2026 Crypto & AI Predictions with Haseeb Qureshi
The Rollup31 Dec 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.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(696)

Underneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-Naut

Underneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-Naut

Rain Co-Founder Charles Yoo-Naut joins us for a look underneath the exploding neobank sector, which has exploded from $5m/month to $250m+/month in crypto-card volume in less than a year. He breaks dow...

19 Aug 32min

Andy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)

Andy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)

Robbie and Andy debate Morpho founder Paul Frambot's controversial take that token buybacks are "shooting yourself in the foot" versus the market's clear reward for programmatic buybacks from Hyperliq...

18 Aug 23min

SharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)

SharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)

Joseph Chalom and Kean Gilbert break down why SharpLink staked $200 million in ETH through Lido, making the case that unlike Bitcoin, Ethereum is a natively productive asset that treasury companies ha...

17 Aug 35min

NPC Labs CEO: The Biggest Shift In AI Is Happening In Front Of Your Eyes (Everything You Need To Know)

NPC Labs CEO: The Biggest Shift In AI Is Happening In Front Of Your Eyes (Everything You Need To Know)

Daryl Xu joins us to explain the biggest shift happening in AI. He introduces B3 IQ, a platform that lets anyone rent-to-own AI compute instead of relying on centralized API providers, and makes the c...

14 Aug 42min

Bitwise: Why Institutions Are Buying Ethereum For The Long Haul (Majors vs. Apps)

Bitwise: Why Institutions Are Buying Ethereum For The Long Haul (Majors vs. Apps)

Bitwise's CIO Matt Hougan and Head of Research Ryan Rasmussen break down why institutional ETF investors kept buying through the summer's 50% drawdowns and explain why they expect the next bull market...

12 Aug 45min

zerohash CEO: Wall Street's Biggest Are All In On Tokenization (What This Means)

zerohash CEO: Wall Street's Biggest Are All In On Tokenization (What This Means)

Edward Woodford, CEO of zerohash breaks down their new Visa Direct partnership, which lets Visa move value instantly across its 12 billion endpoints in over 190 countries using stablecoins. He explain...

11 Aug 22min

VanEck Research Head: Why This Isn't The AI Bubble Everyone Fears (Here's Why)

VanEck Research Head: Why This Isn't The AI Bubble Everyone Fears (Here's Why)

Matthew Sigel breaks down why the AI buildout looks more like the 19th-century railroad boom than a bubble about to pop, comparing capital scale, financing structure, and multiyear purchase order back...

10 Aug 26min

Jesse Pollak: Base Is Winning Trading, Stablecoins, And Payments (The Numbers Prove It)

Jesse Pollak: Base Is Winning Trading, Stablecoins, And Payments (The Numbers Prove It)

Jesse Pollak joins us on CLARITY week to break down how Base is leading in trading, onchain finance, and payments. He also explains how x402 agentic payments and tokenized inference are turning Base i...

9 Aug 25min

Populärt inom Teknik

uppgang-och-fall
market-makers
skogsforum-podcast
rss-elektrikerpodden
rss-en-ai-till-kaffet
rss-uppgang-och-fall
rss-laddstationen-med-elbilen-i-sverige
 och-bilen-gar-bra
gubbar-som-tjotar-om-bilar
hej-bruksbil
bli-saker-podden
bosse-bildoktorn-och-hasse-p
under-femton
garagehang
natets-morka-sida
bilar-med-sladd
elbilsveckan
rss-veckans-ai
klocksnack-tillsammans-med-nymans-ur-1851
rss-milpodden