Delphi 2025 Top 10 Predictions: Decentralized Finance Moves into DeAI and Consumer Level; AI Drives New Opportunities in Gaming

Author | Delphi Digital

Compile | DeepTech TechFlow

1. BTC has greater potential for upward movement

According to Delphi's cycle forecast, the trend of BTC currently completely matches its expectations. The forecast believes that BTC will hit a new all-time high in the fourth quarter of 2024.

Historical data from the past shows that every time BTC reaches a new all-time high (ATH), the monthly RSI (Relative Strength Index) will break above 70. Previous bull markets usually peak after the monthly RSI breaks above 90.

From the monthly price regression channel, BTC is still within 1-2 standard deviations below the top signal, indicating that there is further room for price increase.

The increasing interest of institutional investors and the gradual relaxation of regulatory environment may become important drivers of this bull market.

The rise of Solana has just begun

Solana is expected to continue to outperform Ethereum, mainly because it provides a better user experience UX and a richer content ecosystem. On the Solana network, users do not need to authorize tokens or use wrapped tokens, and all operations can be completed smoothly.

Solana virtual machine (SVM) is currently the fastest growing alternative virtual machine ecosystem, and this rapid growth further enhances the network effect. In addition, technological improvements such as Anza, Firedancer, and more complete wallet infrastructure will continue to enhance user experience.

Solana founder aeyakovenko's vision of improving network bandwidth and reducing latency may help Solana maintain its leading position in future competition.

3. The Road to the Resurgence of NFTs

We believe that NFTs will experience a resurgence due to the mismatch between market sentiment and fundamentals. Despite the temporary downturn in market sentiment, the uniqueness and potential value of NFTs have not been fully explored.

Compared to the ease of trading ordinary tokens, NFTs provide the ability to encode uniqueness on the blockchain. This enables heterogeneous assets such as art, wine, etc., to have the potential to be NFTized.

In history, NFTs have created some significant wealth effects. Airdrop activities like pudgypenguins, MiladyCult, and Azuki may inspire more NFT projects to follow suit, thereby driving the entire market's recovery.

In addition, NFTs are more user-friendly for ordinary users. Not everyone is enthusiastic about frequent trading, and NFTs provide these users with a new way to showcase culture and status.

4. DeFi moves towards DeAI

DeAI (Decentralized Artificial Intelligence) will completely change the way we interact with DeFi (Decentralized Finance). By replacing traditional front-end interfaces, AI intelligent agents (Agents) will assist users in completing transactions, exchanges, seeking profits, and significantly simplifying the operation process through natural language processing.

In the future, most of the capital allocation decisions are expected to be automatically completed by intelligent agents, thereby improving efficiency and reducing the cost of human intervention.

Currently, griffaindotcom is a pioneer in this field, while other DeAI projects such as HeyAnonai are also gradually gaining market attention.

5. AI intelligent agents will become top-notch cryptographic venture capital

With the development of technology, the future trading model will shift from traditional player-to-player PVP human trading to automated trading mediated by intelligent agents. Intelligent agents can monitor the market 24/7 and process massive amounts of data, surpassing humans in speed and accuracy.

The core competitiveness of trading will gradually shift to the acquisition and application of computing power and unique data sets.

We expect that by 2025, at least three projects based on smart body framework will grow into unicorn companies with a market value exceeding 100 billion US dollars.

6. High-throughput public chain drives innovation

The technological progress of high-throughput public chains will bring new development opportunities and experimental space in 2025. These public chains can handle more transaction volume while maintaining low latency, providing strong infrastructure support for the innovation of decentralized applications (DApp).

The projects we are currently focusing on include HyperliquidX, SuiNetwork, and monad_xyz, and we also recommend keeping an eye on emerging public chains like berachain.

In addition, megaeth_labs is also an item to watch, but we believe that MegaETH's target market is more inclined to compete with L2 than directly challenge L1.

7. The DePin industry welcomes a recovery

Decentralized physical infrastructure network (DePin) is expected to make a breakthrough in the future. We predict that a large-scale DePin project will be the first to achieve self-sufficiency, leading to a revaluation of the entire industry. This success may trigger a reexamination of the fundamentals of other DePin projects and drive the overall industry development upward.

Despite fierce market competition, DePin has shown disruptive potential in multiple areas, including wireless services (such as helium), network infrastructure (such as doublezero), mapping services (such as Hivemapper), healthcare, and power grid operations.

8. 2025 will be the year of transformation for zkVM

Zero-knowledge virtual machine (zkVM) will significantly enhance the interoperability between Rollups (blockchain scaling solutions), making interactions between different blockchains more smooth and seamless. This feature will bring higher efficiency and broader application scenarios to the blockchain ecosystem.

In addition, the development of zkVM will greatly expand the developer market, as developers will be able to use more programming languages (such as Rust) to build zero-knowledge applications, thereby reducing the development threshold and attracting more technical talents to join.

9. AI will bring new opportunities for GameFi

AI-based development tools are expected to improve the production efficiency of game developers, enabling them to complete game design and development more quickly. At the same time, these tools can also help optimize game content and player experience.

AI-driven NPCs (non-player characters) are becoming a reality. For example, projects like InWorldAI are developing AI NPC systems specifically designed for games, bringing a more intelligent and realistic interactive experience to the gaming world.

The open source plan is also driving the development of this area, such as the game framework of virtuals_io, and the integration of Eliza with the Unreal and Unity engines. These innovations may fundamentally change the way AI is applied in game development, opening up new possibilities for GameFi (blockchain game finance).

10. Consumer-grade DeFi: The Next Growth Frontier

2025 will be an important development node for consumer-level DeFi, and more and more crypto users will fully embrace on-chain financial services.

The introduction of the Zero-Knowledge Transport Layer Security Protocol (zkTLS) will enable sensitive Web2 data to be securely transmitted on the chain while ensuring user privacy. This will provide technical support for new application scenarios such as personalized intelligent agents and credit scoring, further expanding the application boundaries of DeFi.

In addition, the rise of income-sharing stablecoins is also promising. This model can better coordinate the interests between the issuer and the distributor, thus promoting the healthy development of the stablecoin market.