Framework Ventures
A thesis-driven crypto venture firm that builds alongside our founders.
X | framework.ventures | Crunchbase
Predictions
Framework Ventures predicts a highly bullish 2025.
Macro
- S&P 500 to reach 7500
- Inflation expected between 2.5-3.3%
- Trump presidency to drive significant market growth, similar to 2017 and 2020 patterns
- Return of entrepreneurs and companies to the United States, 20% opening offices in NY/SF
Crypto Markets
Bitcoin and ETFs
- Combined Bitcoin and Ethereum ETF inflows to reach $1 billion per day by H2 2025
- ETH staking ETFs to launch, driving significant institutional adoption
- Total stablecoin market cap to reach 500 billion
DeFi and Infrastructure
- DeFi to generate $10 billion in aggregate fees, up from current ~$2 billion
- More protocols to activate fee switches
- Return of ICO/crowd sale mechanisms, with at least 5 major protocols raising capital this way
- Market structure bill to pass in H2 2025, providing clear regulatory framework
Layer 1 Ecosystems
- Solana to shift focus from meme coins to institutional adoption
- New L1s like Bear Chain and Monad to gain significant traction
- Purpose-built chains for DeFi to emerge as a winning architecture
AI Predictions
- ChatGPT daily active users to triple to approximately 500 million
- OpenAI likely to consider IPO in 2025/2026
- AI to remain a dominant narrative in crypto markets
- Intersection of AI and gaming to drive next wave of meme coins
Cultural and Industry
- Break of the traditional 4-year crypto cycle
- Traditional venture capital under $1B fund size to struggle with AI investments
- Return of growth equity but at more reasonable valuations than 2021
- TikTok to become increasingly important for retail crypto adoption
- Crypto to emerge as one of the top two tech industries in the US with clear regulatory protection