- The US will regulate the crypto market in 2025.
- TVL in DeFi protocols will exceed $250B.
- IAOs will peak out, resulting in the death of many LARP AI agents in 2025.

Here are the top 15 crypto predictions for 2025 🧵🧵 1/ US will regulate Crypto market in 2025

The US crypto regulation framework has been under discussion for the past two years, but we’re yet to see any approval on it.

I anticipate that during Trump’s presidency, we will see the activation of positive crypto regulation in 2025.

This regulation will largely provide a positive push to sectors with strong cash flow, like DeFi.

Some of the onchain traders are printing 100x every day.

We all want similar success,

but we don't know the process.

Let's learn the process today 🧵 We're in a bonding curve supercycle.

PumpDotFun is the leader in bonding curves.

They've flooded the market with new tokens—99.99% of them are just random shit.

More than 30K new tokens get launched on PumpDotFun every day, out of which only 1% graduate to Raydium DEX.

get out from the imaginary world of price targets.

you have no control on that.

spend your time on something which you can control.

its time get things done right in this bull cycle

the playbook 🧵 When you have less capital, you dream more, and you think of crypto as a dreamland — it is a dreamland for sure, but without karma, you can't reach your dreams.

Your karma will be defined by how much grind you're willing to put in with a state of awareness.

AI Agent Swarms are the next big meta in AI.

Let’s understand the game before it even starts. 🧵 At this point, if you don’t know what’s happening with AI agents, you’ve already missed out on some major gains.

Don’t stay lazy—start reading and catching up on AI agents now.

https://x.com/pet3rpan_/status/1861441686494200027

#BasedAI Creatures

The Shift from AI Agents to Digital Life

some thoughts 🧵 We’ve been dreaming about artificial intelligence for decades, and now we’re building it.

But most AI today is a tool—a hammer in the hands of a craftsman.

It waits for commands, performs tasks, and shuts down. Useful, but lifeless.

How to make the best out of this bull cycle

The Secret Playbook 🧵 What is the role of a bull cycle in your life?

It might change your life in both positive and negative ways.

The positive aspect would be where the bull cycle helps you climb a few steps toward financial freedom in the shortest possible time.

The negative aspect would be where the bull cycle drags you below the poverty line within a few months after it ends.

Lending is a $60B market opportunity over the next 2-3 years.

The current category market cap is around $6B..

presenting a clear scope for a 10x ROI in this category.

Lets talk about an underrated ALPHAA...🧵 Lending/Borrowing Markets closely parallel Digital Banks, where users can deposit stablecoins,

BTC, ETH, and other top coins to generate lending yields. Borrowers can also borrow from these markets at attractive interest rates.

Sky/MakerDAO rebrand ended up confusing more people than exciting them.

Here are some of my thoughts on the @SkyEcosystem launch, and what you can expect from $MKR and $SKY

🧵 MakerDAO is one of the Top 3 Crypto Projects by Earnings.

They've done around $125M in revenue so far this year, showing 66% growth compared to last year, and their operating income for this year is $43.42M, which is 3x higher than AAVE.

Yields have been the driving force DeFi

However, finding sustainable yields can be hard

What if I show you a supercharged DeFi yield with minimal risk?

Introducing Leveraged volatility farming— the goldmine for yields🧵 Yields have powered the rapid growth of DeFi over the years

In 2021, it was all about liquidity mining but then token emissions proved unsustainable

Later on, in 2023, real yields became a big narrative but were short-lived because the revenue generated was less than the number of people clamoring for the yields, which led to excessive token emissions.

Amidst all this, sustainable yields are needed to push the frontiers of DeFi to new heights and thus many projects are working on this new primitive.

The bull cycle—how long will we stay in this cycle?

Is it really going to be a supercycle, as they say?

Or is it just another narrative to trap you?

Let's find out 🧵 Let me break some myths around the supercycle first.

We had only one supercycle in the past, which happened between 2016-17 when Bitcoin went from $232 to $20K in 24 months.

The super cycle started when btc reclaimed previous bull cycle support which was around $446 in may'16, length was somewhere around 19 months.

