In a recent podcast, crypto experts Murad Mahmudov and Arthur Hayes shared their insights on the evolving role of meme coins, DeFi, and AI tokens. Experts highlight significant changes and predict how these assets could perform by 2025. Additionally, they also discussed how the crypto space is evolving, with meme coins and DeFi tokens acting as separate financial instruments with varied objectives and trajectories on the market.
Murad and Arthur Hayes on DeFi and Meme Coin
Murad Mahmudov, known for his analysis of crypto market cycles, has expressed skepticism about the idea of a “DeFi Renaissance” spurred by potential future US policies under the Trump presidency. In a recent podcast, Mahmudov argued that most DeFi protocols prioritize their own growth over distributing revenue to stakeholders. Arthur Hayes also echoed a similar sentiment, predicting a minor impact of Trump’s victory on the crypto space in the long term.
He said: “A lot of people have argued that Trump’s victory will somehow cause a DeFi renaissance or something, but I remain skeptical. » He views DeFi tokens as often speculative, deriving much of their value from community stories rather than intrinsic financial performance.
Speaking of meme coins, Mahmudov sees the niche gradually becoming a sort of “purification mechanism” in the crypto space. He suggested that as the market matures, meme coins and DeFi tokens will fall into two distinct categories: treasury coins, which are serious, income-focused and likely to attract institutional investors, and even coins, which retain speculative and community values. -reasoned appeal.
“Going forward, meme coins will continue to absorb community and speculative premiums,” he said. Additionally, he added that this separation would help legitimize cash coins in the eyes of more traditional financial analysts. Meanwhile, Murad selected top coins like DOGE, FLOKI, and SHIB to benefit the most in the coming days.
However, Arthur Hayes, co-founder of BitMEX, has a different and more opportunistic perspective on meme coins. Rather than holding securities for the long term, he views these assets as trading instruments offering opportunities for rapid entries and exits. “Meme coins are fun to trade because you don’t need to understand cash flow or technology,” commented Hayes. For him, the appeal lies in the viral appeal. According to Hayes, this speculative approach allows him to capitalize on short-term hype while minimizing long-term risk exposure.
Focus on AI coins
The conversation also touched on the rise of AI coins, such as GOAT, which Arthur Hayes considers notable due to their pioneering status. While Murad views AI-based meme coins as potentially short-lived, since rapid advances in AI could quickly render some tokens obsolete, Hayes believes that owning the original, widely recognized AI token could be valuable.
Hayes explained that he would invest in the token as the market talks about it. Furthermore, the GOAT crypto has also attracted notable attention in recent times, as evidenced by the sharp rise in its price. However, both experts cautioned about the long-term viability of tech-driven crypto tokens amid advances in AI.
Mahmudov argued that AI would accelerate the commodification of code, making it harder to retain the value of purely technological tokens. Instead, he believes tokens built on “human faith, community, and belief” will endure, emphasizing his preference for BTC and established meme coins over tech-dependent assets.
Disclaimer: Content presented may include the author’s personal opinion and is subject to market conditions. Do your market research before investing in cryptocurrencies. The author or publication assumes no responsibility for your personal financial loss.
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