Delphi Digital’s top ten predictions for 2025: DeAI leads the DeFi revolution, Solana will continue to outperform Ethereum

Original text: Delphi Digital

Compiled by: Yuliya, PANews

In the field of cryptocurrency, 2025 is considered a critical year full of innovation and change. With the continuous development of technology and changes in the market environment, many fields are expected to usher in huge breakthroughs and opportunities. From the continuation of Bitcoin’s bull market to the rise of Solana, to the transformation of DeFi into DeAI, the crypto market in 2025 will show an unprecedented diversification trend. This article will explore the ten market trends predicted by Delphi Digital and reveal the possible future evolution direction of the cryptocurrency industry.

1. Bitcoin (BTC) still has room to rise

Delphi Digital’s cycle model had predicted that Bitcoin would reach new highs in the fourth quarter of 2024. The current trend of Bitcoin is consistent with predictions.

• Each new all-time high is accompanied by a monthly RSI above 70, and previous bull markets usually ended after the RSI exceeded 90.
• According to the monthly price regression channel, Bitcoin remains below the 1-2 standard deviation range from the top of the mark.
• Increased institutional interest and a loosening regulatory environment are likely to be the main drivers of this bull run.

2. Solana emerges

Solana will continue to outperform Ethereum, mainly due to its superior user experience and better content ecosystem.

• There are no tokens to approve or tokens to wrap, and Solana’s operation is simple and intuitive.
• Solana Virtual Machine (SVM) is the fastest growing alternative virtual machine (alt-VM) ecosystem with ever-increasing network effects. At the same time, Anza, Firedancer and improved wallet infrastructure will further optimize the user experience.
• Solana co-founder Anatoly Yakovenko's vision is to allow Solana to maintain its edge even in the face of more competition by increasing bandwidth and reducing latency.

3.NFT is making a comeback

The NFT market will experience a strong recovery where sentiment does not match fundamentals.

• Although token transactions are more convenient, NFT can achieve unique encoding on the chain, and heterogeneous assets (such as art, wine, etc.) may be NFTized.
• Some major wealth creation events (such as PudgyPenguins, Milady, and Azuki airdrops) may trigger other NFT projects to follow suit.
• NFT is more friendly to retail users and suitable for displaying culture and status.

4. Decentralized Finance (DeFi) Evolves to DeAI

DeAI will fundamentally change the way users interact with DeFi.

• The front-end interface will be replaced by intelligent agents, and users can complete operations such as transactions, exchanges, and income searches through natural language processing.
• In the future, most capital allocation decisions will be made by agents. griffain is a pioneer in this area, but DeAI projects such as HeyAnon are rising rapidly.

5. AI agents become top crypto venture investors

The future of trading will be dominated by AI agents rather than human counterparties.

• As agents can monitor the market around the clock and process more data, trading will evolve into a competition for computing power and unique data sets.
• By 2025, at least three agency frameworks will become unicorns with a market capitalization of over $10 billion.

6. High-throughput chains drive innovation

High-throughput blockchain will bring more experiments and opportunities in 2025.

• Major projects to watch include Hyperliquid, Sui, and Monad, but other chains such as Berachain also have potential.
• MegaETH is expected to compete for market share with second-tier networks rather than directly with first-tier networks.

7.DePin ushered in a recovery

A large-scale DePin project, if it achieves self-sufficiency, could trigger an overall re-evaluation of the field and drive a "fundamental" rebound.

• DePin has disruptive potential in fields such as wireless services (Helium), network infrastructure (DoubleZero), map services (Hivemapper), healthcare and power grid operations.

8.zkVM will usher in revolutionary development

• zkVM technology will improve the interoperability between rollups and achieve seamless cross-chain interaction.
• zkVM will also expand the developer market, enabling developers to build zk applications using other languages ​​such as Rust.

9.AI opens new opportunities for GameFi

• AI development tools will increase the productivity of game developers.
• Projects like InWorldAI are developing AI-driven NPC services.
• Open source projects such as the Virtuals.io game framework and Eliza’s integration with Unreal Engine and Unity may become revolutionary breakthroughs in the field of AI gaming.

10. Consumer DeFi is the next blue ocean

• In 2025, on-chain finance will fully serve crypto natives.
• zkTLS will allow Web2 sensitive data to be brought online while maintaining privacy, enabling applications such as personalized proxies and credit scoring.
• Revenue-sharing stablecoins will continue to expand, with incentives better aligned between issuers and distributors.