Empire

Hivemind: Bitcoin's 2025 Momentum, AI Agent Platform Wars, and Liquid vs Private Markets

8 snips
Dec 19, 2024
The discussion kicks off with a bold outlook for Bitcoin as 2025 approaches, weighing market dynamics and potential rallies. The focus shifts to the burgeoning world of AI agents, with debates on whether platform tokens might outshine individual entities. Insights into the intersection of crypto and gaming reveal promising news for Solana and emerging app chains. The team also navigates the crucial balance of liquid vs. venture investments, highlighting evolving strategies in the fast-paced crypto landscape.
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INSIGHT

2024 Market Dichotomy

  • The 2024 market saw Bitcoin and Solana memes perform well, while other assets lagged.
  • This was due to Bitcoin ETFs and Solana's ecosystem wealth effect.
INSIGHT

Constructive 2025 Outlook

  • Positive macro trends and crypto-specific catalysts point to a constructive 2025 outlook.
  • Easing monetary policy, successful Bitcoin ETFs, and a shifting regulatory regime contribute to this.
ADVICE

Consider Fundamental Assets

  • Consider fundamental utility assets given the change in market conditions.
  • Traditional DeFi assets may attract institutional investors.
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