Rob Hadick, general partner at cryptocurrency-focused investment firm Dragonfly, appeared on CNBC’s “Squawk Box” program and offered important insights into the current state of cryptocurrencies, predictions for 2026, and emerging technologies.
Hadick said that the focus should be on long-term trends rather than short-term price movements.
Hadick responded to criticisms of Bitcoin’s performance this year by advising a “broad perspective.” He reminded listeners that Bitcoin has increased by 26% compared to the day before the 2024 elections, and by doubling its value by 100% in the last two years, noting that this rise rivals, and even surpasses, traditional indices like the Nasdaq.
Hadick expects 2026 to be a “strong and constructive” year for the crypto ecosystem. This optimism stems from improved monetary policies and increasing global adoption of asset tokenization. Citing McKinsey data, Hadick stated that 3% of cross-border payments are already made with stablecoins, and he predicts this figure could increase tenfold in a short time.
One of the most striking parts of the interview was dedicated to forecasting markets. Hadick noted that platforms like PolyMarket have grown in volume from $50 million per month at the beginning of 2024 to approximately $4 billion today. Arguing that these markets will not be limited to politics or sports, but will find a wide variety of uses, such as insurance companies hedging weather risks, Hadick stated that the potential of this sector could be as great as that of traditional stock market giants (like ICE).
Hadick also touched upon the competition between Ethereum and Solana, believing that both ecosystems will survive and serve different use cases. He stated that Ethereum is more of a hub for “locked economic value” (TVL) and DeFi, while Solana is optimized for low-cost, high-volume transactions.
Hadick also said that technological innovation never stops, mentioning Monad, a new blockchain project in which Dragonfly is also an investor and which has been dubbed the “Solana killer”.
*This is not investment advice.