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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EVM Dominance Is Practical Not Tribal
- EVM wins from pragmatism not ideology because it has the longest tooling and easiest integrations.
- Corporates choose EVM for interoperability, indexing, and faster launches, not loyalty to Ethereum.
Agent Meme Coin Collapse
- AI agent meme coins collapsed quickly and didn't take significant market share.
- Haseeb expected agents to fade but mis-timed how fast meme coins would die.
Phase Shifts Drive Crypto Manias
- Phase transitions in capabilities trigger speculative manias when crypto sees new utility.
- Agents must become economic actors before a durable token mania returns.