Reflecting on 2025
2025 has been a tough year for most crypto founders, investors and community members. The cycle turned out differently than almost everyone predicted and hoped, with no traditional altseason.
It had however also been a year where fundamentals and revenue have inched closer to front and center – which is a positive development. It's a good step forward to focus on value creation, yet our industry still has a long way to go. Almost all of the celebrated high-revenue projects are in gambling, be it perp DEXs, prediction markets, or meme launchpads. As an industry, we can do so much better. We have to do better.
On the other hand, DePIN shows early signs of real-world revenue being created, early proof that real goods and services can be offered and consumed onchain.
Investors started heavily focusing on valuing projects based on their revenue. Here I’d add the caveat that some revenues are sustainable, such as a DePIN with a strong demand side and other revenues are cycle- and narrative-driven, such as meme launchpads.
The value of a network like peaq, though, is more complex than its revenue alone. Economic weight accrues to the network and token through multiple mechanisms. While most tokens have one or two utility vectors, PEAQ powers a new economy and gains weight as machines come to life in the global machine economy. Just like the dollar builds strength from human work, spending, and trade, PEAQ accrues from machines producing goods and services. We’ll share a lot more on this in the new year.
In 2024, we had a clear target: to launch successfully. We exceeded all expectations and ended 2024 at a peak. That singular goal made it easy to focus all our efforts.
In 2025, we achieved many big milestones. To name a few: the world’s first tokenized revenue-generating robot, distributing bear-market resistant revenues from everyday people buying salad in Hong Kong on peaq. We established the world’s first Machine Economy Free Zone in the UAE, officially recognized by VARA. We paved the way for robots to come onchain and exceeded 6 million addresses on peaq by machines and humans. It was a year of laying foundations for the future.
2025 turned out to be more challenging than 2024. Having a listed asset and pressure from a noisy market made it more difficult for us to take a step back and look at the bigger picture. But we did exactly that in the past weeks. We zoomed out and reflected on the year: what worked and what didn’t. As a result, we’ve made many big decisions. Here are some high-level ones:
• We stopped everything that doesn’t have a measurable impact
• We double down on what makes peaq unique
• We refined our strategy
• We work solely based on metrics that drive our north star and revenues around peaq’s intrinsic value
We’re starting into the new year with the most clarity and focus we’ve ever had. The vision remains unchanged, yet it got sharpened to the core – and you can read all of this in the Purple Paper we’ll release in 2026.
I like Jeff Bezos’ Day One philosophy at Amazon a lot — one should always operate like it’s the first day of the journey. It feels like Day One at peaq. We’re just getting started, as hungry, dedicated and driven as ever before. With the big advantage of having the level of clarity and focus you can only get from experience.
No matter where the market is at right now, I’m ready and pumped for 2026. Onwards and Upwards 🦾
During yesterday's market chaos (the largest notional liquidation event in crypto history with an estimated $40B liquidated, stablecoin depegs, and widespread panic), all 5,000+ Giza-managed positions remained safe and continued earning for users.
Giza is an autonomous system that acts consciously and holistically to protect capital while optimizing returns. It doesn't simply just chase the highest APR.
Our infrastructure evaluates liquidity depth, exposure risk, and transaction costs before every allocation decision, continuously tracking key health metrics including TVL, collateral health, and utilization ratios in real-time. We calculate the ratio between each wallet's balance and available market liquidity.
If that ratio exceeds our safety threshold, the system excludes that market from new deposits and automatically withdraws existing positions as an emergency precaution to preserve capital.
This is where personalization of finance becomes mandatory. We provide tailored agents for institutions, funds, and retail users.
Beyond baseline protections, institutional deployments include configurable risk parameters: TVL thresholds, slippage tolerances, utilization rate boundaries, and protocol whitelists/blacklists.
This enables each entity to dictate their risk exposure, capital requirements, and priority protections for events like this while their capital continues optimizing returns.
Our agents ultimately allow users to get the best of capital markets without the inherent risks. All user capital remained both productive and protected throughout the volatility, enabled by intelligent, autonomous execution working 24/7.
Last month, Pulse hit its $3M capacity in just 3 hours.
We’ve since expanded access to $GIZA stakers, ARMA power users, and early community members while we prep the next public rollout.
Demand's been strong for intelligent $ETH yield on Pendle.
New capacity opening soon.
We're solving the biggest trust problem on the internet.
4.8B people rely on recommendation algorithms daily.
But no one can verify if platforms *actually* run the code they claim.
Here's how we built the first cryptographically verifiable content recommendations with @RektHQ:
✦ 𝐆𝐢𝐳𝐚 𝐣𝐮𝐬𝐭 𝐡𝐢𝐭 $𝟐𝟎,𝟎𝟎𝟎,𝟎𝟎𝟎 𝐢𝐧 𝐀𝐬𝐬𝐞𝐭𝐬 𝐔𝐧𝐝𝐞𝐫 𝐀𝐠𝐞𝐧𝐭 ✦
From ARMA's stablecoin optimization to Pulse's automated PT strategies, our agents maximize your returns while you focus on what matters.
Onwards and upwards ⤴️
Paying even more attention to $WAL here.
Continuing to print bullish headlines while accumulating in the base range.
Dropped both Grayscale Trust news and Kaito Leaderboard announcement this week.
Easy high beta SUI eco play.
I think I found something big
$ETHEREUM
42k
CGG2xfpPfS71EaHqzdy4F4Nzroba4CN9JXKDy4UKbonk
Valhalla account made the x comm, Valhalla god candled to 600k at bond, Bitlord follows Valhalla
https://t.co/mOPUYxvrt4
https://t.co/VEDJxpiZSd
Are you paying attention to what @origin_trail is achieving in the real world ⁉️
Large US importers can now verify product safety at the source thanks to OriginTrail's Decentralized Knowledge Graph technology.
SCAN Trusted Factory which is powered by $TRAC ensures that over 40% of U.S. imports meet strict audit standards!
Once again, we are seeing OriginTrail DKG technology being used in the real world 🌍
I see so many talking about projects with strong fundamentals & utilities, well OriginTrail offers all that & a whole lot more. Not many projects have real working products or tech being used in the real world but OriginTrail does.
TRAC will not be this cheap for much longer so now could be the time to think about starting a bag or if you have a bag, add more to your position which I have been doing every month.
Don't fade projects with strong fundamentals, real utilities, dedicated team of builders & tech being used in the real world 🌍