A Large Tech firm will combine a crypto pockets in 2026, and extra Fortune 100 firms will begin their very own blockchains, crypto VC agency Dragonfly’s managing accomplice Haseeb Qureshi has predicted.
He additionally tipped that fintechs launching L1s to compete with public chains like Ethereum and Solana will fail to draw sufficient customers.
In a publish to X on Monday, Qureshi said a lot of the Fortune 100 adoption is prone to come from the banking and fintech sectors, with many leveraging the Avalanche blockchain and current crypto toolkits like OP stack, Orbit, and ZK Stack. The setup would allow these networks to be extra non-public and permissioned whereas remaining linked to a public blockchain.
A variety of Fortune 100 companies within the monetary providers business have already constructed non-public blockchains, together with JPMorgan, Financial institution of America, Goldman Sachs, and IBM — though many of those options are nonetheless within the testing part or have solely been utilized in restricted methods.
Earlier this month, crypto funding agency Galaxy Digital predicted not less than one Fortune 500 financial institution, cloud supplier, or eCommerce platform would launch a layer 1 blockchain that settles greater than $1 billion of actual financial exercise in 2026 and builds a bridge for decentralized finance entry.
Qureshi additionally believes one of many Large Tech firms that dominate on-line life — doubtlessly Google, Meta, or Apple — will launch or purchase a crypto pockets in 2026 — a transfer that has the potential to onboard billions of customers into crypto.
Public fintech chains will not threaten Ethereum’s dominance
Nevertheless, Qureshi is not bullish on new L1 blockchains constructed by fintech companies — arguing that they will not entice ample customers or seize sufficient community exercise to problem crypto-native networks like Ethereum and Solana.
“Regardless of the thrill across the current crop of fintech chains, their metrics will underwhelm.” Each day energetic addresses, stablecoin flows, and RWAs—Tempo, Arc, and Robinhood Chain will underdeliver, whereas Ethereum and Solana will overdeliver.”
“Finest builders will proceed to construct on impartial infrastructure chains,” Qureshi added.
Bitcoin to prime $150K however lose market share
In relation to worth forecasts, the Dragonfly government expects Bitcoin to commerce above $150,000 by the top of 2026, however ideas that Bitcoin dominance will fall.
Galaxy Digital took a tough cross on making a strong prediction and said 2026 could be “too chaotic” to even guess, as the value may vary anyplace between $50,000 and $250,000 by the top of subsequent yr.
In the meantime, Qureshi expects the $312 billion stablecoin market to develop by 60% in 2026, with the present market chief Tether (USDT) seeing its dominance drop from 60% to 55%.
Qureshi bullish on prediction markets, however not AI in crypto
Prediction markets will proceed to growth subsequent yr, however AI will not discover a use case in crypto past safety, Qureshi mentioned.
Associated: 2026 is the yr Ethereum begins scaling exponentially with ZK tech
“AI brokers will nonetheless not be ‘paying one another’ or spending any significant cash in 2026,” Qureshi mentioned, whereas additionally predicting that no efficient resolution will emerge to curb spambot proliferation on social platforms.
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