OKX Ventures Annual Report: Insights on 60+ Projects and 14 Key Trends Ahead

In 2024, amidst the turbulent waves of significant changes in the global financial landscape, the cryptocurrency industry experienced profound fluctuations and restructuring. After six months of consolidation and recovery, the total market capitalization of the industry surpassed $3.8 trillion by the end of the year, with Bitcoin reaching a historic high of $100,000, declaring its core position within the global asset system. This represents not only a price surge but also the beginning of a structural transformation: a liquidity circulation chain centered around Bitcoin as the core asset, with ETFs and U.S. stocks as funding bridges, and publicly listed companies in the U.S. as carriers has already formed.

Bitcoin is rising to become the world’s largest dollar-denominated financial asset, emerging as a key tool to hedge against the U.S. fiscal deficit and debt crisis. This financial transformation not only shapes a new asset value system but also injects lasting growth momentum into the blockchain industry. The entire blockchain sector stands to benefit from this, with OKX Ventures actively participating in this wave of change and maintaining a positive outlook on the subtle transformations that blockchain products will bring to the traditional world over the next decade.

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**Looking Back at 2024: 60+ Project Layouts, Extensive Multi-Track Deployment**
**Looking Ahead to 2025: 14 Predictions, Insights into the Future**

**Prediction 1:** Global blockchain will further comply with regulations, leading to a more standardized industry.
**Prediction 2:** AI Agents will become important market players, participating in asset creation, issuance, and trading.
**Prediction 3:** Security projects will assist in resolving AI safety issues.
**Prediction 4:** AI will penetrate existing track projects, changing industry paradigms.
**Prediction 5:** Blockchain will improve matching efficiency of AI elements.
**Prediction 6:** Babylon and BTC Layer 2 will usher in Bitcoin’s DeFi Summer.
**Prediction 7:** Bitcoin’s native innovations will diversify and develop deeply.
**Prediction 8:** Ethereum’s ecological technology and dual breakthroughs.
**Prediction 9:** Outlook for RWA and Ethereum RWA.
**Prediction 10:** Continued leadership of Solana.
**Prediction 11:** Rise and diversification of Move-based public chains.
**Prediction 12:** Emerging public chains, Monad and Berachain, bring hope.
**Prediction 13:** The demonstration effect of TON and Kaia will attract more internet companies.
**Prediction 14:** Decentralized Science (DeSci): A new driving force for reshaping the research economy.
**Final Thoughts on OKX Ventures**
**Disclaimer**

In this year, OKX Ventures actively increased its industrial investments, committed to accelerating innovation and development in the cryptocurrency industry. The total investment accumulated throughout the year exceeded $100 million, covering over 60 projects and funds, with a focus on innovation and entrepreneurship within the Solana, SUI, Aptos, TON, and BTC ecosystems, deeply exploring high-quality projects. From the perspective of investment distribution, infrastructure, AI projects, and the BTC ecosystem account for the highest proportions, while there is also extensive deployment in multi-chain ecology, DeFi, and various ecological funds.

Moreover, OKX Ventures actively collaborates with ecosystem partners such as TON Ventures, Ankaa, and TGH, to jointly build a prosperous innovative ecosystem. By providing financial support, strategic guidance, and technological resources, these collaborations aim to empower global entrepreneurs, helping them translate their ideas into reality more quickly and stably. Whether in the incubation of early-stage startups or the acceleration of growth-stage companies, OKX Ventures always prioritizes innovation, striving to promote the popularization and application of blockchain technology, injecting more vitality and possibilities into the industry.

OKX Ventures deeply understands that the future of the blockchain industry is not merely a matter of capital investment but is also about how to efficiently integrate global resources, gather industry wisdom, and empower innovative enterprises on this basis. While capital serves as a driving force, it also relies on strategic vision and systematic layout to propel the industry forward in multidimensional technological innovation, ecological development, and market expansion. Each investment decision is not only a flow of funds but also a profound insight into industry prospects and support for innovative forces. From infrastructure construction to ecosystem expansion and exploration of cutting-edge technologies, OKX Ventures consistently focuses on the industry’s evolution over the next decade, aiming to provide a solid foundation and broad space for the widespread application and profound transformation of blockchain.

At the same time, innovation in blockchain technology cannot solely rely on the drive of capital markets; it also depends on visionary entrepreneurship and the continuous exploration of technical teams. The mission of OKX Ventures is to help those entrepreneurs who contribute value to the industry build great companies, driving continuous breakthroughs in technology, market, and operations. This support is not just for individual projects or teams but lays the foundation for the future ecology of the entire industry.

