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Key Predictions For 2025 | Analyst Round Table

In this episode, our Blockworks Research analysts discuss their theses heading into 2025! They cover AI Agents, Ethena and its impact on money markets, the supply of stablecoins, and the next generation of L1s.

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As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

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Resources

Blockworks Research 2025 Theses: https://app.blockworksresearch.com/research/bwr-2025-theses

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