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Web3 Outlook 2025: A Transformational Year

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Web3 is set to transform industries and redefine the digital landscape in 2025. After years of hype, the Web3 space is starting to mature, with key advancements in cryptocurrency, decentralized finance (DeFi), and NFTs. At Venionaire Capital, we are actively involved in the Web3 space through our Venionaire Web3 Fund, which focuses on investing in cutting-edge decentralized technologies and supporting the growth of the next generation of blockchain-based solutions. 

2024: Web3 Goes Mainstream 

In 2024, Web3 made its mark in the mainstream. Bitcoin (BTC) reached new all-time highs, aided by the launch of Bitcoin ETFs, which boosted interest in the Web3 space. Furthermore, high-profile endorsements, such as President Trump’s backing of cryptocurrency, further fueled Web3’s growth. As the Web3 space evolved, the focus shifted from speculative hype to more practical applications, preparing the ground for widespread adoption in 2025. 

The Cyclical Nature of Web3: Mass Adoption on the Horizon 

Web3 operates in cyclical periods, typically lasting 2-3 years. After the 2020-2022 crypto boom, the market is entering a new cycle of mass adoption from 2024-2026. While earlier cycles centered on blockchain experimentation, the focus now is on building scalable, real-world solutions. In 2025, Web3 is poised to go beyond early developments like NFTs and DeFi, moving toward broader use cases that bridge technology, culture, and finance. 

These advancements will likely enable Web3 to penetrate traditional industries, including finance, gaming, and supply chain management, creating new business models and expanding the adoption of decentralized technologies. 

AI Agents in Web3: A Game-Changer 

One of the most exciting trends in Web3 is the rise of AI agents. These autonomous, blockchain-enabled entities are capable of performing tasks without human intervention, and they are set to revolutionize industries like gaming, entertainment, and finance. In Web3, AI agents range from simple smart contracts to complex, human-like avatars capable of interacting with users in virtual environments. 

For instance, AI agents can personalize gaming experiences by dynamically adjusting in-game elements based on player behavior. The game “Saga: Emerald Beyond” demonstrates how AI can enhance the gaming experience by assisting with combat adjustments and debugging. This innovation represents the potential for AI agents to play a transformative role in Web3. 

SocialFi and DePIN: The Future of Web3 

Web3 is increasingly moving beyond finance into social applications. SocialFi, a fusion of social media and decentralized finance, is gaining traction, particularly among Gen-Z and Gen-Alpha. These users are looking for more than financial transactions—they want decentralized communities that reward participation, content creation, and engagement. 

Additionally, DePIN (Decentralized Physical Infrastructure Networks) is emerging as a transformative force in industries relying on real-world infrastructure. Projects like Spacecoin and Helium are pioneering decentralized networks for satellite internet and the Internet of Things (IoT), respectively. Spacecoin, for example, made waves in December 2024 by launching its first satellite, marking a significant milestone for decentralized satellite internet. 

These DePIN projects have the potential to disrupt traditional industries by decentralizing critical infrastructure, making it more accessible and efficient. 

NFTs and Digital Ownership 

Although NFTs gained popularity in the 2020-2022 boom, their full potential remains untapped. In 2025, NFTs are expected to evolve beyond digital art and collectibles, becoming tools for establishing verifiable digital ownership across multiple sectors, including gaming, real estate, and intellectual property. 

NFTs could also enable the creation of decentralized identity systems, allowing users to manage their online presence and assets securely. This opens new opportunities for digital ownership and verification, positioning NFTs as a core component of the Web3 ecosystem. 

Web3’s Impact on Traditional Industries 

Web3 technologies are increasingly being explored by traditional industries seeking to improve transparency, efficiency, and security. Blockchain’s decentralized nature is particularly attractive to sectors like supply chain management and financial services. By eliminating intermediaries, Web3 solutions can streamline operations and reduce costs. 

In addition, the integration of decentralized finance (DeFi) is providing businesses with new opportunities to access capital and improve financial transactions. The continued adoption of blockchain and Web3 technologies by traditional sectors will likely drive further growth in 2025. 

