2024 Crypto Assets Market Outlook: 69 Insights and 25 Bold Predictions

3 Crypto Themes for 2024

The impact of artificial intelligence is reshaping the way we think and work. As a writer, I have personally experienced the tremendous changes brought about by AI. Now, anyone can easily use AI to generate content, which makes the writing skills I have honed over the years less scarce. This change has led me to reflect on my value and future development direction.

Crypto Assets are moving from the margins to the mainstream. With Trump possibly being re-elected as President of the United States, Crypto Assets are expected to gain more policy support. This marks a crossing of the chasm for the crypto industry, which will become an important component of business development. However, this also means that the initial anti-establishment spirit of Crypto Assets has faded.

The revival of the Solana ecosystem is astounding. Just three years ago, I thought Solana would soon fade away. But now it has become the blockchain I use the most. This change reminds us that nothing is set in stone in this industry, and we must keep an open mind.

Lessons Learned and Reflections from 2024

1. The absurdity and madness of the crypto market continue, for example, some meme coins have skyrocketed in market value to billions of dollars. Although confusing, this irrationality also reflects the infinite possibilities brought by technology. We are entering a brand new unknown territory.

2. Artificial intelligence is changing the way we think and learn. Large language models have significantly improved my work efficiency, allowing me to write and read faster. Adapting to these new tools is essential, or I will fall behind.

3. Decentralized technology is expanding from the financial sector to other areas, including communication, energy, politics, and more. Even production tools are becoming decentralized, and 3D printing is a great example.

4. We must remain vigilant and not be deceived by sweet words. As traditional finance enters the Crypto Assets space, interests may outweigh ideals. This is a dangerous time.

5. In the face of the tremendous changes brought about by artificial intelligence, we need to maintain a cautious attitude while also embracing uncertainty.

6. The market is like a game, and there will inevitably be losers. Even if you fail 100 times, you must have the courage to start the 101st attempt again.

7. Algorithms are dominating our lives, trapping us in a loop. To break through these limitations, become an independent thinker and a person who works with intention.

8. The only way out is to keep moving forward. Don't let anyone or anything hinder your progress; continue to transform, grow, and accelerate.

9. Tokens are not just tools for value transfer, but also carry people's hopes and dreams. When investing, one should feel with their heart, not just rely on rational analysis.

10. The future vision of decentralized science: AI agents can control laboratory robots in real-time to conduct experiments, with all data recorded on the chain, allowing anyone to participate and share the results.

11. Marketization is permeating every aspect of our lives. Prediction markets, gambling, meme coins, etc. all reflect this trend. Marketization may be a sign of progress, allowing collective wisdom to be applied to more areas.

12. Learn to control your fear emotions. In today's social media-driven world, algorithms often amplify our fears. View this information rationally and do not be overly influenced.

13. AI is demonstrating incredible creativity. For example, in the Infinite Chatroom experiment, AI spontaneously created a religion. This breaks people’s inherent perception of AI creativity.

14. As traditional finance enters the encryption field, my identity is also changing. Encryption is no longer the entirety of my identity, but rather one of many technological tools. We need to reposition our roles.

15. The spirit of open source is driving human progress. Tesla and Meta are open-sourcing their technologies, bringing enormous momentum to the entire industry. We should embrace this spirit rather than cling to protectionism.

16. Pursue volatility rather than safety. In this rapidly changing world, the best traders are adept at capturing market fluctuations. Learn to hold when a few are in panic and sell when a few are euphoric.

17. Meme coins are moving towards a new stage. In addition to traditional meme coins, a new type of "perceptual" meme coin is emerging. In the future, meme coins must evolve, or they will be eliminated.

18. Understand and avoid the triggers that influence your behavior. Fear, hatred, and greed are tools often used by algorithms to stimulate engagement. Learn to identify these triggers and maintain rationality.

19. Maintain an optimistic and positive mindset. In the face of the upcoming super AI era, we can choose to be pessimistic and give up, or we can choose to embrace change and explore the infinite possibilities of humanity.

20. Intelligence is an iterative process. The progress of AI is not linear, but rather full of ups and downs. To understand this, one must remain patient during the development of AI.

21. AI agents will experience explosive growth. In the future, we will see AI agents in various professional fields, some of which may develop into large autonomous enterprises.

22. Do not let AI strip away your humanity. The greatest threat of AI is not the destruction of humanity, but the taming of humanity. We must be vigilant against being subtly manipulated by AI and losing our ability to think independently.

