A major technology company is likely to launch or acquire a crypto wallet in 2026, according to Dragonfly managing partner Haseeb Qureshi.
Qureshi said the move could onboard billions of users into the crypto ecosystem.
He predicted that several Fortune 100 companies will also begin building blockchain infrastructure.
Much of this adoption is expected to come from banks and fintech firms.
Qureshi said many of these firms will rely on existing crypto tooling rather than building from scratch.
He highlighted Avalanche and modular frameworks such as OP Stack, Orbit and ZK Stack as likely foundations.
These setups allow firms to run more private or permissioned networks while remaining connected to public blockchains.
Several large financial institutions have already experimented with private blockchain systems.
JPMorgan, Bank of America, Goldman Sachs and IBM were cited as early movers.
Many of these initiatives remain limited to testing or narrow internal use cases.
Galaxy Digital recently forecast that a Fortune 500 firm could launch a layer-1 chain settling over $1 billion in activity by 2026.
That chain would likely include bridges enabling access to decentralised finance.
Despite growing corporate interest, Qureshi is sceptical about fintech-built public blockchains.
He said new fintech layer-1s will struggle to compete with established networks.
Despite the excitement around the recent crop of fintech chains, their metrics will underwhelm.
Haseeb Qureshi said.
He argued that user activity, stablecoin flows and real-world asset usage will fall short of expectations.
Qureshi named Ethereum and Solana as the networks likely to outperform rivals.
Best developers will continue to build on neutral infra chains.
Haseeb Qureshi said.
He added that crypto-native ecosystems retain a strong advantage in liquidity and network effects.
On price outlooks, Qureshi expects Bitcoin to exceed $150,000 by the end of 2026.
However, he said Bitcoin’s market dominance is likely to decline.
Galaxy Digital declined to issue a precise Bitcoin forecast, citing extreme uncertainty.
Qureshi also predicted strong growth in the stablecoin sector.
He said the stablecoin market could expand by 60% in 2026.
Tether’s market dominance is expected to fall from 60% to around 55%.
Prediction markets are also forecast to continue expanding.
Qureshi dismissed near-term expectations for artificial intelligence in crypto payments.
AI agents will still not be paying each other or spending meaningful money in 2026.
Haseeb Qureshi said.
He added that spam and bot activity on social platforms will remain unresolved.
At the time of reporting, Ethereum price was $2,924.25.