Dragonfly Partner Haseeb: 2025 Cryptocurrency Trend Prediction, Six Key Areas

Dragonfly partner Haseeb 1/1 has published his views on the six key areas of the cryptocurrency market for 2025. This includes L1 and L2, token issuance, stablecoins, regulation, AI agents, and predictive analysis of the intersection of cryptocurrency and AI. It may resonate with some people or annoy some holders, but regardless, these trends are worth considering.

The blurring of the boundaries between L1 and L2

Users are no longer concerned with technical details

With the development of technology, the boundary between L1 (Layer 1) and L2 (Layer 2) is becoming increasingly blurred. For users, the differences between these technological layers may never have been the key. By 2025, the market will move towards more efficient and distinctive integrated solutions.

The advantages of EVM will expand

Although technologies such as SVM and Move perform strongly, the market share based on EVM (Ethereum Virtual Machine) is expected to further increase. The driving forces behind this trend include larger training databases and the popularity of LLM (Large Language Models) in code generation.

Low latency becomes a new battlefield

Transaction speed war (TPS) will shift to low-latency warfare, especially with the rise of low-latency blockchains such as Solana. Infrastructure innovation will drive user expectations for Web2-level response speed.

The Rise of Dedicated Chains

Hyperliquid and other blockchains focusing on specific applications have demonstrated their advantages. In the future, more projects may adopt this dedicated chain model, and the vision of "one chain ruling the world" may become a thing of the past.

Dual-track mode of Tokenissuance

Transformation of Airdrop Mode

Traditional point-based airdrops are declining, and will diverge into two paths in the future: for projects with clear indicators (such as exchanges), Tokens will be used as user incentive tools; while for projects without clear indicators (such as L1 and L2), crowdfunding will become mainstream.

The decline of meme tokens and the rise of AI tokens

The market share of meme coins will gradually be replaced by 'AI Agent Coins', reflecting a shift in market sentiment from 'financial nihilism' to 'financial over-optimism'.

The comprehensive rise of stablecoins

Stablecoin Business Application

With the increasing demand for real-time settlement, small and medium-sized enterprises will adopt more on-chain US dollars for business transactions.

Banks enter to stabilize the stablecoin

By the end of 2025, banks are expected to start issuance their own stablecoins to prevent being marginalized in the market. Meanwhile, with the support of US Secretary of Commerce Lutnick, Tether will continue to maintain its leading position.

Institutional funds flow into DeFi

As US treasury yields decline, projects like Ethena Labs will attract more capital inflows, especially as capital opportunities become cheaper.

The dual nature of regulatory trends

Stablecoin bill passed

The United States will promote the adoption of stablecoin through the Stablecoin Act. However, broader market infrastructure reforms such as FIT21 will be delayed in implementation.

Regulatory honeymoon period for corporate expansion

The Trump administration's accession is expected to provide opportunities for large enterprises to enter the encryption field. It is expected that technology companies and startups will take more risks during this period to promote the integration of encryption into the Web2 platform.

The Madness and Challenge of AI Agents

The prosperity and bubble of AI agents

In 2025, AI agents will become the focus of the market, but this trend may only be short-lived. Most of the current agents are 'human-controlled' 'wizard agents', rather than truly autonomous AI.

The potential to replace KOLs

AI agents may be able to replace many Key Opinion Leaders (KOLs), but as the novelty of the market fades, the appeal of such agents may decrease significantly, and even trigger a preference for human KOLs.

Threats of Automated Fraud

In 2025, with the advancement of AI technology, the proliferation of automated fraud bots will become a significant social issue.

The potential revolution of software program agents

The true AI revolution will come from software agents. The ability of AI to reduce software development costs will trigger explosive growth in chain applications and may bring unprecedented security improvements.

The deep integration of Cryptocurrency and AI

Application of Stablecoin Payment

The autonomous agent will use stablecoins for payments, especially after the stablecoin regulation is passed, this payment method will be more flexible and efficient than traditional bank accounts.

Exploration of Decentralized AI Training

More AI training and inference projects based on Cryptocurrency will emerge, potentially changing the market landscape currently dominated by centralized companies.

AI-driven user experience revolution

After 2026, AI-driven encryption wallets will completely change user experience, from automatic bridging to avoiding scams, AI will simplify all operations, so that users no longer need to pay attention to the blockchain on which the application is located.

This article Dragonfly partner Haseeb: 2025 Cryptocurrency trend prediction, proposing six key areas first appeared in Chain News ABMedia.