12 things that excite us in Web3 in 2025
2024 was a pivotal year for Web3, with institutional capital driving Bitcoin ETFs, RWAs, and stablecoins into the spotlight. At the same time, AI emerged as a transformative force across the industry, and the memecoin frenzy highlighted shifts in user behavior. As we move into 2025, the Spartan team shares the trends and opportunities set to shape the next phase of growth.
Advisory
BTC will become one of the reserve assets for the US Federal Reserve; Altcoins will reach ATH; AI Agents will create its own currency on crypto rails.
— Melody He, Co-founder & Partner, Co-Head of Spartan Advisory (@melmelmelting on 𝕏)
In 2025 we will see significant consolidation across Web3 infrastructure businesses. Small and medium sized regional exchanges, staking providers, custodians, prime brokerages, data companies, media platforms, etc will all be in play as OG founders seek to exit and larger industry players (and potentially some non-Web3 players) look to quickly grow their licensing coverage, geographic footprint and product portfolio.
— Casper B. Johansen, Co-founder & Partner, Co-Head of Spartan Advisory (@CasperJohansen on 𝕏)
Apps, apps, apps, apps and more apps. Scaling the adoption of DeFi, AI & stablecoins; the Web3 ecosystem will outpace growth in any other tech sector.
— Leeor Groen, Managing Director, Spartan Group (@leeorgroen on 𝕏)
Crypto anchors the post-human digital economy (assets, rails, liquidity), empowering humans & AIs alike. Huge leaps in user experience: LLMs (@TXT2TXN) turn natural language into seamless machine interactions, fueling intent-driven apps (@Anoma). AI agents thrive with smarter oracles and quorums blending human judgment with AI results (@chaoslabs), and scalable orchestration and verification via execution sharding (@KRNL). The future should feel effortless.
— Yan Ma, Associate, Spartan Group (@zi0nn_eth on 𝕏)
In 2025, I’m most excited about the progress in decentralized science (DeSci). Blockchain is transforming research by making collaboration more transparent, data sharing more secure, and funding more equitable. DeSci leverages blockchain to address challenges in research, funding, and data sharing, enabling DAOs, tokenized intellectual property, and decentralized data systems that foster transparency and collaboration. I look forward to seeing DeSci drive scientific discoveries that have a meaningful impact on human lives through innovative funding and ownership models.
— Silver Ng, Analyst, Spartan Group (@silverngct on 𝕏)
Asset Management
NFTs will make a big comeback in 2025. Everyone seems to think NFTs are dead so this recovery will catch everyone by surprise and the magnitude of the price moves will be jawdropping.
— Kelvin Koh, Co-founder & Partner, CIO, Spartan Capital (@SpartanBlack_1 on 𝕏)
In 2025, I’m excited about DePIN and how crypto is shifting from being the product to powering solutions for real-world problems. We’re already seeing early success — projects like Bittensor are revolutionizing open-source AI, while Grass and Render Network harness consumer hardware to meet soaring demand for data and compute.
DePIN is unlocking a future where critical infrastructure is decentralized, accessible, and empowering for communities worldwide. Through token-based incentives, these innovations are driving breakthroughs across AI, telecom, energy, and beyond. I look forward to seeing crypto-powered products achieve mainstream adoption in 2025, seamlessly integrating into our daily lives.
— Chetanya Khandelwal, Investment Associate, Spartan Group (@Chetanya_K on 𝕏)
In 2024, we witnessed intent-based solutions gain significant traction, marked by the collaboration between Across and Uniswap on ERC-7683 — a common standard for cross-chain intents. What excites me for 2025 is seeing this infrastructure mature into a unified network where intents flow seamlessly across protocols. With increased clearing opportunities and capital efficiency among solvers, we’re moving towards a future where users simply express what they want — ‘earn 5% yield on my ETH’ — and sophisticated actors automatically handle the complex cross-chain execution and composition.
— Jose Sanchez, Investment Associate, Spartan Group (@tumilett on 𝕏)
Labs
AI will further lower technical barriers, leading to an explosion of ephemeral apps built by non-technical users for their specific needs. Many of these apps will be agentic. Conversational AI Agents will evolve into Onchain AI Agents, creating new use-cases in gaming, entertainment, DeFi, and governance. A significant portion of blockchain transactions will be initiated by semi-autonomous agents, acting on behalf of human operators.
— Adrian Lai, Chief Creative Officer (Head of Studio), Spartan Labs (@adrianlai on 𝕏)
Agentic software will level up, handling increasingly complex tasks for humans instead of just simple automation. We’ll see truly decentralized, open source AI models emerge with creative new ways to monetize. Secure computing (TEEs, MPCs) will become mainstream as privacy needs grow. And watch for the rise of human-only social platforms as people seek refuge from the flood of low-quality AI bots.
— Audrey Taylor-Akwenye, CTO, Spartan Labs (@0xOddrey on 𝕏)
AI x Crypto looks primed to fulfil its long awaited prophesy, as 2025 ushers in an era of actually fun crypto apps. AI reply-guys will soon be long forgotten, replaced by swarms of high quality domain experts (think AIXBT in myriad niches), as humanity catches a glimpse of its shared future with onchain agents. And I, for one, welcome our new AI overlords. Don’t forget to exit all markets when Zerebro drops a top 10 single with Travis Scott.
— Jim Sexton, Software Engineer, Spartan Labs (@0xjims_ on 𝕏)
In 2024, we saw the rise of AI agents transforming the way communities are managed. Looking ahead to 2025, I’m particularly excited about the concept of “agents as community manager.” These agents are redefining content strategies for Web3 communities by seamlessly blending daily, engaging AI-driven content with authentic user-generated content created by the community. Projects like Higher on Farcaster showcased this potential with Aethernet, an AI agent that creates daily posts, engaged with community content, and even manages a wallet to invest, create, and sell artworks as NFTs. It also funded art and meme contests, rewarding behaviors that added value to the community. As these agents continue to mature, they will become indispensable in fostering vibrant ecosystems within Web3.
— Jim Duivenvoorden, Community Manager, Spartan Labs (@0xjiminal on 𝕏)
Editor: Jim Duivenvoorden (@0xjiminal on 𝕏)
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