Dragonfly partner Haseeb Qureshi shared his insights on the six major trends in cryptocurrency for 2025, covering blockchain infrastructure, token distribution models, stablecoin applications, regulatory environments, and the interaction between cryptocurrency and AI. He pointed out that while the hype around AI Agents may continue into 2025, its impact will be limited, and true breakthroughs will come from the development of software engineering agents and security technologies. (Background: AI Agents sector experiencing a surge! ai16z market cap surpasses $1.9 billion new high, $VIRTUAL leaps into the top 45 cryptocurrencies) (Background: The ecosystem of Virtuals Protocol is skyrocketing) Infrastructure token G.A.M.E jumped 157% in a week, with an official explanation of its importance. Yesterday, venture capital firm Dragonfly partner Haseeb Qureshi recently released predictions on the six trends in cryptocurrency for 2025, including blockchain infrastructure, token distribution models, stablecoin applications, regulatory environments, and the interaction between cryptocurrency and AI. Haseeb further noted that the current wave of 'AI Agents' sweeping the industry may last until 2025, but ultimately it will be difficult to sustain, and what will truly be impactful is the application of AI in software engineering and security fields. AI Agents will eventually cease to exist; they are not real agents but merely chatbots with memecoins, and apart from posting on Twitter, they have almost no agency. 1. L1/L2 integration accelerates, EVM continues to grow Haseeb predicts that the boundaries between L1 and L2 will become further blurred in 2025, with users unable to perceive the differences. Despite SVM and Move language having technical advantages, EVM's market share will still grow due to its rich training data and existing developer tools. Chains like Solana will drive optimizations with lower latency, and dedicated chains focused on applications will become mainstream, while the dream of 'one chain to rule them all' will become history. 2. Token issuance enters a dual-track era Haseeb states that the era of large-scale airdrops is over; in the future, there will be two models: Projects with clear indicators: such as exchanges and lending protocols, will distribute tokens entirely based on performance points, treating tokens as feedback tools for users. Projects lacking clear indicators: such as L1 and L2, will rely more on crowdfunding rather than airdrops to attract users. Additionally, the market share of memecoins will gradually be taken over by 'AI agent' coins. 3. Stablecoins become mainstream payment tools for SMEs Haseeb predicts that the application of stablecoins beyond trading and speculation will grow rapidly, especially among small and medium-sized enterprises, where the instant settlement function of on-chain dollar payments will be favored. By the end of 2025, it is possible that banks will announce the issuance of stablecoins, but Tether's leading position will not change. 4. U.S. stablecoin regulations passed, market infrastructure reform delayed The U.S. will push for stablecoin legislation; however, larger-scale market infrastructure reforms, including FIT21, may be delayed. Adoption of stablecoins will accelerate, while traditional financial institutions will still be slow in asset tokenization and other integrations. 5. The hype around AI Agents will eventually die down Haseeb describes the current AI Agents as 'chatbots built with memecoins' and believes that while these technologies may continue to attract attention in 2025, they will ultimately decline due to their singular functionality and market fatigue. True innovation will come from software engineering agents, which will significantly reduce development costs and promote the large-scale development of blockchain applications. 6. The bidirectional influence of AI and cryptocurrency Haseeb mentions that AI will enhance user experience in cryptocurrency applications, such as smart wallets optimizing transactions, avoiding risks, and automatically handling cross-chain operations. At the same time, truly autonomous AI agents will make payments using stablecoins, opening up possibilities for decentralized training and reasoning. Related reports ai16z releases the latest AI Agent framework 'Eliza V2', what upgrades are there? How to find Alpha layout opportunities in the AI Agents bull market cycle? Grayscale reveals: 20 cryptocurrencies most favored in the first quarter of 2025, focusing on DeFi, AI Agents, Solana ecosystem "Dragonfly partner: AI Agents are just meme chatbots that will ultimately die" This article was first published on BlockTempo (BlockTempo - the most influential blockchain news media).