Dragonfly Partner predicts BTC will surpass $150,000 by the end of 2026, but market share will decline

On December 30, Dragonfly Managing Partner Haseeb posted on X sharing his predictions for 2026, with some key points as follows:

· BTC will break $150,000 by the end of the year, but market share will decrease;
· Fintech public chains such as Tempo, Arc, Robinhood Chain may fall below 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 US dollar stablecoins maintaining over 99% share, and USDT’s dominance slightly decreasing to about 55%;
· The Clarity Act will officially become law, but will require significant negotiations.
· The development of prediction markets will be rapid, 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 the crypto field will still be limited to software engineering and security, with other areas still in prototype stage.