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😭 Dragonfly partners predict that by the end of 2026, BTC will break through $150,000, but its market share will decline.
Dragonfly managing partner Haseeb shared his predictions for 2026, with some key points as follows:
1️⃣ BTC will break through $150,000 by the end of the year, but its market share will decline;
2️⃣ Financial technology public chains like Tempo, Arc, and Robinhood Chain may fall below market expectations; in contrast, Ethereum and Solana will exceed expectations. Top developers will continue to choose neutral infrastructure public chains.
3️⃣ A large tech company (Google, Facebook, Apple, etc.) will launch or acquire a crypto wallet in 2026;
4️⃣ Three major Perp DEXs will capture 90% of the market share in this sector, leaving only 10% for other projects;
5️⃣ Equity investment will grow rapidly, accounting for over 20% of total DeFi investment by the end of the year;
6️⃣ The supply of stablecoins will increase by about 60% in 2026, with USD stablecoins maintaining a share of over 99%, and USDT's dominance slightly declining to about 55%;
7️⃣ The "Clarity" bill will officially become law, but it will require significant bargaining;
8️⃣ The prediction market will develop rapidly, but 90% of prediction market products will be completely ignored and gradually disappear by the end of the year;
9️⃣ The main application scenarios of artificial intelligence in the crypto field are still limited to software engineering and security, while other areas remain in the prototype stage.
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