Encryption Industry Outlook: From Speculation to Practicality

Market Highlights

macro environment

A certain asset management company recently released its 2025 outlook report for the encryption industry, predicting that the sector will undergo a significant shift from speculation to practicality. The report points out that as the underlying technology matures, a clearer regulatory environment and increased institutional participation will be key factors driving the industry's development.

US regulators are expected to actively promote the diversification of encryption-related financial products, which is likely to reshape the United States' position as a global center for encryption innovation. At the same time, the US may introduce a regulatory framework for stablecoins, paving the way for mainstream financial institutions to issue their own stablecoins.

The status of Bitcoin as a digital value storage asset is expected to be further consolidated, with some countries likely to increase their strategic reserves. In addition, the demand for the decentralized physical infrastructure network (DePIN) is expected to rise, and the integration of artificial intelligence and encryption technology will also accelerate development.

Overall, 2025 may become an important turning point for the encryption industry, and all stakeholders need to closely monitor these dynamic changes.

Industry Dynamics

A recent statement by the president of a regional Federal Reserve bank indicated that cryptocurrencies should be considered an independent asset class, rather than being equated with gold. She pointed out that the complexity of cryptocurrencies means they do not yet meet the conditions to be considered "money." The president emphasized the importance of clearly understanding the definition of cryptocurrencies; they may serve as a medium of exchange or an asset, but they currently lack the necessary properties of money.

Hot Events

regulatory trends

A New York court has postponed the trial of a civil case involving a regulatory agency and a cryptocurrency exchange to January 21, 2024. The case stems from allegations in 2022 that the exchange made false or misleading statements when applying for Bitcoin futures contracts. The new trial date coincides with the inauguration of a new president, which may influence the regulatory agency's stance on cryptocurrency companies. The court stated that further delays would not be approved except in special circumstances.

Project Progress

The CEO of a well-known cryptocurrency exchange recently stated on social media that the ResearchHub community has achieved significant growth over the past year. He mentioned that some ideas conceived a few years ago are now starting to materialize. Looking ahead to 2025 and beyond, he emphasized that there is still much work to be done, including improving academic publishing, optimizing peer review, fundraising, and facilitating the reproducibility of research results.

The Integration of AI and Encryption

The AI Meme token market has seen a significant rise recently, with two tokens reaching all-time highs. An AI agency project announced that it is developing a new version aimed at improving architecture, enhancing scalability, and optimizing plugin management.

At the same time, industry insiders have raised questions about the trademark issues of a certain AI token. Some believe that the token initially appeared to be a parody project, but it has now developed into a formally recognized project with a considerable market value, which may involve trademark infringement issues.

Emerging Project Focus

A Solana-based AI smart agent and marketplace platform aims to intelligently recommend the optimal AI model and GPU combinations based on user needs. The platform offers real-time availability checks, budget and performance customization suggestions, and supports flexible billing to help users optimize projects for the best performance and cost-effectiveness. This solution is expected to address issues such as low utilization of traditional GPU resources, high costs, and limited access.