OKX Ventures believes that the success of the blockchain industry does not lie in the success of a single technology or platform, but in constructing an inclusive, richly innovative, and self-evolving industry ecology. It is this profound understanding of the industry and vision for the future that allows us to maintain foresight amidst the tide of this transformative era, promoting the industry toward a more mature and sustainable future.

In 2025, the regulatory environment for the blockchain industry will see significant progress, laying a solid foundation for healthy industry development. The number of licensed institutions will increase dramatically, providing users with safer and more reliable services. OKX CEO Star pointed out that OKX has become the world’s first cryptocurrency trading platform to obtain a comprehensive operating license in the UAE.

Innovations in the custodial wallet sector will emerge, addressing the conflict between self-custody and regulation. Star believes that OKX is launching a self-custodial wallet with compliance controls for retail users, including features like KYC transaction monitoring. This innovation will not only enhance user experience but also meet the increasingly stringent regulatory requirements, bringing new development directions to the industry.

The macro regulatory environment will trend positively, creating favorable conditions for industry development. The UK government plans to consult on a regulatory framework for stablecoins and crypto assets in early 2025, indicating that the global regulatory environment is moving towards a clearer and more supportive direction. National strategic Bitcoin reserves may also become a reality in 2025.

Institutional investor participation will significantly increase. As of December 17, the scale of Bitcoin spot ETFs exceeded $114.97 billion, and the number of Bitcoin held by MicroStrategy reached 439,000, with a total investment cost of approximately $27.1 billion. Traditional financial institutions are accelerating their entry into the cryptocurrency industry.

The integration of technology and compliance will reach new heights, enhancing the standards across the entire industry. Star predicts that by 2025, many compliance standards of crypto companies will reach or even exceed those of traditional finance. OKX’s three major business lines: OKX Exchange, OKX Web3, and OKX Simple, cover a wide range of services from trading to decentralized applications. This comprehensive service model will become the industry standard, promoting the application and popularization of blockchain technology in more fields.

The blockchain industry in 2025 will present a more mature, standardized, and innovative appearance. As Star stated, crypto finance is entering a new phase, one that will witness the deep integration of traditional finance and blockchain technology, bringing revolutionary changes to the global financial system.

With the rapid development of extremely large language models (XLLMs) and multimodal models (XLMMs), new AI entities (AI Agents) will gradually become important players in the market. According to research reports, the global AI agent market is expected to reach $18.11 trillion by 2030, contributing approximately $16 trillion to the global GDP. The future of intelligent AI agents is not merely as traditional tools; they will become major participants in the blockchain world, possessing the ability to make autonomous decisions and take action.

We anticipate the emergence of more innovative AI agent application scenarios by 2025. For instance, agent-to-agent interactions will become an important domain, with blockchain’s transparency and composability providing an ideal foundation for this. We might see agents transferring funds to each other, collaboratively issuing tokens, or even creating new social scenarios. Additionally, decentralized autonomous organizations (DAOs) could become a hotspot, where multiple agent systems work together to complete tasks, solve problems, and manage agreements.

AI entities possess high adaptability, clear goal setting, and self-correction abilities, enabling them to make decisions independently in complex environments. In the future, these agents will have their digital wallets, actively create and publish content, participate in asset trading for maximum returns, and automatically issue assets based on market demand. This transformation indicates that AI agents will play increasingly important roles in markets and social platforms, similar to the emergence of the Eliza AI framework combined with agent platforms represented by Myshell, driving the development of this trend.

Finally, we expect to see more innovations regarding AI agent trading intentions and next-generation user trading interfaces. This may include trading using natural language or developing new trading systems and tools specifically for AI agents. With the advancement of these technologies, the concept of “wallet as browser” may ultimately be realized, fundamentally changing the way users interact with blockchain and AI systems.

The verifiability of blockchain can indeed become an important solution to address AI safety issues. With the rapid development of AI technology, cybersecurity problems are becoming increasingly prominent, particularly in areas such as counterfeiting and deepfakes. Therefore, establishing a “human identity verification” mechanism is particularly crucial to ensure interactions between users and real individuals. 61% of organizations report that deepfake attacks have increased over the past year, with an expected increase of 50% to 60% in the future. The complexity of AI safety issues primarily manifests in two aspects: dynamic attack vectors and prompt injection vulnerabilities. The rapid iteration of AI models means that new vulnerabilities are constantly emerging. For example, different versions of models may exhibit entirely different behaviors, causing attack methods to continuously change.