Dragonfly Predicts Big Tech Wallet Launch, Fintech L1s to Falter in 2026

Quick Breakdown

• Dragonfly Capital’s Haseeb Qureshi forecasts that a Big Tech firm like Google, Apple, or Meta will integrate a crypto wallet next year, exposing billions to digital assets.
• ​Fortune 100 companies will deploy private blockchains on Avalanche and OP Stack, linking to public chains for enterprise use.
• ​Fintech Layer 1 blockchains from firms like Robinhood will lag Ethereum and Solana in activity and adoption.

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Dragonfly Capital managing partner Haseeb Qureshi predicts one major technology company will launch or acquire a crypto wallet in 2026. Firms such as Google, Apple, or Meta could drive this move, potentially onboarding billions of users to cryptocurrency ecosystems.

It’s that time again—as 2025 comes to a close, it’s time to drop 2026 predictions.

I think 2026 is going to surprise, both to the upside and to the downside. Organized by category:

Macro / Chains
* $BTC is > $150K by year-end, but BTC dominance decreases in 2026.
* Despite the…

— Haseeb ＞|＜ (@hosseeb) December 29, 2025

Fortune 100 entities, especially banks and fintechs, will accelerate blockchain adoption. Many plan private, permissioned networks using Avalanche, connected to public chains through OP Stack, Orbit, and ZK Stack toolkits. JPMorgan, Bank of America, Goldman Sachs, and IBM already run such systems, primarily in pilot stages.

Fintech Chains Struggle Against Ethereum, Solana

New Layer 1 blockchains from fintechs face tough odds. Projects like Tempo, Arc, and Robinhood Chain will show low daily active addresses, stablecoin volume, and real-world asset flows. Developers prefer neutral platforms like Ethereum and Solana.​

Bitcoin will exceed $150,000 by the end of 2026, though its dominance will slip. The $312 billion stablecoin market grows 60%, with Tether’s share falling from 60% to 55%. Prediction markets expand rapidly, but AI sees limited crypto roles beyond security.

Galaxy Digital aligns on some points, expecting a Fortune 500 bank or cloud provider to launch a Layer 1 chain settling over $1 billion by 2026, including DeFi bridges. These trends build on U.S. regulatory shifts under President Trump since January 2025, echoing SoFi’s crypto trading launch as the first national bank.​

Stablecoins, Prediction Markets Drive Growth

The use of stablecoins is seeing a rapid increase, now accounting for 3% of cross-border payments, a jump from zero just a year ago, according to McKinsey. Dragonfly’s Rob Hadick anticipates a tenfold expansion in this area, along with growth in prediction markets like Polymarket. While Solana is a dominant platform for high-volume trading, Ethereum remains the leader in overall economic activity. This momentum reflects a maturing infrastructure, bolstered by a supportive regulatory environment for crypto. Furthermore, the potential entry of major technology companies could parallel trends seen in traditional finance. These developments also align with China’s 2026 digital yuan action plan, which seeks to accelerate global CBDC adoption by introducing interest payments on e-CNY holdings.