2025 Crypto Assets Industry Insights: Truth and Lies

Obvious Truth

• The integration of AI and encryption technology will continue to develop.
• Bitcoin and Ethereum ETFs will have a positive impact on the market.
• Stablecoins are the killer application of Crypto Assets.
• Many projects perform better before the token issuance.

Obvious Lies

• Airdrops are dead
• Crypto projects must have venture capital support to succeed.
• Memecoins, AI agents, etc. will experience a super cycle.
• Retail investors love Memecoin
• DAO is decentralized, efficient, intelligent, and transparent.

The Unobvious Truth

• Bitcoin is a tool for hedging against macroeconomic uncertainty.
• The utility of tokens is not essential; the key is to attract attention.
• Certain aspects of DeFi are more centralized than CeFi.
• The dominance of USDT may come to an end

Unobvious Lies

• Fee switching is favorable for token prices.
• The bull market will end in the fourth quarter of 2025
• The fragmentation of user experience on Ethereum L2 will persist in the long term.
• NFT is dead

The key is to go beyond surface phenomena and uncover deeper insights. Investors should focus on projects based on unique insights rather than just following popular trends. Builders also need to think from first principles and develop truly innovative solutions.