Web3 Market Outlook: Stablecoins, AI, and Prediction Markets Leading New Trends

Looking back at the predictions about the market's main trends from a year ago, it seems that some of the predictions have come true. Currently, the main development directions in the Web3 field are focused on the following aspects:

Stablecoin and Related Infrastructure

Stablecoins and their infrastructure are becoming the focus of market attention, with some noteworthy projects emerging in this field:

• CRCL: As the token of Circle, it reflects the prospects of the stablecoin market. Although the current price is not low, considering the expansion potential of the stablecoin market in the next 5 years, it still has investment value.

• Plasma: As a leader in the stablecoin public chain, it has shown outstanding performance in ecological construction and community influence. Although the current valuation is high, there is significant growth potential in the future.

• ENA: The token of the Ethena project, representing the development direction of decentralized stablecoins. Its USDE issuance has surpassed 13.5 billion, and various fundamental indicators are good.

• Ondo: has unique advantages in the on-chain aspect of physical assets (RWA), especially in the borderless US stock trading field.

AI Agent

The AI agent concept that attracted much attention last year has now made substantial progress. Some projects have developed AI agent products with practical value and market potential. Notable mentions include HeyAnonai, Giza, Almanak, and Rei Network in the Web3 space.

The halving event of the Bittensor project is worth looking forward to. As a leading project in the Web3 AI field, its development prospects are worthy of attention.

Meme coin

The craze for Meme coins continues to this day, with competition among various launchpads becoming increasingly fierce. Among them, the Pump platform still maintains its leading position and has started venturing into new areas such as live streaming.

prediction market

Prediction markets are becoming a potential new emerging mainline. Platforms like Polymarket and Kalshi are experiencing continuous growth in data, and numerous new projects are emerging in the primary market. There are opinions that the development of prediction markets may have a disruptive impact on the traditional insurance industry.

Investment Logic

From another perspective, the current market may be most worth watching for those projects that "have real income, are profitable, and are repurchasing tokens." Based on this criterion, Hype and Pump may be better investment choices.

In addition, the Tempo project is also worth paying attention to in the stablecoin and physical asset sectors. With the commercial service capabilities backed by Stripe and the technical strength of Paradigm, it is expected to occupy an important position in the B2B sector.

In the future, the stablecoin public chain may form a dual-hero pattern with Plasma dominating the To C market and Tempo dominating the To B market.

Overall, the Web3 market is undergoing profound changes, with emerging areas such as stablecoins, AI technology, and prediction markets set to lead the future development direction. Investors need to closely monitor the innovations and breakthroughs in these areas to grasp the pulse of the market.