Overview
- Long projects roughly half of Fortune 500 companies will have formal digital‑asset strategies by the end of 2026.
- She forecasts corporate treasuries and balance sheets will hold more than $1 trillion in digital assets by year‑end 2026.
- She argues stablecoins will become the default settlement layer, citing Visa and Stripe integrations and B2B volumes reaching a $76 billion annualized run rate last year.
- Her roadmap includes 5% to 10% of capital‑markets settlement moving on‑chain in 2026 as tokenized collateral and repo use cases expand.
- She expects custody to drive consolidation, with over half of the top 50 banks adding new digital‑asset custody relationships in 2026, pointing to $8.6 billion in 2025 crypto M&A, more than 40 crypto ETFs launched last year, and U.S. steps such as the GENIUS Act and a conditional OCC nod for Ripple’s trust bank.