The Rollup 2026 Crypto & AI Predictions with Haseeb Qureshi
7 snips
Dec 31, 2025 
Haseeb Qureshi, a venture investor and crypto entrepreneur at Dragonfly, discusses his bold predictions for 2026. He anticipates Bitcoin soaring to 150K while altcoins struggle. DeFi will consolidate into three key players, and stablecoins are set to expand 60% through neo-banking cards. Haseeb highlights the ongoing trend of Big Tech acquiring crypto wallets and forecasts that prediction markets will outpace traditional apps. He also touches on the challenges of regulatory clarity and evolving fintech chains.
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Axelar Investment Underperformed
- Dragonfly's notable loss was Axelar, hurt by industry-wide bridging downturns and a team DevCo sale.
- Haseeb frames it as a typical VC loss where wins matter far more than occasional downsides.
Big Tech Chains Are Often Flyer Bets
- Big tech 'fintech' chain launches often act as flyer bets, not full commitments to move core distribution.
- Companies will support many chains but won't force customers onto a single proprietary rail.
Regulatory Window Draws Big Tech And Banks
- A regulatory clarity window and rising stablecoin use will draw big tech into crypto by acquisition or launch.
- Avalanche and customizable chains will attract Fortune 100 fintech and banking players for private blockspace.