Executive Summary
"The blockchain industry’s success hinges not on a single technology’s triumph, but on fostering an inclusive, innovative, and self-evolving ecosystem." — Dora Yue, Founder of OKX Ventures
2024 marked a transformative year for blockchain and cryptocurrency, with Bitcoin surpassing $100,000** and total market capitalization exceeding **$3.8 trillion. OKX Ventures emerged as a key player, investing $100M+ across 60+ projects spanning infrastructure, AI, DeFi, and multi-chain ecosystems. This report explores our 2024 investments and 14 critical trends shaping 2025.
Part 1: 2024 Investment Review
Key Statistics
- Total Investments: $100M+
- Projects Funded: 60+
Core Focus Areas:
- Infrastructure (30%)
- AI & Machine Learning (25%)
- BTC Ecosystem (20%)
- DeFi & Multi-Chain (15%)
Highlight Projects
| Category | Representative Projects |
|----------------|---------------------------------|
| Infrastructure | Space and Time, Privasea |
| AI | 0G, CARV |
| BTC Layer-2| Babylon, Bitlayer |
Part 2: 2025 Trends & Predictions
Trend 1: AI Agents as Market Participants
- Autonomous Trading: AI agents will manage wallets, issue tokens, and optimize yields.
- Projected Market: $1.8T by 2030.
Trend 2: Bitcoin’s DeFi Breakthrough
- TVL Growth: Expected 5x increase with Layer-2 solutions like Babylon (57,288 BTC locked).
- Key Innovations: UTXO Stack smart contracts.
Trend 3: Ethereum’s Modular Future
- Scaling: 2,000+ L2/L3 solutions targeting 100M daily transactions.
- Upgrades: Pectra (blob capacity) and Amsterdam (Verkle Trees).
Trend 4: RWAs & Tokenization
- Market Cap: $14B (80% on Ethereum).
- Institutional Adoption: BlackRock, Franklin Templeton.
Trend 5: Solana’s Dominance
- TPS: 100,000+ with Gulf Stream.
- Ecosystem: $20B TVL projected.
FAQs
Q1: What’s OKX Ventures’ investment criteria?
A1: We prioritize scalable infrastructure, AI integration, and ecosystem interoperability.
Q2: How will Bitcoin Layer-2s impact DeFi?
A2: Solutions like Babylon enable yield-bearing BTC, unlocking $4T+ trading volume.
Q3: What’s next for AI x Blockchain?
A3: FHE (Privasea) and decentralized data markets (CARV) will dominate.
Final Thoughts
OKX Ventures remains committed to decentralized innovation, leveraging OKX’s ecosystem (XLayer, NFT Marketplace) to empower projects. As blockchain reshapes finance, AI, and governance, we’re funding the builders of tomorrow.