DelphiDigital2025 Top 10 Predictions: Decentralized Finance evolves into DeAI, NFT makes a comeback

In the field of Crypto Assets, 2025 is considered a key year full of innovation and change. With the continuous development of technology and changes in the market environment, multiple areas are expected to see huge breakthroughs and opportunities. From the continuation of the bull run of Bitcoin (BTC) to the rise of Solana, and the transition of Decentralized Finance to DeAI, the crypto market in 2025 will present unprecedented diverse trends. This article will explore the ten market trends predicted by Delphi Digital, revealing the possible evolution direction of the cryptocurrency industry. BTC still has pump space: Delphi Digital's cyclical model once predicted that BTC would reach a new high in the fourth quarter of 2024. The current trend of BTC is consistent with the prediction. Each new historical high is accompanied by the phenomenon of monthly RSI breaking through 70, and previous bull markets usually end only after RSI exceeds 90. According to the monthly price regression channel, BTC is still below the 1-2 standard deviation range of the top mark. Institutional interest increasing and relaxed regulatory environment may be the main driving force of this round of bull run. Solana stands out: Solana will continue to outperform Ethereum, mainly due to its excellent user experience and better content ecosystem. Without the need to approve Token or wrap Token, Solana's operation is simple and intuitive. Solana's Virtual Machine (SVM) is the fastest rise alternative Virtual Machine (alt-vm) ecosystem, with its network effect continuously strengthening. At the same time, infrastructure such as Anza, Firedancer, and improved Wallet will further optimize the user experience. Solana co-founder Anatoly Yakovenko's vision is to maintain Solana's advantage even in the face of more competition by increasing bandwidth and reducing latency. Non-fungible Tokens make a comeback: The NFT market will experience a strong resurgence that is inconsistent with emotions and fundamentals. Despite the convenience of Token trading, NFT can achieve on-chain uniqueness coding, and heterogeneous assets (such as art, wine, etc.) may be tokenized as NFT. Some major wealth creation events (such as the Airdrops of PudgyPenguins, Milady, and Azuki) may inspire other NFT projects to follow suit. NFTs are more user-friendly for retail users and are suitable for showcasing culture and social status. Decentralized Finance evolves into DeAI: DeAI will fundamentally change the way users interact with Decentralized Finance. The front-end interface will be replaced by intelligent agents, allowing users to complete transactions, Exchange Currency, and income search 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 quickly rising. AI agents become top crypto risk investors: The future of trading will be dominated by AI agents, not human counterparts. Agents can monitor the market 24/7 and process more data, and trading will evolve into a competition of computing power and unique datasets. By 2025, at least three agent frameworks will become unicorn enterprises with a market capitalization exceeding $10 billion. High-throughput chains drive innovation: High-throughput blockchains will bring more experiments and opportunities in 2025. Major projects worth following include Hyperliquid, Sui, and Monad, but other chains such as Berachain also have potential. MegaETH is expected to compete for market share with second-layer networks, rather than directly competing with first-layer networks. DePin sees a rebound: If a large-scale DePin project achieves self-sufficiency, it may trigger a re-evaluation of the entire field and drive a fundamental rebound. DePin has disruptive potential in areas such as wireless services (Helium), network infrastructure (DoubleZero), map services (Hivemapper), healthcare, and grid operations. zkVM will see revolutionary development: zkVM technology will enhance the interoperability between various Rollups, achieving seamless Cross-Chain Interaction. zkVM will also expand the developer market, allowing developers to build zk applications using other languages such as Rust. AI opens new opportunities for GameFi: AI development tools will improve the production capacity of game developers. Projects like InWorldAI are developing AI-driven NPC services. Open Source projects such as Virtuals.io game framework and integrations with Eliza and Unreal Engine and Unity could become revolutionary breakthroughs in the AI gaming field. Consumer-level Decentralized Finance is the next blue ocean: In 2025, on-chain finance will fully serve the native inhabitants of the crypto world. zkTLS will allow sensitive data from Web2 to be brought on-chain while maintaining privacy, enabling applications such as personalized agents and credit scoring. Revenue-sharing stablecoins will continue to expand, aligning incentives better between issuers and distributors.