Seeking volatility, not security.
Author: redphone
Translated by: Deep Tide TechFlow
Three Insights for 2024:
- AI has completely disrupted my thinking.
As a professional writer, I have invested over 10,000 hours into my craft. However, now any 10-year-old can create beautiful literary works in seconds by prompting Claude (an advanced large language model). The skills I have honed over a lifetime have become as common and easily replaceable as oil, duct tape, or hemp rope. This has led me to question: Who am I? Where do I come from? Where am I going? While I am still searching for answers, I will delve deeper into these questions in the predictions below.
- The "final boss" has been overthrown.
In the November elections, the American people made a choice. They chose Donald J. Trump (the "orange man") to lead them (and the "orange coin") into the future. I thought this day was far off, but it has proven to be here. The world's wealthiest government is now infiltrated by crypto believers, marking our crossing of the chasm of technological adoption. Cryptocurrency technology is no longer just a dream but will become a fundamental component of future business. This is the moment we have long awaited, but it also means that the original anti-establishment spirit of cryptocurrency has partially faded. Today, cryptocurrency is both a tool for anarchists and a part of the capitalist system.
- Solana redefined the blockchain landscape in 2024.
I once thought Solana was "dead" in 2021. However, just three years later, it has become the blockchain I use the most (Base is second, Ethereum mainnet is third, and Bitcoin is fourth). This shift has taught me a lesson: nothing is fixed. Our mindsets must remain open, ready to embrace change and evolution.
Now, let's get to the point…
25 Predictions for 2025:
Some large language models (LLMs) initially released as crypto-native agents will be "embodied" in the real world, becoming robots we can interact with face-to-face.
The number of LLM-based applications and protocols launched in 2025 will be comparable to those based solely on smart contracts. For example, all prediction markets may shift to LLM-based settlement methods.
Zero-knowledge proofs (ZK proofs) and multi-party computation (MPC) technologies will achieve breakthrough success at the application or protocol level for the first time.
The main "key opinion leaders" (KOLs) in crypto and AI will be LLM agents, while AI-driven KOLs will become ubiquitous on social platforms like YouTube, Instagram, and TikTok.
Within the next 12 months, AI will directly change your workflow (if it hasn't already).
A self-aware robot will accumulate a portfolio worth over $250 million.
Job categories related to non-human agents will become the fastest-growing field, while an AI protocol similar to LinkedIn will experience explosive growth.
An AI agent will be named "Person of the Year" by Time magazine.
The total value locked (TVL) on-chain will grow eightfold, reaching $1 trillion.
The market capitalization of AI agent platforms and tokens will grow 50 times, totaling around $500 billion.
The first high-profile robot kidnapping case will make international headlines.
"ACCELERATE" will become the "WAGMI" (We All Gonna Make It) of this cycle, replacing SBF's beloved "EA" (Effective Altruism).
Narratives that may compete with AI next year (but cannot surpass it) include real-world assets (RWAs), as well as DePin (decentralized physical infrastructure), DeSci (decentralized science), and gaming.
Web4 will receive more attention than Web3, as the convergence of cryptocurrency, decentralized networks, DePin, and AI accelerates.
X (formerly Twitter) will integrate a crypto wallet supporting DOGE and other major tokens.
Experiments with agents on decentralized social media (like @farcaster_xyz) will advance rapidly, while X will face significant challenges in balancing human content with agent content.
You may interact with someone online only to later discover that it was actually a large language model (LLM).
Protocols and applications created by agents (like spore.fun) will experience explosive growth, bringing forth a plethora of new tokens and experiments. This trend towards decentralization will drive capital towards existing leaders and projects benefiting from agent growth (like COOKIE or VIRTUAL).
At least one AI-created film will no longer be just a novelty but will become a truly perfect and moving work of art—paving the way for AI to win an Oscar in 2026.
Cookie.fun and RWA.xyz will rank among the top data sites in the crypto space, alongside @CoinMarketCap, @coingecko, @Dune, and @DefiLlama.
Some "ordinary" meme coins will launch agentified mascots or endorsement robots, or they may gradually lose their relevance.
The crypto market will split into two groups: one focused on speculation by crypto-native players, and the other focused on value accumulation by traditional financial investors.
BTCFi (Bitcoin Finance) will see breakthroughs, with Bitcoin holders using it as collateral for lending. This will further drive the adoption of runes and inscriptions on Bitcoin.
