Outlook on the Development Prospects of Web3

Macroeconomic Environment

The research director of a well-known cryptocurrency asset management company predicts that the crypto industry will see several small-scale breakthroughs in 2025. These breakthroughs may include an increase in institutional adoption rates, the introduction of a more comprehensive legislative framework, and Bitcoin potentially becoming one of the reserve assets of the United States. He pointed out that pension funds and endowments, which have previously taken a wait-and-see attitude, are actively engaging with the crypto space, and some portfolio managers have begun to allocate up to 5% of their assets to cryptocurrencies. Additionally, sovereign wealth funds outside the United States may increase their investments in crypto assets in the coming months.

Market analysts point out that the recent rise in the cryptocurrency market is primarily driven by lower-than-expected CPI data, which has temporarily alleviated inflation concerns. The core CPI for December is 3.2%, below market expectations and the November level. Additionally, news related to Trump has also played a role in driving the market, including his plan to make cryptocurrency a "national priority" and his open attitude towards supporting reserves for cryptocurrencies established in the U.S. Overall, the market remains cautiously optimistic but continues to pay attention to the development of inflation issues.

Industry Trends

The Chief Legal Officer and General Counsel of the U.S. Securities and Exchange Commission will leave next week, joining the recent wave of departures of senior officials who have engaged in legal battles with the cryptocurrency industry. Before her departure, the SEC's enforcement head and accounting head also announced their exits. This series of personnel changes has sparked speculation within the industry about a potential shift in regulatory attitudes.

Industry experts expect that the Litecoin ETF is likely to be the first altcoin ETF approved in 2025. Considering that regulators have already commented on the relevant documents and regard Litecoin as a commodity, the reasons for withdrawing the application are not obvious under the new leadership. However, for other crypto assets like Solana, it may take longer to gain approval, with the earliest expectation being in 2026. This is mainly due to ongoing controversies over the legal classification of certain crypto assets by regulators.

Technological Innovation

AI Agent technology is driving transformation in the gaming industry, giving rise to the concept of "Agentic Metaverse." With the help of high-performance blockchain platforms, the development and deployment speed of AI Agents has significantly increased, resulting in a large number of personalized AI characters in a short period. The development of multimodal AI projects further enhances the interaction and collaboration capabilities among AIs.

This technological advancement has brought new possibilities to the gaming industry. Players can engage in richer interactions with dynamic NPCs, and some emerging games have already demonstrated the potential for such deep interactions. Meanwhile, open-source game engines have also seen significant growth after transitioning to Web3, providing developers with more convenient and efficient solutions.

Industry insiders believe that the development of Agentic Metaverse/Game is expected to address the user shortage problem faced by early Web3 and accelerate the development and popularization of new games. This trend will lay the foundation for the future development of the gaming industry, potentially reshaping the way players interact with virtual worlds.

Project Focus

AGiXT, as an AI agent automation platform, has attracted market attention. The project aims to achieve seamless orchestration of instruction management and complex task execution among different AI providers. AGiXT combines adaptive memory, intelligent capabilities, and a multi-functional plugin system, aiming to provide efficient and comprehensive AI solutions.

From a technical perspective, AGiXT is developed using Python and has a history of two years. Its GitHub repository has garnered over 2,700 stars, indicating a growing community interest. It is worth noting that the project was not hastily launched to cater to the current AI Agent craze, but is the result of long-term investment.

The main developers of the project have extensive experience contributing to the open-source AI field. In terms of the token economic model, the development team has adopted a relatively cautious release strategy, implementing a linear release of some tokens over a two-year period to balance short-term liquidity and long-term development needs.

The market response to the launch of AGiXT has been positive, with a market capitalization exceeding $94 million and a trading volume reaching $128 million in a short period, reflecting strong investor interest in AI agent technology. However, considering the complexity of the technology and the uncertainty in the market, investors should remain cautious and closely monitor the project's subsequent developments.