#SoSoScholar2025 @SoSoValueCrypto
Crypto Trend Analysis for Q4 2025: AI, RWA, Meme, and DeFi Sectors
🍀Q4 2025 presents a constructive environment driven by looser Fed policy, comprehensive U.S. crypto regulation (GENIUS Act), and record on-chain activity. Key metrics: AI sector at $32.6-35.6B market cap with TAO halving catalyst, RWA hitting $75.5B with institutional momentum, DeFi TVL surging 41% to $160B+, and meme coins positioned for euphoria-driven rallies. Cross-sector correlations are tightening as RWA provides yield infrastructure while AI, DeFi, and memes capture speculative flows.
⭐️My thought and rankings on Q4 for these sectors:
AI: Strongest fundamentals with observable revenue generation (VIRTUAL fees)
RWA: Institutional validation driving $76B sector growth
DeFi: Mature infrastructure with selective innovation opportunities
Meme: High volatility, narrative-dependent with utility hybridization
⭐️October Key Events
October 14: Render (RNDR) unlock of 492k tokens
October 11: Aptos unlock of 11.31M APT (2.15% supply), affecting AI-heavy Move-based projects
⭐️November-December Catalysts
November 17-22: Ethereum Devconnect Buenos Aires, typically coordinating major DeFi governance votes and launches
December 11-13: Solana Breakpoint Abu Dhabi, historically igniting meme coin rotations (BONK, WIF)
December 30: EU MiCA CASP licensing deadline affects RWA and DeFi compliance
💥Sector Rotation Favors Utility: Social sentiment indicates movement away from pure speculation toward evidence-based projects with measurable adoption metrics. AI and RWA show strongest momentum from institutional readiness and real-world applications.
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