1 month ago
A Big Tech institution volition integrate a crypto wallet successful 2026, and much Fortune 100 companies volition commencement their ain blockchains, crypto VC steadfast Dragonfly’s managing spouse Haseeb Qureshi has predicted.
He besides tipped that fintechs launching L1s to vie with nationalist chains similar Ethereum and Solana volition neglect to pull capable users.
In a station to X connected Monday, Qureshi said overmuch of the Fortune 100 adoption is apt to travel from the banking and fintech sectors, with galore leveraging the Avalanche blockchain and existing crypto toolkits similar OP stack, Orbit, and ZK Stack. The setup would alteration these networks to much backstage and permissioned portion remaining connected to a nationalist blockchain.
Source: Haseeb QureshiA fig of Fortune 100 firms successful the fiscal services manufacture person already built backstage blockchains, including JPMorgan, Bank of America, Goldman Sachs, and IBM — though galore of these solutions are inactive successful the investigating signifier oregon person lone been utilized successful constricted ways.
Earlier this month, crypto concern steadfast Galaxy Digital predicted astatine slightest 1 Fortune 500 bank, unreality provider, oregon eCommerce level would motorboat a furniture 1 blockchain that settles much than $1 cardinal of existent economical enactment successful 2026 and physique a span for decentralized concern access.
Qureshi besides believes 1 of the Big Tech companies that predominate online beingness — perchance Google, Meta, oregon Apple — volition motorboat oregon get a crypto wallet successful 2026 — a determination that has the imaginable to onboard billions of users into crypto.
Public fintech chains won’t endanger Ethereum’s dominance
However, Qureshi isn’t bullish connected caller L1 blockchains built by fintech firms — arguing that they won’t pull capable users oregon seizure capable web enactment to situation crypto-native networks similar Ethereum and Solana.
“Despite the excitement astir the caller harvest of fintech chains, their metrics volition underwhelm.” Daily progressive addresses, stablecoin flows, and RWAs—Tempo, Arc, and Robinhood Chain volition underdeliver, portion Ethereum and Solana volition overdeliver.”“Best developers volition proceed to physique connected neutral infra chains,” Qureshi added.
Bitcoin to apical $150K but suffer marketplace share
When it comes to terms forecasts, the Dragonfly enforcement expects Bitcoin to commercialized supra $150,000 by the extremity of 2026, but tips that Bitcoin dominance volition fall.
Galaxy Digital took a hard walk connected making a coagulated prediction and said 2026 would beryllium “too chaotic” to adjacent guess, arsenic the terms could scope anyplace betwixt $50,000 and $250,000 by the extremity of adjacent year.
Meanwhile, Qureshi expects the $312 cardinal stablecoin market to turn by 60% successful 2026, with the existent marketplace person Tether (USDT) seeing its dominance driblet from 60% to 55%.
Source: Galaxy DigitalQureshi bullish connected prediction markets, but not AI successful crypto
Prediction markets volition proceed to roar adjacent year, but AI won’t find a usage lawsuit successful crypto beyond security, Qureshi said.
Related: 2026 is the twelvemonth Ethereum starts scaling exponentially with ZK tech
“AI agents volition inactive not beryllium ‘paying each other’ oregon spending immoderate meaningful wealth successful 2026,” Qureshi said, portion besides predicting that nary effectual solution volition look to curb spambot proliferation connected societal platforms.
Magazine: 6 reasons Jack Dorsey is decidedly Satoshi… and 5 reasons he’s not
English (US) 