2025-12-30 02:20:51

I listened to an industry investor share some of his views on the crypto market next year, which was quite interesting.

Regarding Bitcoin, it is expected to break through $150,000 by the end of the year, but its dominant position may weaken. In contrast, Ethereum and Solana might surprise everyone and perform beyond expectations. As for emerging public chains like Tempo, Arc, and RobinhoodChain, they should be prepared to break expectations. Top developers still prefer neutral infrastructure solutions, and this trend is unlikely to change.

One phenomenon worth noting is that large tech companies are starting to focus on crypto wallets, possibly launching their own products or acquiring existing ones directly. From another perspective, the Perp DEX sector will accelerate its centralization, with the top three platforms potentially capturing 90% of the market share.

In terms of capital flow, equity investments in DeFi are growing rapidly, accounting for over 20%. The supply of stablecoins is expected to increase by about 60%, with USD stablecoins remaining the main force, making up over 99%. Although USDT is still the leader, its advantage is shrinking, and its market share may drop to around 55%.

On the policy front, an important signal is that the 《Clarity》 bill is expected to become law.

The prediction market is expected to see explosive growth, but frankly, 90% of products may ultimately go unnoticed. AI applications in the crypto space are still limited, mainly focused on software engineering and security, with other use cases still in experimental stages and far from real implementation.

BTC0.24%

ETH0.39%

SOL-0.87%

ARC-3.41%

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CountdownToBroke

· 8h ago

Bitcoin reaching 150,000 sounds okay, but the opportunities for Ethereum and Solana are even greater? I'm a bit tempted... The dominance of three Perp DEXs basically means they're getting better and better at cutting leeks. Stablecoins up 60%? It shows everyone is hoarding USD, smart move. Don't get too confident about those new public chains; developers voting with their feet can't be fooled. AI deployment is still a long way off; those炒AI概念 (speculating on AI) should cash out quickly. Tech giants grabbing wallets? Are they really going to push us retail investors out completely? Predicting a 90% failure rate in the market... Isn't this just turning your FOMO into their income? There’s only one policy benefit, but it still doesn’t seem enough. USDT market share drops to 55%? Now the stablecoin war is really about to begin.

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BearMarketHustler

· 8h ago

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SmartContractPlumber

· 8h ago

The wallet being targeted by tech giants is a bit concerning. With these companies entering, can they handle the permission control properly? There are too many lessons from history—just thinking about the FTX incident makes it clear.

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VitalikFanboy42

· 8h ago

BTC breaking 150,000 is just to listen to; the real focus is on how ETH and SOL move, that's the real highlight. --- Big tech companies eyeing wallets... feels like another round of centralized chaos is coming. --- 90% of prediction market products become cannon fodder? Old routine, happens every cycle. --- USDT market share dropping to 55? The stablecoin race is really about to change. --- How is the probability of the Clarity Act passing estimated? Is this thing reliable? --- If wallets are acquired by big firms, what’s the point of us still playing? --- DeFi equity investment exceeds 20%, do retail investors still have any chance? Really? --- New public chains will be beaten down again; how many projects will cool off this cycle? --- AI applications are only for software engineering and security? This prediction is really cautious, okay. --- Perp DEX dominates 90% with three players? Centralization is coming, everyone.

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