Managing partner of the venture firm Dragonfly, Haseeb, published detailed forecasts regarding the development of the crypto market in 2026, which sparked active discussions in the community. According to him, the next 12 months will bring significant shifts in the distribution of market power among the main players.
Bitcoin will reach its target mark but lose dominance
The analyst believes that BTC will surpass the psychological level of $150,000 by the end of the year, although this growth will be accompanied by a decrease in its share of the total crypto market capitalization. Currently, Bitcoin holds about 56.49% of the market value, but Haseeb forecasts that its dominance will gradually diminish in favor of alternative assets.
In contrast, Ethereum and Solana expect significantly better results than analysts predict. The current price of Ethereum is $3.11K, and Solana is trading at $129.01, but their true potential will be revealed through ecosystem expansion and capital attraction.
Fintech chains are making their moves
Public specialized-purpose blockchains, such as Tempo, Arc, and Robinhood Chain, are more likely to disappoint investors than meet their expectations. Instead, neutral infrastructure solutions will continue to attract top developers due to their versatility and flexibility.
Big tech giants enter the game
In 2026, one of the main events will be the entry of major technology companies (Google, Facebook, Apple, and similar) into the crypto space through launching their own wallets or acquiring existing solutions. This will lay the foundation for mass adoption.
Consolidation and specialization
Once again, the market will demonstrate a trend toward concentration. The three leading perpetual derivatives platforms (PerpDEX) will capture 90% of the segment, leaving the remaining participants to fight for a meager 10%. A similar process is expected in other DeFi sectors.
Equity investments in crypto projects will grow at an accelerated pace, accounting for over 20% of total funding by the end of the year, indicating VC confidence in long-term potential.
Stablecoins and regulatory framework
The supply of stablecoins will expand by 60%, but their structure will remain almost unchanged: US dollars will constitute over 99% of reserves. USDT will retain its dominant position, although its share will steadily decline to approximately 55%.
The “Clarity” bill will finally come into effect, but its adoption will require intensive negotiations and compromises.
Short-term market forecasts and artificial intelligence
The prediction market expects rapid development, but about 90% of products will turn out to be unnecessary and will gradually fade away. True value will concentrate in a few powerful solutions.
Regarding the application of artificial intelligence in crypto-economics, Haseeb forecasts that main directions will be limited to software engineering and security. Other scenarios will remain in the experimental prototype stage.
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Haseeb on 2026: BTC will approach $150K but will lose dominance, while altcoins will demonstrate strength
Managing partner of the venture firm Dragonfly, Haseeb, published detailed forecasts regarding the development of the crypto market in 2026, which sparked active discussions in the community. According to him, the next 12 months will bring significant shifts in the distribution of market power among the main players.
Bitcoin will reach its target mark but lose dominance
The analyst believes that BTC will surpass the psychological level of $150,000 by the end of the year, although this growth will be accompanied by a decrease in its share of the total crypto market capitalization. Currently, Bitcoin holds about 56.49% of the market value, but Haseeb forecasts that its dominance will gradually diminish in favor of alternative assets.
In contrast, Ethereum and Solana expect significantly better results than analysts predict. The current price of Ethereum is $3.11K, and Solana is trading at $129.01, but their true potential will be revealed through ecosystem expansion and capital attraction.
Fintech chains are making their moves
Public specialized-purpose blockchains, such as Tempo, Arc, and Robinhood Chain, are more likely to disappoint investors than meet their expectations. Instead, neutral infrastructure solutions will continue to attract top developers due to their versatility and flexibility.
Big tech giants enter the game
In 2026, one of the main events will be the entry of major technology companies (Google, Facebook, Apple, and similar) into the crypto space through launching their own wallets or acquiring existing solutions. This will lay the foundation for mass adoption.
Consolidation and specialization
Once again, the market will demonstrate a trend toward concentration. The three leading perpetual derivatives platforms (PerpDEX) will capture 90% of the segment, leaving the remaining participants to fight for a meager 10%. A similar process is expected in other DeFi sectors.
Equity investments in crypto projects will grow at an accelerated pace, accounting for over 20% of total funding by the end of the year, indicating VC confidence in long-term potential.
Stablecoins and regulatory framework
The supply of stablecoins will expand by 60%, but their structure will remain almost unchanged: US dollars will constitute over 99% of reserves. USDT will retain its dominant position, although its share will steadily decline to approximately 55%.
The “Clarity” bill will finally come into effect, but its adoption will require intensive negotiations and compromises.
Short-term market forecasts and artificial intelligence
The prediction market expects rapid development, but about 90% of products will turn out to be unnecessary and will gradually fade away. True value will concentrate in a few powerful solutions.
Regarding the application of artificial intelligence in crypto-economics, Haseeb forecasts that main directions will be limited to software engineering and security. Other scenarios will remain in the experimental prototype stage.