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Big Tech Crypto Wallets Coming by 2026, Fintech Blockchains Set to Struggle: Dragonfly

Big Tech Crypto Wallets Coming by 2026, Fintech Blockchains Set to Struggle: Dragonfly

DateDec 30, 2025

A major Big Tech company is likely to integrate a crypto wallet by 2026, while more Fortune 100 firms are expected to roll out their own blockchains, according to Haseeb Qureshi, managing partner at Dragonfly. In a post on X, Qureshi said much of the next wave of corporate blockchain adoption will come from banks and fintech firms, rather than consumer brands or crypto-native startups.

He expects these companies to favor modular setups built on infrastructure such as Avalanche, along with tooling like OP Stack, Orbit, and ZK Stack, allowing firms to operate permissioned or semi-private networks while still settling to a public blockchain.

Major Banks Test Private Blockchains, but Adoption Remains Limited

Several financial heavyweights have already experimented with private blockchains, including JPMorgan, Bank of America, Goldman Sachs, and IBM.

Earlier this month, Galaxy Digital echoed that view, predicting that at least one Fortune 500 bank, cloud provider, or e-commerce platform would launch a layer-1 blockchain in 2026 capable of settling more than $1 billion in real economic activity, complete with a bridge into decentralized finance.

Qureshi also expects one of the dominant Big Tech firms, potentially Google, Meta, or Apple, to launch or acquire a crypto wallet next year. Such a move, he argued, could instantly expose billions of users to digital assets, far surpassing the onboarding capacity of any crypto-native app.

Bitcoin Seen Above $150K by 2026, but Dominance May Fade

On the market side, Qureshi forecast that Bitcoin will trade above $150,000 by the end of 2026, though he expects its dominance to decline as capital rotates into other sectors.

Galaxy Digital declined to offer a precise target, calling 2026 “too chaotic” and warning Bitcoin could end the year anywhere between $50,000 and $250,000. Qureshi also predicts the $312 billion stablecoin market will expand by roughly 60% next year, while Tether sees its share slip from about 60% to 55%.

Looking ahead to 2026, the industry remains divided. Strategy CEO Phong Le has argued that Bitcoin’s underlying fundamentals held up throughout 2025 despite weaker prices, while Bitwise chief investment officer Matt Hougan said earlier this year that he expects 2026 to be an “up year” for the asset.

Sources >> Big Tech Crypto Wallets Coming by 2026, Fintech Blockchains Set to Struggle: Dragonfly