Odaily Planet Daily News Dragonfly Managing Partner Haseeb Qureshi published predictions for the cryptocurrency market in 2025 on X, divided into six parts: L1/L2, token issuance, stablecoins, regulation, AI agents, and the combination of crypto and AI, detailed as follows: 1. L1/L2 - The distinction between L1 and L2 is disappearing. Users can no longer perceive the differences between L1 and L2 (did they ever?). The blockchain space (combined L1 and L2) has become overly crowded and is about to undergo a major reshuffle. Integration will no longer be about technical advantages but about having a unique niche market and establishing stickiness through GTM; - Despite the strong capabilities of SVM and Move, EVM's market share is expected to grow by 2025, driven by Base, Monad, and Berachain; - Solana will push more blockchains to optimize for low latency, and we will shift from a TPS battle to a latency battle; 2. Token Issuance - The meta of massive airdrops through points programs is over, and we are heading towards a two-track world: - First track: If a project has a clear North Star metric, they will distribute tokens entirely based on points; - Second track: Projects without a clear North Star metric (like L1 and L2) will turn to crowdfunding, and they may conduct small-scale airdrops to reward social contributions, but most tokens will be distributed through crowdfunding; - Meme coins will continue to cede market share to 'AI agent' tokens, and I believe this marks a shift from financial nihilism to financial over-optimism; 3. Stablecoins - The use of stablecoins will surge, especially among small and medium-sized enterprises. Not just for trading and speculation, real businesses will start using on-chain dollars for instant settlement; - Banks are taking notice: announcements of banks issuing stablecoins are expected by the end of 2025, as they do not want to fall behind. But especially with Lutnick serving as Secretary of Commerce, Tether will remain in the lead; - Ethena Labs is expected to attract more capital, especially as treasury yields continue to decline over the next year; 4. Regulation - The U.S. will pass stablecoin legislation, while broader market infrastructure reform (FIT21) is delayed. The adoption of stablecoins accelerates, while Wall Street adoption, asset tokenization, and other TradFi integrations will lag; - Under Trump's leadership, Fortune 100 companies will be more willing to offer cryptocurrencies to consumers, and tech companies and startups will show a higher risk appetite. Trump's inauguration will create a clear regulatory feast until explicit rules and enforcement priorities are established. During this time, cryptocurrency integration is expected to actively expand to Web2 platforms; 5. AI Agents - The 'AI agent' craze may continue until 2025, but it will eventually fade. This is not a long-term disruptive force that AI needs to heed, but it will become a focus of CT due to its social nature; - These things are not real agents but chatbots attached to meme coins; aside from posting on X, they have almost no agency capabilities. Current 'AI agents' mostly have humans behind them to ensure that AI does not go out of control. This situation will not change quickly, as current agents are too unstable (even Fortune 100 companies have not yet used agents in production); 6. The actual combination of cryptocurrency and AI - AI's impact on cryptocurrency is the main direction, but cryptocurrency will also affect AI; - Truly autonomous agents will make mutual payments with cryptocurrency. Once loose stablecoin regulations are in place, you will start to see even large companies running AI agents using stablecoins for agent-to-agent payments because they are easier to initiate than bank accounts; - We will also see more and larger-scale decentralized training and reasoning experiments; - Another area where cryptocurrency and artificial intelligence will intersect is user experience. Post-AI wallets will be completely transformed, and AI-driven wallets should be able to handle bridging, optimize transaction routes, minimize fees for you, mask interoperability issues or frontend errors, and help you avoid obvious scams or fraud. You will not need to switch back and forth between multiple different wallets, nor will you need to change RPCs or rebalance your stablecoins. This may not become reliable enough to change the cryptocurrency user experience until 2026; - This field is still early stage, but in the long run (like mid-2026), it is expected that this will be where most of the market value of 'AI x cryptocurrency' resides.

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