A Transformative Year Ahead for Web3 

Web3 in 2025 promises to be a transformative year. With the rise of AI agents, the expansion of SocialFi and DePIN, and the evolution of NFTs, Web3 is on the brink of mainstream adoption. As these technologies mature and integrate with traditional industries, Web3 will continue to reshape the digital landscape. 

For investors, businesses, and developers, 2025 presents a unique opportunity to participate in the Web3 revolution. By embracing decentralized technologies and exploring innovative applications, Web3 is set to redefine the internet as we know it. 

Listen to all the new trends and market developments in the first episode of Venionaire Insights:

“Mom, are we there yet?” Bitcoin’s Journey Beyond the Election Cycle

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Author: Igor Hadziahmetovic | Investment Director & Web3 Tech Lead at Venionaire Web3

In the short term, it doesn’t really matter who wins the US elections. The bitcoin price is poised to appreciate further. The reasons for this optimism are manifold; some of the key factors revolve around bitcoin being an accepted hedge against economic turbulence and uncertainty:

  • Ever-increasing US national debt and money printing
  • Increased weakening of the USD as the world’s reserve currency
  • De-dollarization by central banks and rising sovereign debt as demand driver for bitcoin and gold reserves
  • Centrals banks, governments, and corporates increasingly include bitcoin along with gold in their reserves and balance sheets
  • Financial institutions are increasing their BTC adoption and crypto-industry involvement
  • US ETF inflows are increasing, with other countries following suit

On Tuesday, 29-Oct, bitcoin approached its all-time high (ATH) at around $73.6k before quickly retracing. Depending on the trading venue, some prices did breach new highs, as seen with bitcoin CME futures reaching a new ATH at $74,485. The last week of October brought exceptional price performance, with bitcoin closing the month up 10.9%. Currently, we’re seeing price retracements across the board. When bitcoin experiences even minor corrections, altcoins typically face more significant declines due to their higher beta.

Weekend price action, notorious for lower liquidity and reduced trader participation, often allows for wider price swings before Monday’s open. The last weekly close left a large upper wick reaching into the ATH price range, before retracing to close +1.18% higher than its opening price. However, on monthly, weekly, and daily timeframes, bitcoin maintains its bullish stance as long as it holds the $65-66k level. Even a retracement from $74k to $65k, representing a 12.5% decrease, would not disrupt bitcoin’s bullish market structure.

As a side note: Election days typically see heightened risk premiums, with many traders and investors looking to reduce their exposure. bitcoin experienced similar price retracements a few days before the 2016 and 2020 elections, dropping approximately 7% and 10% respectively. Notably, these pre-election lows were never retested after the elections concluded.

Let’s zoom out a bit.

The short-term impact of the US presidential elections on bitcoin’s price appears to be already priced in, suggesting a potential sell-the-news event. I’m not sure if this holds true for Ether, though. It is interesting to see what historical data shows for the post-elections period of bitcoin’s performance (BTC Index). It can help us to understand what might lie ahead:

Year of elections 30d performance 90d performance 180d performance
2012 24.15% 92.02% 937.91%
2016 9.88% 49.55% 135.95%
2020 41.75% 161.89% 321.88%
Average 25.26% 101.15% 465.24%

The regulatory landscape for bitcoin is improving globally, not just in the US. This trend is expected to continue under the new president, whoever that may be. bitcoin became one of key topics in the US election campaign, which underscores its importance in the political landscape and its role in national interests. I guess bitcoin has indeed come a long way from being ignored and later fiercely opposed as a ‘currency for criminals.’

But, beside bitcoin, there are thousands of other coins and tokens out there that haven’t really profited from positive regulatory development. Yet.

I find this point far more interesting for the post-elections period, potentially providing quality altcoins with strong tailwinds and boosting their adoption. Verticals and sectors like Payments (CFS), zk-Tech, DePIN, SocialFi, DeFi, Abstractions, xVM, and others could experience enormous growth. Currently, many technically sound and battle-tested projects face constraints in reaching their target audience and achieving greater adoption due to regulatory risks, uncertainty, red tape, and selective crackdowns.

