Dragonfly Partners: Optimistic about DeFi, CeFi, and stablecoin sectors in 2025, taking a wait-and-see approach towards emerging fields like crypto AI
According to ChainCatcher news reported by The Block, Dragonfly general partner Rob Hadick stated that cryptocurrency venture capital is expected to grow significantly by 2025, mainly benefiting from improvements in the U.S. regulatory environment, continuous appreciation of token prices, and increased institutional funding.
Dragonfly will focus on investing in areas with mature product-market fit, including decentralized finance (DeFi), scaling platforms, centralized finance (CeFi), and stablecoin payments.
Regarding emerging fields such as crypto AI and DePIN, Hadick believes they are still in the "experimental stage." He also anticipates that investments in areas like security, tokenization, and cross-chain interoperability may decrease, while decentralized social media faces challenges due to scalability and product fit issues.