Dragonfly Partner Predicts BTC Will Surpass $150K by End of 2026, But Market Dominance Will Decline
On December 30, Dragonfly General Partner Haseeb shared his 2026 crypto predictions in a post on X, with key highlights as follows:
- Bitcoin (BTC) is projected to hit over $150,000 by year-end, though its market share will shrink.
- Fintech-focused public blockchains (e.g., Tempo, Arc, Robinhood Chain) may underperform market expectations; by contrast, Ethereum and Solana will outperform—top developers will keep favoring neutral, foundational infrastructure chains.
- A major tech firm (Google, Meta, Apple, etc.) will either launch or acquire a crypto wallet in 2026.
- Three leading perpetual DEXs (Perp DEXs) will capture 90% of the market in that segment, leaving other projects to fight for the remaining 10%.
- Equity investments in crypto will surge, making up over 20% of total DeFi investment by year-end.
- Stablecoin supply will jump ~60% in 2026; USD-backed stablecoins will hold over 99% dominance, though USDT’s lead will shrink slightly to ~55%.
- The Clarity Act w
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Delphi Digital: GameFi Funding Volume to Drop Over 55% YoY by 2025, Web2.5 Games Emerge as a New Growth Vector
On December 30, Delphi Digital published a post noting that “2025 has been a tough year for GameFi. Overall funding dropped by over 55% year-over-year, some highly anticipated project rollouts fell short of expectations, and market enthusiasm cooled significantly. But taking a longer view, the picture is more complex.”
“We’re seeing a quiet surge in Web2.5 games. These titles treat blockchain as pure infrastructure—often skipping token design entirely—instead competing on real revenue and product experience. Studios like Fumb Games, Mythical Games, and Wemade/Wemix continue to drive meaningful revenue while leveraging blockchain in their own ways: it helps boost profit margins, strengthen user engagement, or unlock new monetization channels.”
“In contrast, native Web3 games also generated seven-figure revenue this year, but their player bases remain small, with most users being bots. Once incentive programs run dry, the games often lose their appeal—though some teams are testing
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Cryptocurrency Fear and Greed Index Drops to 23, Market Still in "Extreme Fear" Territory
As of December 30, alternative data indicates the cryptocurrency Fear & Greed Index is at 23 (down from 24 yesterday), keeping the market in "extreme fear" territory.
Note: The index ranges from 0 to 100, with components including: Volatility (25%), Market Volume (25%), Social Media Hype (15%), Market Surveys (15%), Bitcoin Dominance (10%), and Google Trends (10%).
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Semler Scientific Chairman Urges Shareholders to Vote in Favor of Merger with Strive
Semler Scientific Chairman Eric Semler is urging shareholders to vote in favor of the proposed merger with Strive, ahead of a special shareholder meeting scheduled for January 13.
If approved, SMLR shareholders will receive ASST shares at a 21.05x exchange ratio. The combined entity will hold nearly 13,000 Bitcoin, placing it among the top five publicly traded firms holding Bitcoin as a key strategic reserve.
The move aims to boost Strive’s financing capabilities in digital lending and maximize long-term shareholder value. Eric Semler is set to join Strive’s board of directors.
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Democratic Congresswoman Maxine Waters Slams SEC Chair's Crypto Policy, Calls for Hearing
**December 30th**
Prediction market Kalshi pegs the Democratic Party’s chance at winning a U.S. House majority in 2026 at roughly 75%. Against that backdrop, Maxine Waters—senior Democratic member of the House Financial Services Committee—has sharply criticized SEC Chair Paul Atkins’ crypto asset regulation policies.
In a letter to committee Republican Chair French Hill, Waters highlighted the SEC has terminated or suspended key crypto enforcement actions involving Coinbase, Binance, and Justin Sun. She argued the panel has yet to fully review *why* the SEC dropped these cases, or how to prevent future fraud and manipulation targeting retail investors.
Waters also noted some firms in the cases publicly announced settlements before the SEC held a formal vote, questioning Atkins’ team’s “unusually proactive” role in resolving the matters. She contends the SEC’s recent policy shifts have relied on staff statements—not formal rulemaking—potentially skirting Administrative Procedure
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Investment bank Cantor Fitzgerald predicts that 2026 may see a new round of "crypto winter," but institutional adoption continues to grow
December 30 – A CoinDesk report notes that Cantor Fitzgerald analyst Brett Knoblauch has predicted Bitcoin may be in the early stages of a "crypto winter," aligning with its historical four-year cycle pattern. Prices could remain under pressure for several months and may even test Strategy’s average cost basis of around $75,000.
However, unlike prior downward cycles, this correction may not feature large-scale liquidations or systemic collapse. Knoblauch emphasized that institutional participants — not retail traders — now shape the market landscape. He also flagged a widening gap between token price performance and "underlying real progress," particularly in sectors like decentralized finance (DeFi), asset tokenization, and crypto infrastructure.
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