Multicoin Capital: 2025 will usher in AI agents and institutions "frenzy", becoming a key year for Web3

In a Jan. 7 report, Multicoin Capital said it expects 2025 to be a “pivotal year” for Web3 as AI booms and tokenization sparks an “institutionalization frenzy.” The report predicts that as security tokens finally “take off in a meaningful way,” AI-run “zero-employee companies” will emerge and institutional adoption will be astonishingly rapid. At the same time, the report says, investors will turn to AI agent “alpha hunters” to guide the growth of new tokens and crypto-native financial products. Analysts expect 2025 to be one of the best years ever for cryptocurrencies, fueled by President-elect Trump’s victory in the November U.S. election and massive institutional inflows into Bitcoin and Ethereum ETFs. “With a pro-crypto government in the U.S. and the record-breaking success of BTC ETFs, we will see 5 years of institutional interest trying to catch up and find ways to support crypto as soon as possible,” Multicoin said. Multicoin expects tokenized private credit and startup equity to flourish in the early stages, while public equity tokens will take off in the later stages. Meanwhile, nearly every existing financial institution will “race to offer basic financial products around cryptocurrencies.”