Dragonfly managing partner released predictions for six major areas in 2025: The difference between L1 and L2 is disappearing, and the EVM market share will still grow

PANews reported on January 1 that Dragonfly managing partner Haseeb Qureshi released a prediction for cryptocurrency in 2025, which is divided into six parts: L1s/L2s, token release, stable currency, regulation, AI agent, encryption x AI.

1.L1/L2

The distinction between L1 and L2 is disappearing. The user can no longer perceive the difference between L1 and L2. Despite the strength of SVM and Move, EVM's market share will actually grow in 2025. Solana will force more blockchains to optimize for low latency.

2. Token release

The current era of everyone conducting large-scale airdrops through the points plan is over, and we are moving towards a two-track world.

Track One: If a project has clear metrics, such as an exchange or lending protocol, they will distribute tokens purely based on points.

Track Two: Projects without clear indicators (such as L1 and L2) will turn to crowdfunding. They may conduct small airdrops to reward social contributions, but the majority of tokens will be distributed through crowdsales.

Memecoins will continue to steal market share from “AI proxy” coins.

3. Stablecoins

The use of stablecoins will surge, especially among small and medium-sized enterprises. Not just trading and speculation, real businesses will start using on-chain dollars for instant settlement. It is expected that by the end of 2025, banks will announce the issuance of stablecoins. They don't want to fall behind. But especially with Lutnick as Commerce Secretary, Tether will remain in first place. Ethena Labs is expected to attract more capital, especially as Treasury yields continue to fall in the coming year.

4. Supervision

Stablecoin legislation passed in the United States, while broader market infrastructure reforms (FIT21) were delayed. Stablecoin adoption is accelerating, while Wall Street adoption, asset tokenization and other TradFi integrations will lag behind. Under Trump, Fortune 100 companies will be more willing to offer cryptocurrencies to consumers, with technology companies and startups showing a higher appetite for risk.

5. AI Agent

The AI ​​agent boom may continue into 2025. But it will eventually die out.

6. The actual combination of cryptocurrency and AI

AI's impact on cryptocurrencies is the main direction, but cryptocurrencies will also impact AI; truly autonomous agents will pay each other with cryptocurrencies. Once there are relaxed stablecoin regulations, you will start to see even large companies running AI agents using stablecoins for agent-to-agent payments because they are easier to launch than bank accounts; you will also see more and larger decentralized exchanges. Centralized training and inference experiments.