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From initial hype to eventual release: A scathing critique of 21 mainstream crypto narratives for 2025. | Bee Network

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From initial hype to eventual release: A scathing critique of 21 mainstream crypto narratives for 2025. | Bee Network Login 熱門新聞 Meme Launchpad AI 代理商 DeSci 熱門鏈瀏覽器 新人必讀 衝百倍幣 蜜蜂遊戲 必備網站 必備APP 必關大神 DePIN 新人必備 教我避坑 基本工具 深度網站 交易所 NFT 工具 你好， 登出 Web3宇宙 遊戲 DApp 蜂巢 增長平台 生態 搜尋 英語 Coins儲值 登入 下載 Web3大學 遊戲 DApp 蜂巢 生態 家•分析•正文 From initial hype to eventual release: A scathing critique of 21 mainstream crypto narratives for 2025.分析2 个月前更新懷亞特 15,435 13 Original author: DeFi Warhol, 加密貨幣 KOL

Original translation by Tim, PANews

ramming 代幣ization: With RWA reaching new heights (approximately $20 billion), an increasing number of stocks and commodities are being tokenized. This is no longer just a concept, as mainstream funds and custodians continue to expand across major trading platforms.

Stablecoins: With a market capitalization of $310 billion, stablecoins are gradually becoming the infrastructure for foreign exchange, payments, credit cards, and digital banking distribution, serving as the best bridge from the crypto world to real-world applications.

預言 市場s: Trading volume and user numbers in prediction markets are hitting new highs. Their adoption is accelerating as they integrate with mainstream crypto applications and traditional financial institutions.

Perpetual Contracts: Perpetual contracts continue to dominate crypto market trading volume, with derivatives trading far exceeding spot trading. Monthly trading volume on on-chain perpetual contract platforms has reached parity with centralized exchanges, surpassing $1 trillion.

頂部 BTCFi: Bitcoin is transforming into productive capital, with billions of BTC being used for staking, yielding, and collateralization, with Babylon and Lombard accounting for a significant share of BTC staking TVL.

Privacy: As more traditional financial capital moves onto the blockchain, selective disclosure becomes crucial, and institutions need to achieve compliant and privacy-friendly protections in payments, identity verification, and corporate fund transfers.

AI: AI and encryption technologies continue to evolve, becoming crucial tools for processing data, driving intelligent agents, and enabling verifiable computing, with enormous potential. The sheer size of this industry cannot be ignored.

DeFi: DeFi is shifting towards consumer applications. Coinbase currently offers DEX trading and USDC lending services within its app through Morpho. DeFi TVL has hit an all-time high, and new consumer applications are rapidly emerging.

People are superior to others Chain abstraction: Smart accounts, intents, and embedded wallets reduce user friction, making the blockchain increasingly invisible. Significant improvements in user experience are crucial for adoption, albeit at a slower pace.

InfoFi: Despite recent market concerns, uncertainties, and skepticism, InfoFi remains a refiner of data markets, incentive activities, and trading signals. Is InfoFi 2.0 on the horizon? Significant progress is imminent.

Robotics: The prospects are grander than the actual progress. The pace of hardware and deployment development cannot compare to that of cryptocurrencies, so this is more like an early infrastructure phase.

ZK: It is undoubtedly a core technology, but as an investment target, it is quite complex. Most of the value will accumulate in the ecosystem that can apply ZK technology on a large scale, rather than existing as an independent concept.

Software infrastructure: Demand remains stable (e.g., RPC, indexing, interoperability, data availability), but competition is extremely fierce. Nevertheless, high-quality projects may still emerge in this field.

全國人大 Pledging and re-pledging: Re-pledging is indeed feasible, but yields continue to shrink, the risk of penalties and confiscations is real, and the complex operations deter ordinary investors. The narrative surrounding this sector has been overheated from the very beginning.

DePIN: Ideally, DePIN should integrate and collaborate with the real world, but many projects still struggle to achieve this goal. Regulatory pressures and a lack of sustainable business models are hindering its development.

L1 and L2: Rollups are already the mainstream scaling solution, but the development momentum of new public chains is relatively weak. Currently, most of the value is shifting towards applications, liquidity, and ecosystem distribution, rather than just becoming another underlying protocol.

SocialFi: Although there are occasional peaks in user activity, user retention and long-term product-market fit have not yet been achieved, and it is unlikely to be achieved in the short term.

pull GameFi: The Play-to-Earn model has fundamental flaws. While some game chains are still operational, most GameFi projects are simply reskinned DeFi projects with added steps and a worse user experience.

NFT: We have witnessed several attempts to revive the NFT market, but market reactions have shown that if it cannot break through the limitations of JPEG images and avatars and create new application scenarios, NFT will remain trapped in its current predicament. Even attempts to integrate it into the gaming industry have failed to achieve a breakthrough.

模因幣: While the Meme Coin supercycle was exciting, liquidity is shifting towards legitimate projects, and its market dominance continues to decline. Retail investors are tired of being repeatedly fleeced and chasing the next 100x myth.

Modular blockchain: a crucial architecture, a poor narrative. Users don’t care, and investors only care about whether there’s a clear and sustainable profit potential, which most modular projects currently lack.

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