Interesting AI trends to focus on in Q2/Q3 2025
ChatGPT just reached 500M weekly active users and is poised to reach 1B by the end of 2025. The trend is also true for other big tech players which are gaining users at a rapid pace i.e. Gemini daily visits at ~11M (7.4% MoM growth), DeepSeek & Grok each daily visits at 16.5M.
There's also a shift in monetization model from SaaS to charging for outcomes—no more $20–$30 freemium plans. Instead, agents with human-level performance, priced like salaried workers. More rev potential for builders.
As models continue to reason better, remember more, provide better responses, and optimize inference, we'll see more
• Open weights decentralized models on par (or even outperform) GPT-4o
• Domain-specific, specialized models fine-tuned for specific tasks
Web3 offers robust infra that supports the full lifecycle of open-weight models—including training, inference, fine-tuning, evaluations, and governance—by leveraging decentralized networks and TEEs. This enables secure, verifiable compute while aligning with blockchain-native coordination and ownership models.
In an Ideal future,
• Web3 open models reach mainstream, both retail users and developers use the models for specific use cases or further fine-tune them
• Token as economic ownership / alignment tools of the models & derivatives of the models, earning rev & funneling back rev to token holders
• DeFi layer gets created to facilitate the needs for capital for compute, for training, fine-tuning (undercollateralized lending/borrowing, onchain GPU products/loans) and DeFi for the AI Models tokens (LP’ing, Lending, Perps)
• Application layer gets created where personalized AI agents are built on top of existing DeAI infra, allowing users to tap into co-pilots that help with DeFi lending, LP’ing, staking, co-pilots that provide you a system to trade better, execute the right financial products to better manage your risks (options, perps), etc
• New layers of network effect will be formed, enabling users to better partake in the development as well as the rev (fruits of the labor) from AI innovations
It’s early, but the foundations are forming. The next wave of AI will be open, composable, and co-owned
“There is nothing either good or bad, but thinking makes it so.”
Over the last bear market I missed out on a generational buying opportunity because I let the noise get to me.
If I were able to keep a clear head, I would have seen that it was all noise and been able to max bid.
But I didn't. People continued to drive the notion that it was over. It could go lower. They gave ridiculous entry points that sounded smart but was actually bs.
One comment is easy to wave off, but when it's a sea of FUD and negativity that easily leads to crowd fallacy. They must be right because everyone else came to the same conclusion.
Social media amplifies sentiment and turns maybe into a certainty.
Instead of viewing both possibilities, you think in absolutes which means you have already lost.
In bear markets I guarantee you people will be doom posting like never before. When you see that, remind yourself to think of the other side.
In many cases, things aren’t as good or as bad as they seem—they just feel that way.
Grande anúncio: a Lens fez uma parceria com a Avail, que se encaixa perfeitamente devido à sua arquitetura escalável e tecnologia.
Além disso, a Avail pode lucrar muito com L2s como a Lens, que estão crescendo rapidamente e exigem disponibilidade de dados mais barata em comparação com o Ethereum blobspace.
Os primeiros usuários do ecossistema da Lens e stakers da $AVAIL podem se dar bem com um possível airdrop (equipe da AAVE e +$46 milhões arrecadados).
O ecossistema da Avail está crescendo rapidamente, com mais e mais equipes escolhendo Avail ao invés de outras soluções.
Lens has officially launched on Avail DA—choosing @AvailProject for its decentralized and scalable framework. An increasing number of teams are shifting towards Avail.
• SocialFi demands large-scale, cost-effective data availability to cut expenses. Using Ethereum blobspace would inflate costs by a factor of ten.
• Those who jump on the Lens ecosystem bandwagon early might be eligible for future opportunities, and staking $AVAIL could enhance those chances.
Lens chain has been built by @Aave team and have raised $46M.
With Avail Nexus going live, Avail is set to generate revenue by being a verification layer across multiple chains.
Definitely time to start paying attention to $AVAIL! Make sure to give them a follow.
Account Abstraction 💎
+ Airdrop 🪂
Crypto is a constantly evolving field,
And our habits are challenged all the time.
You want to use the latest tech Crypto has to offer.
Adaptation is key.
Your New Wallet 🧵 ↓
Exclusive from Consensus 2025 in Hong Kong — just for you! Demlabs CEO and Cellframe project lead Dmitry Gerasimov interviews Professor Jintai Ding, one of the designers of the Kyber key encapsulation mechanism. Watch on our YouTube channel (https://t.co/HQeY5eTHo7)!
#ConsensusHK
#ConsensusHK2025
Full Recap on Bybit Hack 🧵
We couldn't just enjoy a nice pump and $BTC >$100K again.
Of course, we had to get an apocalyptic event instead.
That's crypto after all.
How it happened, North Korea, What happens to funds, Bybit Communication, Could it be bullish?, and more ↓
🔸AI narrative
AI tokens are going crazy with returns around 3x higher than the average narrative.
Initially led by $TAO, $FET and $NEAR but not smaller projects like $DEAI $ENQAI, $NMT, $OLAS and $AIT also doing well.
The first Starships to Mars will launch in 2 years when the next Earth-Mars transfer window opens.
These will be uncrewed to test the reliability of landing intact on Mars. If those landings go well, then the first crewed flights to Mars will be in 4 years.
Flight rate will grow exponentially from there, with the goal of building a self-sustaining city in about 20 years. Being multiplanetary will vastly increase the probable lifespan of consciousness, as we will no longer have all our eggs, literally and metabolically, on one planet.
.@ether_fi and Scroll have partnered to make Scroll the settlement layer of real world transactions for https://t.co/ayyQbLwu5v Cash.
https://t.co/ayyQbLwu5v Cash will offer the highest cash back of any credit card globally!
Take a look at what's coming ⬇️🧵
At @radarblock, we’re excited to introduce 'The Left Curve' podcast💚
Our goal is to make crypto clearer and more understandable for everyone
Join us for insightful discussions with experts about the intricacies of the space 🎙️