Venture Capital Trends for 2025: Focus on Stablecoins, Real-World Assets, and Bitcoin Liquidity Markets

• Venture capital in H2 2025 is targeting stablecoins, with issuers expected to surge and present airdrop and yield opportunities.

• Real-world assets (RWAs) are the top focus, with institutions like BlackRock driving growth and $10 trillion projections by 2030.

• Despite 2025 losses, VCs remain active in funding, eyeing decentralized AI and Bitcoin liquidity markets for long-term upside.

The crypto market remains turbulent, yet venture capital trends offer insights into future opportunities across key sectors including stablecoins and real-world assets.

What Sectors are Attracting VC Attention for the Remainder of 2025?

Andy, the host of The Rollup Co., shared key highlights from his conversations with top venture capitalists. These insights reveal the sectors that are drawing strong interest among VCs.

According to Andy, the first area of focus is stablecoins.

“Stablecoin issuers are very investable & will likely 10x in quantity,” Andy revealed.

CoinMarketCap lists over 200 stablecoins, while CoinGecko tracks more than 300. Data from Token Terminal shows that the stablecoin market cap has surpassed $225 billion, issued by over 50 entities. However, Tether and Circle still dominate most of that market cap.

If this prediction holds, the number of stablecoin issuers could increase significantly. This would open new investment opportunities for individuals through airdrops, stablecoin yields, and decentralized finance (DeFi) protocols.

VCs are also intrigued by the AI sector. However, there is an observation regarding the difference in development between Web2 and Web3.

“The AI sector is interesting but better builders in Web2, for now,” Andy added.

Recent reports from COINOTAG indicate that the number of AI agents is growing at an average monthly rate of 33%. Yet, Web3-based AI solutions account for just 3% of the total AI agent ecosystem. These findings underscore the current challenges Web3 AI faces in gaining traction.

Anthony, founder of blockchain121, noted a trend where decentralized AI projects are attracting top-tier talent from the Web2 AI space.

“Legit DeAI projects really are, for the first time, attracting legit world-class engineers and researchers from Web2 AI,” Anthony stated.

Moreover, Andy highlighted that VCs have a particularly strong focus on real-world assets (RWAs).

“RWAs, RWAs, RWAs are all that matter,” Andy emphasized.

COINOTAG reported that the market cap of RWAs surpassed $20 billion in April. Currently, the RWA.xyz platform indicates a market cap at $18.9 billion. The involvement of major financial institutions like BlackRock and Fidelity has significantly boosted investor confidence in the sector’s long-term potential. Tren.finance even predicts that RWA market capitalization could soar to over $10 trillion by 2030.

Lastly, along with stablecoins and RWAs, Bitcoin liquidity markets continue to gain the interest of VCs.

VCs Suffer Losses in 2025 Amid Market Decline

As the market cap has seen a significant decline, VCs are not immune to the losses faced in 2025. Unpredictable macroeconomic policies, such as tariffs, have exerted additional pressure on the market, leading to a major shakeout.

“Crypto VCs are getting their margins squeezed as of recent. Many will not return their LPs positive returns. Others are having trouble raising new funds, especially in the post-tariff world. A lot of the tokens they invested into over the last two years haven’t launched or are beaten down badly. OTC markets are much drier than before. There will be an exodus at some point. The strong will survive,” Andy disclosed.

According to CryptoRank, crypto VC funding reached $4.8 billion in Q1 2025—the highest since Q3 2022, largely driven by major deals such as MGX and Kraken. In April alone, VC funding hit $2.3 billion across 87 investment rounds.

Despite the pressure from investor withdrawals and unfavorable macroeconomic conditions, VCs maintain a cautiously optimistic outlook. This optimism is evident in the uptick in funding volume and deal flow compared to 2023 and 2024.

Conclusion

In summary, while the current landscape for crypto venture capital presents challenges, sectors such as stablecoins and RWAs are capturing significant attention, indicating potential opportunities for savvy investors. The combination of institutional involvement and investment in AI projects highlights a shift towards more resilient and innovative frameworks in the crypto ecosystem.