The Truth and Lies in the Crypto Assets Field in 2025

Obvious Truth

• The combination of AI and Crypto Assets will continue to exist, but the frenzy for AI agent coins may wane.
• The spot ETF is favorable for the prices of Bitcoin and Ethereum.
• Stablecoins will become the killer application of Crypto Assets.
• Most projects perform better before the token issuance.

Obvious Lies

• Airdrop is dead
• Crypto projects must rely on venture capital support to succeed
• Memecoins, AI agents, etc. will experience super cycles.
• Retail investors love Memecoin
• DAO is decentralized, efficient, and transparent.

The Obvious Truth

• Bitcoin is a tool for hedging against macroeconomic uncertainty.
• The practicality of tokens is not essential; what matters is attention and community.
• DeFi is more centralized than CeFi.
• The dominance of Tether USDT is about to end.

Unobvious Lies

• Fee switching is favorable for token prices
• The bull market will last for a year, ending in the fourth quarter.
• The fragmentation of user experience on Ethereum L2 will continue to exist.
• NFTs are dead

Founders should build projects based on unique insights rather than popular trends. Investors should assess whether the founder's vision is based on deep insights, not just superficial trends. The ability to distinguish between obvious and non-obvious facts and lies can help investors support ideas that truly have potential.