The 2026 Crypto Frontier: Dragonfly’s Roadmap to Institutional Integration
As we approach 2026, the digital asset landscape is shifting from speculative "wild west" toward an integrated, institutional economy. Haseeb Qureshi, Managing Partner at Dragonfly, recently outlined a bold vision for the coming year, forecasting a period of high valuations and fierce corporate competition.
At the center of his outlook is Bitcoin
$BTC , which he predicts will surpass $150,000. However, this price milestone comes with a twist: Bitcoin’s market dominance is expected to decline as investors look toward the utility of Ethereum
$ETH and Solana
$SOL . While many "Fintech public chains"—launched by traditional finance giants like Robinhood or banks—are expected to underperform, Haseeb argues that developers will remain loyal to neutral, decentralized infrastructure.
Perhaps the most disruptive prediction is the entry of "Big Tech." Qureshi anticipates that a behemoth like Google, Apple, or Meta will finally launch or acquire a dedicated crypto wallet, potentially onboarding billions of users overnight. This mainstreaming coincides with the expected passage of the "Clarity Act," a pivotal U.S. regulatory framework that could finally provide the legal certainty long sought by institutional players.
The DeFi sector will also see a "survival of the fittest." Haseeb expects just three major Perpetual DEXs to capture 90% of the market. Meanwhile, stablecoins are set to grow by 60%, even as USDT’s dominance faces pressure. While the AI hype continues, Qureshi notes that 2026 will see AI focused primarily on "under-the-hood" security and engineering, rather than consumer-facing agents.
#newyear #Write2Earn #Aİ #defi #predictons