Published: 2025-11-28
Status:
Available
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Analyzed
Predictions from this Video
Incorrect: 8
Prediction
Topic
Status
Bitcoin is predicted to be around $85,000 due to the confluence of halving-induced supply shock and institutional ETF demand.
"Why is Bitcoin hovering around $85,000? Well, it's because the having supply shock is meeting institutional ETF demand."
Incorrect
Fetch AI (FET) and Render (RNDR) experienced significant price rallies due to their association with the AI narrative, not necessarily due to advancements in AGI.
"Tokens like fetch AI and render rallied thousands of percent not because they had solved artificial general intelligence but because they were liquid proxies for the biggest story in the world."
Correct
AI agents and crypto convergence is the dominant narrative in late 2025.
"The dominant narrative of late 2025 is the convergence of AI agents and crypto."
Correct
In Q4 2025, there was a significant shift of capital from older blockchain chains to Ethereum Layer 2 solutions, including Arbitrum (ARB) and Base.
"Smart money has been flowing out of older monolithic chains and into the Ethereum layer 2 ecosystem, specifically projects like Arbitum and Bass."
Correct
AI agents and memecoins accounted for over 62% of investor interest in Q1 of 2025.
"In Q1 of this year, AI agents and memecoins accounted for over 62% of investor interest."
Pending
The market capitalization for AI-related tokens was around $25 billion in late 2025, considered early relative to the broader crypto market.
"The market cap for AI related tokens is hovering around $25 billion. That sounds like a lot, but compared to the broader market, it's still early days."
Incorrect
The market capitalization of AI-related tokens is approximately $25 billion.
"The market cap for AI related tokens is hovering around $25 billion."
Incorrect
The restaking narrative, exemplified by protocols like Ether.fi (likely implied by 'IEN layer'), drove significant growth, increasing TVL from $1 billion to over $18 billion by enabling staked ETH to secure other protocols and generate additional yield.
"Another massive narrative is restaking. IEN layer is one of these cryptos that actually changed the game. It allowed Ethereum stakers to use their ETH to secure other protocols. This narrative of capital efficiency earning yield on top of yield drove Ian layer's TVL from 1 billion to over 18 billion."
Incorrect
Restaking is identified as a significant narrative in crypto, with IEN layer being a key player.
"Another massive narrative is restaking. IEN layer is one of these cryptos that actually changed the game."
Correct
Bitcoin was trading around $85,000 in late 2025 due to the confluence of the supply shock from the halving event and demand from institutional ETF inflows.
"Why is Bitcoin hovering around $85,000? Well, it's because the having supply shock is meeting institutional ETF demand."
Incorrect
IAN Layer experienced a TVL increase from $1 billion to over $18 billion due to the capital efficiency narrative. Also, as of November 2025, tokenized real-world assets on-chain exceed $35 billion, highlighted by BlackRock's tokenized treasury fund reaching a $500 million market cap.
"It's the same psychological driver as DeFi summer, which is yield. And finally we have real world assets or rwas. This is the institutional narrative and one that I personally like. When Black Rockck launches a tokenized treasury fund and it hits $500 million in market cap, the market pays attention. As of this month, there are over $35 billion in tokenized real world assets on chain."
Pending
Modular blockchains saw increased developer activity in 2025, with prices remaining relatively stable during this initial phase.
"Or consider the recent rise of modular blockchains in 2025. This starts with developer activity. At this stage, price action is quiet."
Pending
The market cap of tokenized real world assets on-chain is over $35 billion as of November 2025.
"As of this month, there are over $35 billion in tokenized real world assets on chain."
Incorrect
In the first half of 2025, crypto companies raised over $16 billion, indicating significant VC interest, which signals a heating narrative in specific sectors like AI agents.
"We saw this in the first half of 2025 where crypto companies raised over 16 billion. When you see top tier VCs like A16Z or Paradigm pouring money into a specific sector like they did with DeFi in 2020 or AI agents recently, that is your signal that the narrative is heating up."
Correct
The DePIN sector has a market cap exceeding $50 billion, with a year-over-year growth rate of 270%.
"Currently the Dpin sector has a market cap of over $50 billion growing 270% yearover-year."
Pending
By November 2025, the market cap for tokenized real world assets (RWAs) on-chain exceeded $35 billion.
"As of this month, there are over $35 billion in tokenized real world assets on chain."
Incorrect
A question is posed regarding which narrative is expected to dominate in 2026, with options including AI, DeFi, or RWAs.
"But what do you think? Which narrative do you think is going to dominate 2026?"
Pending
The DePIN (Decentralized Physical Infrastructure Networks) sector had a market cap exceeding $50 billion in late 2025, with a year-over-year growth of 270% and over 5.7 million devices deployed globally.
"Currently the Dpin sector has a market cap of over $50 billion growing 270% yearover-year. There are over 5.7 million devices deployed globally."
Incorrect
A suggested crypto portfolio allocation strategy is a 60/30/10 split: 60% in blue-chip assets like Bitcoin and Ethereum, 30% in narrative-driven mid-cap tokens, and 10% in high-risk 'moonshots' or for buying dips.
"A common framework is the 603010 split. 60% in high conviction blue chips like Bitcoin and Ethereum, 30% in narrative-driven plays like the midcaps that capture the current trend, and 10% in moonshots or cash for buying dips."
Pending
The speaker is posing a question about which narrative (AI, DeFi, RWAs, or something else) is expected to dominate in 2026, suggesting a potential continuation or rotation within these sectors.
"But what do you think? Which narrative do you think is going to dominate 2026? Is the AI bubble just getting started or are we about to see a massive rotation back into the DeFi sector or maybe real world assets or something else?"
Pending