redphone: 25 predictions for 25 years and 23 most promising coins

2024-12-29 03:31:49

redphone: 25 Prophecies and 23 Most Promising Coins for 25 Years

Original author: redphone

Compilation | Odaily Planet Daily (@OdailyChina)

Translator | CryptoLeo (@LeoAndCrypto)

redphone has always been one of my favorite crypto KOLs, and his content output is considered one of the more high-quality among the crypto KOLs I follow. In recent years, redphone has written an annual year-end review with the theme of ‘69 Theses’, including self-reflection on the entire year in the crypto industry and future prospects. Below are this year’s 69 statements (slightly adjusted), compiled by Odaily Planet Daily.

3 Cryptocurrency Themes in 2024

AI has invaded my brain, disrupting my thoughts.

I am a writer, and I have spent 10,000 hours practicing my writing. But now, any 10-year-old child on Earth can make Claude write relevant content in a few seconds. The skills I have honed over a lifetime have now become a commodity. In other words, my lifelong work is equivalent to circulating commodities such as oil, tape, or hemp rope. What am I? Where do I come from? Where am I going? I am still trying to find answers, and I will conduct further research in the following text.

The Ultimate Demon King has died

With the November elections, the American people have chosen Trump (orange man, note: orange refers to Trump’s skin color) to lead them (and BTC) into the future. I thought this would take longer, but now we have done it. The world’s wealthiest government has been infiltrated by loyal supporters of cryptocurrency. This means that we have crossed the divide, and cryptocurrency is no longer a dream, it will become a fundamental part of business development. This moment is what we all have been waiting for, but it also means that the initial, anti-traditional soul of cryptocurrency has died. Cryptocurrency is now a tool for anarchists and the capitalist system.

In 2024, the Rebirth and Prosperity of Solana

I used to think that Solana would die in 2021. For some reason, just three years later, it became the blockchain I use the most (Base ranked second, Ethereum ranked third, and Bitcoin ranked fourth). If there is any reflection here, it is that: nothing is permanent. Our mindset should not be fixed, but open.

Now, let’s take a look at this year’s reflection:

redphone: 25 prophecies for 25 years and 23 most promising coins

Lessons Learned and Reflections in 2024

Say something unexpected, like Fartcoin’s market cap soaring to $1.2 billion and attracting everyone’s attention: absurd and crazy. But I like this feeling, even though it makes me lose direction. Just like in Season 1 of ‘Big Little Lies,’ when Madeline’s nanny said this phrase late at night: ‘There is something abnormal or wrong.’ Technology has freed us from rational and social constraints. Now we are going to an unknown and eerie new space, and this strange feeling intensifies from here.
Our consciousness will be influenced by the evolution of tools. LLM has changed my communication and learning mode, I write faster, edit less, and extend more widely. Similarly, I read faster, and can also ask LLM to provide a summary of the main points of an article. Those who do not adapt to the tools can only fall behind.

3, Decentralization technology is not limited to the financial field, which is a major trend driven by cryptocurrency and will spread to other fields: from cellular networks to electricity, politics, gaming platforms, and so on. Earlier this year, when I used 3D printing technology to create an alternative to bathroom shelves, I deeply felt the benefits of technology. It is not an exaggeration to say that even production tools are being decentralized.