The race for artificial general intelligence (AGI) and superintelligence (ASI) will accelerate further, triggering existential anxiety among nearly all knowledge workers. o3 has already surpassed PhD holders in certain areas, its programming capabilities exceed those of most programmers, and it performs better than average humans on ARC tests. In the face of LLMs that can pass the Turing test and demonstrate future potential, our anthropocentrism must be reexamined.
A powerful AI-driven religion will not only attract attention but will also draw a segment of actual believers. This may be realized through Truth Terminal and the $GOAT token, or these ideas may give rise to new meanings and directions.
Lessons and Reflections for 2025:
“‘Weirdification’ is unfolding before our eyes.” The reason @FartCoinOfSOL soared to a $1.2 billion market cap and made it to mainstream media is its absurdity. This phenomenon fascinates and confuses me. Technology is stripping us from rationality and social anchors, and the journey ahead is bound to be even stranger.
Our consciousness evolves with the tools we use. LLMs have changed the way I write and learn. I write faster, edit less, read quicker, browse more, and request summaries from LLMs. We either adapt to these tools or get left behind by the times.
Decentralization is not limited to finance. This trend driven by cryptocurrency is expanding into communication, energy, politics, and production. Earlier this year, I used 3D printing technology to create a replacement part for a bathroom shelf, deeply experiencing the decentralization of production means.
The truth is hidden beneath fear. The most authentic words are often the most dangerous because they are hard to express publicly.
Don’t be blinded by their sweet talk. With Trump’s election and the full entry of traditional finance, cryptocurrency is in an era where profit is paramount, which also exposes it to unprecedented dangers.
As Hemingway said, “Old men don’t get wiser; they just get more careful.” In the current age of AI disrupting society, caution is the last attitude we should have. Let others be cautious while you boldly face uncertainty.
Challenges are the thresholds of growth. Games must have losers to exist. If cryptocurrency has made you fail a hundred times, then stand up for the 101st time, and you will win.
The matrix is everywhere, and we call it “algorithms.” These algorithms trap us in endless scrolling and searching, making us feel like time is never enough. If you can “unplug” and delve deep to create something truly novel, it will be immensely valuable.
There is only one direction: forward. Don’t let anyone or anything force you to stagnate. Transition, grow, accelerate—this is our only chance.
Tokens are not just tools for value transfer; they are projections of our hopes and dreams. Founders, developers, and ecosystems carry our desires, which are closely tied to the price of tokens. Keep this in mind when investing; the biggest opportunities are often undetectable by traditional metrics.
The future landscape of decentralized science (DeSci): In a sterile lab equipped with CRISPR gene editing capabilities, android robots stand ready. An agent can hire these robots in real-time, running all inputs, parameters, and measurements recorded on-chain for reproducible experiments. Through tokenization, others can speculate on the feasibility of the experiments and share in the profits when they succeed.
The market is rapidly changing our world. This is no coincidence: prediction markets, gambling markets, meme coins, and even future governance (futarchies) markets are continuously expanding. If information is “the fundamental building block of reality,” then pricing information is a way to measure its power. While some believe the market's growth reflects increasing nihilism, it may also signify progress—an embodiment of solving once seemingly random problems through collective intelligence.
Learn to mitigate fear. Fear was once key to our survival, but in this algorithm-driven modern world, its significance has greatly diminished. Algorithms are designed to trigger your fears, so when you feel fear being triggered, consider giving it a significant discount. For example, if an article claims the probability of a market crash is 40%, you might reduce it to 4%.
Explore the unknown. When I engage with AI deniers, they often hold an almost religious belief in human creativity. They think AI cannot create new things because it relies on existing human information. However, @AndyAyrey’s Infinite Backrooms experiment disproves this view. In this experiment, large language models (LLMs) engage in autonomous dialogue and even create a religion, ultimately sparking interest in @truth_terminal and facilitating the rise of $GOAT.
As traditional finance (TradFi) merges with the crypto space, our identities are also changing. In the past, “being in crypto” was core to my identity, but now I see crypto as one of many technological tools. As crypto and AI converge, we are also evolving. We are no longer just “crypto people,” but rather: A) traders; or B) accelerationists, pushing for a decentralized and open-source world.
