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Senate Delay Highlights Short-Term Friction but Long-Term Regulatory Progress

We view the U.S. Senate Banking Committee’s decision to cancel the crypto market-structure markup as a temporary setback, one that reflects the complexity of...

The Old Altcoin Season Narrative Is Evolving in the 2026 Market

I view Bitcoin’s consolidation below $92,000 not as a lack of interest, but as a signal that capital is rotating toward areas with clearer...

From Gold to Digital Gold: How Macro Uncertainty Is Redefining Safe Havens

The renewed surge in gold is a powerful signal of how global investors are repositioning amid a weakening US dollar and growing uncertainty around...

New Pro-Crypto Leadership at the SEC and CFTC Could Redefine U.S. Digital Asset Regulation

We view the recent leadership shifts at the U.S. SEC and the CFTC, resulting in pro-crypto Republican majorities under Chair Paul S. Atkins at...

Geopolitical Shock Triggers Flight to Quality, Reinforcing Crypto’s Dual Role

We view the simultaneous surge across multiple asset classes following U.S. military action in Venezuela as a textbook flight to quality. Safe havens such as...

Stock Futures Rally Could Ignite Seasonal Momentum in Crypto Markets

We view the recent rise in U.S. stock futures as a positive signal of renewed risk appetite, with major indices like the S&P 500...

Institutional Flows into XRP and Solana ETFs Bolster Confidence and Adoption

We view the surge in XRP-linked ETFs, collectively surpassing $1 billion in assets under management amid steady net inflows, as strong validation of XRP’s...

U.S. Regulatory Shifts Poised to Unlock a New Era of Crypto ETP Growth

We view the recent U.S. regulatory shifts as a transformative milestone that will accelerate the mainstream adoption of digital assets by enabling a dramatic...

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