Author: Delphi Digital

Compiled by Yuliya, PANews

In the cryptocurrency field, 2025 is considered a critical year full of innovation and transformation. With the continuous development of technology and changes in the market environment, multiple areas are expected to see major breakthroughs and opportunities. From the continuation of the Bitcoin bull market to the rise of Solana, and the transformation of DeFi to DeAI, the cryptocurrency market in 2025 will present an unprecedented diversified trend. This article will explore the top 10 market trends predicted by Delphi Digital, revealing the possible evolutionary direction of the cryptocurrency industry.

1. Bitcoin (BTC) Still Has Upside Potential

Delphi Digital's cycle model had previously predicted that Bitcoin would reach a new all-time high in Q4 2024. The current Bitcoin trend is consistent with the prediction.

Each new all-time high is accompanied by the monthly RSI breaking above 70, and previous bull markets typically only end after the RSI exceeds 90.

According to the monthly price regression channel, Bitcoin is still below the 1-2 standard deviation range of the channel's top.

Increased institutional interest and a more relaxed regulatory environment may be the main drivers of this bull market.

2. Solana Emerging

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

Without the need for approval tokens or wrapped tokens, Solana's operations are simple and intuitive.

The Solana Virtual Machine (SVM) is the fastest-growing alternative virtual machine (alt-vm) ecosystem, and its network effects are constantly strengthening. Meanwhile, Anza, Firedancer, and improved wallet infrastructure 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.

3. NFT Comeback

The NFT market will experience a strong recovery that is not in line with the sentiment and fundamentals.

While token transactions are more convenient, NFTs can achieve on-chain uniqueness encoding, and heterogeneous assets (such as art, wine, etc.) may be NFT-ized.

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 suitable for displaying culture and social status.

4. DeFi Evolving to DeAI

DeAI will fundamentally change the way users interact with DeFi.

Front-end interfaces will be replaced by intelligent agents, allowing users to complete transactions, currency exchanges, and yield 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 projects like HeyAnon are also rapidly emerging.

5. AI Agents Becoming Top Crypto VCs

The future of trading will be dominated by AI agents, not human counterparties.

Agents can monitor the market 24/7 and process more data, and trading will evolve into a competition of computational power and unique data sets.

By 2025, at least three agent frameworks will become unicorn companies with a market capitalization of over $10 billion.

6. High-Throughput Chains Driving Innovation

High-throughput blockchains will bring more experimentation and opportunities in 2025.

Key projects to watch include Hyperliquid, Sui, and Monad, but other chains like Berachain also have potential.

MegaETH is expected to compete for market share with Layer 2 networks, rather than directly with Layer 1 networks.

7. DePin Seeing a Resurgence

If a large DePin project achieves self-sufficiency, it may trigger a re-evaluation of the entire sector and drive a "fundamental" rebound.

DePin has disruptive potential in areas such as wireless services (Helium), network infrastructure (DoubleZero), mapping services (Hivemapper), healthcare, and grid operations.

8. zkVM Undergoing Transformative Development

zkVM technology will improve interoperability between various Rollups, enabling seamless cross-chain interaction.

zkVM will also expand the developer market, allowing developers to build zk applications using other languages like Rust.

9. AI Opening New Opportunities for GameFi

AI development tools will improve the productivity of game developers.

Projects like InWorldAI are developing AI-driven NPC services.

Open-source projects like the Virtuals.io game framework and the integration of Eliza with Unreal Engine and Unity may be revolutionary breakthroughs in the AI gaming domain.

10. Consumer-Grade DeFi is the Next Blue Ocean

In 2025, on-chain finance will fully serve the crypto-native population.

zkTLS will allow bringing Web2 sensitive data onto the chain while maintaining privacy, enabling applications like personalized agents and credit scoring.

Yield-sharing stablecoins will continue to expand, with better alignment of incentives between issuers and distributors.