Large Tech will integrate a cryptocurrency wallet in 2026, and more Fortune 100 companies will launch their own blockchains, predicts Crypto VC Dragonfly managing partner Haseeb Qureshi.
He also predicted that fintechs launching L1 to compete with public networks like Ethereum and Solana would not attract enough users.
In Monday’s post to X Qureshi he said a significant portion of Fortune 100 adoption will likely come from the banking and fintech sectors, with many of them leveraging the Avalanche blockchain and existing crypto toolkits such as OP Stack, Orbit, and ZK Stack. This setup would enable these networks to have greater privacy and access to permissions while still maintaining a connection to the public blockchain.
Many Fortune 100 companies in the financial services industry have already built private blockchains, including JPMorgan, Bank of America, Goldman Sachs and IBM – although many of these solutions are still in the testing phase or have only been used to a restricted extent.
Earlier this month, cryptocurrency investment firm Galaxy Digital predicted at least one Fortune 500 bank, cloud service provider, or eCommerce platform would launch a Layer 1 blockchain that accounts for more than $1 billion in real economic activity in 2026 and build a bridge for decentralized access to finance.
Qureshi also believes that one of the Large Tech companies that dominate online life – potentially Google, Meta or Apple – will introduce or acquire a cryptocurrency wallet in 2026 – which could potentially introduce billions of users to cryptocurrencies.
Public fintech networks will not threaten Ethereum’s dominance
Qureshi, however, is not bullish on recent L1 blockchains built by fintech companies – arguing that they will not attract enough users or capture enough network activity to challenge crypto networks like Ethereum and Solana.
“Despite the excitement surrounding the recent emergence of fintech networks, their metrics will be disappointing.” Daily Busy Addresses, Stablecoin Flows and RWAs – Tempo, Arc and Robinhood Chain will underperform while Ethereum and Solana will overperform.”
“The best developers will continue to rely on neutral infrastructure chains,” Qureshi added.
Bitcoin reached a peak of 150,000. dollars, but lost market share
In terms of price predictions, the Dragonfly executive expects Bitcoin’s price to exceed $150,000 by the end of 2026, but predicts Bitcoin’s dominance will decline.
Galaxy Digital went strenuous with solid predictions and he said 2026 would be “too chaotic” to even guess, as the price could range from $50,000 to $250,000 by the end of next year.
Meanwhile, Qureshi expects the $312 billion stablecoin market to grow 60% in 2026, with the dominance of current market leader Tether (USDT) falling from 60% to 55%.
Qureshi is rising in prediction markets, but not AI in crypto
Qureshi said prediction markets will continue to grow next year, but artificial intelligence will not find applications in cryptography beyond security.
Related: 2026 is the year Ethereum begins to scale exponentially thanks to ZK technology
“In 2026, AI agents will still not be ‘paying each other’ or spending any significant money,” Qureshi said, while predicting that there will be no effective solution to curb the spread of spam bots on social media platforms.
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