A Big Tech company will integrate a crypto wallet in 2026 and more Fortune 100 firms will launch their very own blockchains, crypto VC firm Dragonfly managing partner Haseeb Qureshi predicted.
He also identified that fintechs launching L1s to compete with public chains like Ethereum and Solana is not going to attract enough users.
In a post to The Facility would allow these networks to turn out to be more private and permissioned while remaining connected to a public blockchain.
Source: Haseeb Qureshi
A variety of Fortune 100 firms within the financial services industry have already built private blockchains, including JPMorgan, Bank of America, Goldman Sachs and IBM – although lots of these solutions are still in testing phases or have only seen limited deployment.
Earlier this month, crypto investment firm Galaxy Digital predicted that at the very least one Fortune 500 bank, cloud provider or e-commerce platform would adopt a Layer 1 blockchain that might transact greater than $1 billion in real-world economic activity in 2026 and supply a bridge to decentralized financial access.
Qureshi also believes that one in every of the Big Tech firms that dominate online life – possibly Google, Meta or Apple – will launch or acquire a crypto wallet in 2026 – a move that has the potential to bring billions of users into the crypto world.
Fintech public chains is not going to threaten Ethereum’s dominance
However, Qureshi isn’t optimistic about recent L1 blockchains being developed by fintech firms – he argues that they’ll not attract enough users or capture enough network activity to challenge crypto-native networks like Ethereum and Solana.
“Despite the joy surrounding recent fintech chains, their metrics might be disappointing.” Daily lively addresses, stablecoin flows and RWAs – Tempo, Arc and Robinhood Chain will under-deliver, while Ethereum and Solana will over-deliver.”
“The best developers will proceed to construct on neutral infrastructure chains,” Qureshi added.
Bitcoin tops $150,000 but loses market share
As for price predictions, the Dragonfly manager expects Bitcoin to trade above $150,000 by the tip of 2026, but suggests that Bitcoin's dominance will decline.
Galaxy Digital didn't dare make a solid prediction, saying that 2026 could be “too chaotic” to even predict as the worth could possibly be anywhere between $50,000 and $250,000 by the tip of next 12 months.
Meanwhile, Qureshi expects the $312 billion stablecoin market to grow by 60% in 2026, with the dominance of current market leader Tether (USDT) falling from 60% to 55%.
Source: Galaxy Digital
Qureshi is bullish on prediction markets, but not on AI in cryptocurrencies
Prediction markets will proceed to boom next 12 months, but AI is not going to discover a use case in crypto beyond security, Qureshi said.
“AI agents will still not pay one another or spend significant money in 2026,” Qureshi said, while predicting that no effective solution will emerge to curb the spread of spambots on social platforms.
