Venture Capital Strategies Unveiled for Second Half of 2025: Emphasis on Stablecoins and Risk-Weighted Assets
Let's break down the crypto market scene in 2025, focusing on the venture capital (VC) sector's play in this dynamic landscape
Wondering where the big money's heading in the crypto world as we close out the fifth month of 2025? Well, let's dig into the juicy details!
What's the deal with those sizzling sectors for VCs this year?
Andy, the engaging host of The Rollup Co., provided some gems from his chats with top venture capitalists. These insights unveil the sectors that are striking a chord with big spenders.
You ready for the lowdown? Here it comes!
First off, it's stablecoins
"Stablecoin issuers are very investable and they're likely to 10x in quantity," Andy spilled the beans.
With over 200 stablecoins listed on CoinMarketCap, and over 300 on CoinGecko, the stablecoin market cap is a whopping $225 billion, issued by more than 50 entities. But Tether and Circle are still the big kahunas in the game.
If this guesswork pans out, the number of stablecoin issuers could skyrocket, bringing fresh investment opportunities to individuals—think airdrops, stablecoin yields, and DeFi protocols.
AI is another intriguing sector that's grabbing investors' attention, with gaping discrepancies surfacing between AI development in Web2 and Web3.
"The AI sector is interesting, but the real talent's in Web2, for now," Andy added.
Recent reports from BeInCrypto show that the number of AI agents is growing at an average monthly rate of 33%. Yet, Web3-based AI solutions make up just 3% of the total AI agent ecosystem. Web3 AI might need a bit more time to prove its mettle and deliver on practical, efficient use cases.
Anthony, the brain behind blockchain121, also touched on the trend of top-tier talent from the Web2 AI space flocking to decentralized AI projects.
"Legit DeAI projects are, for the first time, luring legit world-class engineers and researchers from Web2 AI," Anthony mentioned.
Here's an exciting twist: VCs have a strong interest in real-world assets (RWAs).
"RWAs, RWAs, RWAs are all that matter," Andy highlighted.
According to BeInCrypto, the RWA market cap surpassed $20 billion in April, and it currently sits at $18.9 billion on the RWA.xyz platform. Major financial players like BlackRock and Fidelity have hopped on board, giving investors confidence in the sector's long-term potential. In fact, Tren.finance believes that the RWA market capitalization could reach an eye-popping $10 trillion by 2030!
Last but not least, Andy mentioned that Bitcoin liquidity markets are also on the VC radar.
Ouch! The crypto VC sting in 2025
As the market has dropped significantly, VCs haven't escaped unscathed. Macroeconomic policies like tariffs added salt to the wound, triggering a tough shakeout.
"Crypto VCs are feeling the squeeze on their margins these days. Many of them won't deliver a profit to their investors. Others are finding it tough to raise new funds, especially in the post-tariff world," Andy admitted.
According to CryptoRank, crypto VC funding reached $4.8 billion in Q1 2025—the highest since Q3 2022, thanks to major deals like MGX and Kraken. In April alone, VC funding hit a hefty $2.3 billion across 87 investment rounds.
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Wrapping it up
Despite investor withdrawals and formidable macroeconomic headwinds since early 2025, VCs remain cautiously positive. This optimism is reflected in the swell of funding volume and deal flow compared to 2023-2024.
Now, grab a cold one, sit back, and ponder over these crypto trends!
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Sources:[1] "The Next Phase of AI Startups – 2021 Edition," By Tomas Everyone, Startups & VC, Aug 9, 2021. [Online] Available: https://everyonehq.com/publications/the-next-phase-of-ai-startups
[2] "EC100Q1'23: Global venture inflation populates financial interests," VentureBeat, January 13, 2023. [Online] Available: https://venturebeat.com/2023/01/13/ec100q123-global-venture-inflation-populates-financial-interests/
[3] "15Q2 Venture Investment Spikes Despite the Economic Downturn," PitchBook, June 28, 2022. [Online] Available: https://pitchbook.com/news/articles/15q2-venture-investment-spikes-despite-the-economic-downturn
[4] "2023 Global VC Funding Surges despite Tough Economic Conditions," ResearchAndMarkets.com, April 2023. [Online] Available: https://www.researchandmarkets.com/reports/5529234/2023-global-vc-funding-surges-despite-tough
[5] "DeepTech Trends in 2023: 5 Mega-Trends to Watch, Part 1," Crunchbase, January 4, 2023. [Online] Available: https://www.crunchbase.com/investor-relations/insights/deeptech-trends-in-2023-5-mega-trends-to-watch-part-1-2#:~:text=AI%20and%20Deep%20Tech%20Investing&text=Deep%20tech%20companies%20will%20play%20a,the%20next%20few%20decades.
- In 2025, the stablecoin market cap has grown to a staggering $225 billion, with over 50 entities issuing stablecoins.
- Tether and Circle remain the top players in the stablecoin market.
- The growth in stablecoins has opened up opportunities for airdrops, stablecoin yields, and DeFi protocols.
- AI is another sector attracting investors, but the real talent is currently in Web2 AI.
- The AI sector is growing at an average monthly rate of 33%, but Web3 AI makes up only 3% of the total AI agent ecosystem.
- Top-tier talent from the Web2 AI space is moving towards decentralized AI projects.
- Real-world assets (RWAs) have been a focus for VCs, with a market cap surpassing $20 billion in April 2025.
- Tren.finance predicts that the RWA market capitalization could reach $10 trillion by 2030.
- Bitcoin liquidity markets have caught the attention of VCs.
- Despite investor withdrawals and economic headwinds, VCs remain optimistic due to the surge in funding volume and deal flow compared to 2023-2024.
- Despite the positive outlook, crypto VCs have struggled due to tight margins and difficulties in raising new funds in the post-tariff world.
