The growing risk appetite among crypto investors has made new narratives more attractive. Several external factors could push certain narratives into the spotlight in 2025, even though they are currently under the radar.
What are these narratives, and why do they matter? Are there risks for investors allocating capital into them? The following sections dive into the details.
1. Tokenized Gold Coins
SponsoredGold prices in 2025 have continuously set new records. This trend creates a strong basis for tokenized gold projects to capture investor attention.
Currently, the number of altcoins in this sector is still small. Coingecko lists fewer than 20 different tokens. Among them, Tether Gold (XAUT) by Tether and PAX Gold (PAXG) by Paxos lead the market capitalization rankings.
The biggest challenge for projects in this space is the requirement that each token be backed by actual gold stored by issuing organizations. This condition makes it difficult for startups and smaller businesses to participate.
Although tokenized gold is not entirely new, experts predict rising gold prices will make this area increasingly appealing.
With global economic uncertainty boosting demand for safe-haven assets, tokenized gold offers portfolio diversification and Web3 integration.
In July, BioSig Technologies, Inc. and Streamex Exchange Corporation announced final agreements for up to $1.1 billion in growth financing to launch a gold-backed treasury management strategy. Streamex will tokenize gold on the Solana blockchain.
Sponsored Sponsored“Tokenized gold will eat Bitcoin’s lunch. Also, who needs a US dollar stablecoin when you can have a coin that represents ownership of real gold,” Economist Peter Schiff commented.
2. Robotics Tokens
According to Statista, the global robotics industry is booming. The market value is projected to reach $73.01 billion by 2029, growing at a CAGR of 9.49% between 2025 and 2029.
This growth is driven by demand for automation in manufacturing, healthcare, and logistics, especially in large markets such as the United States ($10.45 billion in 2025, Statista), China, and Japan.
Integrating artificial intelligence (AI) and machine learning enhances robotics capabilities and sparks a new wave of innovation.
SponsoredThe combination of robotics and crypto could become the next major trend, much like the AI–crypto convergence in early 2023. Robotics tokens could represent equity in robotics companies or serve as financing tools for innovation projects.
Coingecko has created a category for Robotics Tokens, but the sector remains in its infancy with a total market capitalization of only around $300 million.
Simon Dedic, Founder & Managing Partner of Moonrock Capital, predicts a bright future for crypto–robotics integration.
“Crypto x robotics will be retail’s bet on what may be the biggest and most disruptive secular growth trend we’ve ever seen. Imagine being at the right place at the right time to bid on a future multi-trillion-dollar industry, but at just a $244M market cap and fully liquid. Only possible in crypto,” Simon Dedic predicted.
3. Tokenized Card Games
Sponsored SponsoredThe market for tokenized card games is showing early signs of transformation. Bitwise forecasts it could explode similarly to how Polymarket reshaped the prediction market.
Tyler Neville, co-host of Forward Guidance, highlighted a chart comparing the investment performance of various assets from 2005 to around 2025. The chart included Pokémon cards, Meta Platforms, baseball cards, and the S&P 500 index.
He humorously asked whether hedge funds could apply the P/E ratio (Price-to-Earnings) to Pokémon cards. The joke signifies a serious point: while collectibles like Pokémon cards do not generate income, they are increasingly seen as legitimate investments amid currency devaluation and financial market volatility.
Short-term signals also show that trading volume for tokenized card games from projects such as Phygitals and Collector Crypt surged in September.
These three narratives—tokenized gold coins, robotics tokens, and card games—hold strong potential by blending traditional assets, advanced technology, and digital cultural trends. However, how long these narratives last and how much capital they attract will depend on many factors, from project quality to investor interest.