Top 10 Delphi Predictions for 2025
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1/ BTC has more room to run
- BTC continues to be in line with Delphi’s cycle playbook that predicted that BTC would reach new highs Q4 2024.
- So far each new ATH for BTC coincided with a monthly RSI breakout >70. Previous bull markets didn’t stop until the monthly RSI broke above 90.
- Based on the monthly price regression channel, BTC is still below 1-2 standard deviation moves that signal tops.
- Institutional interest and easing regulatory climate could be the driver for this bull run.
- BTC continues to be in line with Delphi’s cycle playbook that predicted that BTC would reach new highs Q4 2024.
- So far each new ATH for BTC coincided with a monthly RSI breakout >70. Previous bull markets didn’t stop until the monthly RSI broke above 90.
- Based on the monthly price regression channel, BTC is still below 1-2 standard deviation moves that signal tops.
- Institutional interest and easing regulatory climate could be the driver for this bull run.
2/ Solana is just getting started
- Solana will continue outperforming Ethereum due to two simple reasons, Superior UX & better content. No token approvals or wrapping tokens. On Solana it just works.
- SVM is the fastest growing alt-vm eco which helps bolster network effects. Also Anza, Firedancer, & improved wallet infra will continue to improve on the user experience.
- @aeyakovenko vision of increasing bandwidth reducing latency could help Solana maintain its edge despite more competition.
- Solana will continue outperforming Ethereum due to two simple reasons, Superior UX & better content. No token approvals or wrapping tokens. On Solana it just works.
- SVM is the fastest growing alt-vm eco which helps bolster network effects. Also Anza, Firedancer, & improved wallet infra will continue to improve on the user experience.
- @aeyakovenko vision of increasing bandwidth reducing latency could help Solana maintain its edge despite more competition.
3/ NFTs rise from the dead
- We believe that NFTs will stage a comeback through a mixture of extreme sentiment not matching fundamentals.
- While tokens are easier to trade, NFTs allow for uniqueness to be coded on-chain. There is potential for heterogenous assets like fine art, wine, etc. to be tokenized as NFTs.
- NFTs have also had some major wealth creation events. @pudgypenguins, @MiladyCult and the @Azuki airdrop could spark a movement from other NFT projects to follow suit.
- NFTs are also more retail friendly. Not everyone likes to trade. NFTs are a friendly alternative to showcase culture and status.
- We believe that NFTs will stage a comeback through a mixture of extreme sentiment not matching fundamentals.
- While tokens are easier to trade, NFTs allow for uniqueness to be coded on-chain. There is potential for heterogenous assets like fine art, wine, etc. to be tokenized as NFTs.
- NFTs have also had some major wealth creation events. @pudgypenguins, @MiladyCult and the @Azuki airdrop could spark a movement from other NFT projects to follow suit.
- NFTs are also more retail friendly. Not everyone likes to trade. NFTs are a friendly alternative to showcase culture and status.
4/ DeFi becomes DeAI
- DeAI will fundamentally change how we interact with DeFi. Replacing frontends, agents will help users transact, swap, search for yields, and simplify the way we interact with natural language processing.
- Most capital allocation decisions will be automated by Agents in the future. @griffaindotcom is a first mover for this but other DeAI projects are also gaining traction like @HeyAnonai.
- DeAI will fundamentally change how we interact with DeFi. Replacing frontends, agents will help users transact, swap, search for yields, and simplify the way we interact with natural language processing.
- Most capital allocation decisions will be automated by Agents in the future. @griffaindotcom is a first mover for this but other DeAI projects are also gaining traction like @HeyAnonai.
5/ AI Agents become tier one crypto VCs
- The future is unlikely to be PVP human trading but will be intermediated by agents. Agents are able to monitor markets 24/7 and process more data.
- Trading will turn into a race for computing power and unique datasets.
- At least three agent frameworks will become decacorns in 2025.
- The future is unlikely to be PVP human trading but will be intermediated by agents. Agents are able to monitor markets 24/7 and process more data.
- Trading will turn into a race for computing power and unique datasets.
- At least three agent frameworks will become decacorns in 2025.
6/ High-Throughput Chains Will Drive Innovation
- High throughput chains will open up new opportunities and experimentation for 2025.
- The main projects we are keeping a close eye on are @HyperliquidX, @SuiNetwork, & @monad_xyz but there are other chains like @berachain worth watching out for.
- @megaeth_labs is also a project to watch for but we believe MegaETH will be competing with L2s for market share not L1s.
- High throughput chains will open up new opportunities and experimentation for 2025.
- The main projects we are keeping a close eye on are @HyperliquidX, @SuiNetwork, & @monad_xyz but there are other chains like @berachain worth watching out for.
- @megaeth_labs is also a project to watch for but we believe MegaETH will be competing with L2s for market share not L1s.
7/ DePin stages a comeback
- One large DePIN project manages to be self-sufficient causing an upward rerating of the entire sector and reflexive upswing in “fundamentals” for the rest.
- While there is tough competition, DePin has the potential to disrupt wireless services (@helium), network infrastructure (@doublezero), mapping (@Hivemapper), healthcare, and grid operations.
- One large DePIN project manages to be self-sufficient causing an upward rerating of the entire sector and reflexive upswing in “fundamentals” for the rest.
- While there is tough competition, DePin has the potential to disrupt wireless services (@helium), network infrastructure (@doublezero), mapping (@Hivemapper), healthcare, and grid operations.
8/ This will be a transformative year for zkVM
- zkVMs will improve interoperability between rollups which could allow for seamless interactions between chains.
- zkVMs will expand the developer market greatly because developers will be able to develop zk apps with other languages like Rust.
- zkVMs will improve interoperability between rollups which could allow for seamless interactions between chains.
- zkVMs will expand the developer market greatly because developers will be able to develop zk apps with other languages like Rust.
9/ AI will open up new opportunities for GameFi
- AI-Powered Development Tools could improve production capacity for game developers.
- AI NPCs are in development with projects like InWorldAI aiming to be AI NPC service providers for games.
- Open-source initiative like @virtuals_io Game Framework & Eliza’s integration to Unreal & Unity could be game changers for AI gaming
- AI-Powered Development Tools could improve production capacity for game developers.
- AI NPCs are in development with projects like InWorldAI aiming to be AI NPC service providers for games.
- Open-source initiative like @virtuals_io Game Framework & Eliza’s integration to Unreal & Unity could be game changers for AI gaming
10/ Consumer DeFi is the next frontier
- 2025 is the year crypto natives can fully commit to on-chain finance.
- zkTLS will allow for sensitive web2 data to be brought on chain while maintaining privacy. This opens up many possibilities like personalized agents, trust scores, etc.
- Revenue sharing stablecoins will expand as incentives are aligned between issuers and distributors.
- 2025 is the year crypto natives can fully commit to on-chain finance.
- zkTLS will allow for sensitive web2 data to be brought on chain while maintaining privacy. This opens up many possibilities like personalized agents, trust scores, etc.
- Revenue sharing stablecoins will expand as incentives are aligned between issuers and distributors.
@HyperliquidX @SuiNetwork @monad_xyz @berachain For Delphi's full report on 2025 market predictions retweet, comment below your Crypto predictions this year, and expect a DM from us!
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