--- title: “That’s Our Two Satoshis” - 2025 Digital Assets Predictions description: This week, we will discuss DeFi, RWA, and crypto venture investing predictions for 2025. image: https://www.ar.ca/hubfs/blog-promo-2025.png --- [![email-sig-logowhite](https://www.ar.ca/hs-fs/hubfs/email-sig-logowhite.png?width=102&height=96&name=email-sig-logowhite.png "email-sig-logowhite")](https://www.ar.ca/) [![Get in Touch](https://no-cache.hubspot.com/cta/default/4536350/28ac2c2f-186c-436f-9682-1169cf946ad3.png)](https://cta-redirect.hubspot.com/cta/redirect/4536350/28ac2c2f-186c-436f-9682-1169cf946ad3) ** ** ** [![Arca](https://www.ar.ca/hs-fs/hubfs/arca_square_576x576.png?width=60&height=30&name=arca_square_576x576.png "Arca")](https://www.ar.ca/) [![Get in Touch](https://no-cache.hubspot.com/cta/default/4536350/28ac2c2f-186c-436f-9682-1169cf946ad3.png)](https://cta-redirect.hubspot.com/cta/redirect/4536350/28ac2c2f-186c-436f-9682-1169cf946ad3) ** ** ** Search **Menu** ** ** [![Data Room](https://no-cache.hubspot.com/cta/default/4536350/72e2934a-0f70-4634-897e-b99fd4807a9b.png)](https://cta-redirect.hubspot.com/cta/redirect/4536350/72e2934a-0f70-4634-897e-b99fd4807a9b) [![Get in Touch](https://no-cache.hubspot.com/cta/default/4536350/28ac2c2f-186c-436f-9682-1169cf946ad3.png)](https://cta-redirect.hubspot.com/cta/redirect/4536350/28ac2c2f-186c-436f-9682-1169cf946ad3) ![](https://www.ar.ca/hubfs/Blog/Thats%20Our%202%20Satoshis/Branding/2-Sats-Header.png) [Market Recap](https://www.ar.ca/blog/tag/market-recap) | # “That’s Our Two Satoshis” - 2025 Digital Assets Predictions [![Jeff Dorman, CFA](https://www.ar.ca/hubfs/Jeff%20Dorman.png)](https://www.ar.ca/blog/author/jeff-dorman-cfa) Written by [Jeff Dorman, CFA](https://www.ar.ca/blog/author/jeff-dorman-cfa) Jan 6, 2025 ******![Thats Our 2 Satoshis Logo](https://www.ar.ca/hs-fs/hubfs/Thats%20Our%202%20Satoshis%20Logo.png?width=300&name=Thats%20Our%202%20Satoshis%20Logo.png)****** ******![Screenshot 2025-01-06 at 10.39.21 AM](https://www.ar.ca/hs-fs/hubfs/Screenshot%202025-01-06%20at%2010.39.21%20AM.png?width=642&height=404&name=Screenshot%202025-01-06%20at%2010.39.21%20AM.png)****** *Source: TradingView, CNBC, Bloomberg, Messari*   This week's special edition of Two Satoshis includes predictions from external subject matter experts featured on Two Satoshis Live.   **DeFi Predictions** *Joshua Lim: Co-Founder at Arbelos Market*   [![Copy of Copy of 2 sats eoy 2024 Thumb (1280 × 720 px) (1)](https://www.ar.ca/hs-fs/hubfs/Copy%20of%20Copy%20of%202%20sats%20eoy%202024%20Thumb%20(1280%20%C3%97%20720%20px)%20(1).png?width=661&height=372&name=Copy%20of%20Copy%20of%202%20sats%20eoy%202024%20Thumb%20(1280%20%C3%97%20720%20px)%20(1).png)](https://youtu.be/su-mEENY_-k) Predictions:  - We will see a rise in on-chain derivatives - A new cohort of mid-to-late cycle yield seekers will emerge - There will be clear winners in CeFi and DeFi intermediaries **Real World Assets (RWA) Predictions** *Morgan Krupetsky **: Senior Director at Ava Labs*   [![Copy of Copy of 2 sats eoy 2024 Thumb (1280 × 720 px) (2)](https://www.ar.ca/hs-fs/hubfs/Copy%20of%20Copy%20of%202%20sats%20eoy%202024%20Thumb%20(1280%20%C3%97%20720%20px)%20(2).png?width=682&height=384&name=Copy%20of%20Copy%20of%202%20sats%20eoy%202024%20Thumb%20(1280%20%C3%97%20720%20px)%20(2).png)](https://youtu.be/wK4Qn-Cd514)   Predictions:  - Stablecoins and tokenized MMFs will go mainstream  - RWAs will be integrated into traditional distribution channels  - LATAM, in particular, will see