Predictions in crypto by Variant Fund

Variant Fund's team published its predictions for crypto in 2024 and 2025, collecting forecasts from several partners and team members, with the aim of tracking the next wave of crypto development. Jesse's product list includes mobile becoming the default, stablecoin rails reaching global fintech adoption, and Telegram leaning into mini-apps and payments. Alana predicts Farcaster will exceed 3M users, and Derek predicts a crypto prediction market will reach $1B in monthly volume in a category beyond politics. Geoff expects much more clarity about which agentic AI use cases have product-market fit in crypto within 12 months.