Dragonfly partner Haseeb predicts the trend of the crypto market in 2026, "stablecoin bank card business may grow by 1000%"

Dragonfly managing partner Haseeb Qureshi predicted the trends of crypto and AI in 2026. He expects Bitcoin to potentially break $150,000 by the end of the year, but its dominance will decline; Ethereum and Solana will continue to perform strongly, while several Fintech public chains will underperform; at least one Big Tech company will launch or acquire a crypto wallet, and more Fortune 100 companies will adopt blockchain, with Avalanche and OP ecosystem likely to benefit.

In terms of DeFi, Haseeb predicts that perpetual DEXs will consolidate to about three leading platforms, with perpetual trading of stocks possibly exceeding 20%, and there may be insider trading scandals within DeFi. Regarding stablecoins, total supply may grow by 60%, with USDT's share dropping to about 55%, and stablecoin debit card services could grow by 1000%, which will become the main way for stablecoins to enter and expand in emerging markets.

On the regulatory front, he expects the Clarity Act to be passed by 2026; the prediction market will continue to expand strongly; and AI will be applied more in development and security, with the number of security incidents possibly increasing but individual losses decreasing.