#WhichSectorsAreYouWatchingIn2025? End-of-Year Perspective

By the end of 2025, I’ve realized something important about this market most sectors don’t fail because they’re bad ideas they fail because they arrive before the market is ready to absorb them.

This year gave us clarity. Not through explosive upside, but through endurance.
AI was everywhere in 2025 and that was both its strength and its weakness.

At the surface level, AI became the easiest narrative to sell. Every whitepaper mentioned agents, inference, or automation. But the deeper you looked, the clearer it became that AI in crypto isn’t about tokens it’s about infrastructure. The projects that mattered weren’t the loudest; they were the ones building compute layers, data verification systems, and coordination frameworks that don’t need daily attention to function. AI didn’t reward impatience this year. It rewarded builders and long-term allocators.

✅Memecoins proved they’re not an asset class they’re a market behavior.

2025 killed the illusion that memes are “easy money.” What survived was timing, liquidity awareness, and cultural relevance. Memes still moved faster than fundamentals, but they punished hesitation just as quickly. I don’t see memecoins as something to be bullish or bearish on they’re opportunistic by nature. You don’t invest in them; you participate when conditions align.

✅GameFi quietly went through its most important phase: failure without collapse.

Most people called GameFi dead this year. I don’t agree. What actually happened is that unrealistic economic models were flushed out. The remaining projects stopped promising income and started focusing on playability, retention, and identity. 2025 wasn’t a breakout year for GameFi, but it was a cleansing year and that matters if you’re thinking beyond short-term cycles.

✅NFTs stopped being a market and started becoming a layer.

NFTs no longer command attention, and that’s exactly why they’re interesting again. In 2025, NFTs functioned as access keys, in-game assets, digital credentials, and creator tools. They didn’t need hype to survive. They integrated quietly into products. That tells me the speculation phase is largely over what remains is utility.
Infrastructure was the backbone of everything that worked.

Wallet UX, cross-chain liquidity, account abstraction, better onboarding none of this trended loudly, but all of it shaped behavior. You could feel the difference as a user. Less friction. Fewer steps. More composability. Infrastructure didn’t excite traders this year, but it enabled everyone else.
And then there’s the sector that, by the end of 2025, feels impossible to ignore.

✅Real World Assests (RWA)

I didn’t start the year bullish on RWAs. I ended the year convinced.

What changed wasn’t hype, it was evidence.
Tokenized treasuries, on-chain funds, yield backed by off-chain cash flows. Capital that doesn’t chase narratives but demands accountability. RWAs didn’t move fast, but they moved with intent. They attracted serious builders, serious compliance, and serious capital.

More importantly, RWAs connected crypto to something it has always struggled with: economic relevance beyond itself.

By the end of 2025, RWAs didn’t feel experimental anymore. They felt foundational.
So if I’m honest with myself not as a trader looking for the next pump, but as someone thinking in cycles RWA is the sector I’m most bullish on going forward. Not because it’s exciting, but because it’s sticky. Not because it trends, but because it integrates.

Everything else will continue to rotate.

RWAs, I believe, will continue to settle.

And in markets, what settles often lasts the longest.

#WhichSectorsAreYouWatchingIn2025
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