Ceras Ventures Industry Review and 2025 Insights
Game-Fi (Gaming)
Despite the fact that Gaming recorded a performance of only 14.65%, Web3 Gaming has rapidly become a leading sector in blockchain, driven by explosive user activity.
Daily Active Addresses (DAA) grew by an impressive 155% quarter-over-quarter (QoQ), surpassing stablecoins in transaction volume and achieving the highest year-over-year (YoY) growth among Web3 categories. Transaction volumes soared by an astonishing 370% YoY, highlighting the sector’s surging popularity and players’ increasing engagement within these ecosystems.
According to DappRadar, gaming dominated Unique Active Wallets (UAW) across all categories throughout the year, solidifying its position as a key driver of blockchain activity. Notably, in November, gaming accounted for a remarkable 28.2% of UAW, making it the leading sector in terms of user engagement.
Gaming’s consistent performance highlights its role as a cornerstone of Web3, blending innovation with entertainment to captivate a global audience.
Decentralized Physical Infrastructure Networks (DePINs)
Decentralized Physical Infrastructure Networks (DePINs) have emerged as one of the most dynamic and resilient sectors in the blockchain industry. In 2023, DePINs demonstrated robust growth with the launch of 650 new projects, driving their market capitalization to approximately $20 billion and generating $15 million in annualized on-chain revenue
Our portfolio company Peaq is a decentralized infrastructure network designed to enable efficient and scalable interactions between machines in the Internet of Things (IoT), solving the problem of centralized control and inefficiencies in machine-to-machine (M2M) economies by fostering interoperability, autonomy, and secure data exchange.
Peaq collaborates with major corporations like Bosch, Deutsche Telekom, and Lufthansa Innovation Hub to advance decentralized solutions in mobility, telecom, and aviation
For instance, as the world’s largest sensor manufacturer, Bosch has joined Peaq’s DePIN Enterprise Adoption Program to explore decentralized solutions in mobility and sensor technology.
Despite the broader crypto market’s volatility, DePINs proved resilient, experiencing smaller price fluctuations compared to other sectors. This stability underscores growing investor confidence in the potential of decentralized infrastructure solutions
AI Agents
AI agents are poised to revolutionize how we interact with technology, acting autonomously to perform tasks, make decisions, and optimize systems across industries. As Mark Zuckerberg aptly stated, “I think we’re going to live in a world where there are going to be hundreds of millions or billions of different AI agents. Eventually, probably, more AI agents than there are people in the world.” This transformative vision highlights the immense potential and inevitability of AI agents in shaping our digital future.
According to Statista, the global AI market is expected to experience significant growth, increasing from $243.70 billion in 2025 to an impressive $826.70 billion by 2030. This represents a robust compound annual growth rate (CAGR) of 27.67% over the five-year period, highlighting the accelerating adoption of AI technologies across industries worldwide. The global blockchain AI market was valued at around $349 million in 2023 and is projected to grow at a compound annual growth rate (CAGR) of 23.1%, reaching approximately $2.79 billion by 2033.
Real-life Use Cases -
- Finance: AI trading bots account for 60% of U.S. equities trading volume and deliver up to 30% higher returns for companies compared to traditional strategies.
- Crypto/DeFi: AI-driven systems capture $45 billion of the $1 trillion crypto market, optimizing liquidity pools on DEXs like Uniswap and Curve.
- Customer Support: AI agents cut costs by 35% and boost customer satisfaction by 25% with faster, 24/7 support.
- Gaming/Metaverse: AI powers 80% of NPC interactions, creating realistic responses in games and assisting users in virtual worlds like Decentraland
Conclusion
The convergence of gaming, DePIN, and AI agents is redefining Web3 in 2024, showcasing explosive growth, resilience, and innovation. These transformative technologies are not just trends; they are shaping a new digital economy, bridging entertainment, infrastructure, and intelligence for a decentralized future.
Written by: Arpit Jain
Edited By: Sarah Abuagela
