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Cointelegraph by Brayden Lindrea

Dragonfly’s Haseeb Qureshi sees Big Tech wallet and bank L1s in 2026, but no threat to Ethereum or Solana

In a post on X, Dragonfly managing partner Haseeb Qureshi forecast that by 2026 a Big Tech firm could launch or buy a crypto wallet and more Fortune 100 financial institutions will roll out their own blockchains using stacks such as Avalanche, OP Stack, Orbit and ZK Stack. He expects these corporate and fintech layer 1s to struggle for activity against Ethereum and Solana, predicts Bitcoin will trade above $150,000 while losing dominance, and sees the stablecoin market expanding by about 60% as Tether’s share slips.
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