Dragonfly partner predicts BTC will surpass $150,000 by the end of 2026, but market share has declined.

On December 30th, Dragonfly Managing Partner Haseeb posted on X sharing his predictions for 2026. Some key points include: · BTC will break $150,000 by the end of the year, but market share will decline; · Fintech public chains like Tempo, Arc, Robinhood Chain may underperform market expectations; comparatively, Ethereum and Solana will outperform expectations. Top developers will continue to choose neutral infrastructure public chains. · A major tech company (Google, Facebook, Apple, etc.) will launch or acquire a crypto wallet in 2026; · Three large Perp DEXs will capture 90% of the market share in this sector, with other projects fighting for only 10%; · Equity investments will grow rapidly, accounting for over 20% of total DeFi investments by the end of the year; · The supply of stablecoins will increase by approximately 60% in 2026, with USD stablecoins maintaining over 99% share, and USDT’s dominance slightly decreasing to about 55%; · The 《Clarity》 bill will officially become law, but will require significant negotiations. · The prediction market will develop rapidly, but 90% of prediction market products will be completely ignored and gradually disappear before the end of the year; · Artificial intelligence’s main application scenarios in crypto will remain limited to software engineering and security, with other areas still in prototype stages.