๐ 2025 VC Trends: Smart Money Chases Real Utility
Venture capital is flowing back into crypto, but this time itโs targeted. Instead of speculative tokens, VCs in 2025 are backing infrastructure, AI x blockchain fusion, RWA tokenization, and scalable UX protocols Web3 Projects.
In Q1โQ2 alone, over $4.8 billion was raised across Web3 verticals, showing investor confidence in long-term, real-world use. Web3 Projects
๐ฅ Top Investment Sectors in 2025
-
๐ง AI + Decentralized Compute
-
๐ณ Modular L1s & L2s
-
๐๏ธ Real World Assets (RWAs)
-
๐งพ Compliance + On-chain ID
-
๐ DeFi Infrastructure + Restaking
-
๐ช Payment + stablecoin rails
๐ Top 10 Most Funded Web3 Projects of 2025
1. EigenLayer ($100M+)
Backed By: a16z, Coinbase Ventures, Polychain Web3 Projects
Sector: ETH Restaking / Middleware
Roadmap Highlights:
-
Launching cross-chain AVS staking
-
Permissionless AVS onboarding
-
Native restaking for non-ETH assets
๐ Total TVL: $18B+ | Yield: 10โ14% APY
2. Celestia (TIA) ($95M)
Backed By: Bain Capital, Placeholder, Jump Crypto
Sector: Modular Data Availability
Roadmap Highlights:
-
Modular rollup dev tools (Rollkit)
-
Cross-chain DA with Cosmos & Ethereum
-
Enhanced light client verification
๐งฑ Core to modular blockchain stack
3. Bittensor (TAO) ($80M est. ecosystem)
Backed By: Polychain, Outlier Ventures, Hypersphere
Sector: Decentralized AI / LLM Training
Roadmap Highlights:
-
Incentivized subnet expansions
-
dApp interfaces for AI inference
-
Validator diversification
๐ง TAO up 4x in 2025 alone
4. Berachain ($69M)
Backed By: Hack VC, Polychain, Tribe Capital Web3 Projects
Sector: Liquidity Layer L1
Roadmap Highlights:
-
Mainnet launch in Q3 2025
-
Proof-of-liquidity consensus
-
NFT + DeFi synergy zones
๐ป Ecosystem buzz strong on Cosmos + ETH
5. LayerZero Labs ($120M Series B)
Backed By: a16z, Sequoia, Samsung Next
Sector: Cross-chain messaging / Interoperability
Roadmap Highlights:
-
zk-verified messaging
-
OFT adoption (Omnichain Fungible Tokens)
-
Security upgrades after Stargate exploit fixes
๐ Chain abstraction layer leader
6. Particle Network ($60M+)
Backed By: Animoca Brands, Spartan Group, HashKey
Sector: Modular Auth & Identity Infrastructure
Roadmap Highlights:
-
MPC wallet-as-a-service tools
-
Modular Auth SDK adoption
-
Native token (PARTI) launch on EigenLayer
๐ Popular for Web2 โ Web3 bridges
7. Ethena Labs ($50M)
Backed By: Dragonfly, Arthur Hayes, Brevan Howard
Sector: Synthetic Stablecoin / Delta-Neutral Yield
Roadmap Highlights:
-
Native integrations with Pendle + LRTs
-
Expansion to other stable assets
-
Chain expansion: Base, Arbitrum, Solana
๐ต $USDe adoption booming in Q2
8. Monad ($225M valuation)
Backed By: Paradigm
Sector: High-speed EVM L1
Roadmap Highlights:
-
Parallel execution on Ethereum-compatible L1
-
Testnet with 10K TPS, 1s block time
-
DeFi ecosystem grants in Q4
๐งฎ Considered Solana-EVM hybrid contender
9. Worldcoin (Tools for Humanity) โ $100M+ in 2025 rounds
Backed By: a16z, Khosla Ventures, Sam Altman
Sector: Identity / Human Verification
Roadmap Highlights:
-
World ID integration into major dApps
-
zk-privacy upgrades
-
OpenAI agent permissioning
๐๏ธ Still controversial, but widely adopted
10. Zora Network ($60M+)
Backed By: Haun Ventures, Variant, Coinbase Ventures
Sector: Creator Economy / NFT Infrastructure
Roadmap Highlights:
-
$ZORA token launch
-
On-chain royalties enforcement
-
AI + NFT fusion drops for creators
๐จ Used by artists, brands & web3 publishers
๐ VC Funding Snapshot Table
Project | Funding | Sector | Notable Backers |
---|---|---|---|
EigenLayer | $100M+ | ETH restaking | a16z, Coinbase, Polychain |
Celestia | $95M | Modular DA | Bain, Jump, Placeholder |
Bittensor | $80M est | AI Subnets | Polychain, Outlier |
Monad | $225M val | Fast EVM Layer 1 | Paradigm |
Worldcoin | $100M+ | Identity Infra | a16z, OpenAI |
๐ฌ Expert Insight
โThe most funded projects of 2025 are building the base layers for AI, identity, and global finance.โ
โ Delphi Ventures, Q2 Memo
โWe’re done with speculative narratives. VCs are now buying into infrastructure that can outlast cycles.โ
โ Chris Burniske, Placeholder
๐ Final Thoughts
Web3 Projects 2025 is proving to be a pivotal year for Web3 funding. With VC interest shifting from hype to utility, projects that combine scalability, composability, and real-world integrations are leading the pack. Web3 Projects
From restaking to AI to modular L1s, these top-funded teams are not just building apps โWeb3 Projectsย theyโre building the future internetโs core protocols.
3 min read