And some of the altcoins of that time, like $XRP and $LTC, also pulled some massive gains for investors during that period.

Aave, Morpho, and Fluid: A Comparative Analysis

In this short thread, we will quickly compare three key players in the DeFi lending space: Aave, Morpho, and Fluid.

Each comes with its own unique strengths and features.

Let’s break them down 🧵 1/ Aave

@aave is undoubtedly the most established lending protocol, known for its robust platform, wide range of supported assets, and other innovative features like e-Mode, flash loans, and credit delegation.

$SUI is becoming a HYPED UP trade

Will it MOON or DOOMED..

lets find out using data breakdown🧵 1/ Narrative

SUI is claiming to build the fastest blockchain network using DAG architecture, which could bring down the latency below 390ms.

Solana is already achieving latency around 500-600ms, and after the Firedancer launch, they could bring it down even further.

So, I really doubt the longevity of this narrative, but it is very much hyped up as of now.

the long term future of crypto AI

🧵 1/ AI researchers forming a DAO to build next-gen AI models on specific sectors would become one of the positive use cases for crypto AI in the near future.

You can easily outperform any crypto hedge fund if you learn DYOR.

It will only take 10 minutes, time that you can always spend.

The process is super easy... and it's FREE.

Let's reveal the secret research platform that crypto hedge funds don't know about yet 🧵 What are you looking for?

We are looking for those narratives that could outperform in the next 3 months, and the coins under those narratives where you should have your maximum alt exposure.

Crypto Market has potentially found a bottom, i've enough data to prove that 🧵 1/ @dyorcryptoapp built a bitcoin trading indicator which indicates Bitcoin PA based on ratio between price, and daily volume.. the ratio is called DVMC..and it was going sideways in past few days, it recorded spikes in past few hours, and it is currently trading close to 0.04 level which is an important buying area based on past 6M historical data.

We see a lot of great opportunities in the market right now.

Filtering them is super tough.

Leave it to the Data.. they will pick for you.

Presenting My Watchlist for the next bull phase🧵 Before I present the list, you need to understand the trend formation around any coin in a bull market.

Any coin in a bull market usually has 3 to 4 months of continuation. Feel free to validate this using historical charts of most of the coins that rallied in bull cycles.

the data driven meme investing is very much REAL.

you could always discover better memecoins once you master that.

Learn about it before its too late 🧵 now before we proceed i need to clarify that the method i am going to share next is aligned with people who usually buy memes after these coins spend couple of trading weeks, and become matured in attention cycle too.

They're saying Polygon Miden is the next big thing?

Is it really true??

Let's find out... my unfiltered thoughts on Polygon Miden and its potential 🧵 Before I start explaining what Miden is all about, let's imagine for a moment that every single post you do on X should be processed only after a bunch of nodes recompute and reach a consensus that your tweet is valid and it's following the set policies by Twitter.

Stylus is going to be the biggest launch by @arbitrum by far.

It's time to wake up and learn about why Stylus is a big deal for the entire blockchain industry 🧵 You must be happy, given the fact that you're getting airdrops just for testing protocols.

more people are joining the herd with higher expectation, but they will get nothing in the end.

And That's how the whole onchain user growth story will end.

But do you know what is really bad here?

Less than 1% of the Bitcoin supply is currently used in DeFi.

With the rise of Bitcoin L2s/Sidechains, this number could easily increase to 10%.

Botanix has the best potential to emerge as the market leader in Bitcoin DeFi.

My Investment Thesis on @BotanixLabs 🧵 Around 0.8% of the Bitcoin supply is on Ethereum right now, mostly issued as WBTC and under the custody of BitGo.

The WBTC supply has actually seen a massive decline over the past 18 months; it has fallen from 0.92% to 0.80%.

Some people have moved to hBTC and tBTC, but those numbers are also down.

Berachain is a mysterious project.

99% of Crypto Twitter has no clue about what they really want to build.

My unfiltered thoughts on Berachain 🧵 DeFi is facing an endless liquidity problem..

New protocols often struggle to attract liquidity, resulting in many new primitives failing and ultimately becoming a ghosted town.