AI and Crypto Assets Industry Outlook: Transitioning from Speculation to Practicality

Macroeconomic Environment

A certain asset management company recently released its 2025 outlook report for the Crypto Assets industry, predicting that the industry will shift from speculation to practicality. The report points out that regulatory clarity, institutional adoption, and technological advancements will be key factors driving this transition. It is expected that U.S. regulators will promote the diversification of crypto-related financial products, helping the U.S. regain its status as a global center for Crypto Assets innovation. At the same time, the U.S. may introduce a regulatory framework for stablecoins, paving the way for major financial institutions to issue their own stablecoins.

Bitcoin is expected to further solidify its position as a digital value storage asset, with some countries potentially increasing their strategic reserves. The demand for decentralized physical infrastructure networks (DePIN) is anticipated to rise as various industries seek efficient decentralized solutions. The combination of artificial intelligence and Crypto Assets will also accelerate development, with blockchain technology providing transparency and verification for the AI economy. Overall, 2025 could be a significant turning point for the Crypto Assets industry.

Crypto Assets Positioning

The President of the San Francisco Federal Reserve, Daly, recently stated that Crypto Assets should be regarded as an independent asset class and should not be conflated with gold. She pointed out that the complexity of Crypto Assets means they have not yet met the conditions to be considered as "currency." Daly emphasized the importance of understanding the nature of Crypto Assets, which can serve as a medium of exchange or an asset, but it is necessary to clarify these definitions. She agreed with the Federal Reserve Chairman's view that Crypto Assets currently do not possess the necessary attributes to function as currency.

Regulatory Dynamics

A New York court recently decided to postpone the civil case between the U.S. Commodity Futures Trading Commission ( CFTC ) and a certain crypto trading platform to January 21, 2024. The case stems from the CFTC's allegations against the platform in 2022, claiming that it made false or misleading statements when applying to offer Bitcoin futures contracts in 2017. The new trial date coincides with the inauguration of the new president, which could affect the CFTC's stance on crypto companies. The court stated that further postponements would not be granted unless special circumstances arise.

Industry Development

The CEO of a well-known crypto assets exchange recently stated that the ResearchHub community has achieved significant growth over the past year. Looking ahead to 2025 and beyond, he emphasized that there is still much work to be done, including improving academic publishing, optimizing peer review, fundraising, and facilitating the reproducibility of research results.

AI Meme Coin Market

On December 31, the AI Meme token market generally saw an increase. Among them, ai16z and ELIZA both reached historical highs, with a 24-hour increase of 35.6% and 56.4% respectively. The ai16z team announced that ElizaV2 is in the early development stage, aiming to improve the architecture, enhance scalability, and optimize plugin management. However, the rapid growth of ai16z has also sparked trademark disputes, with industry insiders questioning whether it infringes on the trademark rights of a well-known venture capital firm.

Emerging Projects

ANTE-GPU is an AI smart agent and market platform based on a certain public chain, designed to recommend the optimal AI models and GPU combinations according to user needs. The platform provides real-time availability checks, budget and performance customization suggestions, supports flexible billing, and helps users optimize projects for the best performance and cost-effectiveness. ANTE-GPU is expected to solve issues such as low utilization of traditional GPU resources, high costs, and limited access.