5.1 Summary
The overall market outlook remains bullish, and we expect the rally to persist. In addition, we’re focusing on emerging trends that we believe will define 2025 and beyond. Our holdings have been carefully selected to capitalize on these growth areas, and each asset’s underlying thesis strengthens our confidence heading into another robust year for the strategy. Today, we want to highlight the rationale behind each of our positions.
Key Themes Driving Our Strategy:
Tokenization of Real-World Assets:
On-chain securities grew by 61% in 2024, a trend we expect to accelerate in the coming year. Projects like $LINK and $AVAX are leaders in this space and very well positioned to benefit as real-world assets increasingly find their way onto blockchain platforms. $Avax provides a platform for tokenizing these assets, while $LINK, in partnership with SWIFT, has created a settlement layer that facilitates value transfer across multiple blockchains.
AI Agents and DeFi Integration:
In case you are not familiar with the term, an agent is a software application capable of:
- Extracting information from a changing, unstructured environment,
- Reasoning about that information to achieve its objectives,
- Discovering patterns in data and learning to leverage them,
- Performing actions its creator may not have initially anticipated.
With over one million such AI agents already deployed, the potential for exponential growth is clear as more platforms simplify their deployment and management. By integrating these advanced agents into DeFi ecosystems, we unlock more sophisticated and autonomous financial services—ranging from dynamic liquidity provision to automated arbitrage strategies and adaptive yield optimization.
Out of the assets available on ICONOMI, $INJ stands out as a beneficiary of this trend. Its AI agent platform, combined with a robust DeFi ecosystem and low transaction fees, creates the ideal environment for agents to flourish. As these autonomous agents become more intelligent and agile, they can continuously adapt and improve, delivering enhanced market efficiency and unlocking new revenue streams. With these advantages, $INJ is poised to capitalize on the next wave of AI-driven DeFi innovation.
@TDj_Slo @StrangContentio
It's currently a top 5 fee-generating protocol in crypto and can still easily grow 10x bigger. It has a solid proven product market fit and integrations with Trust Wallet, Coinbase etc. Sure, they made a big mistake. Ex core team thought shorting $BTC to buy your own asset was a good idea. It obviously wasn't and they got liquidated but now, the future seems much brighter. Will execute another rebalance to buy the dip shortly.