Welcome to Decasonic's newsletter! Join us as we delve into the depths of industry insights, explore top-of-mind perspectives, and share about upcoming events and initiatives.

DeFi x AI Market Map 2025

DeFAI transforms both AI and Crypto

-- Kathy Tong, Quantitative Venture Investor at Decasonic

In 2024, the crypto landscape has been buzzing with renewed energy fueled by regulatory optimism and transformative innovations. With the inauguration of President Trump, who has signaled support for crypto-friendly regulation, and a growing anticipation of a DeFi renaissance, the ecosystem is experiencing a surge in activity. Catalysts such as Ethena, Instadapp’s Fluid - leveraging novel Smart Debt and Smart Collateral mechanisms, and Hyperliquid’s rapid growth are reshaping the DeFi landscape. Fund flows are accelerating, driven by retail adoption—evidenced by $TRUMP onboarding 700,000 holders with over 400,000 from the Moonshot platform, alongside a rise in ETF filings and increased ETH and BTC trading volumes. Stablecoins have also hit an all-time high in market cap, cementing their position as a core pillar of the crypto economy.

Amid this growth, a new category is taking shape at the intersection of DeFi and AI: DeFAI. As DeFi continues to redefine traditional finance by removing intermediaries and giving users full control over their assets, it has also introduced significant complexities. Managing multi-chain ecosystems, interacting with various protocols, and optimizing financial operations can be daunting for the average user. DeFAI seeks to address these challenges by combining the intelligence and automation of AI with the financial freedom of DeFi, creating a powerful synergy that simplifies operations and enhances the user experience.

The Altcoin Spectrum

An Assessment of Attention, Utility and Community in Token Investing

-- Paul Hsu, CEO and Founder, Abdul Al Ali, Venture Investor, Decasonic

We are excited to share with the Web3 community our Altcoin Spectrum. At Decasonic, we embrace narratives in token investing to underwrite the powerful network effects that aspirational visionaries have. The spectrum is divided into two categories: Attention tokens and Utility tokens, with each category having three subcategories.

We’ll be live on X Spaces tonight!

Join us tonight on X Spaces for a deep dive into the convergence of Web3 and AI! 

This session will explore the groundbreaking potential of AI integration across various sectors like venture capital, gaming, DeFi, and data analytics. 

Don’t miss out on insights from leading projects such as Decasonic, DIGIMON, Project Plutus, and GOATINDEX.

🗓️ Tonight, February 5th | 🕔 5 PM PDT | 🕗 8 PM EDT

Top of Mind

• Paul shared his thoughts on OpenAI's latest innovation—Deep Research—and its implications for Web3 and AI in a recent LinkedIn post here

• Kathy shared a 2025 AI Agent Market Map from AgentOPS in a recent LinkedIn post here.

• Paul shared Coinbase’s Guide to Crypto Market Q1 2025 in a recent LinkedIn post here

• Abdul shared a list of founders who have adopted DeepSeek AI in a recent X post here

Where to Find Us

• Paul will be @ Satoshi Roundtable Dubai, Jan 30 - Feb 5, Dubai

• Paul, Kathy, and Abdul will be @ ETH Denver 2025, Feb 23 - Mar 2

  • Super Agent Hackathon, Feb 26

  • Connect & Recharge, Denver Edition, Feb 27

Thanks for reading!

Follow Decasonic on Twitter, Telegram, and LinkedIn for daily insights on the web3 ecosystem, Decasonic happenings, and beyond.

Are you or someone you know building in crypto or web3? Get in touch with the investment team here.

^{_{The content of this newsletter is strictly for informational and educational purposes and is not meant to constitute investment advice, or a recommendation or solicitation to buy or sell any asset or to make any financial decision. Nothing in this newsletter should be considered legal or tax advice. You should consult with your own professional advisor before making any financial decision. Decasonic offers no warranties on any content in the newsletter, including that it is accurate, complete, or correct. The opinions expressed in this newsletter are those of the authors and do not necessarily reflect the views of Decasonic. Decasonic is not liable for any errors or omissions in the content of this newsletter or for any actions taken based on the information provided herein}}