2025 年我最希望看到加密货币领域的发展

本文展望 2025 年加密货币领域的主要趋势，包括 altVM 和链抽象技术的兴起

As we head into 2025, several key trends are poised to shape the crypto space. Among them are the rise of altVMs and Chain abstraction technologies, both of which are set to drive cross-chain transactions and a more seamless user experience. Additionally, the next generation of L1 platforms and Rollups-as-a-Service (RaaS) will continue to evolve, while AI technologies, especially AI agents, are expected to play an increasingly important role in more applications. Finally, projects like pendle fi and nillionnetwork are also set to see new breakthroughs, injecting fresh vitality into the crypto market.

进入 2025 年，几个关键趋势将塑造加密货币领域。其中包括 altVM 和链抽象技术的兴起，这两者都将推动跨链交易和更无缝的用户体验。此外，下一代L1平台和RaaS将不断发展，而AI技术，尤其是AI代理，预计将在更多应用中发挥越来越重要的作用。最后，pendle fi、nillionnetwork等项目也将迎来新的突破，为加密市场注入新的活力。

Here's a closer look at each of these trends:

以下是对这些趋势的详细分析：

altVMs have performed exceptionally well this year. The fuel network has successfully launched its mainnet, the cartesiproject continues to advance, and MoveVM has gained some adoption with the support of Aptos, SuiNetwork, and movementlabsxyz. While EVM will likely remain dominant for the next few years, 2025 may just become the year of promise for altVMs, bringing about the next wave of on-chain application explosions.

altVM 今年表现异常出色。 Fuel Network 已成功启动其主网，cartesi 项目继续推进，MoveVM 在 Aptos、SuiNetwork 和 movelabsxyz 的支持下获得了一定的采用。虽然 EVM 可能会在未来几年保持主导地位，但 2025 年可能会成为 altVM 的希望之年，带来下一波链上应用爆炸式增长。

In this field, fluentxyz and its hybrid execution approach will play a key role. By integrating EVM, SVM, and Wasm into a single execution environment, Fluent may become the preferred solution for developers seeking the most complete and flexible way to build applications. The coolest part? This design is scalable, meaning any virtual machine can be added, and it may ultimately become the "final BOSS" of virtual machines.

在这个领域，Fluentxyz 及其混合执行方法将发挥关键作用。通过将 EVM、SVM 和 Wasm 集成到单个执行环境中，Fluent 可能成为寻求最完整、最灵活的应用程序构建方式的开发人员的首选解决方案。最酷的部分？这种设计是可扩展的，意味着任何虚拟机都可以添加，最终可能成为虚拟机的“最终BOSS”。

Chain abstraction had its moment in 2024. Initially, it was just a rough idea: to create a user experience that allows users to operate smoothly as if using a single chain, even with hundreds of chains working together. No more switching wallets, managing multiple gas tokens, or, worst of all, dealing with cross-chain bridges.

链抽象在 2024 年迎来了巅峰。最初，这只是一个粗略的想法：创建一种用户体验，让用户能够像使用单链一样流畅操作，即使数百条链一起工作。不再需要切换钱包、管理多个 Gas 代币，或者最糟糕的是，处理跨链桥。

The UniversalX released by ParticleNtwrk allows you to trade any token on any chain through a single interface, feeling like Binance, but many new products will emerge on-chain, and more importantly, many existing projects will start using these solutions. This narrative is worth paying attention to, showcasing real collaboration between EverclearOrg, SOCKETProtocol, NEARProtocol, as well as sedaprotocol and routescan io. 2025 will be a year to introduce users to these new solutions.

ParticleNtwrk 发布的 UniversalX 允许您通过单一界面交易任何链上的任何代币，感觉就像 Binance，但许多新产品将在链上出现，更重要的是，许多现有项目将开始使用这些解决方案。这个叙述值得关注，展示了 EverclearOrg、SOCKETProtocol、NEARProtocol 以及 sedaprotocol 和 Routescan io 之间的真正协作。 2025 年将是向用户介绍这些新解决方案的一年。

A year in crypto wouldn't be as interesting without new L1s, and Sui and Aptos are clearly the stars in this field for 2024, both of which are expected to launch their mainnets soon. So what can we expect for 2025? We have many expectations. Monad xyz, berachain, and Hyperliquid X may become the "Holy Trinity." The release of HyperEVM by Hyperliquid is worth noting, especially with the recent buzz surrounding Hyperliquid. How the entire Hyperliquid ecosystem connects with exchanges will be an exciting highlight.

