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Parafi

Total Economic Value / Blockchain GDP.

10 key predictions from Parafi.

Asset Price & Market Structure​

Bitcoin & Gold

  • Bitcoin will reach parity with gold by 2030, implying a price of ~$815k per BTC[1]
  • This requires 45-50% compound annual growth over next 5 years[1]

Digital Assets Performance

  • 98%+ of digital assets will underperform Bitcoin
  • Less than 2% will outperform Bitcoin, but those that do will outperform significantly

Layer 1 Blockchain Evolution​

Solana vs Ethereum

  • Solana will reach parity with Ethereum in both activity and market cap
  • Solana has positioned itself as more pragmatic and builder-centric versus Ethereum's infrastructure focus

Financial Infrastructure​

Stablecoins

  • Stablecoin supply will reach 10% of US M2 money supply
  • This requires 50% CAGR over next 6 years to reach $2.1 trillion

Wallets

  • Wallets will become among the most valuable business models in crypto
  • They will evolve into diversified financial services hubs similar to banks

Applications & Development​

Application Layer Value

  • Most lucrative investments will be at application layer rather than infrastructure
  • Expect 20+ different applications generating $250M+ ARR and $100M+ FCF

AI Integration

  • AI will comprise 90% of on-chain activity by dollar value by 2030
  • AI agents will become primary users of blockchain infrastructure

Market Evolution​

Prediction Markets

  • Will disrupt traditional media and become first mainstream consumer blockchain application
  • Growth expected to continue beyond election cycles

Blockchain Economy

  • Blockchain GDP will grow to $1 trillion (approximately 1% of global GDP)
  • This represents 100x growth from current estimated levels