The recent Trump victory has sparked a frenzy in the cryptocurrency market, with Bitcoin prices briefly surpassing the $93,000 mark. Looking back to 2018, when Bitcoin was worth only $3,000, the market has undergone a massive transformation. Faced with such dramatic changes, crypto venture capitalists have shared their views on the future of the market.
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ToggleTrump's policies clear, helping Web3 players enter a super cycle
Many crypto players say that Trump's future policies and regulatory easing measures will greatly unleash the innovation potential of the crypto industry. Although the Biden administration previously carried out a series of "destructive" law enforcement attacks on the crypto industry, Arianna Simpson, a partner at a16z crypto, said that with the new government in power, crypto players and related startups will have more freedom, and a large number of new products will emerge like bamboo shoots after the rain.
Some players also say that after the relaxation of regulations, entrepreneurs from traditional industries will be more willing to enter the cryptocurrency market, which will drive the development of the market. Currently, some players are also vigorously expanding their investment teams and concentrating resources to welcome this wave of "super cycle" in the crypto market.
Crypto AI, DeFi and RWA become the focus of the outbreak
Many venture capital institutions are also very interested in the fields of cryptocurrency combined with AI and decentralized finance (DeFi), and believe that these technologies will experience explosive growth in the next few years. Ed Roman, co-founder of crypto venture capital firm Hack VC, said that Crypto-AI is currently the most market-focused area.
Roman believes that the development of the Crypto-AI field largely depends on the health of the traditional Web2 AI field (OpenAI, Google), and will use NVIDIA's performance and market performance as an important indicator to measure the health of Web2 AI, and then measure the future development of Crypto-AI.
In addition, DeFi is also considered to be the next field with explosive potential. Some players say that DeFi is expected to outperform traditional financial tools in terms of returns and efficiency, and solve the pain points of traditional finance (TradFi) through efficient, transparent and decentralized features.
It is also pointed out that some TradFi institutions have started to use decentralized exchanges (DEX) as a medium to put real assets (RWA) on the chain. For stablecoins and payments, some players say that after Trump takes office, the barriers between banks and crypto payments will be reduced, and the popularization of stablecoins will be accelerated.
Consumer applications and infrastructure have huge potential, but technology is still a hot topic
In the cryptocurrency market, the "development of consumer applications and infrastructure" has become the core focus of investors' attention. In the past, due to the regulatory suppression of the Biden administration, the growth space was compressed, but with the gradual relaxation of policies, it is expected to usher in explosive growth in the future.
At the same time, there are also divergent views on infrastructure investment. Some crypto players are optimistic about the potential of reStaking and zero-knowledge (ZK), believing that these technologies are the key elements for upgrading future infrastructure. However, some believe that as technical bottlenecks are constantly broken through, investment opportunities in this field may gradually decrease and the market may become saturated. Some players also say that "brand" and "narrative" capabilities are the keys to success, rather than technical capabilities.
