ChainCatcher news, according to Haseeb, managing partner at Dragonfly Capital, the craze for AI agents will continue into 2025 but will ultimately fade away. He pointed out that existing AI agents are merely chatbots with memecoins, possessing almost no real intelligence aside from posting content on social media. As these tools become ubiquitous, people may grow weary of them.He believes that the real game-changer for the industry will be software engineering agents. With AI cloud computing, entrepreneurs can launch applications with $10,000, significantly reducing software development costs and driving explosive growth in on-chain applications, making self-funded projects like Hyperliquid and Jupiter the norm rather than the exception. Additionally, AI-driven security analysis and monitoring tools will become widespread, enabling everyone to enhance blockchain security more easily.Haseeb also mentioned that the combination of AI and crypto will have a profound impact on payments, decentralized model training, and user experience, especially in the post-AI wallet space, where these wallets will greatly simplify cross-chain operations and optimize user experience.

According to ChainCatcher news reported by The Block, Dragonfly general partner Rob Hadick stated that cryptocurrency venture capital is expected to grow significantly by 2025, mainly benefiting from improvements in the U.S. regulatory environment, continuous appreciation of token prices, and increased institutional funding.Dragonfly will focus on investing in areas with mature product-market fit, including decentralized finance (DeFi), scaling platforms, centralized finance (CeFi), and stablecoin payments.Regarding emerging fields such as crypto AI and DePIN, Hadick believes they are still in the "experimental stage." He also anticipates that investments in areas like security, tokenization, and cross-chain interoperability may decrease, while decentralized social media faces challenges due to scalability and product fit issues.

ChainCatcher news, Dragonfly managing partner Haseeb posted on platform X that many founders attempt to launch tokens during a bull market, but these tokens ultimately still need to go through a bear market. Haseeb is skeptical about the impact of market cycles on the long-term value of tokens, believing this suggests that certain tokens systematically perform poorly due to the market cycle at the time of issuance, which is unlikely.Haseeb further stated that while tokens issued during a bull market may have more funds for growth, market competition is relative. If the market drops by 50%, the native token ecosystem fund will also decline by 50%, with market share remaining relatively unchanged. Haseeb emphasized that the timing of fundraising activities is indeed important, but he is discussing token generation events (TGE), which are more akin to direct listings rather than fundraising activities.

ChainCatcher news, Dragonfly partner Haseeb Qureshi posted that Biden may soften his stance on cryptocurrency before the election to avoid losing votes in a heated campaign. The approval of the ETF is the first sign of this change, and other institutions are expected to relax their policies in the coming months.

ChainCatcher news, cryptocurrency risk fund Dragonfly partner Haseeb posted on X that his team decided to abandon the investment in the Eclipse project after hearing rumors about Neel Somani's history of sexual harassment during their due diligence.Haseeb stated: "We believe that if we can hear such rumors, actual investors should also be aware. A founder's mistakes may be forgivable, but the long-term pattern of reported misconduct is intolerable. Nevertheless, it is embarrassing that such a person has received funding and conducted millions of dollars in secondary market trades before the token launch."