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Ten major crypto venture capital firms have predicted the investment trends for the next year.
On the 31st, crypto media The Block shared the investment outlook for 2025 published by 10 major crypto venture capital (VC) firms, including Hashed. The media reported: “This year’s crypto VC investment funds increased by 28% from the previous year, reaching $13.7 billion, but did not reach the all-time high,” adding: “Major crypto VC investment funds are cautiously optimistic.
Global venture capitalist Web3 Hashed has predicted strong performance in crypto, artificial intelligence (AI), infrastructure and DeFi (decentralized finance). Kim Seo-joon, CEO of Hashed, said: “President-elect Trump’s mention of a strategic Bitcoin reserve plan implies a change in institutional investor sentiment, but the likelihood of venture capital funding reaching the maximum levels of 2021-2022 is low. “, adding: “However, if a macro or political black swan (an unexpected crisis) occurs, the outlook could change significantly.”
Hashed expects data infrastructure, institutional-grade DeFi applications, regulated stablecoins, and crypto-AI infrastructure to be investment priorities next year. On the other hand, layer 1 and 2 protocols without differentiation, NFT platforms, and GameFi projects without ease of use or clear revenue models are expected to see their funding reduced.
Dragonfly focuses on DeFi, CeFi (centralized finance), and stablecoins. Rob Heddic, General Partner at Dragonfly, said: “Cryptocurrency venture capital funds will increase next year due to easing regulations in the United States and increased inflow of institutional capital”, but also noted: “Venture capital investment is unlikely to reach the 2021 peak again. This is due to the cautious attitude of venture capitalists who do not want to repeat past mistakes. »
Pantera Capital has expressed its expectations regarding new layer 1 blockchains and crypto-AI. Pantera Capital predicts that crypto VC investments could increase next year, but could slow down over the course of the year.
Multicoin Capital expects the Solana ecosystem to continue its strong performance. Kyle Samani, co-founder of Multicoin Capital, said: “Solana-based applications and protocols are surpassing Ethereum in terms of users, capital and activity,” predicting that “Solana will be the big winner in the next cycle.”
Coinbase Ventures focuses on the on-chain economy. Coinbase Ventures plans to continue active investments focused on the on-chain economy. Additionally, they have an optimistic outlook on stablecoins, DeFi, crypto-AI, social, gaming, and creative applications.
Binance Labs predicts that practical use cases for Web3 projects will be important. Binance Labs emphasized that projects with real-world use cases and strong teams will have the highest chance of success.
Additionally, Galaxy Ventures highly rates the growth potential of stablecoins and tokenization. Blockchain Capital is looking for opportunities in areas such as stablecoins, infrastructure and DeFi. Portal Ventures also predicts that platforms capable of providing both infrastructure and applications will demonstrate strength.
