Encryption Industry Outlook 2025: Transitioning from Speculation to Practicality

The year 2025 will mark an important turning point for the encryption industry, as it gradually shifts from speculation-driven to practical value. With the increasing maturity of underlying technologies, a clearer regulatory environment, enhanced institutional participation, and ongoing technological innovation, the encryption industry is expected to usher in a new round of development opportunities.

The U.S. Securities and Exchange Commission is expected to promote the diversification of encryption-related financial products, helping the U.S. reshape its status as a global center for encryption innovation. At the same time, the U.S. may introduce a regulatory framework for stablecoins, paving the way for mainstream financial institutions to issue their own stablecoins. Bitcoin is expected to further solidify its position as a digital store of value, with some countries potentially including it in their strategic reserves.

The demand for decentralized physical infrastructure networks (DePIN) is expected to rise, as various industries seek efficient decentralized solutions. The integration of artificial intelligence and encryption technology will accelerate development, and blockchain is expected to provide transparency and verification support for the AI economy.

However, encryption assets still need time to truly become a "currency". San Francisco Fed President Daly believes that cryptocurrencies should be viewed as an independent asset class, and their complexity means they are not yet qualified to become currency. She emphasized that understanding the essence of cryptocurrencies is crucial; although they can serve as a medium of exchange or an asset, it is important to clearly define their positioning.

Encryption Regulatory Dynamics and Industry Development

The U.S. Commodity Futures Trading Commission ( CFTC )'s civil case against a trading platform has been postponed to January 21, 2024. The case stems from the CFTC's 2022 allegations that the platform made false or misleading statements when it applied to offer Bitcoin futures contracts in 2017. The new trial date coincides with the inauguration of a new president, which may affect the CFTC's regulatory stance on encryption companies.

At the same time, the encryption industry continues to innovate. The CEO of a certain cryptocurrency exchange platform stated that its established ResearchHub community has achieved significant growth in the past year. Looking ahead to 2025, the project will focus on improving academic publishing, optimizing peer review, fundraising, and facilitating the reproducibility of research results.

AI Meme Token Market Performance and Controversies

The AI Meme token market has recently performed remarkably, with ai16z and ELIZA both reaching historical highs. ai16z has risen by 35.6% in 24 hours, with a market value of $1.86 billion; ELIZA's increase is even higher at 56.4%. The AI agent project has attracted widespread attention, and ai16z announced that ElizaV2 is in early development, aiming to improve architecture, enhance scalability, and optimize plugin management.

However, the success of ai16z has also sparked trademark disputes. Industry insiders question whether its market value infringes on the trademark rights of a well-known venture capital firm. Although ai16z initially appeared to be a parody project, it has now evolved into a formal project with a positive development roadmap.

Introduction to Emerging AI Agency Projects

ANTE-GPU is an AI smart agent and market platform based on a certain public blockchain, dedicated to recommending the optimal AI models and GPU combinations for users. The platform offers real-time availability checks, budget and performance customization suggestions, supports flexible billing, and helps users optimize projects for the best performance and cost-effectiveness. ANTE-GPU aims to address industry pain points such as low utilization of traditional GPU resources, high costs, and limited access.