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ChainCatcher News, Dragonfly managing partner Haseeb shared his predictions for 2026 on X, with some key points as follows:

BlockBeats News, December 30th, Dragonfly General Partner Haseeb shared his 2026 predictions in a post on X, with some key highlights as follows: · BTC is expected to surpass $150,000 by the end of the year, but its market share will decline; · Fintech public chains like Tempo, Arc, Robinhood Chain may fall below market expectations; in contrast, Ethereum and Solana will exceed expectations. Top developers will continue to choose neutral fundamental infrastructure public chains. · A large tech company (Google, Facebook, Apple, etc.) will launch or acquire a cryptocurrency wallet in 2026; · Three major Perp DEXs will take 90% of the market share in that space, leaving other projects to compete for the remaining 10%; · Equity investments will grow rapidly, accounting for over 20% of DeFi investment by the end of the year; · The stablecoin supply in 2026 will increase by about 60%, with the US dollar stablecoin dominance remaining above 99%, but USDT's leading position will slightly decrease to around 55%; · The Clarity Act will officially become law but will require significant negotiation; · The prediction market will grow rapidly, but 90% of prediction market products will go completely unnoticed and gradually disappear by the end of the year; · The primary application of artificial intelligence in the crypto field will still be limited to software engineering and security, with other areas remaining in the prototype stage.

According to TechFlow, on December 30, Framework Ventures co-founder Vance Spencer stated on social media that although 2025 may not be an ideal year for the crypto industry, it will lay the necessary foundation for future development. He predicts that in 2026, the industry will see a significant reduction in token issuance and instead focus on mainstream assets such as bitcoin and ethereum. Institutional investors’ interest in DeFi blue-chip projects with reasonable value accrual mechanisms will increase substantially. Spencer believes that the future of the crypto industry will revolve around stablecoins, real-world assets (RWAs), lending capital markets, and asset management, addressing industry issues by reducing disorderly experimentation, improving efficiency, and following regulatory pathways.