Dragonfly partners predict 2026: BTC will break $150,000, but its market dominance will decline.

Haseeb, Managing Partner of Dragonfly, published his predictions for 2026 on X, with some key points as follows: 1. BTC will exceed $150,000 by the end of the year, but its market dominance will decline; 2. A major tech company (Google, Facebook, Apple, etc.) will launch or acquire a crypto wallet in 2026; 3. Three major Perp DEXs will take 90% of the market share in this sector, while other projects can only compete for 10%; 4. Equity investment will grow rapidly, accounting for more than 20% of total DeFi investment by the end of the year; 5. 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%; 6. The Clarity Act will officially become law, but it will require significant negotiation. 7. The prediction market is developing rapidly, but 90% of prediction market products will be completely ignored and gradually disappear by the end of the year; 8. The main application scenarios of artificial intelligence in the field of encryption are still limited to software engineering and security, while other aspects are still in the prototype stage.