Major Tech Firm Expected to Introduce Crypto Wallet by 2026, Says Dragonfly's Qureshi

A leading venture capitalist predicts that a prominent technology company will launch a cryptocurrency wallet by 2026. This development could give billions of users easy access to digital assets. Haseeb Qureshi, the managing partner at Dragonfly, shared this insight in December as he discussed the future of cryptocurrency and artificial intelligence.

Key Takeaways

A major tech company may integrate a cryptocurrency wallet by 2026, offering billions access to digital assets.
Predictions include stronger Bitcoin performance and significant growth in stablecoins and DeFi regulation.
Dragonfly's Qureshi anticipates an increase in proprietary blockchain use among Fortune 100 companies.
A consolidation in decentralized exchange markets is likely, with potential regulatory scrutiny ahead.
Stablecoin payment cards may gain traction, integrating crypto further into daily transactions.

VC predicts Big Tech crypto wallet and BTC gains by 2026.

Expectations for Cryptocurrency Integration

According to Haseeb Qureshi from Dragonfly, a well-known venture capital firm, a major tech giant is likely to introduce cryptocurrency wallet integration by 2026. Though he did not specify which company, analysts point to possible candidates such as Google, Meta, or Apple. If this integration happens, it could provide immediate access to cryptocurrencies for a vast number of users via existing global platforms.

Rise of Proprietary Blockchains

Qureshi also predicts that more Fortune 100 companies will start using their own blockchains. He notes that the focus will likely be on banking and fintech sectors, with companies favoring permissioned blockchains linked to public networks. He mentioned that Avalanche might become a favored choice for enterprises adopting blockchain technology. These firms are expected to utilize development toolkits like OP Stack, Orbit, and ZK Stack, which allow them to operate private networks while still interacting with public blockchains.

Fintech companies that plan to launch their own layer 1 blockchains may face hurdles in attracting enough users to compete effectively with established platforms like Ethereum and Solana. Qureshi believes that competition among public smart contract platforms might remain limited.

Projections for Bitcoin and the DeFi Sector

While Qureshi foresees strong gains for Bitcoin before the end of the year, he also anticipates that Bitcoin's market dominance will decline as other sectors grow. He expects Ethereum and Solana to continue performing well within decentralized finance (DeFi) ecosystems, while some emerging layer 1 projects may not perform as well. This could lead to a shift in investment toward more established blockchain networks.

Warnings from Dragonfly's Partner

In the realm of decentralized finance, Qureshi foresees a consolidation among perpetual decentralized exchanges, with possibly only three leaders remaining. His analysis suggests that stock perpetuals may gain a significant market share. He expressed concerns about a potential insider trading scandal within the crypto markets, which could prompt tighter regulatory oversight of decentralized platforms and affect how future products comply with regulations.

Looking Ahead: Stablecoin and Regulation Growth

Qureshi believes that the supply of stablecoins could see considerable growth in 2026, although he predicts a drop in USDT's market share. He highlights the anticipated rise of stablecoin payment cards, indicating a greater integration of crypto assets into everyday transactions.

Furthermore, regulatory frameworks, such as the European Union's Markets in Crypto-Assets regulation (MiCA), are expected to be actively enforced, providing public companies with more legal clarity. There may be increased institutional demand for treasury management and payment solutions, while the tokenization of real-world assets could facilitate broader blockchain adoption in practical business applications.

Several leading cryptocurrency firms are eyeing public listings in 2026, with potential IPO candidates including Kraken, Consensys, and BitGo, as reported by industry analysts.