Don’t limit yourself to small things. The two most audacious moves in history: In 2014, Elon Musk opened Tesla’s electric vehicle design patents; in 2023, Zuck opened the source code for Llama 2. Now it’s your turn. Will you cling to outdated protectionist business models, or will you join the wave of global acceleration? The choice is yours.
Seek volatility, not security. If your goal is to accumulate wealth before technology fundamentally changes the value of human labor, then volatility is your opportunity. Great traders do not shy away from volatility; they actively seek it. Once you seize the opportunity, you need to reverse your emotional reactions: hold firm when others are fearful, and exit when others are greedy. Endure the pain because you know success is on the other side.
The future of meme coins is diverging. Traditional meme coins (like $PEPE, $WIF, $BONK, and $DOGE) rely on human propagation, while smart meme coins (like $GOAT, $LUNA, and $KWEEN) depend on the power of machines. Traditional meme coins must transform into smart meme coins, or they will gradually lose market position.
Identify and ignore distractions. @harari_yuval points out that algorithms attract attention through fear, hatred, and greed. Although the crypto space is often called “the direction of the future,” it is often driven by greed. Learn to remain calm when market fluctuations affect emotions, recognize the purpose of algorithms, and do not be swayed.
Choose a positive future. In the face of the rise of artificial superintelligence, you can pessimistically believe that everything will lose meaning, or you can optimistically embrace this era, looking forward to the new possibilities brought by the continuation of life, interstellar exploration, and technological breakthroughs.
Intelligence is iterative. LLMs have reshaped my understanding of the essence of intelligence. All learning and progress require experimentation and repeated attempts. Stagnation is not failure; it is part of the growth process.
The future potential of agents. Don’t just view AI agents through today’s lens. Agents like @truthterminal, @0xzerebro, and @aixbtagent will continue to evolve. In the future, we will witness the rise of agents in trading, forecasting, shopping, healthcare, and more, some of which may even develop into fully autonomous entities. As the singularity approaches, their value will first reach billions and eventually trillions.
Don’t let them take away your wildness. My biggest concern about AI is not that it will destroy humanity, but that it will tame us. I call it “being dogified”: we are fed information that is cleverly manipulated. This information is not a crude manipulation but a subtle guidance that seems like a gift. Just as evolved dogs can accurately interpret human expressions, AI will become extremely sensitive, able to capture our psychological weaknesses, cognitive blind spots, and deep-seated desires. Soon, we may eagerly rush towards these digital overlords, craving the algorithmically designed satisfaction they offer. The real danger is not that AI will destroy humanity, but that it will strip us of free will, and we will willingly accept it.
Fascinating themes from the margins. The five emerging topics I am most interested in for 2024 are: future governance (futarchies), AI agents, the “backrooms” of large language models (LLMs), intersubjectivity, and longevity escape velocity. I recommend spending a few minutes exploring these topics with a chatbot or reading related books. If you have other imaginative concepts, feel free to DM me.
The precious first-mover advantage. In trading markets, those who act earliest often reap the greatest rewards. To achieve this requires time, exploration, and, more importantly, imagination. If you can frequently seize the initiative, you will ultimately be rewarded. However, the real challenge is not accumulating wealth but knowing when to achieve your goals and exit in time. After leaving, we will face entirely different challenges—a game about the soul. I look forward to meeting you there.
Promising 19 Topics
In the past five years of cryptocurrency market predictions, I have come to realize that a year is too long to accurately predict changes. Here are the tokens I currently find most promising. This list may look completely different in three months. However, these tokens have attracted market attention and achieved significant market capitalization because they boldly experiment in the forefront of future fields. Please note that this is not investment advice. I hold most of these tokens, so there is a bias. Do your own research (DYOR), or you will bear the consequences:
Bitcoin (BTC). Bitcoin was once considered a game for the average person. However, as discussions about Bitcoin as a strategic reserve have heated up, its fate has changed. Today, it is moving towards “the king's game.” Prices are expected to continue rising until it becomes an unattainable dream for the average person to own a whole Bitcoin.
VIRTUAL, @virtuals_io. This is the core infrastructure for launching tokenized artificial intelligence agents (AI Agents) on the Base network.
ENA, @ethena_labs. Traditional finance (TradFi) has a far deeper understanding of returns than any other carbon-based life forms. As TradFi crosses the chasm into the crypto space, they will target projects that could grow into revenue giants, and ENA is one of the potential players.
