Introduction
During the Devcon conference in Bangkok, RootData—a Web3 asset data platform—collaborated with ChainCatcher to release the "RootData: 2024 Web3 Industry Development Research Report and Annual List". This comprehensive analysis highlights key trends in Web3 venture capital and spotlights top projects, investors, and CEOs.
ABCDE Capital, featured in the "Crypto VC Top 50 Investment Institutions" category, shares insights on their 2024–2025 strategy, emphasizing Bitcoin ecosystems, AI narratives, and high-performance infrastructure.
Investment Focus: Bitcoin, AI, and High-Performance Chains
1. Key 2024 Strategies and Outcomes
BMAN:
- Allocation: 1/3 to Bitcoin ecosystems (e.g., Merlin Chain, UniSat), 1/3 to Ethereum/Solana infrastructure (e.g., MegaETH), and 1/3 to AI-driven applications.
- Successes: Early bets on Bitcoin-native projects and real-time blockchain leader MegaETH.
- Regret: Not scaling investments aggressively enough in potential market leaders.
2. Bitcoin Ecosystem: Current Stage and Future Outlook
- Short-term: Monitoring Babylon’s BTC staking solutions and BTCFi developments (e.g., Solv Protocol, Lombard).
- Long-term: Watching OP_CAT and BVM protocols for scalability and cross-chain potential.
3. Infrastructure Lessons
- Overvaluation and repetitive Infra projects led to market fatigue.
- Takeaway: Prioritize differentiation and avoid inflated valuations.
4. AI x Blockchain Synergies
- 90%+ on-chain activity may soon be bot/AI-driven (e.g., AI agents, trading strategies).
- Portfolio: 0xScope (data+AI), AI Agent projects, and AI-powered trading tools.
5. 2025 Priorities
- Triple down on AI financialization, BTCFi, and MegaETH-enabled apps.
Market Trends and Community Dynamics
6. Post-Election Crypto Optimism
- Trump’s policies may spur U.S. crypto innovation; ABCD plans increased U.S. operations.
7. Memecoins vs. VC-Backed Tokens
- BMAN: Memecoins’ community-driven model is here to stay. VC-backed tokens should adopt meme-like engagement strategies.
8. On-Chain TGEs (e.g., ORA)
- A growing trend blending VC rigor with meme-coin decentralization.
Ethereum’s Challenges
9. Devcon Takeaways
- Strengths: Ethereum remains a hub for builders due to mature infrastructure.
- Weaknesses: Slow iteration by the Ethereum Foundation. Solution: Leadership overhaul to accelerate innovation.
FAQ Section
Q: Why is ABCDE bullish on AI for 2025?
A: AI agents and on-chain automation (e.g., trading bots) are becoming dominant, creating demand for AI-native financial tools.
Q: How does Bitcoin Fi differ from DeFi?
A: BTCFi leverages Bitcoin’s institutional adoption (e.g., ETFs) for lending/borrowing, unlike DeFi’s Ethereum-centric model.
Q: Will memecoins replace VC-backed projects?
A: No—hybrid models (VC + meme community tactics) will emerge.
👉 Explore Web3 investment trends
👉 Why AI is crypto’s next frontier
ChainCatcher reminds readers to exercise caution and conduct independent research before engaging with blockchain projects.
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