Tech giant tipped to add crypto wallet by 2026, says Dragonfly’s Qureshi

A Dragonfly VC predicts a Big Tech crypto wallet, stronger BTC, stablecoin growth, and stricter DeFi rules reshaping institutional and retail crypto use by 2026.

Summary

• Haseeb Qureshi expects a major platform like Google, Meta, or Apple to add a native crypto wallet by 2026, instantly exposing billions of users to digital assets.​
• He forecasts Bitcoin gains but falling dominance as Ethereum and Solana remain core DeFi rails, while weaker fintech L1s struggle for users and liquidity.​
• Qureshi sees stablecoin supply jumping, MiCA-style rules tightening DeFi oversight, and multiple crypto firms—including Kraken, Consensys, and BitGo—targeting 2026 IPOs.

A major technology company will launch cryptocurrency wallet integration by 2026, according to a prediction from a prominent venture capital executive, potentially providing billions of users with access to digital assets.

Haseeb Qureshi, managing partner of crypto venture firm Dragonfly, made the forecast in December as part of his outlook for cryptocurrency and artificial intelligence developments in 2026, according to industry reports.

While Qureshi did not name the specific company, potential candidates include Google, Meta, or Apple, according to market analysts. The integration would provide immediate cryptocurrency access through existing global platforms.

Qureshi also projected that more Fortune 100 companies will deploy proprietary blockchains, with adoption concentrated in banking and fintech sectors. These firms are expected to favor permissioned systems connected to public blockchains, according to his analysis.

Avalanche could emerge as a preferred base layer for enterprise adoption, Qureshi stated. Companies may utilize development toolkits including OP Stack, Orbit, and ZK Stack, which enable private network operation while maintaining public blockchain interoperability.

Fintech companies launching standalone layer 1 blockchains will face challenges attracting sufficient users to compete with Ethereum and Solana, Qureshi said. Competition among public smart contract platforms may remain limited as a result.

Qureshi projected strong gains for Bitcoin (BTC) before year-end, though he expects Bitcoin dominance to decline as other sectors expand. Ethereum and Solana are expected to maintain strength in decentralized finance ecosystems, while some fintech-focused Layer 1 projects may underperform, potentially shifting capital allocation toward established blockchain networks.

Dragonfly capital parter issues warnings

In decentralized finance markets, Qureshi anticipates consolidation among perpetual decentralized exchanges to approximately three market leaders, with stock perpetuals potentially capturing significant market share. He warned of a possible insider trading scandal in crypto markets that could trigger increased regulatory oversight of decentralized platforms and influence future product design compliance considerations.

Stablecoin supply could increase substantially in 2026, though USDT’s market share may decrease, according to Qureshi’s outlook. Stablecoin-linked payment cards could see sharp growth throughout the year, further integrating crypto assets into everyday payment systems.

Regulatory frameworks including the European Union’s Markets in Crypto-Assets regulation (MiCA) are expected to see active enforcement, providing public companies with greater legal certainty. Institutional demand may increase for treasury management and payment solutions, while tokenization of real-world assets could drive enterprise blockchain adoption toward practical business applications.

Several major cryptocurrency companies are targeting public listings in 2026, with potential initial public offering candidates including Kraken, Consensys, and BitGo, according to industry reports.