Wu Shuo learns that Dragonfly partner Haseeb Qureshi has released a 2026 forecast for crypto and AI trends. He predicts Bitcoin will break $150,000 by the end of the year, but dominance will decline; Ethereum and Solana will continue to perform strongly, while multiple “Fintech public chains” will underperform expectations; at least one Big Tech company will launch or acquire a crypto wallet, and more Fortune 100 companies will launch blockchains, with Avalanche and OP ecosystem potentially benefiting. In DeFi, he forecasts that perpetual DEXs will be concentrated around about three leading platforms, with perpetual trading in stocks accounting for over 20%, and there may be insider trading scandals within DeFi. Regarding stablecoins, total supply may grow by 60%, USDT’s market share will decrease to about 55%, and stablecoin bank card businesses could grow by 1000%. On the regulatory front, he expects the Clarity Act to pass by 2026; prediction markets will continue to expand strongly; meanwhile, AI will be more widely applied in development and security, with the number of security incidents possibly increasing but individual losses decreasing.
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Dragonfly Partner Haseeb Qureshi releases 2026 Cryptocurrency and AI Trend Predictions
Wu Shuo learns that Dragonfly partner Haseeb Qureshi has released a 2026 forecast for crypto and AI trends. He predicts Bitcoin will break $150,000 by the end of the year, but dominance will decline; Ethereum and Solana will continue to perform strongly, while multiple “Fintech public chains” will underperform expectations; at least one Big Tech company will launch or acquire a crypto wallet, and more Fortune 100 companies will launch blockchains, with Avalanche and OP ecosystem potentially benefiting. In DeFi, he forecasts that perpetual DEXs will be concentrated around about three leading platforms, with perpetual trading in stocks accounting for over 20%, and there may be insider trading scandals within DeFi. Regarding stablecoins, total supply may grow by 60%, USDT’s market share will decrease to about 55%, and stablecoin bank card businesses could grow by 1000%. On the regulatory front, he expects the Clarity Act to pass by 2026; prediction markets will continue to expand strongly; meanwhile, AI will be more widely applied in development and security, with the number of security incidents possibly increasing but individual losses decreasing.