Dragonfly’s Haseeb Qureshi Unveils His Crypto Predictions For 2026
Dragonfly partner Haseeb Qureshi shared his 2026 crypto predictions, expecting surprises both positive and negative. He forecasts Bitcoin exceeding $150K by year-end, but with decreasing dominance, and a moderate altcoin rebound without a true "alt season." He anticipates underperformance from newer fintech chains like Tempo and Robinhood Chain, while Ethereum and Solana overdeliver. More Fortune 100 companies, especially in banking, will launch blockchains, with Avalanche and modular stacks like OP and ZK standing out. A major tech firm may launch or acquire a crypto wallet.
In DeFi, perp DEXs will consolidate around three major venues, and equity perps will grow significantly. Stablecoin supply will expand by ~60%, with USD remaining dominant, though USDT's share may drop to ~55%. Stablecoin-backed cards will see explosive growth, especially in emerging markets.
US crypto legislation may pass after negotiations, but with industry buyer’s remorse. Prediction markets will grow rapidly, led by Polymarket, while most competitors fail. AI use in crypto will remain limited to engineering and security, with no meaningful agent-to-agent payments. Privacy solutions like Zcash may see some adoption, but overall, 2026 will largely continue existing trends.
bitcoinist12/30 14:39
