2024 Recap
Stocks reached all time high
Bitcoin ETFs also launched. Bitcoin reached all time high of $108,000. Currently up 100%+ for the year.
Cryptopunks remain the top PFP/NFT by value with a floor price of 37ETH
Trump won the 2024 election
NFTs are showing signs of renewed interest
I highly suggest checking out my 2023 recap to see what changed year over year.
2025 Thoughts
Four items I believe will dominate 2025:
Digital currency, transactions & ownership
Gaming
Digital social status
AI
Digital Transactions & Ownership
Take a look at the chart above and you can see the world is fragmented when it comes to purchasing power. Cryptocurrency allows seamless, nearly instant transactions across the globe. Even the largest country in the world, by GDP, represents less than 30% of international GDP. As advances occur with cryptocurrencies there will be far more international buying power and liquidity.
This allows for a global economic ecosystem where almost anyone (geographically) can participate.
Why this is big:
Crowdfunding: Now attracts capital anywhere on the planet
Startup funding: Funding can come from anywhere and platforms like
https://echo.xyz/ are helping to grow this ecosystem
Immediate cross boarder transactions: Previously cross border transactions could take days or be nearly impossible
Worldwide buyers and sellers: With NFT marketplaces, transactions can occur from anywhere on the globe. This creates an entirely new dynamic for international marketplaces where liquidity and capital can come from almost any country

Gaming
Crypto has yet to see a breakout video game. That said, once a single game in Web 3 becomes one of the top video games in the world, almost every video game will include digital ownership within a few years.
Maybe this happens in 2025, maybe 2026 but before 2030 almost every major game will have some ownership component that will involve Web 3.
I continue to believe this is one of the biggest future growth sectors for NFTs and Web 3 that has yet to materialize. I also believe this will be a multi-trillion dollar industry.
The best games will include forms of digital ownership, AI, social interactions and ways to display digital wealth or status.
It is also worth noting that gaming is global.
Digital Social Status
Most of the things we buy in person display some level of social status or affiliation. From the car you drive, to the shoes you wear, to the city you buy or rent your home.
In a digital economy the same will be true and as more people interact with cryptocurrency more people will want to own digital objects that tell the world something about themselves.
At a simple level people may call this a flex, at a deeper level it is a way to share the things you are interested in or care about.
This will be especially true within the gaming ecosystem. Digital objects that hold high social value will also hold high financial value.
As more people become financially successful within the industry of crypto more people will desire high end digital assets.
AI
AI is set to continue to disrupt a growing number of industries at a rate that has not been seen since the internet.
In 2024 we saw massive advances in coding. I believe in the next 12 months this will continue to be one of the largest driving factors of AI. To be specific, I think that more people who can’t code will be able to create fully functional programs thanks to the help of AI.
Top companies for coding:
Claude 3.5
Replit
ChatGPT
Crypto and AI have currently interacted mainly through meme-coins with twitter bots attached. As time passes I believe the cross over will be more meaningful.
Conclusion
2025 should be a very interesting year for Bitcoin, Crypto and AI. My hope is that gaming and Web 3 have a massive breakout game in the next 12 months, but I also realize it may take slightly longer.
Bitcoin has a good chance to break another all time high during this year if historic patterns continue to hold. However, anything can happen especially in crypto.
Cheers
Josh Bobrowsky