Insights From Dragonfly Capital’s Leader
Haseeb Qureshi, Managing Partner of Dragonfly Capital, Overview He made his predictions for cryptocurrency in 2025 through X, predicting transformative trends that could significantly change the cryptocurrency landscape. Here are detailed insights into each of the key areas Qureshi covers:
Cryptocurrency Predictions for 2025 By Haseeb Qureshi
#1 Blurred lines between L1/L2: In his 2025 cryptocurrency predictions, Qureshi predicted that the differences between Layer 1 and Layer 2 networks will gradually shrink and predicted major consolidation within the blockchain industry. “The era of distinguishing L1 and L2 based on technical capabilities is over. The focus now is on carving out niche markets and enhancing user stickiness,” he declared.
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This shift means that strategic market positioning and user experience will go beyond pure technological innovation in the future. “EVM will not only maintain its dominance but also expand, driven by platforms like Base, Monad and Berachain,” he further asserted. Qureshi attributes this growth to Solidity’s vast repository of training data, which will enable language models to code advanced applications by 2025, marking a major shift toward artificial intelligence-driven development within the blockchain ecosystem.
#2 Better Token Issuance: Qureshi’s 2025 cryptocurrency predictions also foresee a revolution in token distribution mechanisms. He believes the industry is gradually moving away from large-scale airdrops, which often prioritize quantity over quality of participation. “We will see a more strategic approach that aligns token allocation with long-term user engagement and project viability,” he noted.
For projects with clear metrics and clear goals, tokens will be used as a tool to enhance user retention and incentivize meaningful interactions. At the same time, projects lacking concrete metrics may turn to structured crowdsales to build and maintain a dedicated user base.
Furthermore, he predicts that “Meme Coin Will continue to lose market share of artificial intelligence proxy coins. I think this is a shift from financial nihilism to financial over-optimism. (Yes, I’m creating this.)”
#3 Accelerate Stablecoin Adoption: Stablecoins will become the cornerstone of business transactions for small and medium-sized businesses (SMBs) seeking reliable and instant financial settlement. Qureshi noted: “We are about to see widespread adoption of stablecoins by small and medium-sized enterprises, not only because of their efficiency but also because of increased institutional trust and participation.”
He expects significant action from banks, including the launch of new stablecoins as financial institutions seek to capture part of this emerging market. Furthermore, he said: “With the Howard Lutnick As Secretary of Commerce, institutional hesitation will be reduced, ensuring that Tether remains ahead of the growing competition. “
He added: “It is expected that athena Gobbling up more capital, especially if Treasury yields continue to fall over the next year. When the opportunity cost of capital falls, basis trade yields become more attractive. “
#4 Cautious Regulatory Progress: The regulatory landscape in Qureshi’s 2025 cryptocurrency forecast shows a mixed bag of progress and setbacks. He said that regulations will continue to evolve in 2025, and the United States may pass specific legislation on stablecoins.
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However, comprehensive market reforms, e.g. Financial Innovation and Technology for the 21st Century Act (FIT21) May face delays. “While we see a strengthening of the regulatory framework for stablecoins, broader financial technology reforms will lag, creating a fragmented regulatory environment,” he predicted.
Additionally, Qureshi expects that under the Trump administration, Fortune 100 companies will become more willing to offer cryptocurrencies to consumers. “Trump’s inauguration will create an overt regulatory festivities until clear rules and enforcement priorities are established. Cryptocurrency integrations are expected to expand aggressively to Web2 platforms during this window,” he commented.
#5 AI agents will evolve beyond the hype: A large part of Qureshi’s cryptocurrency predictions for 2025 involves the role of artificial intelligence agents in reshaping the cryptocurrency landscape. He criticized the current state of AI agents, saying: “Today’s AI agents are essentially sophisticated chatbots related to cryptocurrency. They lack true agency and are primarily designed for interaction rather than autonomous operation.”
Despite these limitations, he believes the role of artificial intelligence in cryptocurrencies will grow significantly, moving from novelty to necessity. “AI’s ability to automate and enhance blockchain operations will lead to a renaissance in software development, significantly lowering the barrier to entry for blockchain applications,” he predicted.
#6 Cryptocurrency x Artificial Intelligence: Looking beyond 2025, Qureshi expects deeper integration between encryption and artificial intelligence technologies. “As we refine our AI capabilities and regulatory frameworks, cryptocurrencies will increasingly facilitate the operation of AI, leading to autonomous agents transacting on blockchain networks and managing their own economies,” he said. This interaction It is expected to revolutionize user experience and operational efficiency, paving the way for a new era of decentralized and autonomous digital ecosystems.
As of press time, the total market value of cryptocurrencies is US$3.31 trillion.
Featured image from YouTube, chart from TradingView.com