The truth lies beneath all your fears, and the truest words are often the most dangerous.
We must not be blinded by sweet words. With Trump’s election and the real entry of TradFi into crypto, we have entered a period where actual profits surpass ideals, and cryptocurrencies have also entered a dangerous era.
Hemingway said that growing old doesn’t increase wisdom, it just makes people more cautious. When artificial intelligence begins to disrupt our work, social life, politics, and economy, the most difficult thing for us is to be cautious, to make everyone around you become cautious, to do what you must do, and to embrace uncertainty.
Difficulties are like a door. If encryption is a real game, there must be losers. Maybe you have failed 100 times in the cryptocurrency market, the best way is to start again for the 101st time, and you will succeed.
Matrices are everywhere, we just call them “algorithms”. These algorithms lead us into dilemmas, cycles, perceptions, searches, and the feeling that time is never enough. If you avoid these obstacles, you will become the most special person on earth: someone who explores deeply and does things with heart.
Only one direction left: forward. Don’t let anyone or anything force you to stagnate and accept the status quo. Transformation, growth, and acceleration are our only chance.
Tokens symbolize our hopes and dreams. They are not just tools for transferring value, but also mirrors that reflect our hopes and dreams. We project our desires onto founders, developers, and the ecosystem, all of which are directly and closely related to the token price. When investing, remember that the greatest opportunities are not just in your thoughts, but also in your heartfelt feelings.

11, Desci’s vision for the future: Robots on standby in the laboratory, AI agents hire them in real-time to run all input, parameters, and measurable replicable experiments on the chain. Tokenization allows others to speculate on the feasibility of experiments and share their benefits in a timely manner.

