What’s happening
Investor Eric Jackson of EMJ Capital highlights major investment opportunities in 2025 across three key areas: artificial intelligence, cryptocurrency, and quantum technologies. Despite ongoing geopolitical volatility, these sectors are showing strong momentum and innovation.

AI infrastructure boom
Stable coins are gaining traction with Circle’s stock skyrocketing approximately 900% post-IPO, fueled by U.S. stable coin regulation and increased investor interest.
Companies like Coinbase and Robinhood are positioning themselves as major financial infrastructure players as more funds shift into crypto.

Ethereum’s resurgence
Ethereum is seen as the backbone of future crypto transactions. After underperforming this year (down about 31%), it’s expected to rebound as decentralized applications and financial systems increasingly rely on it.

Crypto-miners as AI hubs
Firms such as IREN and Cipher Mining, originally focused on bitcoin, are repurposing their data centers to support AI workloads. They’re poised to partner with AI infrastructure leaders like CoreWeave and Oracle to expand capacity for high-performance computing.

Quantum cybersecurity foothold
In the quantum space, Canadian startup BTQ Technologies stands out for focusing on quantum-resistant security for legacy systems positioning itself as a safer, long-term investment compared to speculative SPAC entrants.

Why it matters

• AI and crypto are no longer fringe trends they are critical to the future of finance, defense, and economic systems.
• Crypto-miners pivoting to AI signals infrastructure evolution and diversification in data center use.
• Quantum cybersecurity could become a foundational layer of digital defense as quantum threats grow.

Bottom line

Investment is shifting toward foundational technologies that power future systems AI, crypto infrastructure, and quantum security. With rising regulatory support and infrastructure demand, 2025 may be a breakout year for these converging tech frontiers.