Investment capital companies remain optimistic about the cryptocurrency and startups in Blockchain in 2025, although the financing allocations have become more selective as investors give priority to the real world -world use situations that can block the gap between Web2 and Web3.
Jeffrey Ho, the head of investment research at Hong Capital, Hong Kong, Cointelegraph, told his company that his company is still focusing on sectors such as decentralized financing (Defi), games, metlches and artificial intelligence.
However, Hashkey Capital “is particularly act Decentralized physical infrastructure networks (DePins) And the assets in the real world (RWAS) on Blockchain.
DePin project, which uses Blockchains to fill material and digital worlds, has a market value of about 20 billion dollars, according to L. Dependent on.
In 2024, DePins raised more than $ 350 million through pre -seed and chain financing rounds, according to Facilitator.
The DePin sector’s taste reached approximately $ 44 billion in December before correcting the last encryption market. Source: Depinscan
Meanwhile, RWAS, financial assets and other concrete assets have reached Blockchain, rwa.xyz. To date, private credit and US cabinet debts have emerged as the largest use of financial code.
RWAS appeared prominently in the latest version of Cointelegraph’s Vc RoundupWith the closure of the Hamilton Treasury Protocol in the pre -seed round to fill the traditional financial assets with the Bitcoin network.
Related to: RWAS rises to $ 17 billion at all, as Bitcoin decreased to less than $ 100,000
Mudar market with a more stringent selection process
Hu Cointelegraph told Hu Cointelegraph that the Hashkey collection process was somewhat smooth, because “investors are generally difficult to encrypt in the current economic environment.” This is true even among traditional conservative investors, such as family offices, which now seek to be exposed to the digital asset sector.
However, “the most challenging function is the choice of projects that must be published.” “Due to the increasing abundance and the diversity of projects and projects projects, the selection process has become more strict.”
https://www.youtube.com/watch?
Although Hashkey Capital is based in Asia, HU admitted that Election of US President Donald Trump The activity in Silicon Valley “generally affects the rest of the world.”
“The Trump administration can be seen as a budget wheel: it may accelerate the organization of encryption, and in turn, the encryption activity throughout Asia,” said the CEO of Hashkey Capital.
In general, HU expects a higher VC deal activity in 2025 – point of view Common by pitchbookWhich is expected to reach $ 18 billion in encryption deals this year from $ 13.6 billion in 2024.
Galaxy research said VC financing deals A group of low interest rates and increased regulatory clarity in the United States will be assisted.
“For adventure capitalists, one of the biggest shifts from 2024 is” the increasing preference for projects facing the consumer over those that focus on infrastructure, “he said, adding:
“This shift refers to a maturity market where the difference in the early stage can now build the applications more efficiently, and take advantage of the applicable infrastructure and artificial intelligence developments.”
magazine: How encryption laws change all over the world in 2025