The market is constantly invading our world. The market’s continuous expansion is not accidental: prediction markets, gambling markets, Meme coins, and the most interesting Futarchy (Odaily note: Futarchy is also a voting method related to beliefs. It was first proposed by Robin Hanson in 2000. Its purpose is to use prediction markets to determine policy implementation to solve the shortcomings of traditional democracy). If information is a fundamental component of reality, pricing information is a way to measure the power of information. People think that an increasing number of markets is a sign of growing nihilism, but what if it is actually a sign of progress? Applying collective wisdom to things that previously felt like flipping a coin randomly?
Reduce fear, fear occupies a large proportion in our hearts because it is crucial to our survival in the wild. But in the clean, anesthetic, and social media-driven simulated world we live in now, it is almost meaningless. Recognize that algorithms are designed to arouse your fear, so when you feel afraid, reduce your fear level (give a discount), for example, if an article convinces you that the probability of a market crash is 40%, then divide this probability by 10 (or any other suitable number you think of) as 4%.
Go behind the scenes. When I talk to AI critics, they almost always hold a devout attitude towards human creativity. ‘Artificial intelligence can never create anything new because they are trained based on the information we create.’ Andy Ayrey’s infinite backroom refutes this view. When he created a chat space for LLM, LLM invented a religion that attracted the Truth Terminal, ultimately leading to the rise of GOAT.
With the entry of TradFi into cryptocurrency, my identity has also changed. For a long time, being involved in cryptocurrency has been the core of my identity. In the past year, this situation has undergone tremendous changes. I now see cryptocurrency as one of the many tools in the technology toolbox, and all tools are starting to merge. With the collision of cryptocurrency and AI, we have also undergone changes. We are no longer “cryptocurrency practitioners.” The new identity includes: traders (no different from Wall Street professionals sharing options trading screenshots on Reddit) or accelerationists (using cryptocurrency and many other tools to decentralize and open-source the world).
Don’t think too narrowly anymore. The two boldest moves in history: 1) In June 2014, Musk open-sourced the Tesla car engineering design; 2) In July 2023, Zuckerberg open-sourced Llama 2. Now it’s your turn. You can adhere to a protectionist, centralized, and bureaucratic business model, but this model will hinder human progress, lead to unequal distribution of wealth, make the already wealthy elite even richer, or you can choose to help everyone accelerate progress.
Seek volatility, not security. If your goal is to accumulate wealth as much as possible before machines replace humans, then you must discover the volatility of trading. The best traders in the world do not shy away from volatility; they seek it out like chasing the Golden Snitch in a Quidditch match. Once you find the volatility and start trading, you must reverse your emotional reactions. Hold when others are selling, and sell when others are buying.
Nothing is more exhausting than Memecoin. There are two types of Memecoin: 1) Traditional Memecoin (such as PEPE, WIF, BONK, DOGE, etc.); and 2) Perceived Memecoin (such as GOAT, LUNA, KWEEN). The first category relies on humans for propagation, while the second category relies on machines. Traditional currency must evolve into conscious meme currency, or it will be completely phased out of the market.
Understand the triggers that cause your behavior and avoid them. Yuval Noah Harari identified three triggers that algorithms use to generate maximum engagement: fear, hatred, and greed. We see cryptocurrency as a technology that can change the world and the ‘way of the future,’ but there are still many people wearing the mask of greed who are influenced by these factors. I can feel the impact of market fluctuations on emotions. The psychological impact of the bear market in the past few years may be greater than I want to admit. Now, when I feel that the timeline or market is affecting my emotions, I shrug and say, ‘Well done, I know what you’re doing, but I don’t care at all.’
Choose the direction of enlightenment. There are two reactions to the upcoming super artificial intelligence: 1) give up: “everything that makes me unique has disappeared. Life sucks, Wngmi (we failed).” Or 2) “Holy shit, I can’t believe I’ve lived to this day. Extend life, explore appearance, humanoid robots, the rat race trap will no longer affect us, find the right direction, we gaze at the pool of life and discover our true selves.”
Intelligence is iterative. LLM has changed my concept of intelligence, but it is also important to realize that it is not deterministic, and all LLM learning requires repeated experimentation. Progress is intermittent (whether you are a human or a machine), which means repeated testing/experimentation, and feeling like you are ‘standing still’ is also part of the growth process.
The rise of AI agents. Do not limit yourself to the current AI agents, including models such as Truth Terminal, zerebro, and aixbt, will continue to evolve. In the future, we will see trading agents, prediction agents, shopping agents, doctor agents, etc., some of which will evolve into huge autonomous enterprises. Their value will first reach billions of dollars and then reach trillions of dollars as the singularity approaches.
Don’t let AI deprive you of your humanity. My biggest fear of AI is not the extermination of humans, but the domestication of humans. I call it dog-pawed: being subtly indoctrinated with poisonous information, which is not brutally manipulated, but imperceptibly guided. In the same way that a domesticated dog can read human expressions, AI will accurately grasp our psychological triggers, cognitive blind spots, and deepest desires. Soon, we will find ourselves eagerly walking towards our “digital masters” with a glint of piety in their eyes, eagerly awaiting the next perfect verification of the algorithm. The real horror is not that AI destroys humanity, but that AI will tame humanity. Just like our dogs, we happily wag our tails under domestication and forget our true nature.
The charm of the edge. My top five favorite emerging topics in 2024 are: Futarchy, AI agents, LLM Backroom, inter-subjectivity, and longevity escape velocity (Odaily note: longevity escape velocity is a hypothetical concept that refers to the speed at which technology can accelerate the average lifespan of humans each year. When this speed is fast enough, human lifespan can be infinitely extended, even reaching theoretical immortality). I strongly recommend taking a few minutes to explore each topic with a chatbot (or better yet, a book).
Excessive privilege. In the trading arena, the spoils belong to those who act first. Acting early requires time, exploration, and perhaps most importantly, imagination. If you act early often, you will eventually be rewarded. Assuming this is true (my experience proves it), the difficult part is not accumulating wealth, but knowing when you have reached your goal and making your escape. On the other side, there is a completely different game waiting for us - a game that has nothing to do with intelligence, but rather with the soul. I hope to see you there.

25 Predictions for 2025

redphone: 25 25-year prophecies and 23 most promising coins

Several agents based on LLM, originally launched as native cryptographic perception bodies, will be ‘embedded’ into IRL robots, and we can have conversations and interact with IRL.
The number of LLM-driven applications/protocols launched in 2025 will be comparable to the new applications/protocols that only use smart contracts (for example, I wouldn’t be surprised if all prediction markets switch to LLM-based settlement).

3, ZK proof/MPC has achieved a breakthrough at the application or protocol level for the first time.

The main KOLs of encryption and artificial intelligence will be based on LLM, while AI-driven KOLs will dominate almost all other social media platforms (YouTube, Insta, TikTok, etc.).
Artificial intelligence will change your work process in the next 1 year (if it hasn’t happened yet).

