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Dragonfly’s Qureshi Sets 2026 Crypto Outlook: $150K Bitcoin, Big‑Tech Wallet, Stablecoin Boom

The outlook spotlights distribution-first growth with payments utility setting the pace for crypto’s next stage.

Overview

  • Haseeb Qureshi predicts bitcoin will finish 2026 above $150,000 even as its share of the overall crypto market declines.
  • He expects at least one major technology company to launch or acquire a crypto wallet, bringing mainstream users direct access to digital assets.
  • Stablecoin supply is forecast to grow sharply, remaining largely dollar‑denominated as new payment rails drive everyday usage, particularly in emerging markets.
  • DeFi market structure is projected to consolidate around a few leaders in on‑chain perpetuals, with a possible insider‑trading controversy drawing broader scrutiny.
  • Developer and enterprise activity is expected to concentrate on neutral, composable infrastructure, with Ethereum and Solana seen outperforming and Avalanche plus rollup frameworks positioned to benefit.