Dragonfly investment partner Haseeb Qureshidrew a striking dual picture in its 2026 perspective on the cryptocurrency market. According to Qureshi, while the headlines talk about sharp price increases, the balance of power in the depths of the market will silently change. In this context BitcoinWhile it is possible that the price of ‘s price will exceed $ 150,000 by the end of 2026, the share of the largest cryptocurrency in the market is expected to decline in the same period. The analysis offers a broad perspective ranging from the behavior of corporate capital to developer preferences.
Why Will Market Share Fall While Bitcoin’s Price Rises?
Qureshi’s assessment is based on the idea that despite Bitcoin’s recent price squeeze, the long-term outlook is not completely deteriorated. Following the peak of approximately $126,000 in October, price movements below the $90,000 threshold did not eliminate the possibility of a strong return. Qureshi predicts that the price may move upwards, but capital will gradually shift to other major networks as market confidence is restored.
While this capital rotation reduces Bitcoin’s share in the total market value, it is read as a signal of maturation in the market. Investors only BTCnot for , but for large areas that offer different usage areas. altcoinIts trend towards ‘s corresponds to the return of risk appetite. According to Qureshi, this structure heralds a more balanced market architecture that is not dependent on a single asset.
On the other hand, not all analysts agree with this prediction. Some market commentators still maintain the current outlook bear market and warns that short-term increases could be a liquidity withdrawal trap. According to this view, the Bitcoin price may decline to the $64,000–70,000 range and the bottom in the market may occur later in 2026.
Ethereum, Solana and the Role of Big Tech Companies
Looking outside of Bitcoin, Qureshi Ethereum And solana He painted a more optimistic picture for He suggested that both altcoins could outperform expectations in 2026, thanks to strong developer activity and neutral infrastructure positions. Open ecosystem structures were highlighted as the main element that supports the concentration of qualified software developers in these networks.
However, there are risks for new blockchain projects that are tightly tied to financial services and consumer-focused fintech use cases. Qureshi, payment systems, stablecoinHe thinks some networks that focus on areas like s and real-world assets may disappoint in on-blockchain metrics. Daily active user numbers and transaction volumes will be key indicators that will show whether initial interest turns into permanent adoption.
On the corporate front, 2026 is seen as an important turning point. Qureshi, Google, Apple or Meta He predicts that at least one of the major technology companies such as may launch a cryptocurrency wallet or acquire an existing product. Such a move would see cryptocurrency wallets becoming a standard component of digital finance rather than a niche tool. At the same time, it is evaluated that Fortune 100 companies’ adoption of Blockchain infrastructures may accelerate. However, usage is expected to be concentrated around a limited number of powerful networks.