growth in RWA adoption  **Crypto Venture Investing Predictions** *David Nage**: Partner at Arca *   [*![Copy of Copy of 2 sats eoy 2024 Thumb (1280 × 720 px)](https://www.ar.ca/hs-fs/hubfs/Copy%20of%20Copy%20of%202%20sats%20eoy%202024%20Thumb%20(1280%20%C3%97%20720%20px).png?width=670&height=377&name=Copy%20of%20Copy%20of%202%20sats%20eoy%202024%20Thumb%20(1280%20%C3%97%20720%20px).png)*](https://youtu.be/b32XCLeSbhI)   *Predictions:* - *The AI Agent sector in digital assets will explode * - *We will see more robust fundraising and new tokens on the market* - *We will see a breakout consumer application* **Stay tuned for Arca’s 2025 predictions!** ** **     ***And That’s Our Two Satoshis! ****Thanks for reading everyone! Questions or comments, just let us know.*   **The Arca Portfolio Management Team** *Jeff Dorman, CFA - Chief Investment Officer* *Katie Talati - Director of Research* *Sasha Fleyshman - Portfolio Manager* *David Nage - Portfolio Manager* *Wes Hansen - Director of Trading and Operations* *Michal Benedykcinski - Senior Vice President, Research* *Alex Woodard - Associate, Research* *Christopher Macpherson - Research Analyst* *Andrew Masotti - Associate, Trading and Operations* *Joey Reinberg, Associate, Trading and Operations*     **To learn more or talk to us about investing in digital assets and cryptocurrency** **call us now at [(424) 289-8068](tel:+14242898068).** ### Subscribe For the Latest Blockchain News & Analysis     Disclaimer: This commentary is provided as general information only and is in no way intended as investment advice, investment research, legal advice, tax advice, a research report, or a recommendation. Any decision to invest or take any other action with respect to any investments discussed in this commentary may involve risks not discussed, and therefore, such decisions should not be based solely on the information contained in this document. Please consult your own financial/legal/tax professional. Statements in this communication may include forward-looking information and/or may be based on various assumptions. The forward-looking statements and other views or opinions expressed are those of the author, and are made as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated and there is no guarantee that any particular outcome will come to pass. The statements made herein are subject to change at any time. Arca disclaims any obligation to update or revise any statements or views expressed herein. Past performance is not a guarantee of future results and there can be no assurance that any future results will be realized. Some or all of the information provided herein may be or be based on statements of opinion. In addition, certain information provided herein may be based on third-party sources, which is believed to be accurate, but has not been independently verified. Arca and/or certain of its affiliates and/or clients may now, or in the future, hold a financial interest in investments that are the same as or substantially similar to the investments discussed in this commentary. No claims are made as to the profitability of such financial interests, now, in the past or in the future and Arca and/or its clients may sell such financial interests at any time. The information provided herein is not intended to be, nor should it be construed as an offer to sell or a solicitation of any offer to buy any securities, or a solicitation to provide investment advisory services. 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