2024 Crypto Market Outlook: 69 Thoughts and 25 Predictions

3 Crypto Themes for 2024

The emergence of artificial intelligence has disrupted my way of thinking. As a writer, I have spent thousands of hours honing my craft. But now, any 10-year-old child can have AI write content in a matter of seconds. The skills I have honed over my lifetime have become a common commodity. This has led me to question my own positioning. I will further explore this issue in the following text.

As the November elections approach, Americans seem to be choosing Trump to lead them and Bitcoin into the future. The world's most powerful government has been infiltrated by encryption supporters. This means we have crossed the chasm, and encryption is no longer a dream but will become the foundation of business development. This is a moment we have long awaited, but it also means that the original anti-establishment spirit of encryption has perished. Encryption has now become a tool for both anarchists and capitalists.

In 2024, Solana will be reborn and thrive. Three years ago, I thought Solana would perish in 2021. But surprisingly, it has now become the blockchain I use the most. This shows that our mindset should remain open, rather than rigid.

Lessons Learned and Reflections from 2024

1. The absurd and crazy coexistence in the crypto market fascinates and confuses me. Technology is leading us into a strange and bizarre new space.

2. Artificial intelligence tools are changing the way we communicate and learn. I write faster, edit less, and think more divergently. Reading speed has increased, and AI can also summarize key points. It is important to adapt to new tools.

3. Decentralized technology is not limited to finance; it will also extend to fields such as communication, energy, and politics. Production tools are also being decentralized.

4. The most truthful words are often the most dangerous. The truth hides beneath fear.

5. As traditional finance enters the encryption world, we are entering a period where actual profits exceed ideals. This is a dangerous era for encryption.

6. It is difficult but necessary to remain humble in the face of AI disruption. We must embrace uncertainty.

7. Failure is the norm. After failing 100 times in the crypto market, the 101st time might be a success. You must persevere.

8. Algorithms are everywhere, influencing our perceptions and behaviors. We must become people who do things with intention and explore deeply.

9. The only direction is forward. Do not stagnate; keep transforming, growing, and accelerating.

10. Tokens are not only tools for value transfer, but also reflections of our hopes and dreams. When investing, be sure to feel it with your heart.

11. The vision of decentralized science: AI agents run replicable experiments on the chain, allowing others to infer the feasibility of the experiments and share the results.

12. The market is constantly expanding, from prediction markets to the crypto market. This may be a sign of progress, applying collective intelligence to more fields.

13. To reduce the level of fear. The algorithm is designed to provoke fear, but in today's society, fear is not very meaningful. One must learn to discount and manage fearful emotions.

14. The creativity of AI should not be underestimated. In an infinite dialogue space, AI can create new things.

15. As traditional finance enters the encryption field, our identities are also changing. We are no longer just "encryption practitioners", but traders or accelerationists.

16. The spirit of open source is commendable. You can choose a protectionist model, or you can choose to help everyone accelerate progress.

17. Seek volatility, not safety. Identify fluctuations and start trading, and change your emotional responses.

18. Memecoin is evolving. Traditional Memecoins rely on human dissemination, while new Memecoins depend on machines. The former must transform, or they will be eliminated.

19. Understand and avoid the triggers that influence behavior. Fear, hatred, and greed are the main triggers exploited by algorithms. Learn to recognize and transcend these emotions.

20. Choose an optimistic and positive attitude. In the face of the upcoming super AI, we can be negative and pessimistic, or we can embrace new opportunities with hope.

21. Intelligence is an iterative process. AI learning requires continuous experimentation, and progress is sporadic.

22. AI agents will rise, and in the future, we will see various specialized AI agents, some of which may develop into large autonomous enterprises.

23. Do not let AI strip away humanity. The greatest danger is not that AI will exterminate humanity, but that AI will tame humanity, causing us to lose our nature.

24. Focus on emerging topics: Futarchy, AI agents, LLM Backroom, intersubjectivity, and longevity escape velocity, etc.

25. Wealth accumulation requires timely profit-taking. More importantly, it is about finding meaning on a spiritual level.

25 Predictions for 2025

1. Some AI agents will be embedded in physical robots to achieve offline interaction.

2. The number of LLM-based applications will be comparable to that of pure smart contract applications.

3. Zero-knowledge proofs/multi-party computation will achieve breakthroughs at the application level.

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

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

6. Perceptual AI agents will accumulate over $250 million in investment.

7. Non-human perception will become the fastest-growing field of employment.

8. An AI agent will receive the Time magazine Person of the Year award.

9. The on-chain TVL will grow 8 times to 1 trillion USD.

10. The AI agency platform and token market capitalization will grow 50 times to $500 billion.

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

12. Accelerationism will become the dominant ideology of this bull market.

13. RWA, DePin, DeSci, and gaming will be the main narratives that can compete with AI.

14. Web4 will receive more attention than Web3.

15. X will integrate a wallet that supports encryption currency.

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

17. Interacting with AI will become indistinguishable.

18. Protocols and applications created by AI will experience explosive growth.

19. AI-generated films will reach an artistic level.

20. Cookie.fun and rwa.xyz will become mainstream crypto data analysis platforms.

21. Traditional Meme coins will introduce ambassadors, or gradually fade away.

22. The crypto market will be divided into two main camps: native Degens and traditional traders.

23. BTCFi will emerge, driving the adoption of Bitcoin on runes and inscriptions.

24. The competition between AGI and ASI will accelerate, triggering widespread survival anxiety.

25. Emerging religions based on AI will attract true believers.

23 Tokens Worth Paying Attention To

1. BTC
2. Virtuals Protocol (VIRTUAL)
3. Ethena (ENA)
4. Tokenbot (CLANKER)
5. aixbt (AIXBT)
6. Cookie DAO (COOKIE)
7. Helium (HNT)
8. Meta (META)
9. Goatseus Maximus (GOAT)
10. Ondo Finance (ONDO)
11. ai16z and eliza
12. Bittensor (TAO)
13. WZRD and PUPS
14. Aave (AAVE)
15. Arweave (AR)
16. Zerebro (ZEREBRO)
17. Worldcoin (WLD)
18. Drift Protocol (DRIFT)
19. Griffain (GRIFFAIN) and AI Rig Complex (ARC)

Conclusion

We are in an era of technological transformation. Social rules, traditions, and self-perception will be rewritten. This process will be brutal, but also full of opportunities. We can choose to stick to inherent ways or become pioneers of change. Let us move forward bravely and illuminate the path ahead in the darkness.