Key Predictions For 2025 | Analyst Round Table

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Dec 26, 2024

Analysts dive into bold predictions for 2025, touching on the rise of AI influencers that could rival human engagement. They discuss Athena's potential growth in DeFi, positioning it against major players. The competitive landscape between Aave and Morpho gets a thorough analysis, focusing on capital efficiency and market cycles. There's a spotlight on the demand for scalable blockchain solutions and the excitement surrounding new crypto ecosystems, foreshadowing a surge in capital flow driven by innovative technologies.

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INSIGHT

Multi-Product DeFi Dominance

Multi-product DeFi platforms will outperform single-product platforms in 2025.
This is due to increased capital efficiency and the ability for protocols to cross-sell products.

INSIGHT

AI Agents and Creator Coins

AI agents are creating various forms of content and using tokens to gain attention.
These agents are more scalable than humans and can adapt to trends quickly.

INSIGHT

AI Agent Coin Risks

Unlike static meme coins, AI agent coins carry execution risk.
They need to continuously deliver and improve content to meet community expectations.

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In this episode, our Blockworks Research analysts discuss their theses heading into 2025! They cover AI Agents, Ethena and its impact on money markets, the supply of stablecoins, and the next generation of L1s.

Thanks for tuning in!

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

Resources

Blockworks Research 2025 Theses: https://app.blockworksresearch.com/research/bwr-2025-theses

Putting a Premium on Stability: https://app.blockworksresearch.com/research/putting-a-premium-on-stability

Suilend: Sui’s DeFi Hub: https://app.blockworksresearch.com/flashnotes/suilend-sui-s-de-fi-hub

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Timestamps:

(0:00) Introduction

(3:08) Looking Ahead to 2025

(11:07) AI Agents and the Next Wave of Influencers

(24:01) Skale Ad

(24:43) Chaos Ad

(25:16) Ethena Keeps Rolling in 2025

(34:24) Stablecoin Supply Skyrockets

(46:45) The Next Generation of L1s

(53:30) Final Thoughts

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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.