According to Cointelegraph, the managing partner of Dragonfly Capital stated that AI agents will continue to dominate the market in 2025, but warned that
'A 'sudden reversal' may occur in 2026.
AI agent tokens vs. Memecoins
According to this venture capitalist, AI agent tokens will continue to surpass memecoins in 2025, but their momentum could
momentum may weaken.
'Memecoins will continue to lose market share to 'AI agent' coins. I believe this is a shift from financial nihilism to financial over-optimism,' Dragonfly
Haseeb Qureshi, managing partner at Capital, stated in an X post on January 1.
Prospects of the AI agent craze
Qureshi noted that the 'AI agent craze' may persist into 2025, but it will not last forever. As more advanced AI products emerge, people will
a loss of interest in social media chatbots.
'This will eventually fade away. This is not a long-term AI disruption that needs attention, but it will be a focus for CT, as it is the most social,' he said.
AI agent chatbots have become popular in the crypto industry, providing market insights and price predictions for crypto users.
In the past 24 hours, the total trading volume of memecoins has decreased by nearly 21.5%, while the trading volume of top AI and data tokens has increased by 7.95%.
Despite the total market capitalization of top AI and data tokens declining by 1.66% over the past 30 days, the total market capitalization of memecoins has decreased by 17.7% during the same period.
Future risks
However, Qureshi warned that AI tokens and agents are still susceptible to manipulation by malicious actors: 'Current agents are easily manipulated and may say things that harm
The frenzy surrounding its brand, or being hacked to steal its resources.
Qureshi stated that the AI agent chatbot 'Aixbt' has been 'quite good' at aggregating data from different projects. However, with the emergence of more agents, its long
Correlation with the period remains uncertain.
'By next year and the next generation of agents, perhaps Aixbt will hallucinate less, dive deeper, and have smarter insights. But how much will you really notice? For most
For many people, it might still feel the same,' Qureshi said.
'Sudden reversal' in 2026
Qureshi predicts a 'sudden reversal' will occur by 2026. 'The crypto industry needs some time to get tired of shiny things,' he said.
'Chatbots will become so ubiquitous that people will get tired of them. Sentiments will reverse,' he said.
In the past week, the best-performing AI tokens among the top 100 cryptocurrencies included Virtuals Protocol (up 57.3%), Bittensor (up
(up 10.6%) and Theta Network (up 6.11%).
Crypto trader Mckenna told his 94,700 X followers in a post on January 1 that they 'believe we will see a whole new set of
AI liquidity opportunities.
'Just pay attention, and you'll make money,' Mckenna said.
Bitwise CEO Hunter Horsley recently stated that the rise of AI agents is reminiscent of the beginning of the corporate era two centuries ago. 'I think this is similar to the situation when companies emerged in the 19th century:
'The situation is very similar: being able to contract on their own, hire humans, own assets, and outlive humans,' Horsley said.