#CryptoReboundStrategy
In the future, we see immense potential for tokenized securities to launch on public blockchains.
Stablecoin daily settlement volumes reach $300 billion.
Stablecoins will evolve from a niche role in cryptocurrency trading to become a central part of global commerce. By the end of 2025, we project that stablecoins will settle daily transfers of $300 billion, equivalent to 5% of current DTCC volumes, up from $100 billion daily in November 2024. Adoption by major tech companies (like Apple and Google) and payment networks (Visa, Mastercard) will redefine the payments economy.
Beyond trading, the remittance market will explode. For example, stablecoin transfers between the U.S. and Mexico could grow 5x, from $80 million to $400 million monthly, driven by speed, cost savings, and growing trust. Stablecoins will serve as a Trojan horse for blockchain adoption.
On-chain AI agent activity surpasses 1 million agents.
We believe one of the most compelling narratives that will gain massive traction in 2025 is AI agents. These specialized bots help users achieve outcomes like “maximize returns” or “boost engagement on X/Twitter.”
AI agents optimize results by autonomously adapting their strategies. Protocols like Virtuals already provide tools for anyone to create AI agents for on-chain tasks. Virtuals allows non-experts to access decentralized AI contributors, like tuners, dataset providers, and model developers, enabling anyone to create their own AI agents. This will result in a massive proliferation of agents, which creators can rent out to generate income.
Bitcoin Layer 2s (L2s) reach 100,000 BTC in Total Value Locked (TVL).
We are closely monitoring the emergence of Bitcoin Layer 2 (L2) blockchains, which hold immense potential to transform the Bitcoin ecosystem. These solutions enhance Bitcoin’s scalability by enabling lower latency and higher transaction throughput. Additionally, Bitcoin L2s introduce smart contract functionality, paving the way for a robust DeFi ecosystem built around Bitcoin.