In a recent podcast, crypto experts Murad Mahmudov and Arthur Hayes shared their insights on the evolving roles of meme coins, DeFi, and AI tokens. The experts highlight significant shifts and predict how these assets may function by 2025. Besides, they also discussed the ways in which the crypto space is evolving, with meme coins and DeFi tokens acting as distinct financial instruments with varying purposes and trajectories in the market.
Murad & Arthur Hayes On DeFi And Meme Coin
Murad Mahmudov, known for his analysis of crypto market cycles, 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 revenues to stakeholders. Arthur Hayes also echoed a similar sentiment, predicting a minor impact of Trump’s win on the crypto space in the longer run.
He stated, “A lot of people have been arguing that Trump Victory is going to kind of bring about DeFi Renaissance or whatever, but I remain skeptical.” He sees DeFi tokens as often being speculative, deriving a large portion of their value from community-driven narratives rather than intrinsic financial performance.
Talking about meme coins, Mahmudov sees the niche to be gradually becoming a sort of “purification mechanism” in the crypto space. He suggested that as the market matures, meme coins and DeFi tokens will diverge into two distinct categories: cash-flow coins, which are serious, revenue-oriented, and likely to appeal to institutional investors, and meme coins, which retain speculative and community-driven appeal.
“In the future, meme coins will continue to absorb community and speculative premiums,” he said. Besides, he added that this separation will help legitimize cash-flow coins in the eyes of more traditional financial analysts. Meanwhile, Murad has shortlisted top meme coins like DOGE, FLOKI, and SHIB to benefit the most in the coming days.
However, BitMEX co-founder Arthur Hayes has a different and more opportunistic perspective on meme coins. Rather than holding long-term, he views these assets as trading instruments with quick in-and-out opportunities. “Meme coins are fun to trade because you don’t need to understand cash flows or tech,” Hayes commented. For him, the appeal lies in viral appeal. This speculative approach, according to Hayes, allows him to capitalize on the short-term hype while minimizing long-term risk exposure.
AI Coins In Focus
The conversation also covered the rise of AI meme coins, such as GOAT, which Arthur Hayes views as noteworthy due to their pioneering status. While Murad sees AI-based meme coins as potentially fleeting, since rapid AI advancements could quickly make certain tokens obsolete, Hayes believes owning the original and widely recognized AI token could be valuable.
Hayes explained he would invest in the token as the market is talking about it. Besides, the GOAT crypto has also gained notable attention lately, as evidenced by the robust surge in its price. However, both experts raised caution for the long-term viability of tech-driven crypto tokens amid AI advancements.
Mahmudov argued that AI will accelerate code commoditization, making it harder for purely technological tokens to retain value. Instead, he believes that tokens grounded in “human faith, community, and belief” will endure, highlighting his preference for BTC and established meme coins over tech-reliant assets.
Disclaimer: The presented content may include the personal opinion of the author and is subject to market condition. Do your market research before investing in cryptocurrencies. The author or the publication does not hold any responsibility for your personal financial loss.
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