HOT SECTORS BEING INVESTED IN Q1/2025
*Investment capital from Crypto VCs reached 4.8 billion dollars in the first quarter of 2025, the highest since Q3 2022
*The investment trend is clearly shifting away from old narratives like memecoins or pure DeFi. The three segments leading are AI, DePIN, and RWA – with a common point being clear real-world applications, strong infrastructure, and access to users outside the native crypto market.
*Data from CryptoRank shows the sectors attracting the largest capital this quarter include:
- #AI: Mahojin, Olas, Privasea, Pluralis Research, Prime Intellect.
- #DePIN: DoubleZero, Beamable, Geodnet, NodeGo, BitRobot.
- #DeFi: Ethena, Solv Protocol, August, Infrared, Plasma.
- #RWA: Manifest Finance, Chronicle, Mavryk Network, Teneo Protocol, Uranium Digital.
- #CeFi: Mesh, Bitwise, Rain, Figure, #Binance .
- #Services: Privy, Dfns, D3, Phantom, Raise.
=> It seems that traditional venture capital funds are targeting solutions that can scale to the real world, rather than just "farming money" internally within the industry.
