Haseeb Qureshi, managing associate at Dragonfly Capital, outlined his crypto predictions 2025 by way of X, forecasting transformative developments that might considerably alter the crypto panorama. Listed here are the detailed insights from every of the important thing areas Qureshi lined:
Crypto Predictions 2025 By Haseeb Qureshi
#1 A Blurring Line Between L1s/L2s: In his crypto predictions 2025, Qureshi forecasts the diminishing distinctions between Layer 1 and Layer 2 networks, forecasting a serious consolidation inside the blockchain trade. “The period of differentiating L1s from L2s primarily based on technical capabilities is over. It’s now about carving out niches and enhancing person stickiness,” he declares.
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This shift implies a future the place strategic market positioning and person expertise outweigh pure technological innovation. “EVM won’t solely retain its dominance however increase, pushed by platforms like Base, Monad, and Berachain,” he additional asserts. Qureshi credit this development to the huge repositories of Solidity coaching information, which is able to empower language fashions to write down superior software code in 2025, marking a big transition in direction of AI-driven improvement inside blockchain ecosystems.
#2 Higher Token Launches: Qureshi’s crypto predictions 2025 additionally foresee a revolution in token distribution mechanisms. He sees the trade shifting away from large-scale airdrops, which regularly prioritize amount over high quality of engagement. “We’ll see a extra strategic method, the place token distribution is aligned with long-term person engagement and mission viability,” he notes.
For tasks with clear metrics and outlined objectives, tokens can be used as instruments to reinforce person retention and incentivize significant interactions. In the meantime, tasks missing concrete metrics will probably pivot in direction of structured crowdsales to construct and preserve a devoted person base.
Moreover, he predicts that “memecoins will proceed to lose market share to AI agent cash. I take into account this a migration from monetary nihilism to monetary over-optimism. (Yep I’m coining that.).”
#3 Accelerated Stablecoin Adoption: Stablecoins are set to grow to be a cornerstone of enterprise transactions for small and medium-sized companies (SMBs) in search of dependable and prompt monetary settlements. “We’re getting ready to seeing SMBs broadly undertake stablecoins, pushed not simply by their effectivity however by growing institutional belief and involvement,” Qureshi famous.
He anticipates important actions from banks, together with new stablecoin launches as monetary establishments search to seize a part of this burgeoning market. Furthermore, he remarks, “With Howard Lutnick as Secretary of Commerce, institutional hesitance will lower, securing Tether’s high place amidst rising competitors.”
He provides, “Anticipate Ethena to gobble up much more capital, particularly as treasury yields proceed to say no over the approaching yr. When the chance price of capital declines, it makes foundation commerce yields much more enticing.”
#4 A Cautious Regulatory Advance: The regulatory outlook inside Qureshi’s crypto predictions 2025 suggests a combined bag of developments and setbacks. In response to him, 2025 will witness evolving rules, with particular laws round stablecoins more likely to move within the US.
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Nevertheless, complete market reforms such because the Monetary Innovation Know-how of the twenty first Century Act (FIT21) may face delays. “Whereas we see the regulatory framework for stablecoins strengthening, broader monetary know-how reforms will lag, making a piecemeal regulatory setting,” he predicts.
Moreover, Qureshi foresees that Fortune 100 firms will grow to be extra prepared to supply crypto to customers beneath the Trump administration. “Trump’s inauguration will create a perceived regulatory jubilee till clear guidelines and enforcement priorities are set. Throughout this window, count on to see aggressive growth of crypto integration into Web2 platforms,” he remarks.
#5 AI Brokers Will Evolve Past The Hype: A good portion of Qureshi’s crypto predictions 2025 includes the position of AI brokers in reshaping the crypto panorama. He criticizes the present state of AI brokers, suggesting, “Right this moment’s AI brokers are primarily subtle chatbots linked to cryptocurrencies. They lack true company and are primarily designed for interactions relatively than autonomous operation.”
Regardless of these limitations, he believes the position of AI in crypto will develop considerably, shifting from novelty to necessity. “AI’s functionality to automate and improve blockchain operations will result in a software program improvement renaissance, drastically decreasing the limitations to entry for blockchain purposes,” he forecasts.
#6 Crypto x AI: Wanting past 2025, Qureshi envisions a deeper integration between crypto and AI applied sciences. “As we refine AI capabilities and regulatory frameworks, crypto will more and more facilitate AI operations, resulting in autonomous brokers conducting transactions and managing their very own economies on blockchain networks,” he acknowledged. This interaction is anticipated to revolutionize person experiences and operational efficiencies, paving the best way for a brand new period of decentralized and autonomous digital ecosystems.
At press time, the whole crypto market cap stood at $3.31 trillion.
Featured picture from YouTube, chart from TradingView.com