BlockBeats news, January 1, Dragonfly Managing Partner Haseeb Qureshi released predictions for cryptocurrency in 2025, divided into six parts: L1s/L2s, token launches, stablecoins, regulation, AI agents, crypto x AI.
· L1/L2: The distinction between L1 and L2 is disappearing. Users can no longer perceive the difference between L1 and L2. Despite the strong capabilities of SVM and Move, the market share of EVM is expected to grow in 2025. Solana will push more blockchains to optimize for low latency.
· Token launches: The era of massive airdrops through point programs is over, moving towards a dual-track world. The first track is for projects with clear metrics, such as exchanges or lending protocols, which will distribute tokens entirely based on points. The second track is for projects without clear metrics (like L1 and L2) that will turn to crowdfunding. They may conduct small-scale airdrops to reward social contributions, but most tokens will be distributed through crowdfunding. Meme coins will continue to vie for market share with 'AI agent' coins.
· Stablecoins: The use of stablecoins will surge, especially among small and medium enterprises. Not just for trading and speculation, real businesses will start using on-chain dollars for instant settlements. By the end of 2025, banks are expected to announce the issuance of stablecoins. They do not want to fall behind. But especially with Lutnick serving as Secretary of Commerce, Tether will still maintain its top position. Ethena Labs is expected to attract more capital, especially as bond yields continue to decline in the coming year.
· Regulation: The U.S. has passed stablecoin legislation, while broader market infrastructure reforms (FIT21) have been postponed. The adoption of stablecoins is accelerating, while Wall Street's adoption, asset tokenization, and other TradFi integrations will lag behind. 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.
· AI Agents: The AI agent craze may last until 2025. But it will ultimately fade.
· Actual integration of cryptocurrency with AI: The influence of AI on cryptocurrency is a major direction, but cryptocurrency will also impact AI; truly autonomous agents will interact with cryptocurrency for mutual payments. Once there are relaxed stablecoin regulations, you will start to see even large companies running AI agents using stablecoins for agent-to-agent payments, as they are easier to set up than bank accounts; there will also be more large-scale decentralized training and inference experiments.

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