2024 Year-End Review of the Crypto Market and Future Outlook

3 Crypto Themes for 2024

1. The Impact of AI

The development of artificial intelligence has had a huge impact on traditional skills and ways of working. As a writer, I realize that AI can now generate high-quality content in just seconds, which makes the skills I have accumulated over the years feel less unique. We need to rethink our positioning and value.

2. The Mainstreaming of Encryption Currency

As Trump is expected to be elected as the President of the United States, crypto market supporters will enter the higher echelons of government. This means that encryption has crossed the chasm and become a foundational part of business development. But it also means that the original anti-establishment spirit of encryption is fading.

3. The Revival of Solana

Although I once predicted that Solana would perish in 2021, it has become the blockchain I use the most currently. This reminds us that we should not hold onto preconceived notions in this industry, but rather maintain an open mind.

Lessons Learned and Reflections from 2024

1. We are entering a strange new era. Absurd projects like Fartcoin being able to achieve a huge market value reflects that technology is breaking through traditional rationality and social constraints.

2. Artificial intelligence tools are changing the way we think and work. I find myself writing faster, editing less, and reading more efficiently. Not adapting to new tools may lead to falling behind.

3. Decentralized technology is not limited to finance; it will also penetrate multiple fields such as communication, energy, and politics. Even production tools are becoming decentralized.

4. With traditional finance entering the encryption field, we have entered a period where actual profits exceed ideals. The crypto market has also entered a dangerous era.

5. In the face of the tremendous changes brought about by AI, we need to remain cautious while also embracing uncertainty.

6. In the crypto market, failure is the norm. The key is to learn from failure and keep trying.

7. Algorithms are affecting our lives and ways of thinking. We need to consciously avoid these distractions and become truly independent thinkers.

8. Tokens are not only tools for value transfer, but also reflections of our hopes and dreams. When investing, one should feel with their heart and not rely solely on rational analysis.

9. In the face of the upcoming super AI, we can choose to be pessimistic or optimistic. I suggest adopting a positive attitude and seeing it as an opportunity to explore oneself and break through limits.

10. AI may subtly influence our thinking, making us docile. We must be vigilant against this "digital enslavement" and maintain our ability to think independently.

25 Predictions for 2025

1. LLM-based AI agents will be embedded into physical robots, allowing us to interact with them face-to-face.

2. LLM-based applications and protocols will run parallel to traditional smart contract applications.

3. Zero-knowledge proofs and multi-party computation will make breakthrough progress at the application level.

4. AI-driven KOLs will dominate mainstream social platforms.

5. AI will change the workflow of most people within the next year.

6. Intelligent AI agents will receive massive investments.

7. Non-human intelligence will become the fastest-growing area of employment.

8. An AI agent may win the Time Magazine Person of the Year award.

9. The on-chain TVL will grow to 1 trillion US dollars.

10. AI agency platforms and token market capitalization will reach $500 billion.

11. The first possible "kidnapping" incident involving a humanoid robot may occur.

12. Accelerationism will become the mainstream ideology.

13. The tokenization of real-world assets ( RWA ) will become one of the main narratives.

14. The concept of Web4 will surpass Web3 and gain more attention.

15. Platform X may integrate encryption wallet support.

16. Decentralized social media will become the main battlefield for AI agent experiments.

17. Interactions with AI will become more natural and harder to distinguish.

18. The protocols and applications created by AI will experience explosive growth.

19. AI-generated films may achieve artistic accomplishments.

20. Emerging encryption data analysis platforms will rise.

21. Traditional Meme coins may launch physical spokespersons.

22. The crypto market will differentiate into native Degen players and traditional finance players.

23. The Bitcoin financial ( BTCFi ) ecosystem will thrive.

24. The competition between AGI and ASI will intensify, leading to widespread existential anxiety.

25. The emerging religion based on AI may attract genuine followers.

23 Tokens Worth Watching

1. BTC: Bitcoin is transitioning from a "game for the masses" to a "game for kings."

2. Virtuals Protocol (VIRTUAL): The core infrastructure of AI agents on the Base chain.

3. Ethena (ENA): may attract traditional finance seeking high returns.

4. Tokenbot (CLANKER): An interesting token issuance platform on Farcaster.

5. aixbt (AIXBT): A crypto alpha information source worth paying attention to.

6. Cookie DAO (COOKIE): An emerging AI token data analysis platform.

7. Helium (HNT): A leading decentralized Internet of Things project.

8. Meta (META): An experiment in decision-making using prediction markets.

9. Goatseus Maximus (GOAT): The first AI agent to gain a fervent fanbase.

10. Ondo Finance (ONDO): A representative project in the RWA field.

11. ai16z and eliza: important frameworks for deploying on-chain AI agents.

12. Bittensor (TAO): The interconnection hub of decentralized AI projects.

13. WZRD and PUPS: NFT projects with potential in the Bitcoin ecosystem.

14. Aave (AAVE): expected to become a trillion-dollar scale DeFi protocol.

15. Arweave (AR): The permanent data storage layer of Web4.

16. Zerebro (ZEREBRO): A multifunctional on-chain AI artist.

17. Worldcoin (WLD): A global UBI project initiated by the founder of OpenAI.

18. Drift Protocol (DRIFT): A derivatives trading platform on Solana.

19. Griffain (GRIFFAIN) and AI Rig Complex (ARC): AI agent platform on Solana.

Conclusion: We are at a critical moment of technological transformation. Although "this time is different" is often seen as a dangerous idea, there have indeed been real periods of change in history. We may now be on the brink of such an era, where social rules and self-perception will be rewritten. We can choose to embrace change and become pioneers of this era.