US politicians have communicated their ambition for the country to become the world’s leading crypto industry hub, which fuels my optimism for a positive shift in regulatory stance towards quality altcoins. As we know, the crypto industry is much, much more than just bitcoin.

In case of delayed election results (e.g., recounting, contesting, etc.), the short-term volatility period may be prolonged, potentially distorting investors’ long-term perspective. This could drag on into January — the official inauguration is set for January 20th. Reacting to short-term, election-driven market changes might shake out some investors. In other words: if you hold bitcoin and quality altcoins, don’t let occasional price retracements disturb you if your investment horizon is 6-12 months or longer. Similarly, it’s good to keep some capital aside for accumulation opportunities.

Navigating the Future of Web3: Insights from Berthold Baurek-Karlic, CEO of Venionaire

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During the annual World Venture Forum in Kitzbühel, BTC Echo‘s Editor-in-Chief Sven Wagenknecht interviewed Berthold Baurek-Karlic, CEO of Venionaire about the World Venture Forum becoming a crypto hotspot on the first day, about timing when it comes to crypto and about today’s environment for M&A deals.

 

The Transformative Power of Blockchain

In Web3, timing investments is less important than the transformative power of blockchain technology itself. We’ve seen the World Venture Forum become a bustling hub for crypto innovation , now celebrating its tenth year. What started as a small golf tournament has grown into an annual event attracting global investors and thinkers eager to explore the future of digital economies.

 

The Serendipitous Beginnings of the World Venture Forum

Our journey with the World Venture Forum began unexpectedly· A casual chat with Kitzbühel’s mayor about bringing investors together sparked the idea to create a platform for pioneers in digital assets. Over the years, driven by growing interest in cryptocurrencies, especially during the rise of Web3 technologies, the World Venture Forum expanded into a week-long event. It became clear early on that Kitzbühel’s beautiful setting was perfect for discussions on decentralized computing, innovative blockchain applications, and the broader impacts of the Internet of Blockchains.

 

Venionaire Capital’s Strategic Investment Approach

Venionaire Capital’s investment strategy focuses on finding projects with strong business models in the Web3 sector. We manage a specialized Web3 fund, the first registered Alternative Investment Fund Manager (AIFM) in Austria authorized for crypto investments. Unlike traditional approaches based solely on market capitalizations, our strategy emphasizes deep community engagement and thorough due diligence. We seek out companies that not only use blockchain technology but also drive sustainable progress in digital networks.

 

Anticipating the Future of the Cryptocurrency Market

Looking ahead, we expect further development in the cryptocurrency market marked by clear market cycles. After a period of market ups and downs, known as the “Crypto Spring,” we foresee a phase of consolidation and maturity. Regulatory changes, along with the introduction of crypto ETFs, are set to improve market transparency and institutional acceptance. This transformative phase offers opportunities for forward-thinking firms like 21shares, which develop ETFs and contribute creatively to the Web3 ecosystem.

 

The Fluid Nature of Web3 Investments

When evaluating market trends, it is crucial to highlight the fluid nature of Web3 investments. Unlike traditional sectors where timing is critical, the Web3 universe thrives on ongoing innovation and adaptability. The early days of the internet provide a good comparison; while market sentiments may fluctuate, our dedication to understanding and shaping the future of blockchain technology remains steadfast. It’s not just about investments; it’s about nurturing an environment where digital natives and experienced investors can fully leverage the potential of the Internet of Blockchains together·

 

Beyond investments, Venionaire actively participates in M&A advisory to foster strategic growth opportunities for our portfolio companies. In a landscape characterized by dynamic changes and strategic consolidations, we navigate opportunities for organic growth and transformative acquisitions.

