2025 crypto market survival plan: Is Stable Coin the next casino?

This article discusses the likely direction of the cryptocurrency market in 2025, especially in the absence of innovation, where the Stable Coin market demand may increase. The authors believe that if the market continues to be bearish, yield-generating Stable Coin products could account for 20-30% of the Stable Coin market. With the rise of the Stable Coin market, more developers and new Decentralized Finance innovations are likely to emerge. In addition, Trump's policy of supporting cryptocurrency helps the development of the domestic encryption industry in the United States, and investors should follow the potential of the local encryption token. This article is from poopmandefi, a researcher at IOSG. (Synopsis: Market pullback is painful, more suitable for lazy U-standard financial strategies here) (Background supplement: market pullback pit people, suitable for lying flat U-standard financial strategy Vol.2 here) This was written by a cryptocurrency fanatic who also had good luck on MEME coin, and now he is exploring legal investment opportunities in 2025 to be able to explain to Dad that I am in a serious industry. Disclaimer: This is just the author's personal two-penny view of the market. What is mentioned in the article: Cryptocurrency market in 2024 What's next after MEME coin If the market is still bearish, what I will follow 2024, the year of BTC and Solana, 2024 is brutal, unless you are a loyal supporter of BTC or a warrior fighting on the front lines. Ventures, liquidity, diamond hands, and true believers have all been destroyed, and with the explosion of AI, the future cryptocurrency market looks even darker. BTC hit $100,000, ETFs were approved, BTC achieved 60% market dominance, and TradFi adoption accelerated. 2024 is really the year of BTC. Solana, a tokenization platform. At its peak, SOL's daily volume reached $36 billion, about 10% of NASDAQ's average daily volume, which is huge for a cryptocurrency. The trend of MEME coin and AI coin has contributed to all this. Hyperliquid is the BBH (Big Dark Horse) in this market. They made a bold move by rejecting venture funding, and their post-Airdrop adoption demonstrated a strong demand for non-KYC perpetual trading and "thick" platform Liquidity. XRP, ADA, any Dino coin. Uber drivers and the U.S. government seem to like them, so I give them an affirmation. Other than that, I can't think of any gains of more than 2 weeks in this market. In 2025, from casinos to the new Decentralized Finance and US cryptocurrency. After Trump fell, I observed that the market's profits did not reflow into AI tokens. So I converted everything into Stable Coin except for part of the SOL Position. It's becoming increasingly clear that after months of PvP, people are tired of MEME coin and AI in the air. The entire AI field has been wiped out, most tokens have fallen 70-80% from their peak, and the Libra incident has all but sealed the fate of this narrative. In short, Pumpfun will go to zero. So, where did all the MEME coin money go? In the absence of a clear catalyst for MEME coin, the wealth effect is fading, causing a downward spiral that pushes players away from MEME coin. Meanwhile, in today's cryptocurrency market: Lack of breakthrough innovations Existing altcoincoins continue to stagnate and ETH is in trouble Fundamentals suddenly become unimportant Old MEME coins are dead Newly listed tokens have low survival rates, with only a few tokens lasting more than 2 weeks That does sound bearish, right? In this case, I think investors will be more inclined to choose a "risk averse" investment approach, which is why I believe most of the money will flow into Fiat Currency-backed Stable Coin in 2025. Some of them may want to use their assets to earn some passive income through Stable Coin. Therefore, "Stable Coins" that generate revenue, such as USDe or USDS, will be very attractive to them. Stable Coin is the new oil. While the AI and MEME markets have been destroyed, the total value of Stable Coin has continued to rise steadily, with a monthly rise rate of 3%, and TVL has exceeded $220 billion to date. Those who want to be safe and secure choose Stable Coin, which is backed by Fiat Currency. USDT and USDC maintain a market dominance of 90% and are almost unassailable, thanks to their widespread adoption across different exchanges and payment platforms. Those who want to make their Stable Coin work opt for Stable Coin with Revenue Generation/Decentralization. For example, USDe, USDS, DAI, USD0, etc. So far, this segment has only accounted for more than 10% of the market share, but they have actually had an amazing year with a total TVL rise of over 70%. Well, I got it straight. The current market landscape is: 90% Fiat Currency supports Stable Coin 10% Yield-Generating Stable Coin I believe that Yield-Generated Stable Coin still has room to rise, because: The "low volatility option" combined with earnings will always be attractive to people in the encryption circle. Innovation is likely to emerge on new stability mechanisms and capital efficiency strategies that drive higher returns. Stable Coin found a product-market fit in Cryptocurrency, both as a coin and as an investment vehicle. So, this also forms my Cryptocurrency plan for 2025. My "Bearish" Cryptocurrency Plans for 2025 If there is no innovation or a new narrative in 2025, I believe the market will go in two directions: New Decentralized Finance innovations driven by the rising Stable Coin market Policies in support of cryptocurrency drive "Made in the USA" Cryptocurrency 1. Stable Coin and New Decentralized Finance Innovation Over the next 3-6 months, more and more Stable Coin will be launched as a dollar-based tokenization strategy designed to generate competitive returns through different types of collateral or strategies. Given Stable Coin's composability and "price stability", they are able to easily work with different Decentralized Finance protocols and create synergies with each other. Examples of existing Decentralized Finance integrations include: Intrerest Rate swap-related products such as pendle fi, spectra finance, are all great designs that allow users to speculate on asset returns, effectively creating new markets for yield-generating assets (including Stable Coin). Coin marketplaces like MorphoLabs, 0xfluid, etc. also provide leveraged yield farms that drive Stable Coin's economic activity. DEXs such as CurveFinance also provide a great place to launch the Liquidity of Stable Coin pairs, etc. Among all these innovations, my favorites are those that create new asset classes, such as Pendle's YT-USDe, which creates a new market on top of earnings "Lego" and provides an additional layer of income for Stable Coin enthusiasts. In addition to yield optimization, I'd like to see some innovations in CDP design, especially ideas that remove over-collateralization and minimize liquidation risk, which can give Decentralization's Stable Coin a new lease of life. After all, I expect more innovation to emerge with the rise of the Stable Coin market because...