If 2024 was the warm-up act, 2025 is the main event, where a stampeding bull run collides with explosive AI breakthroughs. What follows is straight, unfiltered brain-juice pulled from my own dashboards and data dives, no one’s sliding me a single Satoshi for these takes, call it intel not gospel. Not financial advice.

03 – Jan - 2025

About me:

Ben Fairbank

Australia

I am an entrepreneur, business owner and co-founder and have spent my life studying data and working for 20 years as a career consultant. My focus areas and areas of expertise relate to Customer Experience – Understanding customer lifecycles and journey maps, Cultural Turnarounds – Focusing on directional and strategic changes in organisations and on Greenfields Projects – Starting new projects, companies or subsidiaries within larger organisations or as separate entities.

I became interested in blockchain technology whilst living abroad and looking for more efficient ways to send money back to my country, which lead me to Bitcoin. Several years later I began a crypto educational channel aimed at friends and family, under the pseudonym of Bitcoin Benny. This continued into 2017 and 2018. In 2018, feeling I had enough understanding of the transition from web2 to web3, I started the company RedFOX Labs, which was focused on venture building and becoming a platform for builders and creators to spin-up and scale web3 digital businesses with little to no coding experience. In 2024, the company switched its focus to its overarching technology and platform and in providing web3 clients like Orange Web3 a full suite of technology to become an aggregated Layer 1 blockchain focused on User Generated Content for building games and worlds. My focus remains on providing the platform and technology that allows both web2 and web3 companies the ability to build deep and rich companies that are simple to set up and extremely easy to scale.

The following thoughts are my own independent views and opinions on the web3 industry for 2025, key trends and narratives and predictions of how the market may behave as these trends take form. None of this information can or should be considered financial advice and is merely to document my understanding of the industry and to help me better collate my thoughts.

My Web3 2025 Outlooks

I have a long-held super-cycle thesis for this year and anticipate that it will end late Dec 2025 or early Jan 2026. My firm opinion is that we see some nervous moments in the front half of the year and a violent end to the calendar year with explosive price action. I believe the bull run, or the period I refer to as the 3 to 4 months of explosive money printing will begin in late July to early August but is dependent on multiple factors. I believe regulation clamps the oxygen at the end of the cycle and the bigger the dip to the mid-year, the bigger the slope to end the cycle.

Some of the areas I believe will play a significant role in this calendar year, outside of SocialFi which I really don’t get or rate, but include because a lot of people do rate it):

1. Decentralised AI and Agent Infrastructure: AI tokens have never been through a bull market and narrative driven themes have already elevated some frothy valuations for key players in the AI token space. I expect that we have seen almost a borrowing of upside potential for some of the projects in this space due to the fact, most of what we are seeing is hypothetical and/or unproven. Taking this into consideration I would expect to see a pullback to some of the valuations across the board, by the middle of the year. It’s a very new sector and even newer in web3 and for their respective tokens. What history has told us is the reality of the product on delivery, vs what it might be are starkly different by comparison. With tokens, it’s all about what it could be worth and having the product to market often sends the price of the token downward.

My predictions for this sector are as follows:

Main Tokens to track and watch:

These tokens are referenced only because they are the significant players, at least a few, and will often signal to the rest of the sector what will happen. I of course can’t and won’t speculate on any planned or incoming tokens as they may not transpire.

Bittensor (TAO):

Current Price: $441

Mid-Year Price: $312

End-Year Price: $684