如果没有新的 L1，加密货币领域的一年就不会那么有趣，而 Sui 和 Aptos 显然是 2024 年该领域的明星，预计这两家公司都将很快推出自己的主网。那么我们对 2025 年可以期待什么呢？我们有很多期望。 Monad xyz、berachain 和 Hyperliquid X 可能会成为“三位一体”。 Hyperliquid 发布的 HyperEVM 值得注意，尤其是最近围绕 Hyperliquid 的热议。整个Hyperliquid生态系统如何与交易所连接将是一个令人兴奋的亮点。

This is a narrative that has been discussed less frequently. Why? It may be because it is a boring industry, but looking back, boring industries often turn out to be the most interesting. In 2024, Rollups and L2 have been hot topics in the crypto space, spoiler alert: this trend won't change anytime soon. With inkonchain and AbstractChain launching in the coming months, the debate around L2 will continue, but one thing is clear: L2 will become increasingly prevalent.

这是一个较少被讨论的叙述。为什么？也许是因为它是一个无聊的行业，但回过头来看，无聊的行业往往反而是最有趣的。 2024 年，Rollups 和 L2 已成为加密领域的热门话题，剧透警告：这种趋势不会很快改变。随着 inkonchain 和 AbstractChain 在未来几个月推出，围绕 L2 的争论还将继续，但有一点是明确的：L2 将变得越来越普遍。

Whether general-purpose or application-specific, the numbers speak for themselves. Rollup-as-a-Service platforms like Calderaxyz have launched around 100 chains this year, offering countless integrations and customizations from day one. Conduitxyz and alt layer are also following the same pattern. The demand for RaaS providers is hard to ignore.

无论是通用用途还是特定应用，数字都是不言而喻的。像 Calderaxyz 这样的 Rollup-as-a-Service 平台今年已经推出了大约 100 个链，从第一天起就提供了无数的集成和定制。 Conduitxyz 和 alt 层也遵循相同的模式。对 RaaS 提供商的需求不容忽视。

According to data from kaitoai, AI captured over 40% of attention this year, which is simply crazy. My intuition is that this is just the beginning. The Eliza GitHub repository from ai16 zdao has been one of the most talked-about projects in recent months. Could this be a way to bring new developers into the crypto space? Time will tell, but it certainly looks like an interesting Trojan Horse.

根据kaitoai的数据，今年人工智能的关注度超过40%，这简直太疯狂了。我的直觉是这只是一个开始。 ai16 zdao 的 Eliza GitHub 存储库是近几个月来最受关注的项目之一。这是否可以成为将新开发人员带入加密货币领域的一种方式？时间会证明一切，但它看起来确实像一个有趣的特洛伊木马。

We have already seen the first practical use case of the aixbt agent, built by virtuals io, which has gained significant attention in the CT community while providing very accurate information. Will our future revolve around the idea of reading AI agents? Who knows, but in 2025, more AI agents will take on tasks once performed by humans.

我们已经看到了由 virtuals io 构建的 aixbt 代理的第一个实际用例，它在提供非常准确的信息的同时，在 CT 社区中获得了极大的关注。我们的未来会围绕阅读人工智能代理的想法展开吗？谁知道呢，但到 2025 年，更多的人工智能代理将承担曾经由人类执行的任务。

Some other projects that are worth mentioning include:

其他一些值得一提的项目包括：

Pendle fi continues to grow exponentially and can now be considered a DeFi OG. Will it reach $10B TVL in 2025?

Pendle fi 继续呈指数级增长，现在可以被视为 DeFi OG。 2025 年 TVL 会达到 $10B 吗？

Kaitoai leads the way in InfoFi; what will the future look like? Perhaps next year will give us the answer.

Kaitoai 在 InfoFi 领域处于领先地位；未来会是什么样子？或许明年就会给我们答案。

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