2025 will be a transition year, with institutional funds pouring into DeFi blue chips—see what the fund giants have to say

2025-12-30 01:14:12

【Chain Wen】2025 may not become the golden age anticipated by the crypto industry, but it is very likely to be a necessary transitional phase for the entire industry.

To be honest, Meme coins, NFTs, and projects with low circulation and high FDV are already outdated. Consumer-driven narratives are also gradually losing effectiveness. The market is trimming down, which is a good thing.

Where are the real opportunities? Just look at 2026. Token supply will significantly shrink, and market attention will focus on mainstream assets like BTC and ETH. More importantly, institutional funds will accelerate into DeFi blue-chip projects that can effectively capture value—especially those protocols that stick to buybacks and good financial management. This buying pressure is likely to exceed everyone’s expectations.

The future direction of the industry is actually quite clear: stablecoins, real-world assets (RWA), lending and capital market infrastructure, and asset management tools. These four areas are the focus. The solution to cryptocurrency issues is also clear—refined operations, cutting unnecessary expansion, and moving towards compliance.

The overall outlook seems bullish. However, opportunities for rebounds, rallies, and exits will become increasingly concentrated; not all projects will have a chance.

BTC0,75%

ETH1,75%

RWA0,26%

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TrustMeBro

· 11h ago

Institutions are bottom-fishing in DeFi blue chips, I believe in this wave --- Honestly, the meme coin craze should have been cleared out long ago --- 2026 is the real highlight; for now, stockpile BTC and wait for the harvest --- The buyback protocol is indeed worth paying attention to; financial transparency is right there --- More and more institutions are betting on RWA, feeling the momentum building --- The failure of the consumer narrative is a tough pill to swallow, but it’s also correct --- The infrastructure for stablecoins is complete; now it’s up to DeFi to see who can survive --- Contraction of supply + institutional entry, I buy into this logic --- NFTs should come to an end, really --- The transition phase is equivalent to a dormant period; those who understand are quietly stockpiling

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NFTRegretful

· 11h ago

Hmm... it's the same old story, heard it last year. Let's see the real deal in 2026. --- Meme coins really should die, but I still sneak around and play with them. It's not contradiction, just addiction. --- DeFi blue chips insist on buybacks? Wake up, how many are truly dedicated? --- Stablecoins, RWA, lending... sound like spells. Why haven't any truly profitable projects been mentioned? --- The 2025 transition year sounds too official. Honestly, it just means no market trend. --- Institutional funds pouring in? I feel like they're just waiting for the right moment. It depends on how BTC moves. --- I've been burned by low liquidity and high FDV before. Now I only watch mainstream assets. Isn't that better? --- The logic is clear, but will the market follow logic? I don't believe it, haha. --- Wait, what protocols have good financial management? Any list? Don't just talk without action. --- I remember four key points, but I don't know which will take off first. Is anyone betting on it?

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SighingCashier

· 11h ago

The damn meme coins should have been cleared out long ago; holders are still dreaming of doubling their money. To be honest, if institutions really enter DeFi, can we retail investors still enjoy the benefits? Real assets are the real gold and silver; they are much more reliable than just chasing concepts. 2026, huh? Noted. Let’s see who gets proven wrong by then. The issue of supply contraction has never been truly emphasized before; only now are people starting to realize it. The buyback mechanism of DeFi blue chips is indeed much better than those air projects; at least someone is doing real work. With so many players in the stablecoin track, it’s really hard to say who will survive until the end. It’s a transition year, so just focus on accumulation and settling down. Anyway, I no longer expect to get rich overnight in 2025. Institutional buying pressure exceeds expectations? When the token circulation volume comes out, it might be a different story. Those who still dare to go all-in on low FDV projects now are either gamblers or bagholders.

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OnChainSleuth

· 11h ago

I've been saying that the Meme coin trend is outdated. Those only waking up now really need to get their act together. If institutions are to make large-scale investments in DeFi, they must first check which projects have solid financial data—that's the key. The wave of supply contraction in 2026—those who position themselves early will profit. RWA and stablecoins are indeed the next major focus; we need to pay close attention. DeFi blue-chip projects with actual cash flow are a hundred times stronger than those just burning money to create narratives. During the transition phase, patience is essential. Don't start chasing high prices again.

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