Discussing the changes in the cryptocurrency landscape and investment directions for 2025.

Recently, the Huobi HTX themed column "Dialogue with HTX Partners" invited crypto KOLs Sasaki Hoshino, Vito, DzT DAO's Dazhi, 24Hours, and Cyber Curator to discuss the topic "Reshaping the 2025 Landscape: Meme Frenzy, RWA Empowerment, Chain Games Self-Rescue, What Imagination is Left for Web3?" focusing on the changes in the cryptocurrency landscape and investment directions for 2025.

Current Status and Challenges of GameFi

Game expert Sasaki Hoshino pointed out that one of the most watched projects in the current GameFi field is the Web3 version of "MapleStory Universe." This game has attracted a large number of users due to its strong IP background, funding support from its parent company, zero-cost play mechanism, and real profit effects. However, the success of GameFi projects largely depends on how players participate; users who do not know how to play may not profit from it.

In addition, the Ronnie ecosystem and Abstract ecosystem are also hot topics in the current GameFi field. OnChain Heroes in the Abstract ecosystem is in a spiraling upward lifecycle, with a very short payback period, but the risks of participation are high now. The Ronnie ecosystem is favored for its low entry barriers and good asset sales performance, but there is also the risk of "bad money driving out good money."

DzT DAO Founder Dazhi believes that one of the problems facing GameFi is the aging of gameplay, lacking innovation and fun, making it difficult to attract new players to participate in building. The early "play-to-earn" model attracted a large number of players but easily led to player fatigue and deviated from the essence of gaming. Another issue is the loss of users in chain games. The market competition is fierce, economic models are unstable, game experiences are poor, and there is severe inflation in bubble economies… Various factors are causing users to continuously leave. Therefore, overall, the chain game market tends to favor short-term speculation.

GameFi OG Cyber Curator analyzed the dilemmas of GameFi from multiple angles. First, the market environment is performing poorly compared to 2021-2022. Secondly, projects face issues such as the "death spiral" and community players harboring anti-VC sentiments, leading to a lack of long-term support for projects and the collapse of economic models.

MetaEra co-founder Vito believes that for GameFi to break through, it can integrate AI technology. AI can significantly reduce development costs and enhance the fun and personalized experience of games, thereby attracting more players. Additionally, the economic model of GameFi also needs innovation to avoid falling into the trap of "money games."

Is There Still Opportunity in the Meme Sector?

In the past year, Meme coins have outperformed GameFi, with many Meme coins achieving hundredfold or thousandfold increases. Cyber Curator believes that the simple narrative and strong speculative attributes of Meme coins are key to their success. Meme coins do not require complex content updates and user retention, have short cycles, and high returns, making them easier to attract players. In his view, Meme coins are a disruption of traditional value investing by emotional capitalism, a leverage of human nature that will continue and even see more new variations.

ChainShadow partner 24Hours pointed out that the frenzy around Meme coins is guided by premeditated strategies. From the runes and inscriptions of 2023 to the celebrity effect coins of 2024, each wave of Meme coins is accompanied by new narratives and gameplay. The opportunity for wealth through Meme coins still exists, but investors need to manage risks and allocate funds wisely.

Dazhi and Sasaki Hoshino also agree that the volatility of Meme coins is extreme, and investors need to remain calm and control their mindset to avoid excessive speculation.

What is the Impact of Trump's Designation of Five Cryptocurrencies for Strategic Reserves?

Recently, Trump announced a crypto reserve plan, expected to include five crypto assets, including BTC and ETH, in strategic reserves.

In this regard, Vito believes that in the short term, it is a continuation of Trump's campaign promises and should not be over-interpreted. However, if it rises to the level of a dollar-bitcoin dual circulation replacing the dollar-renminbi circulation, the significance is beyond imagination. In the medium to long term, expectations should not be too low. Trump's policies may promote legislation and capital inflow in the crypto market. Moreover, once Bitcoin is included in the U.S. national reserves, other countries will shift from observation to following, leading to significant purchasing power.

Sasaki Hoshino stated that Trump's crypto reserve plan injects new liquidity into the market, which is good news for the crypto market. He advises investors to remain cautious before policies are clarified to avoid excessive chasing.

24Hours believes that this policy marks that Bitcoin has detached from the crypto circle and joined the "U.S. stock" category, entering the core of the U.S. financial system. For crypto users, do not be swayed by emotions; enduring the current small bear market still presents opportunities.

What Suggestions Do You Have for Huobi HTX?

At the end of the dialogue, the guests provided relevant suggestions for Huobi HTX and its users.

24Hours stated to believe in results-oriented approaches, supporting Sun Ge's market rescue, and suggested buying some USDD. Vito pointed out that it is evident that Sun Ge is working very hard, and he hopes users will try more while ensuring the safety of their funds, supporting Huobi HTX and Sun Ge's new gameplay. Sasaki Hoshino emphasized that preserving capital is the primary task in the current market; only on the basis of capital safety can future opportunities be seized.

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