Mason Versluis breaks down crypto trends for 2025: AI and crypto converging through infrastructure, autonomous agents, and AI tokens; Trump's administration bringing clearer regulation and his DeFi project World Liberty spurring growth; real-world asset tokenization, prediction markets, and Layer-1 networks gaining traction. ISO 20022 banking standard launching in March could boost tokens like XRP and HBAR.
Not going to get super rich off crypto meme coins. You need to actually study the real narratives and the real crypto buzzwords that are going on. I'm going to explain my personal list of stuff I'm watching for 2025. Number 1 is AI as a whole, but this breaks down into 3 things: AI infrastructure, AI agents, and AI coins. For AI infrastructure, this is the foundational level of AI and crypto. Right now we are experiencing a massive merge between AI and crypto. I previously was a hater on AI cryptocurrencies because there's no use case. Why do you need a token? But now there is a real use case, and it's coming through with these agents, okay? AI infrastructure plays. We've got Pinlink. This is one of me and Megan's biggest AI holdings. Uh, Virtual. This is also one of our biggest holdings. And Tank, okay? Look into these. I don't care if you buy these. I'm not paid by anything on this list. I don't care if you buy these. I simply share what I'm doing. AI infrastructure, you need to watch that. This buzzword is massive, and if we don't have this, none of the other AI coins can exist. Now, AI agents. AI agents is the most recent giant trend, okay? GOAT went to $1 billion plus market cap. It is an AI agent. What this means is it is an autonomous agent who is tweeting by himself. It's an AI. It's a large language model. It posts by itself. It thinks by itself. It made a coin by itself. It trades by itself. This thing has like, it has $40 million to do whatever it wants with in his wallet. In the AI agent's wallet, it has $40 million. We've got Zareebro. Zareebro was the first AI agent to actually drop an album. It dropped a rap album. You can go listen to it on Spotify. It's unbelievable. So AI agents is something that I'm watching heavily. A lot of these will go to zero, right? You can compare what's happening with AI agents right now with 2017 ICOs, initial coin offerings. Basically all went to zero. There were only a few winners. Same thing is happening. Then we've got, uh, AI coins in general like Pinlink, uh, Build, uh, Build AI, Sharp AI, um, ChainGPT. There's so many that I'm watching. You gotta go and watch the content. Uh, but that's that AI sector. You need to pay attention to that. These AI agents will beat every crypto founder out. They do not get tired. They do not run out of ideas. They always have content to post. They can post 24/7, 365. Right? I can't. They can run a project better than I can. So AI agents, watch out. Next, regulations, okay? With Trump getting into office in the States, they are going to regulate crypto in the proper way. It's going to be amazing, okay? So regulations, you need to watch for crypto projects that are thinking about regulations. They're actively engaged in the conversation. They're not trying to hide anything. They're trying to stick around for a very long time. Now, this ties in a little bit. World Liberty is Trump's crypto project, okay? And it's in the DeFi sector. DeFi means decentralized finance. It's in that sector, okay? So the DeFi sector is going to explode because the literal President of the United States has his own DeFi project. Like, wake up, people. This, this crypto shit is not just some weirdos playing around with magic internet beans, okay? This is real shit. The whole financial system is changing. So DeFi sector— so watch the DeFi plays like Aave, Curve, these type of real DeFi plays. Then we have RWA/tokenization. RWA means real-world assets. Tokenization means everything is going to turn into a token. Okay, watch those. So we've got Propy, uh, we have a bunch of other ones I've talked about. Next up is one that I'm very excited for, which is prediction markets slash hyper-speculation. What does this mean? Prediction markets are stuff like, uh, PolyMarket, where you can basically bet on anything, anything, right? We can bet right now on Polymarket if, you know, who the Super Bowl is going to be won by. I mean, you can do that in sports betting, but other shit like, you know, will, uh, will Donald Trump do this when he's in office, or will the Ukraine thing stop? You know, you can bet on anything. So prediction markets is one to watch, and hyper-speculation Everything is going to turn into an investment or something that you can speculate on the value of. Everything, everything. Meme coins, they will be here forever. There's no stopping meme coins. Get acquainted, level up your investing mindset, stop being emotional, get involved with at least a few dollars. Just try it out, see what's going on. Next one we have stuff built on new layer 1 plays. There's so many of these new layer 1s— Barachain, Monad, Hyperliquid. Hyperliquid is one that I'm very interested in because they're doing something crazy. So look for the early new networks that haven't built up like crazy yet and get acquainted with how to use them. Okay, the more friction and the more difficulty there is, the more stupid the process is, the more money will come from it. If you're like, damn, this shit is so annoying, I gotta download this wallet, then I've got to do this, and then this, and then I can buy a coin, and then I've got to watch it here in this shitty app that doesn't even work— that's good. If it's like that, bro, the friction is the key, right? The friction is the key. The more difficult it is to get, the better it could do in the future. And then lastly, ISO 20022. As Trump gets in, he's going to continue to change the financial system. We need to watch, uh, in March. The, uh, this standard goes live in March, okay? It's a deadline. Whole banking system will change. So watch the crypto coins that are attached to this narrative. I've already explained a million times that crypto tokens themselves are not— have nothing to do with ISO 20022. This is a banking messaging standard. Crypto tokens are not banking, are not banks, right? They're not banks, they're tokens. They use the blockchain as their messaging system. So this is for banks only, but this affects RippleNet, and RippleNet indirectly affects XRP. So XRP, Algorand, HBAR, Quant, XLM— damn, my finger hurts from clicking this button. Not many people can go one take for 7 minutes on here. That's how you know we're really about this shit. 3 years making content, 7+ years in crypto. This is what I'm watching 2025 and beyond.
