Dragonfly Partners predicts that BTC will exceed $150,000 by the end of 2026, but its market share will decline

Dragonfly managing partner Haseeb posted on X sharing his predictions for 2026, with some key points as follows:

• BTC will break through $150,000 by the end of the year, but its market share will decline;
• Financial technology public chains like Tempo, Arc, and Robinhood Chain may fall short of market expectations; in contrast, Ethereum and Solana will exceed expectations. Top developers will continue to choose neutral infrastructure public chains.
• A major tech company (Google, Facebook, Apple, etc.) will launch or acquire a cryptocurrency wallet in 2026;
• Three major Perp DEXs will capture 90% of the market share in this sector, leaving only 10% for other projects;
• Equity investment will grow rapidly, accounting for over 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 around 55%;
• The Clarity Act will officially become law, but will require significant bargaining;
• The prediction market will develop rapidly, but 90% of prediction market products will go completely unnoticed and gradually disappear by the end of the year;
• The main application scenarios of artificial intelligence in the cryptocurrency field remain limited to software engineering and security, while other areas are still in the prototype stage.