 

The original interview has been published in German and can be read here:  https://www.btc-echo.de/news/venionaire-capital-ceo-im-web3-ist-es-egal-wann-man-investiert-187877/

CRYPTO INSIGHTS #1 – THORChain’s Streaming Swaps: A Revolution in Decentralized Finance

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Step into the captivating world of “Crypto Insights,” an illuminating blog series brought to you by Venionaire’s pioneering Tigris Web3 team. Venture into the frontiers of the Web3 landscape and decentralized finance (DeFi). We unveil the freshest blockchain innovations and unveil the hidden treasures nestled within the heart of the Tigris Web3 fund portfolio. 

THORChain’s Streaming Swaps: A DeFi Revolution

Welcome to another enlightening edition of “Crypto Insights,” an illuminating series brought to you by Venionaire’s Tigris Web3 team. In this edition, we’ll delve into the thrilling realm of the Web3 space, shedding light on the groundbreaking blockchain innovations that are shaping the future of finance. Today, we’re excited to unravel the captivating stories of two prominent players in our Tigris Web3 fund portfolio: THORChain and THORSwap. These dynamic entities have ignited the crypto realm with surging trading volumes, propelling their native tokens to remarkable heights. As these projects continue to garner attention with soaring trading volumes and noteworthy price movements, let’s journey into their worlds and unveil the reasons behind their success. 

Tackling DeFi Challenges 

Decentralized Finance (DeFi) in general offers many advantages over Centralized Finance (CeFi). However, one of its major problems since its inception has been operational and technical risks. Those risks relate to a variety of wrappers, bridges, and smart contracts necessary. These are needed due to a lack of native cross-chain interoperability and multiple inefficiencies. These inefficiencies arise due to high trading fees, transactional costs, and high slippage because of shallow liquidity. As a result, larger traders and funds like us rely more on Centralized Exchanges, Brokers, and OTC trades than we as DeFi and Web3 “natives” would prefer. 

At Venionaire, we’re dedicated to harnessing the potential of DeFi, and in our quest for optimal swap paths, we’ve immersed ourselves in a myriad of Decentralized Exchanges. Among these, THORChain and THORSwap stand tall, embodying the innovation and efficiency we believe in. In the vast expanse of the Web3 universe, THORChain and THORSwap have emerged as shining stars. These dynamic technologies have gained significant momentum within our Tigris Web3 fund portfolio. That makes them more than just investments – they’re a testament to our foresight and believe in this revolutionary landscape.

THORChain’s Galactic Rise

THORChain, a pivotal component of our portfolio, has captured the attention of many as it introduces a decentralized paradigm shift to finance (DeFi). Besides the capital efficiency of THORChain due to its Continuous Liquidity Pool model and its strong tokenomics, which creates natural demand for RUNE, THORChains native token, we were equally bullish on the planned development Roadmap. One of these planned features recently hit the ground running, secretly revolutionizing Decentralized Finance. Addiitonally, it led to a small (but at this stage probably temporary) bull run for both RUNE and THOR tokens. 

Powered by cutting-edge blockchain technology, THORChain disrupts traditional financial models by enabling and facilitating direct peer-to-peer interactions. Its decentralization empowers users to transact autonomously, bypassing intermediaries and fostering transparency. In simple terms, it enables users to engage in financial activities without relying on intermediaries like banks. This DeFi approach unlocks unprecedented opportunities for users to take control of their financial autonomy and foster transparency. Our investment in THORChain aligns seamlessly with our ideals of autonomy and transparency, amplifying our enthusiasm for its growth. As of now, THORChain stands at a remarkable +55%. While we are acutely aware of the pronounced volatility inherent in the crypto sector, we are fortunate to have seasoned experts within our team adept at navigating these fluctuations.

THORSwap’s Ascension in the Crypto Realm

In the symphony of DeFi and complementing THORChain’s ascendancy, we find THORSwap. This is an essential and harmonious counterpart in our Tigris Web3 fund portfolio. THORSwap contributes to the DeFi ecosystem by providing a platform for seamless asset swapping. Unlike before, where a single swap had to meet all liquidity needs at once, streaming enables the distribution of liquidity needs across multiple moments. This allowes arbitrageurs to rectify prices during the swap. It leads to more precise price execution with much lower slippage. Simultaneously, it circumvents multiple in- and outbound chain gas fees from splitting into several manual transactions. 

