Dragonfly is a venture fund that actively invests in the world of cryptocurrencies and blockchain technologies.
- The use of stablecoins will grow rapidly. Real enterprises will start using blockchain dollars for instant settlements;
- A law on stablecoins will be passed in the USA, while a broader revision of market infrastructure (FIT21) will be delayed. Asset tokenization and other TradFi integrations will lag behind;
- The widespread fascination with "AI agents" will continue in 2025. But eventually, it will fade away;
- The difference between L1 and L2 will continue to disappear, and the EVM market share will grow;
- The majority of airdrops will now always go to farmers.