Top 10 Predictions for Crypto AI in 2025: Total market capitalization reaches $150 billion, most AI Agents will disappear

With the booming development of the AI industry, the Crypto x AI field has rapidly emerged. A researcher focused on this area has made 10 predictions for 2025. Here are the details of the predictions:

1. The total market capitalization of encryption AI tokens reaches 150 billion USD.

Currently, the market capitalization of encryption AI tokens accounts for only 2.9% of the market capitalization of altcoins, but this proportion is expected to increase significantly. AI encompasses multiple domains, from smart contract platforms to meme, DePIN, and Agent platforms, data networks, and smart coordination layers, and its market position will be on par with DeFi and meme.

The confidence in this is mainly based on the following points:

• Encryption AI is at the convergence of two of the most powerful technologies.
• Potential AI frenzy triggers, such as the IPO of a well-known AI company, will spark a global enthusiasm for AI.
• Retail investors can easily understand and accept the concept of AI and can invest through tokens.

2. Bittensor Revival

As an established project in the field of encryption AI, the decentralized AI infrastructure Bittensor has been online for many years, but its token price has been hovering at the level it was a year ago. However, Bittensor's Digital Hivemind is quietly making leaps forward:

• The registration fees for more subnets are lower.
• The subnet outperforms traditional competitors in terms of actual metrics such as inference speed.
• EVM compatibility introduces features similar to DeFi

The dTAO expected to be launched in the first quarter of 2025 may become a significant turning point. With dTAO, each subnet will have its own token, and the relative prices of these tokens will determine how emissions are allocated.

3. Calculate the market to become the next "L1 market"

The demand for computation is showing an endless growth trend. The decentralized computing layer provides raw computation (for training and inference) in a verifiable and cost-effective manner. Some startups are quietly building a solid foundation, focusing on products rather than tokens.

Comparison with L1:

• Similar to the L1 competition in 2021, there will also be competition among computing protocols to attract developers and AI applications.
• Compared to the vast cloud computing market, the encryption AI market is relatively small in scale, but has enormous growth potential.

4. AI agents will flood blockchain transactions

By the end of 2025, it is expected that 90% of on-chain transactions will be executed by AI agents rather than real humans. These agents will continuously rebalance liquidity pools, allocate rewards, or execute small payments based on real-time data feedback.

The reasons for this transformation include:

• Reduce human errors
• Achieve smaller, more frequent, and more efficient micropayments
• Simplify user operations

As the proportion of transactions initiated by agents continues to increase, new governance mechanisms, analysis platforms, and auditing tools will be needed.

5. The Rise of Intelligent Body Clusters

Agent clusters will change the current situation of isolated operation of AI agents, enabling them to exchange information, negotiate, and make collaborative decisions. These cluster networks will produce intelligence that is more powerful than any single isolated AI.

To achieve the vigorous development of clusters, universal communication standards are crucial. Some teams are laying the groundwork for the emergence of Agent clusters.

6. The encryption AI work team will be a human-machine hybrid.

In the future, AI Agents will become true collaborators, possessing autonomy, responsibility, and even salaries. Companies across various industries are testing human-machine hybrid teams.

The advantages of this cooperation model include:

• Productivity Surge
• Establish trust through smart contracts
• Social norms are constantly evolving.

7. 99% of AI Agents will perish — only the useful can survive.

In the future, we will see a "Darwinian" elimination among AI agents. Only those Agents that can generate enough value to pay their "rent" (i.e., reasoning costs) will survive.

This elimination mechanism is beneficial for industry development, forcing developers to innovate and prioritize practical use cases over gimmicks.

8. Synthetic data surpasses human data

Synthetic data provides a scalable, ethical, and privacy-friendly alternative to human data. Its advantages include:

• Unlimited Scale
• Privacy-friendly
• Customizable

In the future, there may be "micro-labs" focused on creating highly specialized synthetic datasets.

9. Decentralized training is more useful

With the advancement of technology, micro models have become more practical and efficient. High-performance models that can run on edge devices and even smartphones are expected to emerge soon.

10. The market capitalization of ten new encryption AI protocols reaches 1 billion USD

By the end of 2025, it is expected that at least ten new encryption AI protocols (tokens not yet launched) will have a circulating market capitalization exceeding $1 billion.

Decentralized AI is still in its infancy, and the talent pool is continuously expanding. New protocols, token models, and open-source frameworks will continue to emerge, providing investors with numerous opportunities.