Core Insights - The crypto industry is transitioning into a new era defined as "Kinetic Finance," focusing on the efficiency of asset flow and profitability rather than just network speed [1][2][33] - Future opportunities in crypto are expected to center around three core transformations: asset transformation, subject transformation, and regulatory transformation [1][2] Asset Transformation - Real World Assets (RWA) are evolving from simple digital receipts to a global 24/7 settlement system, fundamentally enhancing capital efficiency [4][6] - Tokenized U.S. Treasury bonds have surpassed $7.3 billion, showing over 300% year-on-year growth, while tokenized U.S. stocks are emerging as the second major standardized asset with a current scale of approximately $500 million [6][7] - The RWA market is projected to reach $16 trillion by 2030, with a significant growth inflection point expected in 2026, where non-stablecoin RWA is anticipated to exceed $100 billion [7] Subject Transformation - The role of human traders is shifting towards AI agents, which will utilize DeFi protocols as financial APIs to seek optimal global returns [1][2][14] - AI-driven payment networks are expected to see substantial growth, with predictions indicating that on-chain automated trading volume will reach $5 billion daily by 2027, with a CAGR exceeding 120% [15] Regulatory Transformation - The regulatory landscape is moving from post-event supervision to code compliance, embedding privacy and compliance within the infrastructure to facilitate institutional capital entry [2][11] - The emergence of programmable privacy solutions is becoming essential for institutions to protect sensitive trading strategies while ensuring compliance [24][25] Institutional Adoption - The perception of crypto assets is shifting from speculative investments to global macro-hedging tools, with institutions increasingly focusing on compliance as a competitive advantage [21][23] - New financial products such as basis arbitrage and structured notes are being developed to provide institutions with diversified investment options [21][22] DeFi Evolution - DeFi is transitioning from passive smart contracts to proactive intelligent services, with a focus on strategy-driven asset management [28][29] - The market is witnessing a shift from human-to-machine interactions to machine-to-machine interactions, emphasizing the need for a DeFi adaptation layer [29][30] Conclusion - The industry is expected to focus on the release of asset efficiency rather than just network capacity, marking a significant shift towards "Kinetic Finance" [33][34] - Projects that can effectively reduce trust costs and enhance capital efficiency through code are anticipated to become foundational in this new paradigm [34]

Vision & Technology - Polyhedra aims to build trustworthy AI infrastructure using zero-knowledge cryptography, merging AI and Web3 [1] - Polyhedra is pioneering verifiability in AI through zkML, zkBridge, and Polyhedra i-D [1] Event & Reach - Polyhedra's Head of Ecosystem shared the company's vision at TBOS 2025, hosted by @TBOS_2025 and @TaipeiWeek [1] - The talk on Verifiable Intelligence had over 8 thousand live viewers [1]