Haseeb Qureshi, managing partner at Dragonfly Capital, explained his crypto predictions 2025 via X, predicting transformative trends that could dramatically change the crypto landscape. Here are the detailed insights from each of the key areas covered by Qureshi:
Crypto Predictions 2025 By Haseeb Qureshi
#1 Line Blurring between L1n/L2n: In his 2025 crypto predictions, Qureshi predicts the diminishing differences between Tier 1 and Tier 2 networks, predicting massive consolidation within the blockchain industry . “The era of distinguishing L1s from L2s based on technical abilities is over. It's now about carving out areas and increasing consumer stability,” he says.
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This trend means a future where strategic market positioning and customer experience trump true technological innovation. “EVM will not only maintain its leadership but expand, led by platforms like Base, Monad, and Berachain,” he further states. Qureshi credits this growth to Solidity's vast repositories of training data, which will power language models to write advanced application code in 2025, marking a major shift towards AI-driven development towards -inside blockchain ecosystems.
#2 Better Token Launched: Qureshi's 2025 crypto prediction also predicts a revolution in token distribution methods. He sees the industry moving away from large airfields, which often prioritize volume over quality of communications. “We will see a more strategic approach, where token distribution is aligned with long-term user engagement and project viability,” he said.
For projects with clear metrics and defined goals, metrics are used as tools to increase customer retention and encourage meaningful interactions. At the same time, projects that do not have concrete metrics are likely to move to structured wholesale to build and maintain a dedicated user base.
In addition, he intends to “memecoins they will continue to lose market share to AI agent coins. I believe this is a migration from financial nihilism to financial over-optimism. (Yep, I do that.).”
#3 Accelerated Stablecoin Acceptance: Stablecoins are expected to be the cornerstone of business transactions for small and medium-sized businesses (SMBs) seeking immediate and reliable financial settlements. “We are about to see SMBs widely adopt stablecoins, driven not only by their efficiency but by increasing institutional trust and participation,” said Qureshi.
He expects big moves from banks, including the launch of new stables as financial institutions try to capture part of this growing market. Furthermore, he says, “Le Howard Lutnick as Secretary of Commerce, institutional reluctance will ease, cementing Tether's leading role amid growing competition.”
He says, “Please Athena to raise even more capital, especially as the financial yield continues to decrease over the coming year. When the opportunity cost of capital goes down, it makes the underlying trading product even more attractive.”
#4 Careful management progress: The regulatory outlook within Qureshi's 2025 crypto prediction suggests a mixed bag of advances and obstacles. According to him, 2025 will see rules changing, with specific legislation around stablecoins likely to pass in the US.
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However, comprehensive market reforms such as the 21st Century Financial Innovation Technology Act (FIT21) could be delayed. “While we will see the regulatory framework for stablecoins strengthen, broader financial technology reforms will slow down, creating a gradual regulatory environment,” he predicts.
Additionally, Qureshi expects Fortune 100 companies to become more willing to offer crypto to consumers under the Trump administration. “Trump's inauguration will create a regulatory jubilee until clear regulations and enforcement priorities can be set.” During this window, expect to see an aggressive expansion of crypto integration into Web2 platforms,” he says.
#5 AI Agents Will Live Beyond the Hype: An important part of Qureshi's 2025 crypto prediction involves the role of AI agents in reshaping the crypto landscape. He criticizes the current state of AI agents, suggesting, “AI agents today are mostly sophisticated chatbots linked to cryptocurrencies. They lack real organization and are designed primarily for interactions rather than autonomous activity. “
Despite these limitations, he believes that the role of AI in crypto will grow significantly, moving from innovation to use. “As a result of AI's ability to automate and improve the work of blockchain, there will be a renaissance in software development, significantly reducing the barriers to entry for blockchain applications,” he predicts.
#6 Crypto x AI: Looking beyond 2025, Qureshi sees a deeper integration between crypto and AI technologies. “As we upgrade AI capabilities and regulatory frameworks, crypto will increasingly enable AI operations, leading to autonomous agents making transactions and managing their own economies on blockchain networks, ” he said. This interplay is expected to transform user experiences and operational efficiency, paving the way for a new era of decentralized and autonomous digital ecosystems.
At press time, the total crypto market cap stood at $3.31 trillion.
Featured image from YouTube, chart from TradingView.com
