Dragonfly 合伙人 Haseeb 表示，AI Agents 热潮可能会持续到 2025 年，但它最终会消亡；这些东西并不是真正的 agent，只是附有 memecoin 的聊天机器人，除了在 Twitter 上发帖外，它们几乎没有任何代理性；聊天机器人将变得无处不在，人们会对它们感到厌烦；真正有影响力的将是软件工程代理；能够使用 1 万美元的人工智能云计算启动应用程序，像 Hyperliq...

<div>Dragonfly 合伙人 Haseeb 表示，AI Agents 热潮可能会持续到 2025 年，但它最终会消亡；这些东西并不是真正的 agent，只是附有 memecoin 的聊天机器人，除了在 Twitter 上发帖外，它们几乎没有任何代理性；聊天机器人将变得无处不在，人们会对它们感到厌烦；真正有影响力的将是软件工程代理；能够使用 1 万美元的人工智能云计算启动应用程序，像 Hyperliquid 和 Jupiter 这样的自筹资金项目将从例外变为常态；人工智能驱动的静态分析和监控将变得无处不在，让每个人都能更轻松地获得安全。<div> </div><br><br></div>

Dragonfly 合伙人 Haseeb：AI Agents 最终会消亡

Dragonfly partner Haseeb stated that the AI Agents hype may continue until 2025, but it will eventually fade; these things are not real agents, just chatbots with <MEME>coins, and apart from posting on Twitter, they have little agency; chatbots will become ubiquitous, and people will grow tired of them; the truly impactful will be software engineering agents; being able to launch applications with $10,000 worth of AI cloud computing, like <HYPERLIQ>...

Dragonfly partner Haseeb stated that the AI Agents hype may continue until 2025, but it will eventually fade; these things are not true agents, but just chatbots with memecoin, and they have almost no agency beyond posting on Twitter; chatbots will become ubiquitous, and people will become tired of them; the truly influential will be software engineering agents; being able to launch applications with $10,000 in AI cloud computing, self-funded projects like Hyperliquid and Jupiter will become the norm rather than the exception; AI-driven static analysis and monitoring will become ubiquitous, making security more accessible to everyone.

Dragonfly Partner Haseeb: AI Agents Will Eventually Die

Dragonfly partner Haseeb 1/1 shares his views on the six key areas of the cryptocurrency market in 2025. Includes predictions and analysis on L1 and L2, token issuance, stablecoins, regulation, AI agents, and the intersection of cryptocurrencies and AI, which may resonate with some and irritate certain "holders". Nonetheless, these trends are worth considering.

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- Blurring of the boundaries between L1 and L2
- Users no longer focus on technical details
- EVM ...

Dragonfly Partner Haseeb: Cryptocurrency trend forecast in 2025, proposing six key areas

Odaily News Report: Dragonfly Managing Partner Haseeb Qureshi released predictions for the cryptocurrency landscape in 2025, covering six key areas: L1/L2, token issuance, stablecoins, regulation, AI agents, and the intersection of crypto and AI. The key points are as follows:

1. L1/L2: The distinction between L1 and L2 is fading, as users can no longer perceive the differences. The blockchain space (L1 and L2 combined) is becoming overcrowded and a major shakeup is imminent. Integration will no longer be about technical advantages, but about having a unique niche market and building stickiness through GTM. While SVM and Move are strong, EVM market share will grow in 2025, driven by Base, Monad, and Berachain. Solana will force more blockchains to optimize for low latency, shifting the focus from TPS to latency.

2. Token Issuance: The meta of massive airdrops through loyalty programs has ended, and we are moving towards a two-track world - projects with clear north star metrics will distribute tokens based on points, while those without will turn to crowdfunding, with small airdrops to reward social contributions.

3. Stablecoins: Stablecoin usage will surge, especially in SMEs, not just for trading and speculation, but for real-time on-chain settlement. Banks will issue their own stablecoins to avoid falling behind, but Tether will remain the leader, especially with Lutnick as Commerce Secretary.

4. Regulation: The US will pass stablecoin legislation, while broader market infrastructure reform (FIT21) will be delayed. Stablecoin adoption will accelerate, while Wall Street adoption, asset tokenization, and other TradFi integration will lag. Under Trump's leadership, Fortune 100 companies will be more willing to offer cryptocurrencies to consumers, and tech companies and startups will exhibit higher risk appetite.

5. AI Agents: The "AI agent" hype may continue until 2025, but will ultimately fizzle out.

Dragonfly partners released six predictions for the crypto industry in 2025, covering L1/L2, coin issuance, AI agents, etc.

Odaily reports that Dragonfly partner Rob Hadick stated that due to the relaxation of the US regulatory environment, the continued rise in token prices, and the influx of institutional capital, crypto venture capital will see significant growth by 2025. However, he believes that financing levels are unlikely to return to the peaks of 2021-2022 in the short term, reflecting VC's cautious approach to avoid repeating past mistakes. In 2025, Dragonfly will continue to support verified market demand areas such as <DeFi>, <CeFi>, platform expansion, and <stablecoins>/payments. Hadick said that while emerging areas like crypto AI and decentralized physical infrastructure networks (<DePIN>) are attracting attention, they are currently still in the "experimental stage." He expects investments in areas like security, tokenization, and interoperability may decrease, and the market's focus will shift to new tracks. Additionally, due to a lack of scalability and market fit, decentralized social media may face development challenges.