: The belief that Bitcoin is merely a store of value is a misunderstanding, as there is significant potential demand in its ecosystem.
Daily Market Update (January 2, 2024, 10:00 AM)
ChainDD shows the market data on January 2, with the comprehensive index compared to CoinMarketCap quotes:
BTC is priced at $94,757.21, up about 1.08% in the last 24 hours;
ETH is priced at $3,378.45, up about 0.99%;
BNB is priced at $701.59, down about 1.09% in the last 24 hours;
DOT is priced at $7.17, up about 7.53% in the last 24 hours;
DOGE is priced at $0.3308, up about 3.37% in the last 24 hours.
Crypto Market News
Opinion: The belief that Bitcoin is merely a store of value is a misunderstanding, as there is significant potential demand in its ecosystem.
Core DAO contributor Brendon Sedo stated during a panel discussion that the idea of Bitcoin being merely a store of value is a misunderstanding. He pointed out that there is a significant potential demand in the Bitcoin ecosystem and noted from his experience that “people want to do things with their Bitcoin; including wanting to collateralize it and wanting to borrow against it to earn yields.”
A Fundação DPIN lança o plano global de rede descentralizada de poder computacional em GPU em Bangkok
No dia 12 de dezembro, a Fundação DPIN apresentou em Bangkok, Tailândia, na "Conferência de Lançamento do Consenso Global DPIN—AI+DePIN", seu grande plano e visão para construir uma rede global descentralizada de poder computacional em GPU. A Fundação DPIN está empenhada em desenvolver uma plataforma de computação de alto desempenho baseada em inteligência artificial e uma rede de infraestrutura física descentralizada (DePIN) para atender à crescente demanda por IA e jogos em nuvem.
Na conferência de lançamento, os membros centrais da fundação explicaram detalhadamente os objetivos principais do projeto: construir uma infraestrutura de poder computacional eficiente, de baixo custo e segura por meio de tecnologia descentralizada, promovendo o rápido desenvolvimento de várias indústrias. A equipe do projeto expressou o desejo de ocupar um lugar no mercado global de poder computacional em GPU, liderando a transformação tecnológica futura por meio de abordagens inovadoras.
Embracing Reality in 2025: Real Information and Users, Real Creation and Links
Deep Tide TechFlow January 1, 2025, 18:56 Henan
Author: Zolo, Deep Tide TechFlow
It seems everyone is full of expectations for 2025, due to market reasons and hot topics. Project parties, retail investors, KOLs, VCs... everyone is ready to make a big move.
I am also one of them. But I begin to be cautious; when everyone wants to make a big move, how can I avoid being 'led' into it.
Looking back at 2024, I hope that in 2025, what I encounter and create will be real and have positive value for the industry.
Real information: Information cocoons are everywhere, what we seek is not more information, but real information.