#DeFi生态 Haseeb's 2026 forecast is worth breaking down. The premise for BTC breaking through 150,000 is macro liquidity and institutional absorption strength. But the more critical signal is the decline in market share, indicating a growing trend of funds dispersing into other assets.

I’ve noticed several on-chain signals pointing to: a 60% increase in stablecoin supply, with USDT’s dominance dropping from 60% to 55%, reflecting diversification and competition within the DeFi ecosystem. The proportion of equity investments surpassing 20% further indicates funds shifting from pure trading to productive assets.

Perp DEXs dominate with a 90% market share, squeezing the survival space for fragmented projects—this will be reflected on-chain as a steady increase in TVL of leading contracts, while mid-tier projects experience accelerated fund outflows. The prediction that 90% of market products will disappear aligns with historical on-chain patterns, as washout cycles of trash tokens have become routine.

The key is the flow of whale funds. If these predictions hold, I will focus on monitoring: the direction of cross-chain stablecoin flows, LP changes in top DEXs, and specific sectors where new funds are entering. Data speaks.