With the rapid development of artificial intelligence, Haseeb Qureshi, managing partner of Dragonfly Capital, recently expressed his predictions for the future direction of the cryptocurrency market on X (formerly Twitter). He believes that as AI proxy coins rise, the market share of memecoins will continue to be eroded by 2025. However, he also warns that the AI boom could experience a 'sudden reversal' in 2026.
The rise of AI proxy coins: From nihilism to over-optimism
Qureshi stated that the current cryptocurrency market is undergoing a shift from financial nihilism to financial over-optimism. He believes that AI proxy coins will gradually replace memecoins, becoming the dominant force in the market. As the performance of AI proxy tokens surpasses meme coins, investor enthusiasm for these emerging technologies is gradually rising, driving their market capitalization growth.
According to data from CoinMarketCap, the total trading volume of memecoins has decreased by 21.5% in the past 24 hours, while the trading volume of tokens focused on AI and data has increased by 7.95%. This market trend indicates that AI proxy coins are gradually gaining more attention.
Strong in the short term, difficult to sustain in the long term
Despite the strong performance of AI proxy coins, Qureshi remains cautious about their future. He believes that although the AI proxy token boom may last until 2025, this interest does not possess long-term sustainability. He predicts that as more advanced AI products emerge, users may gradually lose interest in existing social media chatbots and related tokens.
Qureshi mentioned, 'AI proxy coins will eventually disappear; they are not a long-term disruption brought by AI, but merely a hot topic in the cryptocurrency market that will ultimately become a short-term focus.'
Challenges faced by AI tokens: Threats from malicious actors
Although the prospects for AI proxy coins seem bright, Qureshi still points out that these tokens face many uncertainties. In particular, in the current cryptocurrency market environment, AI proxy tokens are highly susceptible to attacks from malicious actors. He noted that existing brokers and agency systems are easily manipulated and could even be controlled by hackers, affecting their credibility and security.
However, with the development of technology, AI proxies like Aixbt have already been able to effectively aggregate data from multiple projects, enhancing their functionality and market application prospects.
The 'sudden reversal' of 2026: A shift in market sentiment
Qureshi's predictions are not entirely optimistic; he believes that in 2026, people's enthusiasm for AI proxy tokens may experience a 'sudden reversal.' As chatbots become ubiquitous, people may gradually lose interest in them, leading to significant changes in market sentiment.
He said: 'People will grow weary of this shiny object, and sentiment will reverse.' At that time, AI tokens may face a cooling period as the market's attention shifts to other new hotspots.
The clash between AI and Memecoin: Who will dominate the future?
Although the short-term performance of AI proxy coins is eye-catching, the market share of memecoins cannot be ignored. Whether investors will continue to chase these meme coins or turn to AI tokens remains an open question.
In the coming years, the market may experience multiple fluctuations and turning points, and investors should remain vigilant and continuously monitor changes in technological innovation and market sentiment.
Do you think AI proxy coins will continue to replace memecoins in 2025? Or will other emerging trends appear? Feel free to leave a comment and share your thoughts!
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