Imagine being able to trade various tokens effortlessly, all while enjoying the security and efficiency of blockchain technology. This innovative approach not only enhances convenience but also empowers users to participate in a borderless global financial landscape. 

Why We’re Enthusiastic About These Technologies

Our unwavering belief in the Web3 revolution for sure drives our investment choices. THORChain and THORSwap embody our commitment to autonomy, transparency, and innovation and contribute to enabling users taking over control. With these technologies users can modify sub-swaps over time using two parameters, based on their intent of either price or time optimization: 

  • Swap Interval: This determines the time gap between sub-swaps. It is measured in THORChain blocks, each approximately 6 seconds long. This interval allows arbitrage opportunities between sub-swaps, keeping pools continuously balanced. This prevents capital shortages during swaps. 
  • Swap Count: Users can specify how many sub-swaps should occur within the original swap amount. More sub-swaps result in smaller swap sizes for each leg, minimizing slippage in each sub-swap. 

This approach enhances THORChain’s capital efficiency without altering Total Value Locked (TVL). For instance, a Streaming Swap with a count of 10 makes the sub-swap/pool ratio ten times better than a single large swap, effectively enlarging the pool’s appearance. Similarly, a Streaming Swap with a count of 100 makes the pool seem a hundred times larger. 

Unlocking High-Volume Trades and Cost Savings

Streaming Swaps facilitate larger trades on THORChain and allow substantial traders to pay as low as 5 basis points in liquidity fees. That makes THORChain more appealing for sizable on-chain trades. This change aims to attract a broader user base, particularly those trading over $100k. Trades with $1m plus in value were completed within 2 hours, with lower transaction costs compared to major Centralized Exchanges. As fund managers, we’re thrilled to attest that this groundbreaking feature seamlessly enhances our operations on-chain. It liberates us from reliance on external intermediaries, and concurrently unlocking substantial cost savings. 

As passionate advocates of the Web3 revolution, it’s no surprise that we’re invested in these groundbreaking technologies. THORChain and THORSwap mirror the ideals we hold dear – autonomy, transparency, and innovation. By investing in projects that align with these values, we contribute to the transformation of traditional finance into a more accessible, efficient, and decentralized system. As these projects flourish, they reinforce our dedication to transforming traditional finance into a more accessible, efficient, and decentralized entity.  

Increased Volume proving early product-market fit 

We are not the only ones happy to use Streaming Swaps. Presently, fees surpass block rewards, highlighting THORChain’s increased activity. Introducing Streaming Swaps strategically attracts users who typically trade larger amounts, securing THORChain’s position as a leading swap route. The main direct DEX and User Interface built on THORChain, THORSwap saw a massive increase in Trading Volume as well as revenue generated. THORSwap’s native token THOR was able to capitalize on that with a price increase of roughly 300% since the introduction of the Streaming Swap feature. With an innovative lending product lurking around the corner, we stay bullish, and we stay invested in both THORChain (RUNE) and THORSwap (THOR). 

Embracing the Future

Our journey exemplifies the commitment to exploring, understanding, and investing in the future of finance. These technologies are more than just financial assets. They embody a movement that challenges the status quo and embraces the potential of decentralized systems. Our involvement with these projects reflects our dedication to pushing the boundaries of what’s possible in the ever-evolving Web3 landscape. 

Our Tigris Web3 fund portfolio stands as a testament to our unwavering dedication to progress, innovation, and transformative change. Join “Crypto Insights” again for more exciting revelations from the world of Web3, where possibilities are endless, and the future is now. If you are interested in learning more about our other portfolio investments, our strategy, and the Tigris Web3 Fund in general, contact us at tw3@venionaire.com. 

