Crypto Assets Industry Outlook and Latest Developments

Market Trends and Key Focus Areas

Industry Outlook and Regulatory Prospects

The crypto industry is expected to undergo a significant shift from speculation to practicality in 2025. As the underlying technology matures, the regulatory environment becomes clearer, institutional participation increases, and technology continues to evolve, the industry will welcome new development opportunities. The United States may introduce a regulatory framework for stablecoins, creating conditions for financial institutions to issue their own stablecoins. Bitcoin is expected to further consolidate its position as a digital value storage asset, and some countries may increase their strategic reserves.

The demand for Decentralized Physical Infrastructure Networks (DePIN) is expected to rise, with various industries seeking efficient decentralized solutions. The integration of artificial intelligence and Crypto Assets will also accelerate development, and blockchain technology is expected to provide higher transparency and verifiability for the AI economy.

Crypto Assets定位与特性

The president of the San Francisco Fed, Daly, recently stated that Crypto Assets should be viewed as an independent asset class, rather than being equated with gold. She emphasized that the complexity of Crypto Assets means they do not currently meet the conditions to become "currency." Daly pointed out that understanding the nature of Crypto Assets is crucial, as they may serve as a medium of exchange or an asset, but need to be clearly defined. She agrees with Fed Chairman Powell's view that Crypto Assets currently lack the necessary attributes to function as currency.

Industry Trends and Developments

Regulatory Trends

The trial date for the civil case between the U.S. Commodity Futures Trading Commission (CFTC) and a certain Crypto Assets trading platform has been postponed to January 21, 2024. The case stems from the CFTC's allegations against the platform in 2022, concerning issues with the information provided to the CFTC when applying for Bitcoin futures contracts in 2017. The new trial date coincides with the inauguration of the new president, which may influence the CFTC's stance towards Crypto companies.

Innovation Project Progress

The CEO of a large Crypto Assets trading platform recently stated that the ResearchHub community has achieved significant growth over the past year. Looking ahead to 2025 and beyond, he emphasized that there is still much work to be done, including improving the efficiency of academic publishing, optimizing the peer review process, fundraising, and promoting the reproducibility of research results.

Development in the intersection of AI and Crypto Assets

The AI Meme token market experienced a general rise on December 31, with both ai16z and ELIZA reaching new all-time highs. ai16z saw a 24-hour increase of 35.6%, with a market cap of $1.86 billion; ELIZA's increase was even higher at 56.4%. ai16z announced that it is developing ElizaV2, aiming to improve architecture, enhance scalability, and optimize plugin management. However, the rapid development of ai16z has also raised potential trademark rights dispute issues.

Emerging Projects Focus

ANTE-GPU is an AI smart agent and marketplace platform based on Solana, dedicated to providing users with optimal recommendations for AI models and GPU combinations. The platform offers real-time availability checks, budget and performance customization suggestions, supports flexible billing, and helps users find the best balance between performance and cost. ANTE-GPU aims to address issues such as low utilization of traditional GPU resources, high costs, and restricted access, providing more efficient solutions for AI project development.