“Analysts of venture capital firm Pantera Capital have shared forecasts for various sectors of the crypto industry. The Year Ahead in Crypto Our latest insights on where the industry is heading in 2025: https://t.co/zhuWYOoTDQ The Path to Adoption: Blockchain’s Next 100x Opportunity | @FranklinBiPredictions for Crypto in 2025 | @veradittakitCrypto: The Ironic Answer to De-Dollarization |… — Pantera Capital (@PanteraCapital) January […]”, — write: businessua.com.ua
Analysts of venture capital firm Pantera Capital have shared forecasts for various sectors of the crypto industry.
The Year Ahead in Crypto
Our latest insights on where the industry is is heading in 2025: https://t.co/zhuWYOoTDQ
The Path to Adoption: Blockchain’s Next 100x Opportunity | @FranklinBi
Predictions for Crypto in 2025 | @veradittakit
Crypto: The Ironic Answer to De-Dollarization |…— Pantera Capital (@PanteraCapital) January 13, 2025
Tokenized Assets (RWA)According to experts, in 2025 the RWA segment (excluding stablecoins) will account for 30% of the total TVL on all blockchains.
In 2024, this niche will grow by 60% to $13.7 billion. In 2025, analysts expect further growth in inflows of funds and the introduction of more complex types of tokenized assets.
“The infrastructure for developing and maintaining RWA protocols has become much simpler. Operators now have a deeper understanding of the risks associated with blockchain operations and effective methods of minimizing them,” the experts said.
DeFi on BitcoinThe niche of native financial protocols on the Bitcoin blockchain is also expected to grow, analysts believe.
In their opinion, the high profitability and interest in digital gold-based assets will attract y BitcoinFi about 1% of all coins. Experts have singled out protocols like Babylon that do not need it bridgingas well as Bitcoin-based assets — Runes, Ordinals, and BRC20.
Fintech as a cryptogatewayIn 2024, experts noted the emergence of a number of platforms that became a kind of “gateway” to the crypto industry for a wide audience.
Such projects as TON, Venmo, PayPal and WhatsApp attracted special attention. Although they do not promote their own crypto applications or protocols, these platforms allow users to interact with cryptocurrencies.
“Every fintech will become a cryptogateway, either by design or because of their inherent ability to support third-party applications. The spread of such projects will continue, and perhaps they will be able to compete with small centralized exchanges in terms of the number of assets,” Pantera believes.
Many companies, including Robinhood and Stripe, are already integrating crypto functionality.
The potential of UnichainAccording to experts, Unichain — Uniswap’s Ethereum-based L2 — can become the undisputed leader among such solutions. For this, the platform needs to cover at least half of the trading volume of the parent exchange.
The TVL of the Uniswap protocol is about $6.5 billion, and the daily trading volume is $1-4 billion with 50,000-80,000 transactions. Analysts emphasized that the platform is responsible for a third of Arbitrum’s $1.4 billion daily turnover and a quarter of Base’s $1.5 billion.
Returning the NFT to its original rolePantera experts noted that NFTs are used in online gaming, AI, as well as in a wide range of user applications:
“NFTs can be integrated into ID transactions, transfers, ownership and membership systems, and can be used to represent and value assets, leading to monetary, possibly speculative, growth. This flexibility is what gives NFTs their power.”
In their opinion, the list of areas of application of non-fungible tokens will continue to grow.
RestakingPantera experts assume that the launch of a number of restaging protocols in 2025, including Symbiotic and Karak, will have a positive impact on the infrastructure.
Despite the “loss of relevance” during 2024, this niche remains a “multi-billion dollar market”.
Integration of off-chain data via zkTLSZkTLS is a data transmission solution using the concept of zero-disclosure proof and TLS cryptographic protocol.
The technology makes it possible to transfer data from the Web2 world to a verifiable blockchain.
ZkTLS is in the implementation phase. Pantera experts believe that in 2025, subject to the successful improvement of the technology, companies in the industry will show interest in integrating this solution with their on-chain services.
Legislative supportAccording to analysts, a political environment friendly to the crypto industry has formed in the US for the first time.
They singled out a significant advantage of proponents of cryptocurrencies elected to the House of Representatives — 278 supporters versus 122 opponents. Another positive moment was the resignation of SEC Chairman Gary Gensler and the nomination of Paul Atkins to this position.
“We hope for an end to lawsuits from the party SECa clear definition of cryptocurrencies as a separate asset class and [напрацювання] regarding taxation,” Pantera concluded.
We will remind, in December, seven heads of cryptocurrency companies shared their forecasts for 2025.
The source