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Haseeb Qureshi, Managing Partner at Dragonfly Capital shown His 2025 Cryptocurrency Predictions via X, where he predicted transformative trends that could dramatically change the cryptocurrency landscape. Below are detailed insights from each of the key areas addressed by Qureshi:
Cryptocurrency Forecast 2025 Written by Haseeb Qureshi
#1 Blurred line between L1s/L2s: In his 2025 cryptocurrency predictions, Qureshi predicted the distinctions between layer 1 and layer 2 networks would diminish, and predicted significant consolidation within the blockchain industry. “The era of differentiating between L1s and L2s based on technical capabilities is over. It is now about carving out niches and enhancing user stickiness,” he says.
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This shift implies a future where strategic market position and user experience trump pure technological innovation. He also asserts that “EVM will not only retain its dominance, but will expand, driven by platforms like Base, Monad and Berachain.” Qureshi attributes this growth to Solidity’s massive repositories of training data, which will enable language models to write advanced code in 2025, marking a major shift toward AI-driven development within blockchain ecosystems.
#2 Better token launch: Qureshi’s cryptocurrency predictions for 2025 also predict a revolution in token distribution mechanisms. He sees the industry moving away from large-scale airdrops, which often prioritize quantity over quality of engagement. “We will see a more strategic approach, where token distribution is aligned with long-term user engagement and project viability,” he points out.
For projects with clear metrics and defined goals, tokens will be used as tools to enhance user retention and drive meaningful interactions. Meanwhile, projects that lack concrete metrics are more likely to turn toward structured crowdselling to build and maintain a dedicated user base.
Furthermore, he expects that “memecoins will continue to lose market share to AI coins. I view this as a migration from financial nihilism to extreme financial optimism. (Yes I am putting that.).”
#3 Accelerating adoption of stablecoins: Stablecoins are set to become the cornerstone of business transactions for small and medium-sized businesses (SMBs) seeking reliable and instant financial settlements. “We are about to see SMEs adopt stablecoins on a large scale, not only because of their efficiency but through increased institutional trust and engagement,” Qureshi noted.
He expects big moves from banks, including the launch of new stablecoins as financial institutions seek to capture a piece of this booming market. Furthermore, he points out, “With Howard Lutnick as Secretary of Commerce, institutional hesitation will decrease, ensuring Tether takes the top spot amidst increased competition.”
“Expect Athens to take on more capital, especially as Treasury yields continue to fall over the next year,” he adds. “When the opportunity cost of capital declines, it makes fundamental trade yields more attractive.”
#4 Cautious regulatory progress: Regulatory forecasts within Qureshi’s 2025 cryptocurrency forecast indicate a mixed bag of progress and setbacks. According to him, 2025 will see evolving regulations, with the possible passage of specific legislation around stablecoins in the United States.
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However, comprehensive market reforms such as the Financial Innovation Technology for the 21st Century (FIT21) Act may face delays. “While we see the regulatory framework for stablecoins strengthening, broader fintech reforms will lag, creating a fragmented regulatory environment,” he predicts.
Additionally, Qureshi expects Fortune 100 companies to become more willing to offer cryptocurrencies to consumers under the Trump administration. “Trump’s inauguration will create a perceived regulatory jubilee until clear rules and implementation priorities are in place. During this window, we expect to see a significant expansion of cryptocurrency integration into Web2 platforms.”
#5 AI Agents Will Evolve Beyond the Hype: A big part of Qureshi’s 2025 cryptocurrency predictions includes the role of AI agents in reshaping the cryptocurrency landscape. He criticizes the current state of AI agents, noting that “today’s AI agents are essentially sophisticated chatbots tied to cryptocurrencies. They lack real capability and are designed primarily for interactions rather than autonomous operation.”
Despite these limitations, he believes the role of AI in cryptocurrencies will grow significantly, moving from novelty to necessity. “AI’s ability to automate and enhance blockchain processes will lead to a renaissance of software development, dramatically lowering barriers to entry for blockchain applications,” he predicts.
#6 Cryptography x Artificial Intelligence: Looking beyond 2025, Qureshi envisions a deeper integration between cryptographic technologies and artificial intelligence. “As we improve AI capabilities and regulatory frameworks, cryptocurrencies will increasingly facilitate AI operations, leading to independent agents conducting transactions and managing their own economies on blockchain networks,” he said. This interaction is expected to revolutionize user experiences and operational efficiencies, paving the way for a new era of decentralized and autonomous digital ecosystems.
At the time of publication, the total market cap of cryptocurrencies was $3.31 trillion.
Featured image from YouTube, chart from TradingView.com
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