#加密圈新年预测2025谁将是黑马

The Layer2 war and Solana's resurrection in 2023 have been written into history, and the wealth code of 2025 is quietly sprouting in these tracks:

1. Modular public chain

The modular narrative ignited by Celestia will explode in 2025. Projects such as Fuel and Dymension will achieve millions of TPS by decoupling the execution layer, and new "Ethereum killers" may be born.

2. RWA+DeFi super application

The entry of traditional asset management giants such as BlackRock will catalyze the tokenization of real assets, and protocols such as Ondo and Mantra may create the first RWA fund pool of 100 billion US dollars.

3. AI agent economy

The AI+blockchain projects represented by Fetch.ai and Arkham will evolve into an AI economy with autonomous transactions, and the average daily transaction volume of AI agents on the chain may exceed 1 billion US dollars.

4. Bitcoin Ecosystem Fission

The maturity of RGB protocol and BitVM will bring Bitcoin Layer2 to the "Uniswap moment", and ecological projects such as ALEX and Merlin may replicate the grand occasion of Ethereum DeFi in 2021.

5. Compliance Privacy Protocol

As global regulation tightens, privacy protocols with compliance frameworks such as Penumbra and Sienna will replace Monero and become the preferred privacy layer for institutions.

Dark horses are often born in the blind spot of mainstream vision. When exchanges begin to promote these projects, the real early dividends have already been captured by smart money on the chain. It is recommended to continue to monitor the developer activity and TVL undercurrent of the above tracks. The 100-fold miracle in 2025 may be hidden in a test network that has not yet broken the circle.