BlockBeats news, on January 1, Dragonfly Managing Partner Haseeb Qureshi released predictions for cryptocurrency in 2025, divided into six sections: L1s/L2s, Token Releases, Stablecoins, Regulation, AI Agents, Crypto x AI.
· L1/L2: The distinction between L1 and L2 is fading. Users can no longer perceive the differences between L1 and L2. Despite the strength of SVM and Move, the market share of EVM is actually expected to grow by 2025. Solana will push more blockchains to optimize for low latency.
· Token Release: The era of mass airdrops through point programs for everyone 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 compete for market share with 'AI agent' coins.
· Stablecoins: The use of stablecoins will surge, especially among small and medium-sized enterprises. Not only for trading and speculation, but 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. However, 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 in the coming year.
· Regulation: The U.S. has passed stablecoin legislation, while broader market infrastructure reform (FIT21) has 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 eventually fade away.
· Practical Integration of Cryptocurrency and AI: The influence of AI on cryptocurrency is a major direction, but cryptocurrency will also impact AI; truly autonomous agents will transact with cryptocurrency. Once loose regulations on stablecoins are in place, you will start seeing even large companies running AI agents using stablecoins for agent-to-agent payments, as they are easier to initiate than bank accounts; we will also see more large-scale decentralized training and inference experiments.
