In the Second Half of 2025, Venture Capital is Focusing on Stablecoins and RWAs
As the cryptocurrency market continues its volatile course, venture capital (VC) firms are turning their focus to new opportunities. In the second half of 2025, stablecoin projects and real-world assets (RWAs) are coming to the forefront on investors' radar. Experts suggest that the number of projects in these areas will increase, and new opportunities such as airdrops and passive income will arise.
Stablecoins are the Focus of VC Interest
Andy, the host of The Rollup Co., shared the information he gathered in discussions with many venture capital firms. According to Andy, VCs' primary focus is now on stablecoin projects.
"The number of stablecoin issuers is expected to increase tenfold in the coming period. There is serious investment potential in this area," he said.
CoinMarketCap lists over 200 stablecoin projects, while CoinGecko lists over 300. According to Token Terminal data, the total value of the stablecoin market has surpassed $225 billion. Although this value is currently spread across tokens issued by more than 50 organizations, Tether and Circle still hold a large portion of the market.
This growth expectation could open doors to earnings for investors through airdrops, stablecoin yield opportunities, and DeFi protocols.
Real World Assets (RWAs) are Shining
Another area that Andy highlighted is real-world assets (RWAs). This asset class bridges digital assets with traditional finance.
"RWAs, RWAs, RWAs; this is the most important area right now," emphasized Andy, noting that the market value of these assets exceeded $20 billion as of April 2025.
The inclusion of giant financial institutions like BlackRock and Fidelity is increasing confidence in the potential of this area. According to Tren.finance's prediction, the RWA market could exceed $10 trillion by 2030.
Web3-Based Artificial Intelligence is on the Rise
The artificial intelligence sector is also one of the trending topics. However, Andy emphasized that the best artificial intelligence developers are still on the Web2 side for now. Nevertheless, Web3-based artificial intelligence projects continue to develop.
Anthony, the founder of Blockchain121, stated that decentralized artificial intelligence projects are now starting to attract Web2 artificial intelligence engineers:
"Real DeAI projects are incorporating engineers and researchers from Web2 on a global scale for the first time."
Still, the data shows that Web3-based artificial intelligence currently accounts for only 3% of the total artificial intelligence ecosystem.
Bitcoin Liquidity is also Under the Radar
Apart from stablecoins and RWAs, Bitcoin liquidity markets continue to attract investor interest. This area aims to promote the more effective use of BTC in decentralized finance applications.
Despite Market Pressure, VC Funding Remains Strong
The market downturn in 2025 also affected VCs. Unexpected macroeconomic developments and tariffs especially challenged investment margins. Andy summarized the situation as follows:
"Many VCs are feeling the squeeze on margins. Some may not see investment returns. OTC markets are not as lively as before. There are those struggling to raise new funds. At some point, consolidation is inevitable."
Nevertheless, according to CryptoRank data, VC investments reached $4.8 billion in the first quarter of 2025. In April, funding of $2.3 billion was realized in 87 different investment rounds.
All this data shows that crypto VCs maintain cautious optimism despite challenging conditions. Areas such as stablecoins, RWAs, and decentralized artificial intelligence will continue to remain on investors' radar for the remainder of 2025.
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