According to one venture capitalist, AI agent tokens will continue to outperform memecoins in 2025, but their momentum may weaken in 2026.
“Memecoin will continue to lose market share to ‘AI agent’ coins. I think this is a shift from financial nihilism to financial over-optimism,” Haseeb Qureshi, managing partner at Dragonfly Capital, said in a January 1 X post.
VC: “It will eventually disappear”
Qureshi said the “AI agent craze” will probably last until 2025, but not forever. As more advanced AI products emerge, people will lose interest in social media chatbots.
“You will die eventually. “This is not a long-term disruption to watch out for in AI, but it will be a fixture in CT because it is the most social,” he said.
AI agent chatbots have become popular in the cryptocurrency industry, providing insights and market price predictions to cryptocurrency users.
According to CoinMarketCap, over the past 24 hours, total MEMCOIN trading volume is down nearly 21.5%, while volume among the top AI and data tokens is up 7.95%.
The total market capitalization of the top AI and data cryptocurrency tokens is $54.4 billion. source: CoinMarketCap
The total market capitalization of the top AI and data tokens decreased by 1.66% over the past 30 days, while the overall Memcoin market cap decreased by 17.7% over the same period.
However, Qureshi warned that AI tokens and agents are still vulnerable to malicious actors.
“Agents today can be easily manipulated into saying crazy things that damage your brand, or they can be broken out and have all your resources stolen.”
Qureshi said the AI agent chatbot “Aixbt” is “already pretty good at collecting data for various projects.”
Nonetheless, its long-term relevance remains uncertain, as more are likely to emerge.
“Over the next year and into the next generation of agents, Aixbt will hallucinate a little less, go a little deeper and act a little smarter. But how much will you notice? Probably most people feel the same,” Qureshi said.
A ‘sudden reversal’ will come in 2026
Qureshi predicted a “sudden reversal” in 2026.
“It takes a while for cryptocurrencies to get bored with all the shiny things,” he said.
“Chatbots will become so common that people will lose interest in them. “The atmosphere will change,” he said.
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The best AI performer among the top 100 cryptocurrencies last week was Virtuals, up 57.3%. Bittensor (TAO), up 10.6% Theta Network (THETA) is up 6.11%.
“I’m confident that 2025 will see a whole new wave of AI liquidity opportunities,” cryptocurrency trader Mckenna told his 94,700 X followers in a Jan. 1 post.
“Pay attention and you will be rewarded,” Mckenna said.
Bitwise CEO Hunter Horsley said the recent emergence of AI agents was reminiscent of the beginning of the corporate era 200 years ago.
“I think it’s a perfect parallel to the emergence of corporations in the 19th century, which were able to make their own contracts, hire people, own things, and outlive people,” Horsley said.
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