Coinbase Ventures, the investment arm of the leading American cryptocurrency exchange, has outlined its strategic investment focus for the year 2025. The firm aims to allocate resources towards real-world assets (RWAs), next-generation decentralized finance (DeFi) solutions, and innovations in artificial intelligence (AI).
In a recent blog post, Coinbase Ventures highlighted its anticipation of significant growth in several key areas. These include tokenization of assets, the development of proprietary automated market makers (prop-AMMs), and the expansion of prediction markets. The firm also expects advancements in privacy-preserving crypto tools to emerge as vital components of the evolving landscape.
Coinbase Ventures has signaled its intention to support teams that are building asset tokenization platforms, specialized trading exchanges, and AI-driven business infrastructure. The firm identifies these sectors as fertile ground for the next wave of successful cryptocurrency enterprises.
Since its inception in 2018, Coinbase Ventures has invested in 618 projects, maintaining equity stakes in 422 startups, according to data from PitchBook. Among its most recent investments is the DeFi compliance platform 0xbow, which was disclosed on November 18. Other notable investments include payment startups Zynk and ZAR, as well as the prediction market platform Kalshi.
Investor Kinji Steimetz has drawn attention to the increasing demand for synthetic exposure to off-chain assets, predicting a rise in products such as perpetual futures contracts linked to real-world asset classes. Furthermore, he emphasized the potential of prop-AMMs, which are designed to protect liquidity providers from the risks posed by high-frequency trading and automated bots.
Investor Jonathan King forecasts that prediction market aggregators will become a primary interface for users, consolidating over $600 million in fragmented liquidity and providing unified dashboards for event odds. Additionally, Ethan Oak has indicated that integrations between perpetual futures platforms and lending protocols could enable users to earn yield on collateral while maintaining leveraged positions, thereby enhancing capital efficiency in the DeFi sector.
King also anticipates that the DeFi industry will soon leverage on-chain reputation in conjunction with off-chain credit data to facilitate unsecured lending at scale. He highlights the immense opportunity presented by the U.S. market, which holds $1.3 trillion in revolving unsecured credit lines—an area where cryptocurrencies could significantly improve accessibility and efficiency.
Looking ahead to 2026, Steimetz noted the ongoing challenge of acquiring high-quality training data for robotics and embodied AI. He proposed that Decentralized Physical Infrastructure Networks (DePIN) could provide a framework for collecting valuable data from real-world interactions.
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