- Haseeb Qureshi predicts a Big Tech firm will add a crypto wallet in 2026 and more Fortune 100 companies will launch blockchains.
- Many corporate chains will come from banking and fintech teams using tools like Avalanche, OP Stack, Orbit, and ZK Stack.
- “Despite the excitement around the recent crop of fintech chains, their metrics will underwhelm.”
- Qureshi forecasts Bitcoin above $150,000 by end of 2026 and a 60% growth in the stablecoin market, with Tether’s share easing from 60% to 55%.
According to Haseeb Qureshi, managing partner at Dragonfly, a major technology company will integrate or acquire a crypto wallet in 2026, and several Fortune 100 firms will roll out blockchain networks that year. He posted these predictions on X and tied the expected corporate adoption largely to banking and fintech organizations.
Qureshi said many corporate chains will lean on Avalanche and existing toolkits such as OP Stack, Orbit, and ZK Stack. These setups can create private, permissioned networks that remain connected to public chains (a public blockchain is a shared ledger accessible to anyone).
Several large financial firms have already built private blockchains, including JPMorgan, Bank of America, Goldman Sachs, and IBM, though many projects remain in testing or limited use. Galaxy Digital also published a 2026 outlook that predicted at least one Fortune 500 bank, cloud provider, or e-commerce platform would launch an L1 that settles over $1 billion and build a bridge for DeFi access (Galaxy Digital).
Qureshi warned that new public fintech L1s will underperform. He wrote: “Despite the excitement around the recent crop of fintech chains, their metrics will underwhelm.” (Layer 1 or L1: the base layer of a blockchain protocol.) He added: “Best developers will continue to build on neutral infra chains,” and named Tempo, Arc, and Robinhood Chain as likely to underdeliver while Ethereum and Solana will overdeliver.
Qureshi expects Bitcoin to trade above $150,000 by end of 2026 and anticipates Bitcoin’s market share will fall. He also predicts the $312 billion stablecoin market will grow by about 60%, with Tether (USDT) slipping from roughly 60% to 55% of the market (chart shared by Galaxy Digital’s X account).
He forecasted growth in prediction markets (prediction market: a platform for trading outcomes of future events) and said AI will have limited crypto use beyond security, writing “AI agents will still not be ‘paying each other’ or spending any meaningful money in 2026,” and no effective solution will curb social-platform spambots.
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