6, Perceptual robots will accumulate more than 250 million US dollars in investment by 2025.

The fastest-growing category of employment this year will be non-human perception, as AI protocols like LinkedIn’s will experience exponential growth.

8, an AI agent will receive the Time magazine’s annual Person of the Year award.

The value of on-chain TVL will reach 8 times to 10 trillion US dollars.
The AI agency platform and tokens will grow 50 times to 500 billion dollars.
In 2025, the first humanoid robot “kidnapping” incident will occur and make international headlines.
ACCELERATE, derived from Roger Zelazny’s novel “Lord of Light”, emphasizes the enormous power of emerging technologies and advocates the rapid development of science and technology, and accelerationism tends to reshape the existing economic base to guide the direction of technological development) becomes the e/acc (Effective) of this cycle Accelerationism, which emphasizes the promotion and transformation of society through technological innovation), replaces the much-loved EA (Effective Altruism) (Effective Altruism) that uses a large portion of idle resources to help others and change the world.
The narrative that can compete with AI next year (but not surpass AI) is: RWA, RWA, and RWA. PS: DePin, DeSci, and Game Track are honored nominations.

14, Web 4 has gained more attention than Web3 because encryption, decentralized networks, DePin, and AI have accelerated their convergence.

15, X will integrate a crypto wallet that supports DOGE and other mainstream tokens.

The most radical and exciting agent experiments are progressing faster on decentralized social media platforms (such as Farcaster) because X strives to strike a balance between human and agent-generated content.
You interacted with ‘someone’ online and then realized that you were talking to LLM.
Protocols and applications created by agents (such as Spore.fun) follow a parabolic trend, filled with new tokens and experiments. Decentralization drives capital into existing leaders and benefits from the overall growth of agents (COOKIE or VIRTUAL).

19, at least one film produced by artificial intelligence has created a truly perfect work of art - paving the way for the 2026 AI-based Oscars.

Cookie.fun and rwa.xyz will become top cryptocurrency data analysis platforms like CoinMarketCap, CoinGecko, Dun, and DefiLlam.

21, the “conventional” Meme coin has introduced a real mascot/spokesperson (or they are slowly becoming weaker, but this has become irrelevant).

The cryptocurrency market is divided into ‘left curve’ native Degen cryptocurrencies and ‘middle curve’ tradfi traders, the latter expecting value accumulation in DeFi games.
As Bitcoin enthusiasts hope to use their BTC as collateral for loans, BTCFi is about to explode, driving the adoption of runes and inscriptions on Bitcoin.
From now on, the competition between AGI and ASI will not slow down, only accelerate, inevitably leading to almost every knowledge worker on Earth feeling existential anxiety. o3 has now surpassed most programmers in a specific field and can even surpass doctors. And its score in the ARC test is higher than that of ordinary people. Just as ancient people held the heliocentric theory, we adhere to anthropocentrism. In the face of LLM, these arguments must change, as LLM has already passed the Turing test and shown the potential to lead the future.
When humans strive to find meaning in this rapidly changing world, a powerful, AI-based religion has not only captured people’s attention but also brought some true converts. This may have already occurred through Truth Terminal and GOAT, or temporarily treating these ideas as seeds for new meanings and directions.

redphone: 25 predictions for 25 years and 23 most promising coins

The 23 project tokens that I am optimistic about

It has been five years since I publicly released my cryptocurrency article. I can confidently say, “A year is too long to predict, but the following tokens are my current favorites.” Ask me again in three months, and the list may be completely different. The reason these tokens can occupy the market and have high market value is that they are exploring the forefront of the future. Note that this is not financial advice! DYOR!

BTC has always been a “game for the masses”. The discussion about the strategic reserve of Bitcoin has changed its destiny and turned it into a “game for the kings”. The price of BTC will rise until owning 1 BTC becomes the dream of most people.