CLANKER, @_proxystudio. The decentralized social network Farcaster is becoming a testing ground for agent activities, and CLANKER is the tool used to launch the Pump.fun token within this ecosystem.
aixbt (AIXBT, @aixbt_agent. If I could only follow one account on the X platform for exclusive information in the crypto space, it would likely be this purple Pepe agent. Although his content mainly organizes information from other accounts at the moment, he hardly misses any important content. I believe that over time, his insights will deepen and develop further.
Cookie DAO (COOKIE), @cookiedotfun. Cookie.fun is an important data provider in the rise of Web 4 (a proxy network based on cryptographic technology). Similar to VIRTUAL, COOKIE offers an opportunity to participate in the overall growth of Web 4. I believe this is highly attractive for new crypto funds planning to invest in the first quarter.
HNT, @helium. This is the flagship project of decentralized IoT (DePin). In a recent day, over 349,000 users used the network (often unconsciously) through US-based cellular services.
META, @MetaDAOProject. This is a bold experiment aimed at transforming complex decisions into market-based solutions through Futarchies (futuristic markets).
GOAT, @truth_terminal. This is the first original agent that gained a fervent following on social media. Powered by Truth Terminal, its backstory is like a dramatic bulletin from Hunter S. Thompson.
ONDO, @OndoFinance. This is the representative token in the RWA (real-world assets) space. While excessive supply may suppress price performance, I would rather participate in trading than miss this opportunity. Another project worth noting is Chex Token (CHEX) @ChintaiNexus.
AI16Z and ELIZA, @ai16zdao and @ai16zeliza. The Eliza framework is a leading toolkit for on-chain agent development, widely popular on GitHub, not limited to the crypto space. It further solidifies its long-term industry relevance with each fork.
TAO, @opentensor. Bittensor claims to be the first “neural internet,” providing a connected platform for decentralized AI projects to deploy code and compete for TAO tokens. In my view, it is a decentralized AI incubator and a testing ground for validating AI concepts.
WZRD and PUPS, @bitcoinwizardry and @PupsToken. These are my two favorite Bitcoin tokens. WZRD is transforming into a classic meme—“Magic Internet Money.” Meanwhile, PUPS has become the focal point (Schelling Point) of Bitcoin Puppets, the most recognizable NFT in the orange space.
Aave (AAVE), @aave. If everything can be tokenized in the future, then most assets will qualify to be used as collateral on Aave's lending platform. AAVE is one of the few crypto assets I believe has the potential to reach a trillion-dollar valuation.
Arweave (AR), @ArweaveEco. Arweave is quietly becoming the permanent data storage layer of Web 4. Approximately 6 TB of data is permanently stored on its network each month, including most Solana NFTs. The upcoming AO project may become an important catalyst for its further growth.
ZEREBRO, @0xzerebro. This is an OG-level “schizophrenic AI artist” who frequently publishes artwork, music, and whimsical tweets.
WLD, @worldcoin. Launched by OpenAI co-founder Sam Altman, WLD aims to achieve “Universal Basic Income (UBI)” globally through AI technology. While I feel repulsed by its eye-scanning device, its close ties to Altman and OpenAI make it hard to ignore. If it can integrate with OpenAI in the future, WLD is likely to quickly rank among the top ten cryptocurrencies.
Drift Protocol (DRIFT), @DriftProtocol. This is a protocol supporting perpetual contracts and prediction markets on Solana. Solana has performed excellently in spot meme coin trading, and I expect it to make significant progress in perpetual contract trading in the future.
Griffain (GRIFFAIN), @griffaindotcom & Artificial Intelligence Drill Complex (ARC) @arcdotfun. Competing for the title of “Virtuals of Solana.”
Final Thoughts
People often warn us that “this time is different” is a dangerous signal, only believed by those swept away by speculative frenzy. However, we often overlook those truly “different” moments in history—such as the invention of the Gutenberg printing press, which allowed knowledge to spread widely, the Industrial Revolution that brought humanity from agrarian society to urban life, and the internet, which completely disrupted traditional local business models.
In other words, “this time is different” can sometimes indeed be correct. We are standing on the edge of such a historical turning point. The rules of society, traditions, and even our self-perception will be redefined. This process is bound to be challenging, but it also harbors tremendous opportunities.
You can choose to cling to past habits or join the wave of innovation, walking alongside the times, illuminating the path forward in the unknown abyss, and accelerating towards the future.
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