The cryptography market entered the fifth month of 2025, but retail investors have not seen much improvement in their portfolios. Meanwhile, what directions do venture capital companies (VC) take in the middle of the 2025 market landscape?
The answer to this question could serve as precious overview of individual investors.
What sectors draw the attention of VC for the rest of 2025?
Andy, the host of the Rollup Co., shared the strengths of his conversations with the best venture capital. These ideas reveal the sectors that arouse strong interest.
According to Andy, the first area of interest is Stablecoins.
“Stablecoin issuers are very investable and will probably be 10x in quantity,” said Andy.
CoinmarketCap lists more than 200 stablecoins, while Coingecko follows more than 300. Data from the Token Terminal show that the stock market capitalization of the stable exceeded $ 225 billion, issued by more than 50 entities. However, Tether and Coucle still dominate most of this market capitalization.
If this prediction is valid, the number of stable transmitters could increase hundreds. This would open up new investment opportunities for individuals through props, stablecoin yields and DEFI protocols.
VC also find the AI an interesting sector. However, they recognize a gap in the way AI applications are developed in web2 against web3.
“The AI sector is interesting but better manufacturers in web2 for the moment,” added Andy.
Recent Beincryptto reports show that the number of AI agents increases at an average monthly rate of 33%. However, web -based AI solutions represent only 3% of the total AI agent ecosystem. These figures align with VCS observations. Web3 AI may need more time to prove itself with practical and effective use cases.
Anthony, founder of Blockchain121, has also commented on a trend where decentralized AI projects now attract high -level talents of the AI web2 space.
“Legitimate Deai projects are really, for the first time, attract legitimate world class engineers and IA web2 researchers,” said Anthony.
In addition, Andy revealed that VCs have a particularly strong concentration on active active world (RWAS).
“Rwas, Rwas, Rwas are all that matters,” said Andy.
Beincrypto said Rwas market capitalization had exceeded $ 20 billion in April. At the time of writing the editorial staff, the Rwa.xyz platform shows current market capitalization at $ 18.9 billion.
The involvement of major financial institutions like Blackrock and Fidelity has strengthened the confidence of investors in the long -term potential of the sector. Tren.finance even predicts that RWA market capitalization could reach more than 10 dollars billions by 2030.
Finally, in addition to Stablecoins and Rwas, Andy mentioned that the Bitcoin liquidity markets also interest VC.
VCs undergo losses in 2025 in the middle of the market decline
As market capitalization has dropped considerably, the VCs were not immune to losses in 2025. Unpredictable macroeconomic policies such as prices added pressure, triggering severe rupinage.
“The VC Crypto get their pressed margins as recently. Many will not make their LPS positive yields. Others find it difficult to collect new funds, especially in the post-flower world.
According to Cryptorank, the financing of Crypto VC reached $ 4.8 billion in the first quarter of 2025, the highest since the third quarter of 2022. This was largely motivated by major agreements such as MGX and Kraken. In April alone, VC financing reached $ 2.3 billion over 87 laps.
Overall, the VCs remain cautiously optimistic despite the pressure of withdrawals from investors and macroeconomic opposite winds since the beginning of 2025. This optimism is reflected in the increase in the volume of financing and the flow of agreement compared to 2023-2024.
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