The crypto market has entered the fifth month of 2025, but retail traders haven’t seen a lot enchancment of their portfolios. In the meantime, what instructions are enterprise capital (VC) companies taking amid the 2025 market panorama?
The reply to this query may function useful perception for particular person traders.
What Sectors are Attracting VC Consideration for the The rest of 2025?
Andy, the host of The Rollup Co., shared key highlights from his conversations with high enterprise capitalists. These insights reveal the sectors which might be drawing sturdy curiosity.
In keeping with Andy, the primary space of focus is stablecoins.
“Stablecoin issuers are very investable & will probably 10x in amount,” Andy revealed.
CoinMarketCap lists over 200 stablecoins, whereas CoinGecko tracks greater than 300. Information from Token Terminal exhibits that the stablecoin market cap has surpassed $225 billion, issued by over 50 entities. Nevertheless, Tether and Circle nonetheless dominate most of that market cap.
Stablecoin Capitalization by Issuer. Supply: Token Terminal
If this prediction holds, the variety of stablecoin issuers may improve by a whole lot. This might open new funding alternatives for people via airdrops, stablecoin yields, and DeFi protocols.
VCs additionally discover AI an attention-grabbing sector. Nevertheless, they acknowledge a spot in how AI functions are developed in Web2 versus Web3.
“The AI sector is attention-grabbing however higher builders in Web2, for now,” Andy added.
Latest experiences from BeInCrypto present that the variety of AI brokers is rising at a median month-to-month fee of 33%. But, Web3-based AI options account for simply 3% of the overall AI agent ecosystem. These figures align with VCs’ observations. Web3 AI may have extra time to show itself with sensible and environment friendly use circumstances.
Anthony, founding father of blockchain121, additionally commented on a pattern the place decentralized AI initiatives now entice top-tier expertise from the Web2 AI area.
“Legit DeAI initiatives actually are, for the primary time, attracting legit world-class engineers and researchers from Web2 AI,” Anthony mentioned.
As well as, Andy revealed that VCs have a very sturdy give attention to real-world belongings (RWAs).
“RWAs, RWAs, RWAs are all that matter,” Andy emphasised.
Complete RWA Worth. Supply: RWA.xyz
BeInCrypto reported that the market cap of RWAs surpassed $20 billion in April. On the time of writing, the RWA.xyz platform exhibits the present market cap at $18.9 billion.
The involvement of main monetary establishments like BlackRock and Constancy has boosted investor confidence within the sector’s long-term potential. Tren.finance even predicts that RWA market capitalization may attain over $10 trillion by 2030.
Lastly, along with stablecoins and RWAs, Andy talked about that Bitcoin liquidity markets are additionally of curiosity to VCs.
VCs Undergo Losses in 2025 Amid Market Decline
Because the market cap has dropped considerably, VCs haven’t been resistant to losses in 2025. Unpredictable macroeconomic insurance policies like tariffs have added stress, triggering a harsh shakeout.
“Crypto VCs are getting their margins squeezed as of latest. Many won’t return their LPs optimistic returns. Others are having hassle elevating new funds, particularly within the post-tariff world. Loads of the tokens they invested into during the last two years haven’t launched or are overwhelmed down badly. OTC markets are a lot drier than earlier than. There will likely be an exodus in some unspecified time in the future. The sturdy will survive,” Andy disclosed.
In keeping with CryptoRank, crypto VC funding reached $4.8 billion in Q1 2025—the best since Q3 2022. This was largely pushed by main offers equivalent to MGX and Kraken. In April alone, VC funding hit $2.3 billion throughout 87 funding rounds.
General, VCs stay cautiously optimistic regardless of the stress from investor withdrawals and macroeconomic headwinds since early 2025. This optimism is mirrored within the improve in funding quantity and deal circulate in comparison with 2023–2024.
