Dragonfly Partner: BTC will break $150,000 by the end of 2026, but its market share will decline.

PANews reported on December 30th that Haseeb, Managing Partner of Dragonfly, shared his predictions for 2026, with the following key points: BTC will break $150,000 by the end of the year, although its market share will decline. Fintech public chains such as Tempo, Arc, and RobinhoodChain may underperform market expectations; in contrast, Ethereum and Solana will exceed expectations, and top developers will continue to choose neutral infrastructure public chains. A major tech company (such as Google, Facebook, or Apple) will launch or acquire a crypto wallet in 2026. Three major Perp DEXs will occupy 90% of the market share in this sector, with other projects only able to compete for the remaining 10%. Equity investment will grow rapidly, accounting for more than 20% of total DeFi investment by the end of the year. 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%. The Clarity Act will officially become law, but will require significant negotiation. Prediction markets are developing rapidly, but 90% of prediction market products will go unnoticed and gradually disappear by the end of the year. The main applications of artificial intelligence in the cryptography field remain limited to software engineering and security; other areas are still in the prototype stage.