Dragonfly 合伙人 Haseeb 预测 2026 年加密市场趋势,“稳定币银行卡业务或增长 1000%”

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ChainCatcher 消息,Dragonfly 管理合伙人 Haseeb Qureshi 发文预测 2026 年加密与 AI 趋势,他预计比特币年底或突破 $150,000,但主导率下降;以太坊与 Solana 继续表现强劲,而多条 Fintech 公链将低于预期;至少一家 Big Tech 将推出或收购加密钱包,更多 Fortune 100 将推出区块链,Avalanche 与 OP 系生态或受益。 在 DeFi 方面,Haseeb 预测永续 DEX 将集中为约三家头部平台,股票永续交易占比或超 20%,并可能出现 DeFi 内幕交易丑闻。稳定币方面,总供应或增长 60%,USDT 占比降至约 55%,稳定币银行卡业务或增长 1000%,这将成为稳定币进入和扩展新兴市场的主要方式。 在监管层面,他预计 Clarity Act 或于 2026 通过;预测市场将继续强势扩张;同时 AI 将更多应用于开发与安全,安全事件数量或增加但单体损失下降。

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