Industry Newsl1enterprise blockchainavalanchestablecoins
Dragonfly Predicts Big Tech Integrates Crypto Wallets
7.0
Dragonfly managing partner Haseeb Qureshi predicts in 2026 a Big Tech firm will launch or acquire a crypto wallet and multiple Fortune 100 companies—especially banks and fintechs—will run private blockchains using Avalanche and toolkits like OP stack. He forecasts fintech-built L1s will underperform, Bitcoin will exceed $150,000 by end-2026, and the stablecoin market will grow about 60% while Tether's share falls to roughly 55%.
Key Points
- 1Predicts Big Tech will launch or acquire a crypto wallet in 2026, potentially onboarding billions.
- 2Projects many Fortune 100 banks and fintechs will deploy private chains using Avalanche, OP stack, ZK tools.
- 3Warns fintech-launched L1s will underperform user and activity metrics, preserving dominance of Ethereum and Solana.
Scoring Rationale
Industry-relevant, wide-scope predictions from a prominent VC; limited by single-source forecasts and lack of official confirmations.
Sources
Public references used for this report.
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