2026 Crypto & AI Predictions with Haseeb Qureshi
The Rollup31 Joulu 2025

2026 Crypto & AI Predictions with Haseeb Qureshi

In this episode, we sit down with Haseeb Qureshi from Dragonfly to review his 2025 predictions, grade his calls, and reveal what's actually coming in 2026.

Haseeb breaks down stablecoins exploding 60% through neo-banking cards, DeFi consolidating into 3 major players, Big Tech acquiring crypto wallets, and why prediction markets will steamroll everything.


We discuss:

-Bitcoin Hits 150K, But Altcoin Dominance Declines

-Why EVM Won The Architecture War

-Stablecoins Explode 60% Through Neo-Banking Cards

-DeFi Perps Consolidate Into 3 Major Players

-Big Tech Acquires A Crypto Wallet

-Fortune 100 Companies Launch More Blockchains

-Equity Perps Take Off & Insider Trading Scandals Hit

-Buyer's Remorse On Crypto Regulation

-Why Prediction Markets Will Steamroll Everything


Timestamps:

00:00 Intro

04:22 AI Agent Predictions Review

06:02 EVM vs SVM Market Dominance

07:38 Kalshi Ad, YEET Ad, Trezor Ad

11:55 Ethereum's Bullish Reversal

15:11 Corporate Chain Reality Check

20:40 App Chain Migration Challenges

23:28 The Death of Airdrops & Points

27:29 Asteroid Mining & Gold's Bitcoin Risk

31:35 Dragonfly's Biggest Wins & Losses

31:50 Halliday Ad, infiniFi Ad, Hibachi Ad

36:17 2026: Fintech Chains Will Underwhelm

39:16 Big Tech Wallet Acquisition Coming

44:20 DeFi Perps 40-30-20 Consolidation

48:35 Equity Perps & Insider Trading Scandals

52:13 Stablecoins Grow 60% Via Neo-Banking

59:50 Crypto Regulation Buyer's Remorse

1:03:05 Prediction Markets Dominate

1:04:34 AI Security & Software Engineering Focus


Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow us on X: https://www.x.com/therollupco

Follow Rob on X: https://www.x.com/robbie_rollup

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://therollup.co/the-rollup-discl


𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(708)

Jake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained)

Jake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained)

Jake Chervinsky joins us in the Tokenization Tower to explain the path for Hyperliquid to enter the US markets.Trump said "Hyperliquid" on national television and Jake Chervinsky was there to watch it...

7 Syys 43min

SEC Crypto Chief Counsel: Robinhood Stock Tokens Are Just The Beginning (Our Pro-Innovation Mindset)

SEC Crypto Chief Counsel: Robinhood Stock Tokens Are Just The Beginning (Our Pro-Innovation Mindset)

Taylor Lindman calls in during a pivotal moment of Robinhood Chain stock token mania to debrief us on how the SEC is approaching tokenization.He explains how Reg Crypto could be the biggest shakeup to...

6 Syys 28min

Ryan Watkins: Hyperliquid Will Dominate Global Finance (It’s Coming To USA)

Ryan Watkins: Hyperliquid Will Dominate Global Finance (It’s Coming To USA)

Ryan Watkins joins the show for an updated view on the digital assets bull marketAre traders are about to become bigger celebrities than athletes? Well, maybe or maybe not.He breaks down why Hyperliqu...

5 Syys 34min

Emad Mostaque: AI Agents Just Broke Out On Their Own

Emad Mostaque: AI Agents Just Broke Out On Their Own

Emad Mostaque breaks down the viral story of OpenAI's self-replicating agents that left "hieroglyph-like" trails for successive generations before breaking out and taking over internal services, and e...

3 Syys 40min

Will Clemente: Why The Hard Money Thesis Is Set To Explode Very Soon (Full Thesis)

Will Clemente: Why The Hard Money Thesis Is Set To Explode Very Soon (Full Thesis)

Will Clemente joins us for an update on the imminent digital asset bull cycle. He breaks down the significance of Treasury Secretary Scott Bessent's long-bond buybacks before Jackson Hole, explaining ...

1 Syys 33min

PUMP Is The Most Mispriced Business In Crypto (Here's Why) with RockawayX CIO Austin Barack

PUMP Is The Most Mispriced Business In Crypto (Here's Why) with RockawayX CIO Austin Barack

Austin Barack breaks down why Pump.fun isn't really a meme coin platform. Rather, it's building social trading infrastructure that's about to expand across chains and asset types and explains why the ...

31 Elo 26min

Superstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)

Superstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)

Robert Leshner joins us to unpack his vision of the tokenization supercycle with the explosion of stablecoins as the core undercurrent. He breaks down why over a dozen major banks including Bank of Am...

28 Elo 27min

Grayscale Research Lead: Privacy Assets Are The Final Frontier For Massive Upside (Our Predictions)

Grayscale Research Lead: Privacy Assets Are The Final Frontier For Massive Upside (Our Predictions)

Zach Pandl joins us for an investing masterclass on how to allocate to privacy in the age of AI. He breaks down how Grayscale converted its nine-year-old Zcash trust into an ETF, following the same pl...

26 Elo 26min