Cointelegraph reported on Dec. 30, citing Dragonfly managing partner Hasib Qureshi, that Big Tech companies will introduce crypto wallets in 2026 and Fortune 100 firms will build their own blockchains. Qureshi expects financial and fintech firms to use tools such as Avalanche, OP Stack, Orbit and ZK Stack to create more private, permissioned networks while retaining public-chain connectivity. He said fintech-led layer 1 launches will fail and AI agents will not transact meaningful sums in 2026.

Tiger Research said institutional-led flows are becoming more conservative and will concentrate on major assets such as bitcoin and ether, while the trickle-down effect into altcoins will disappear. The report said more than 85 percent of projects listed this year saw price declines, showing narratives alone are not enough. It projected more M&A among projects, broader blockchain adoption by traditional industries and financial institutions, fintech apps becoming key entry points, and rising robotics and privacy technologies.