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Haseeb Qureshi, managing partner at Dragonfly Capital, explained his crypto 2025 predictions with X, predicting revolutionary trends that could drastically change the crypto landscape. Here are the details from each important area Qureshi covered:
Crypto Predictions 2025 By Haseeb Qureshi
#1 Blurring Line Between L1s/L2s: In his crypto 2025 predictions, Qureshi predicts a diminishing difference between Layer 1 and Layer 2 networks, predicting greater consolidation in the blockchain industry. “The time of separating L1s from L2s based on technical ability is over. Now it’s about capturing locations and improving user engagement,” he said.
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This shift means a future where strategic market positioning and user experience trump pure technological innovation. “EVM will not only maintain its dominance but expand, powered by platforms like Base, Monad, and Berachain,” he further asserted. Qureshi credits this growth to Solidity’s massive training data repositories, which will give language models the ability to write advanced application code by 2025, marking a significant shift in AI-driven development within the blockchain ecosystem.
#2 Better Token Introduced: Qureshi’s crypto predictions for 2025 also foresee a change in token distribution methods. He sees the industry moving away from large airdrops, which tend to prioritize quantity over quality of engagement. “We will see a multi-strategic approach, where token distribution is aligned with long-term user engagement and project performance,” he notes.
For projects with clear metrics and defined goals, tokens will be used as tools to improve user retention and encourage meaningful interactions. Meanwhile, projects that lack tangible metrics will turn to systematic human marketing to build and maintain a dedicated user base.
Furthermore, he predicts that “memecoins will continue to lose market share to AI coins. I take this as a shift from financial pessimism to financial over-optimism. (Yes I do.)
#3 Accelerated Stablecoin Adoption: Stablecoins are set to become the backbone of business transactions for small and medium-sized businesses (SMBs) that want reliable and fast financial payments. “We are on the verge of seeing SMBs widely adopt stablecoins, driven not only by their efficiency but by increased trust and institutional involvement,” noted Qureshi.
He expects significant moves from banks, including the launch of a new stablecoin as financial institutions seek to capture a share of this growing market. In addition, he notes, “With Howard Lutnick as Secretary of Commerce, institutional skepticism will diminish, ensuring Tether’s dominant position amid growing competition.”
He adds, “Expect Athena to raise more money, especially as the economy continues to slow in the coming year. When the opportunity cost of capital goes down, it makes the underlying trade more attractive.”
#4 Advance Careful Control: The regulatory perspective within Qureshi’s 2025 crypto prediction suggests a mixed bag of developments and obstacles. According to him, 2025 will witness changing regulations, and a specific law regarding stablecoins that may pass in the US.
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However, comprehensive market reforms such as the Financial Innovation Technology for the 21st Century Act (FIT21) may face delays. “Although we see a regulatory framework to strengthen stablecoins, broader changes in financial technology will end, creating less regulatory space,” he predicts.
Additionally, Qureshi foresees that Fortune 100 companies will be more willing to offer crypto to consumers under the Trump administration. “Trump’s inauguration will create a jubilee that is perceived as controlling until clear regulations and enforcement priorities are put in place. During this window, expect to see a strong increase in crypto integration on Web2 platforms,” he said.
#5 AI Agents Will Prove Beyond the Hype: A key part of Qureshi’s crypto predictions for 2025 involves the role of AI agents in reshaping the crypto landscape. He criticizes the current state of AI agents, suggesting, “Today’s agents are sophisticated chatbots connected to cryptocurrencies. They have no real agency and are designed to collaborate rather than operate independently. “
Despite these limitations, he believes that the role of AI in crypto will grow exponentially, from novelty to necessity. “AI’s ability to automate and improve blockchain performance will lead to a revival of software development, significantly lowering the barriers to entry for blockchain applications,” he predicted.
#6 Crypto x AI: Looking beyond 2025, Qureshi envisions deeper integration between crypto and AI technology. “As we develop AI capabilities and regulatory frameworks, crypto will increasingly facilitate AI operations, resulting in independent agents making transactions and managing their economies on blockchain networks,” he said. This collaboration is expected to transform user experience and operational efficiency, paving the way for a new era of autonomous and autonomous ecosystems.
At the time of publication, the total crypto market stood at $3.31 trillion.
Featured image from YouTube, chart from TradingView.com