A Decade of Innovation & Digital Transformation: A Look at the Buzzwords and Developments

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Over the past 10 years, the world has witnessed a rapid and transformative period of innovation and digital transformation. From groundbreaking technologies to disruptive business models, the last decade has brought forth a multitude of buzzwords and developments that have shaped industries across the globe. In this article, we will delve into some of the most significant advancements and highlight the key buzzwords that have emerged during this transformative period. 

Artificial Intelligence (AI) and Machine Learning

No discussion on digital transformation is complete without mentioning AI and machine learning. These technologies have revolutionized various industries, enabling computers to mimic human intelligence and learn from data. From chatbots and virtual assistants to predictive analytics and autonomous vehicles, AI and machine learning have become essential tools for businesses seeking to gain a competitive edge. 

Internet of Things (IoT)

The IoT refers to the network of physical devices, vehicles, appliances, and other objects embedded with sensors and software that enable them to connect and exchange data. Not only has this interconnectedness paved the way for smart homes, smart cities, and industrial automation. IoT has also played a crucial role in data collection, enabling businesses to gather valuable insights and optimize their operations. 

Cloud Computing

Cloud computing has transformed the way businesses operate and store data. With the ability to access and store data remotely, companies can reduce costs and enhance scalability. Moreover, Cloud-based services offer flexibility, security, and collaboration opportunities, allowing businesses to streamline their operations and focus on their core competencies. 

Big Data and Analytics

The exponential growth of data has given rise to the need for advanced analytics tools and techniques. Big data analytics leverages large datasets to uncover patterns, correlations, and trends, enabling businesses to make data-driven decisions. This has paved the way for personalized marketing, predictive maintenance, and enhanced customer experiences. 

Blockchain Technology

Blockchain technology burst onto the scene with the advent of cryptocurrencies like Bitcoin. However, its potential goes far beyond digital currencies. Blockchain offers a decentralized and transparent approach to record-keeping, enabling secure transactions, supply chain traceability, and smart contracts. Its impact spans industries such as finance, logistics, and healthcare. 

Augmented Reality (AR) and Virtual Reality (VR) 

 AR and VR have transformed the way we interact with digital content and the physical world. AR overlays digital information onto the real world, enhancing experiences in fields like gaming, retail, and education. VR, on the other hand, immerses users in a virtual environment, revolutionizing areas such as training, entertainment, and healthcare. 

The past decade has been a whirlwind of innovation and digital transformation, reshaping industries and revolutionizing the way we live and work. From AI and machine learning to IoT and blockchain, these developments have ushered in a new era of possibilities. As we reflect on the incredible journey of the last 10 years, it’s clear that these buzzwords and advancements will continue to mold the future, presenting both challenges and opportunities for businesses worldwide. Embracing and harnessing these technologies will be crucial for organizations aiming to thrive in an increasingly digital world. 

Join Us at the World Venture Forum 2024 in Kitzbühel 

To celebrate this remarkable decade of progress, exploration, and transformation, we invite you to join us at the 10-year anniversary of the World Venture Forum in 2024, set against the breathtaking backdrop of Kitzbühel. At this prestigious event, thought leaders, innovators, and visionaries from around the globe will gather to dive deeper into these groundbreaking topics, explore emerging trends, and chart the course for the next wave of innovation. Stay tuned for an unforgettable experience that will shape the future of business and technology. See you in Kitzbühel! 

Web3 Expert Wordrap with Danku_R

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Danku_R is a Web3 Enthusiast and Crypto Blogger/Youtuber and supports Venionaire as Expert Partner in different web3 and crypto topics.

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Venionaire entered Partnership with Linde Digital GmbH

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Linde Verlag is tackling the future with a new subsidiary: The publishing house will hereafter bundle all of its digital activities in Linde Digital GmbH.

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First Austrian Crypto Fund – Tigris Web3

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Our team at Venionaire Investment is proud to announce that we have received approval from the FMA (Finanzmarktaufsicht) for the first Austrian “crypto fund” – Tigris Web3. 

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