Dragonfly Partner: BTC will break $150,000 by the end of 2026; public chains like Tempo may underperform market expectations.

 Dragonfly Managing Partner Haseeb shared his predictions for 2026 on X, with some key points as follows:

· BTC will break through $150,000 by the end of the year, but its market share will decline;

· Fintech public chains such as Tempo, Arc, and Robinhood Chain may fall short of market expectations; comparatively, 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 crypto wallet in 2026;

· Three large PerpDEXs will capture 90% of the market share in this sector, with other projects competing for only 10%;

· Equity investment will grow rapidly, accounting for more than 20% of total DeFi investment by the end of the year;

· Stablecoin supply will increase by about 60% in 2026, with the proportion of USD stablecoins remaining above 99%, and USDT’s dominance slightly declining to about 55%;

· The "Clarity" bill will officially become law, but will require significant negotiation;

· The prediction market will develop rapidly, but 90% of prediction market products will be completely ignored and gradually disappear before the end of the year;

· The main application scenarios of artificial intelligence in the crypto field will still be limited to software engineering and security, with other areas remaining in the prototype stage.