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Dragonfly Partner Predicts BTC Will Surpass $150K by End of 2026, But Market Dominance Will Decline
BlockBeats News, December 30th, Dragonfly General Partner Haseeb shared his 2026 predictions in a post on X, with some key highlights as follows:
· BTC is expected to surpass $150,000 by the end of the year, but its market share will decline;
· Fintech public chains like Tempo, Arc, Robinhood Chain may fall below market expectations; in contrast, Ethereum and Solana will exceed expectations. Top developers will continue to choose neutral fundamental infrastructure public chains.
· A large tech company (Google, Facebook, Apple, etc.) will launch or acquire a cryptocurrency wallet in 2026;
· Three major Perp DEXs will take 90% of the market share in that space, leaving other projects to compete for the remaining 10%;
· Equity investments will grow rapidly, accounting for over 20% of DeFi investment by the end of the year;
· The stablecoin supply in 2026 will increase by about 60%, with the US dollar stablecoin dominance remaining above 99%, but USDT's leading position will slightly decrease to around 55%;
· The Clarity Act will officially become law but will require significant negotiation;
· The prediction market will grow rapidly, but 90% of prediction market products will go completely unnoticed and gradually disappear by the end of the year;
· The primary application of artificial intelligence in the crypto field will still be limited to software engineering and security, with other areas remaining in the prototype stage.
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