Stablecoins, RWAs, and Bitcoin Liquidity Markets are Attracting VC Attention in 2025

The crypto market has entered the fifth month of 2025, and retail investors have yet to see much improvement in their portfolios. But what directions are venture capital (VC) firms taking amid the 2025 market landscape?

This could hold valuable insight for individual investors.

What Sectors Are VCs Focused On For Rest Of 2025?

Andy, the host of The Rollup Co., shared highlights from his conversations with top venture capitalists. These insights highlight the sectors that are seeing strong interest.

According to Andy, one area of focus is stablecoins.

“Stablecoin issuers are very investable & will likely 10x in quantity.”

CoinMarketCap lists over 200 stablecoins, while CoinGecko tracks more than 300. Data from Token Terminal shows that the stablecoin market cap has passed $225 billion, issued by over 50 entities. However, Tether and Circle still own most of that market cap.

If this prediction holds, the number of stablecoin issuers could increase by the hundreds. This would open up new investment opportunities for individuals through airdrops, stablecoin yields, and DeFi protocols.

VCs are also interested in the AI sector. But he noted a difference in how the applications are developed in Web2 versus Web3.

“The AI sector is interesting but better builders in Web2, for now.”

Recent reports by BeInCrypto show that the number of AI agents is growing at an average monthly rate of 33%. However, Web3-based AI solutions constitute just 3% of the total AI agent ecosystem. These figures align with the observations made by VCs.

Moreover, Anthony, founder of blockchain121, added that decentralized AI projects are now attracting top-tier talent from the Web2 AI space.

“Legit DeAI projects really are, for the first time, attracting legit world-class engineers and researchers from Web2 AI.”

In addition, Andy noted that VCs have a particularly strong focus on real-world assets (RWAs).

“RWAs, RWAs, RWAs are all that matter.”

BeInCrypto reported that the market cap of RWAs passed $20 billion in April. At the time of writing, the RWA.xyz platform shows the current market cap at $18.9 billion.

The involvement of major financial institutions like BlackRock and Fidelity has increased investor confidence in the sector’s long-term potential. Tren.finance even predicts that RWA market capitalization could reach over $10 trillion by 2030.

Finally, besides stablecoins, RWA, and Bitcoin liquidity markets are also of interest to VCs.

VCs Face2025 Losses As Markets Take a Beating

As the market cap has dropped and major macroeconomic policies like tariffs have added pressure, VCs have also been feeling the heat in 2025.

“Crypto VCs are getting their margins squeezed as of recent. Many will not return their LPs positive returns. Others are having trouble raising new funds, especially in the post-tariff world. A lot of the tokens they invested into over the last two years haven’t launched or are battered down badly. OTC markets are much drier than before. There will be an exodus at some point. The strong will survive.”

According to CryptoRank, crypto VC funding reached $4.8 billion in Q1 2025—the highest since Q3 2022. This was largely driven by major deals such as MGX and Kraken. In April alone, VC funding hit $2.3 billion across 87 investment rounds.

Overall, VCs remain cautiously optimistic despite the pressure from investor withdrawals and macroeconomic headwinds since early 2025. This optimism is reflected in the increase in funding volume and deal flow compared to 2023–2024.