Will the 2026 crypto market reshuffle? Haseeb boldly predicts BTC will break through $150,000, and stablecoins may see a 60% growth

According to PANews reports, Dragonfly managing partner Haseeb recently released a market forecast for 2026, covering mainstream coins, stablecoins, DeFi, and other sectors, attracting industry attention.

Can BTC Price Break New Highs? Market Share Is Shrinking

Haseeb believes that Bitcoin is expected to reach $150,000 by the end of 2026. In comparison, the current BTC price is about $91.23K, leaving considerable room to reach the target. However, he also pointed out that BTC’s market share will decline, which means that other assets may grow faster.

This prediction suggests that the entire crypto ecosystem is accelerating diversification, rather than simply experiencing a bull market rally.

Public Chain Competition May Show Divergence, Ethereum and Solana Are More Favorable

In the public chain sector, Haseeb predicts that emerging projects like Tempo, Arc, RobinhoodChain may underperform expectations, while Ethereum and Solana will surpass market expectations. This reflects that top developers still prefer neutral infrastructure public chains rather than highly centralized newcomers.

Large tech companies may also launch or acquire crypto wallet products by 2026, further promoting the adoption of institutional-grade applications.

DeFi Hotspots Shift to Equity Investment, Stablecoin Supply Expands by 60%

In the DeFi field, equity investment is growing rapidly and is expected to account for over 20% of total DeFi investments. Meanwhile, the stablecoin market will see significant expansion, with supply increasing by approximately 60%.

In the stablecoin landscape, USD-pegged stablecoins still dominate, maintaining over 99%. However, USDT’s leading position will slightly loosen, with market share possibly dropping to around 55%, making room for other USD stablecoins.

The top three Perp DEXs will control 90% of the market share, further increasing industry concentration.

Market Prediction and AI Applications Still in Early Stages, Most Products Struggle to Take Off

Forecasting market development is rapid, but Haseeb judges that 90% of these products will ultimately be overlooked, with only a few projects surviving.

As for AI applications in crypto, they are currently mainly limited to software engineering and security, with other areas still in prototype stages, far from large-scale real-world deployment.

Clarity Legislation Expected to Be Enacted, Industry Regulatory Framework Gradually Clarifies

Haseeb also mentioned that the Clarity bill is expected to become law in 2026, which will provide a clearer regulatory framework for the cryptocurrency industry.

Overall, Haseeb’s forecast sketches a polarized crypto market landscape in 2026: continued bull run but with dispersed influence, differentiation among public chains, DeFi upgrades, and gradually improving regulation.