Chainfeeds Summary:
The crypto industry is no longer choosing a single identity; it is diverging into three parallel tracks: speculation and culture, markets for information and truth, and financial infrastructure for the real economy.
Article source:
https://x.com/dudu_bitcoin/status/2008847650003501149
Article Author:
Dudu Bitcoin
Opinion:
Dudu Bitcoin: Winning Sectors: Prediction Markets, AI Storage, and Real-World Assets (RWA). Prediction markets are undoubtedly the big winners, which is unsurprising. This year has been exceptional for prediction markets, the only narrative in Web3 that truly resonates with mainstream users. A fierce competition has erupted between Polymarket and Kalshi for as many Tier 1 partners as possible. Prediction markets are now embedded in Google Search and major media platforms. Seeing RWA and cybersecurity also topping the funding charts further underscores a key point: the crypto industry is maturing and becoming a solid part of the financial system. As for NFT entrepreneurs, sorry, this wave is over. The era of small seed rounds and fundraising just to get a project off the ground is over. In the AI era, the resources required to build products that users actually use are drastically reduced, meaning entrepreneurs can self-fund for extended periods, only entering the funding market when they have a real product to showcase. As for trying to secure investment from Coinbase Ventures, I've seen too many so-called "VC intermediaries" who take a cut by introducing entrepreneurs to investors. Most intermediaries only know third-tier investors, which is completely unworthy of entrepreneurs. Find someone who can introduce you to Coinbase Ventures, not some "trendy fund" contact. Look at the biggest funding rounds this year; the pattern is clear. Of course, there's still some deganry behavior, and each cycle needs some adrenaline. But looking at the bigger picture, you'll see an undeniable maturity. Two prediction market projects topped the funding charts: Polymarket and Kalshi. They're vying for as many Tier 1 partners as possible and are already embedded in Google Search and major media platforms. Stablecoins also had a stellar year in 2025.
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