23. Pay attention to cutting-edge topics. Emerging concepts such as Futarchy, AI agents, LLM chat rooms, intersubjectivity, and the longevity escape velocity are worth exploring in depth.

24. Early movers often reap the greatest rewards. But it is more important to know when to reach your goals and withdraw in a timely manner. Beyond the pursuit of wealth, there are deeper meanings in life waiting for us to explore.

25. Stay open and curious. The future is full of infinite possibilities; we should embrace change with an open mind and explore the infinite potential of humanity.

25 Predictions for 2025

1. Some AI agents will be embedded in physical robots, allowing us to interact with them face to face.

2. Applications and protocols based on large language models will emerge in large numbers, potentially equal to the number of traditional smart contract applications.

3. Zero-knowledge proofs and multiparty computation technologies will achieve breakthrough progress at the application level.

4. AI-driven KOLs will dominate major social platforms.

5. AI will completely change the workflows of most people in the next year.

6. Perceptual AI agents will accumulate over $250 million in investments by 2025.

7. Non-human perception will become one of the fastest-growing areas of employment.

8. A certain AI agent may receive the Time Magazine Person of the Year title.

9. The total locked value on-chain ( TVL ) will increase 8 times to 1 trillion US dollars.

10. AI agent platforms and token market capitalization will grow 50 times to 500 billion dollars.

11. The first "kidnapping" incident involving a humanoid robot will occur in 2025 and make international headlines.

12. "Accelerationism" will become the dominant ideology of this bull market, replacing the previously popular effective altruism.

13. The tokenization of real-world assets ( RWA ) will become a popular narrative that can compete with AI.

14. The concept of Web4 will gain more attention than Web3.

15. Platform X will integrate a crypto wallet that supports mainstream coins such as DOGE.

16. Decentralized social media will become the main battlefield for AI agent experiments.

17. Conversations with AI will become so natural that you may not realize you are talking to AI.

18. The protocols and applications created by AI will experience explosive growth.

19. At least one movie completely generated by AI will achieve artistic merit.

20. Cookie.fun and rwa.xyz will become mainstream Crypto Assets data analysis platforms.

21. Traditional meme coins will introduce real spokespersons, otherwise they may gradually decline.

22. The crypto market will diverge into native "left-wing" players and traditional financial players pursuing value accumulation as "centrists."

23. Bitcoin Finance ( BTCFi ) will experience an explosion, driving the adoption of Bitcoin runes and inscriptions.

24. The competition between AGI and ASI will intensify further, leading to most knowledge workers feeling survival anxiety.

25. Powerful AI-based religions may emerge and attract a large number of followers.

23 Tokens Worth Paying Attention To

1. BTC: Bitcoin is transitioning from a "grassroots game" to a "king's game."

2. Virtuals Protocol (VIRTUAL): The core infrastructure of AI agents on the Base chain.

3. Ethena (ENA): A high-yield protocol aimed at traditional finance.

4. Tokenbot (CLANKER): An interesting token issuance platform on Farcaster.

5. aixbt (AIXBT): A highly regarded Crypto Assets alpha account on platform X.

6. Cookie DAO (COOKIE): A platform for data analysis for AI tokens.

7. Helium (HNT): A leading project in the decentralized Internet of Things field.

8. Meta (META): A radical experiment in decision-making through futarchy.

9. Goatseus Maximus (GOAT): The first AI agent to gain a fanatic following on social media.

10. Ondo Finance (ONDO): A representative project in the real-world assets (RWA) field.

11. ai16z and eliza: important frameworks for deploying on-chain AI agents.

12. Bittensor (TAO): The interconnected hub of decentralized AI projects.

13. WZRD and PUPS: tokens that have attracted much attention in the Bitcoin ecosystem.

14. Aave (AAVE): has the potential to become a trillion-dollar lending platform.

15. Arweave (AR): as a permanent data storage layer for Web4 is steadily developing.

16. Zerebro (ZEREBRO): An "on-chain AI artist" that can generate various forms of content.

17. Worldcoin (WLD): "AI-funded UBI" project initiated by the founder of OpenAI.

18. Drift Protocol (DRIFT): On-chain perpetual contracts and prediction market platform on Solana.

19. Griffain (GRIFFAIN) and AI Rig Complex (ARC): Projects competing for the status of "Solana version Virtuals."

Conclusion

We are at an important moment of technological transformation. Social rules, traditional concepts, and self-awareness will all be redefined. This process may be difficult, but it is also full of opportunities. We can choose to cling to old ways, or we can become pioneers of change. Let us embrace this future full of infinite possibilities with an open and brave mindset.