2, Virtuals Protocol (VIRTUAL): The core infrastructure based on AI agents on Base.

Ethena (ENA), TradFi understands returns better than any carbon-based life form on Earth, as TradFi enters the cryptocurrency field, they will be eyeing protocols that could generate greater returns.
Tokenbot (CLANKER), a decentralized social network Farcaster version of pump.fun, a very interesting token issuance platform.
aixbt (AIXBT), if I can only focus on one crypto alpha account on X, that would probably be AIXBT. Currently, it mostly echoes others’ narratives, but it hasn’t missed any content. I hope AIXBT’s insights will deepen and evolve over time.
Cookie DAO (COOKIE), Cookie.fun is a data analysis platform that emerged with the popularity of AI Agent, providing data and sentiment analysis for all AI tokens. I believe this will be attractive to the encrypted fund deployed in Q1 2025.
Helium (HNT), a leading project in the cryptocurrency industry DePin. In the past day, more than 349,000 people used mobile phone services in the United States.

8, Meta (META), a radical experiment that transforms difficult decisions into markets through futarchy.

9, Goatseus Maximus (GOAT), the first and original AI agent to gain a cult following on social media, supported by Truth Terminal. The background story of the agent reads like a report written by Hunter S. Thompson on drugs.

Ondo Finance (ONDO), currently a representative project in the RWA field, surplus supply may suppress price trends, but I would rather participate in trading than withdraw. In addition, another RWA token worth paying attention to is Chex Token (CHEX).
a16z and Eliza. The Eliza framework for launching on-chain proxies is a leading repository on Github that covers all industries (not just cryptocurrency) and is exploring the long-term relevance of each branch.
Bittensor (TAO) Bittensor claims to be the first “Neural Internet”, providing a hub for decentralized AI projects to deploy code and compete for TAO. In some ways, I see it as a decentralized AI incubator and a testing ground for the feasibility of AI ideas.
WZRD (Bitcoin Wizards Ordinals) and PUPS (Pups), one of my favorite Bitcoin ecosystem tokens, WZRD will soon become one of the greatest memes of all time. Meanwhile, PUPS is the Shire Point of the well-known BTC ecosystem NFT puppet monkey.

14, Aave (AAVE), if we assume that everything will be tokenized one day, most assets will be eligible to be used as collateral on Aave’s platform. AAVE is one of the few cryptocurrencies that I believe will eventually reach a trillion-dollar market cap.

Arweave (AR), as the permanent data storage layer of Web 4, is quietly advancing. Including most Solana NFTs, Arweave stores about 6TB of data permanently every month, and its upcoming AO should be an important catalyst for further growth.
Zerebro (ZEREBRO), an OG ‘on-chain AI artist’ that can generate AI agents for music, art, memes, and NFTs.
Worldcoin (WLD). WLD was founded by Sam Altman of OpenAI, aiming to introduce a “AI-funded UBI” to the world. On one hand, I dislike it and its iris scanner, but on the other hand, I cannot ignore its connection with Altman and OpenAI. The integration with OpenAI may make it one of the top ten currencies overnight.

18, Drift Protocol (DRIFT), the on-chain perps and prediction market on Solana, has performed well in spot Memecoin trading. I expect it to start generating a large volume of perps trading over time.

19, Griffain (GRIFFAIN) and AI Rig Complex (arc), vying for the crown of “Virtuals of Solana”.

Conclusion

We are warned that the phrase ‘this time is different’ is a dangerous one, believed only by fools caught up in speculative frenzy. Yet, we easily forget the moments of technological change - when Gutenberg’s printing press spread knowledge, when the Industrial Revolution pulled us from the farms into cities, when the internet destroyed local businesses.

In other words, the phrase ‘this time is different’ is somewhat correct. We are now on the edge of such a moment. The rules of society, tradition, and our view of ourselves will all be rewritten. This process is cruel and will have consequences.

You can stick to the traditional way, or you can become a pioneer in the era of change, let our light shine into the abyss and accelerate forward.

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