#预测市场 The 2025 VC review results are out, with stablecoins and prediction markets emerging as the biggest winners. This is a signal for us bag-holders.

First, let's talk about stablecoins—Tether has become one of the highest-profit companies per capita, with trading volume and profitability both exploding. What does this indicate? It shows that stablecoins are no longer niche tools but are becoming true financial infrastructure. More projects will follow suit, increasing interaction opportunities.

Looking at prediction markets, Kalshi and Polymarket have shed their "fake volume" doubts, and even Intercontinental Exchange has invested $2 billion in Polymarket. This isn't small-scale; it's recognition from traditional financial institutions. This year, new projects will flood into the prediction market track, bringing new interaction spaces and new airdrop opportunities.

The key change is the regulatory environment. With Gensler stepping down and the stablecoin bill passing, the US government's stance has fundamentally shifted. This means compliant projects will accelerate, and entrepreneurs no longer need to run away. For us, it means opportunities are moving from the gray area into the sunlight, making participation easier and costs lower.

The strategy is clear—closely monitor new interactions related to stablecoins and early participation in new prediction market projects. These two tracks will be the most efficient bag-hunting targets in 2025.