How to bet on stablecoin growth

Rob Hadick is a General Partner at Dragonfly.

As we enter the new year, we discuss why we all believe crypto is entering its next phase beyond the Bitcoin 4-year halving cycle, as institutional adoption, stablecoins, and real fundamentals reshape the market outlook for 2026.

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The Edge Podcast Sponsor Resources

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⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
1:27 - Background at Dragonfly
5:57 - Crypto is moving into the institutional phase
13:57 - Crypto’s pivot to fundamentals
17:10 - Will the 4-year cycle repeat?
22:15 - Outlook for crypto prices in 2026
27:49 - Opportunity to improve transparency in DeFi yields
37:25 - Promise of privacy tech and zero-knowledge
41:10 - What Rob got wrong in 2025
46:48 - Betting on stablecoin growth
49:36 - Contrarian bullish ideas for 2026
53:22 - What’s next for Polymarket and prediction markets?
56:59 - Closing

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🔗 Guest Links 🔗

► Dragonfly website: https://dragonfly.xyz/
► Dragonfly on X: https://x.com/dragonfly_xyz
► Rob on X: https://x.com/HadickM

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Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.