Recently, Dragonfly partner Haseeb's 2026 crypto market forecast has sparked quite a bit of discussion in the community. He straightforwardly predicts that BTC could surge to $150,000 by the end of the year, which sounds very tempting, but the underlying logic is worth pondering—Bitcoin's market share might decline, meaning other sectors will have to share a bigger slice of the pie.

Public chain ecosystems are clearly diverging. Some projects in the fintech track may disappoint, but Ethereum and Solana are expected to perform beyond expectations. Developers are voting with their feet, flocking toward neutral public chains. An even more explosive prediction is that tech giants like Google and Apple are highly likely to enter the space in 2026 by launching crypto wallets—traditional giants are really coming in to take a share.

Trading and investment patterns are also rapidly changing. In the Perp DEX sector, the top three players are set to capture 90% of the market share, leaving small players with only leftovers; DeFi investment logic is also evolving, with equity-based investments expected to surpass 20%, a completely new approach. The total stablecoin supply is projected to increase by 60%, but USDT remains the absolute main player. Although its position has loosened somewhat, it still firmly holds 55%.

However, there are some more sobering predictions—90% of market products are expected to be淘汰, and AI in crypto applications will only dare to make a move in development tools and security fields, with other areas mostly being虚. Even the 《Clarity》 legislation, before it is implemented, will have to go through repeated negotiations.

After reading this forecast list, which prediction do you like the most or the least? Come and share your thoughts in the comments.