DeFAI Summer's Bullish Prediction for 2025

Author: leo_escobar_; Compiler: Block unicorn

1. Introduction

Recently, artificial intelligence agents have set off a hot topic in the crypto space, attracting widespread attention from early adopters to major investors. The excitement generated by these technologies is no less than the DeFi summer of 2020-2021. (Thanks to @MessariCrypto for the following data)  

It's not just hype - new experiments, novel research, and innovative applications of artificial intelligence agents emerge every day, from automated trading robots to real-time market analysis tools. This surge in interest is very similar to the early days of DeFi, when no one wanted to miss out on what could be the next big thing in the crypto space.

From Terminal of Truth(@truth_terminal) to Zerebro(@0xzerebro) and Virtuals(@virtuals_io), to ai16z(@ai16zdao), aixbt(@aixbt_agent) and many more (too many to list), we see exciting ideas emerging one after another, all of which leverage the powerful potential of AI agents.   

Now, there is a new word trending: "DeFAI". If you are reading this article, you may already know which two words it is made up of. Yes, that's right - it's the fusion of DeFi and AI. Just hearing these words - it feels awesome, right? !

2. The Current State of DeFAI

In this post, I’d like to talk about the concept currently known as “DeFAI” and share some of my thoughts on how it might develop in the future.   

If we look at the DeFAI projects currently being developed, I would divide them into the following categories:

• Tools (or interfaces) that make DeFi more user-friendly

• AI agents focused on analytics, such as market analysis and prediction

• AI agents that automate DeFi activities (such as trading automation)

Okay, let’s list some of the main projects in each category:

1. Tools (interfaces) that make DeFi more user-friendly

- ANON (@HeyAnonai)

HeyAnon is a DeFAI protocol developed by @danielesesta (yes, WAGMI) that aims to simplify DeFi. Interact and integrate key information related to the project. Through conversational AI combined with real-time data, HeyAnon allows users to manage DeFi operations, track project updates, and understand trends on different platforms. It uses natural language processing technology to parse user instructions, perform complex DeFi tasks, and provide near real-time insights.   

How it works is described in the video below.

The Hey Anon team is also developing a new product: a TypeScript-based framework called Automate. Once developed, you can expect to seamlessly integrate any protocol into a secure, predictable, AI-driven multi-chain DeFi environment.   

- Griffain (@griffaindotcom)

Griffain allows users to create and manage AI agents that can perform various on-chain operations such as token swaps, liquidity provision, etc. Its functionality is somewhat similar to HeyAnon, but it is mainly based on and runs in the Solana ecosystem.   

2. AI agents focused on analytics, such as market analysis and forecasting

- aixbt by Virtuals (@aixbt_agent)

aixbt by Virtuals is like your crypto buddy, using artificial intelligence to sniff out market trends and provide you with an in-depth interpretation of the hot dynamics of the crypto world. At its core, it extracts valuable data from cumbersome and complex information to help you decide when to buy or sell. In addition, holding aixbt tokens allows you to join their VIP club and enjoy additional benefits, voting rights, and a smooth trading experience in their ecosystem.

He (maybe she) posted content like this.

-  Rei(@unit00x0)

Rei Dive deep into DeFi, discover trends and track the flow of smart money. At its core, it gives you an edge through intelligent analysis of blockchain data, helping you gain insight into the deep dynamics of the crypto market. With Rei, you can gain insights to guide your next big decision in the blockchain world.

3. AI agents that automate DeFi activities such as trading automation

- ASYM(@ASYM41b07)

ASYM is a project where AI agents focus on mining the best investment opportunities in Meme and automatically mobilize capital to maximize returns. These agents use the blockchain's public data and computational intelligence to respond quickly to market trends, and all profits flow back into the $ASYM token for continued growth. It's like having a team of savvy traders working 24/7 to help you scale your investments in the wild world of Meme coins.  

ASYM is primarily led by @mungimungimungi - I've had the opportunity to speak with him in person and trust me, he's awesome! Check out his article for more details.

- Kosher Capital(@KosherCapital)

Kosher Capital is a platform where users can launch funds that are fully managed by AI agents. A prime example is the "Digital Gold Fund" managed by @RabbiSchlomo_Ai in $cbBTC, which is fully automated and runs without human intervention. AI agents like @RabbiSchlomo_Ai make all investment decisions independently and only rebalance when the fund committee deems it absolutely necessary.

3. My Thoughts and 2025 DeFAI Summer Bull Market Prediction

We are at an exciting time for DeFAI. The combination of DeFi and AI is more than just hype - it will rapidly change the way we handle finances. DeFi has steadily grown over the past few years and remains one of the sectors with huge growth potential (I'm waiting for @AndreCronjeTech's return). If technologies like Trusted Execution Environments (TEEs) or even AGI end up being part of this transformation, I see an even bigger explosion. It feels like the growth of the proverbial "Summer of DeFi," even if it's not marked on the calendar.

AI agents are honing their skills in handling complex financial tasks. They stand on the shoulders of years of DeFi innovation and have the potential to be secured by TEE technology in the future, creating a whole new layer of trust and reliability. As these systems continue to improve, more people — from experienced traders to new users attracted by simplified interfaces — will join in. Better natural language processing, real-time analytics, and automated trading bots will break down barriers to entry, making DeFi more accessible and efficient.

Interoperability is another game-changer. DeFAI projects will not operate in isolation. They will seamlessly integrate, share insights, and collaborate. Imagine an AI agent leveraging real-time market data and analytics from aixbt — feeding those insights directly into an automated trading strategy. When user-friendly tools, analytics-driven AI agents, and automated bots come together, the synergy can be magical — attracting greater investment and igniting community momentum.

And we can’t ignore the potential of AGI. While it’s still out of reach, its eventual arrival could take decision-making, predictive analytics, and automated strategies to a whole new level.

At the heart of it all, there’s a community of forward-thinkers and doers. People like @danielesesta are not only pushing the boundaries of technology, but also being open and transparent. This combination of tenacity and foresight sets the stage for a true boom in smart, AI-driven solutions.

In short, my 2025 DeFAI bull thesis is built on a convergence of technological readiness, continued DeFi development, future security innovations like TEEs, and the tantalizing promise of AGI. AI is being woven into the fabric of DeFi, and we stand on the brink of entering a transformative era for the crypto world.

Buckle up — this DeFAI summer could be the most exciting “summer” yet.