Memecoins will continue to lose market share to AI agent coins: Dragonfly VC

Dragonfly Capital’s managing partner said AI agents will dominate throughout 2025, but warned there may be a “sudden reversal” in popularity by 2026.

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AI agent tokens will continue outperforming memecoins in 2025, but their momentum may fizzle out by 2026, according to a venture capitalist.

“Memecoins will continue to lose market share to ‘AI agent’ coins. I consider this a migration from financial nihilism to financial over-optimism,” Dragonfly Capital managing partner Haseeb Qureshi said in a Jan. 1 X post.

Qureshi said the “AI agent craze” will probably persist through 2025, but it won’t last forever. As more advanced AI products come along, people will lose interest in social media chatbots.

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