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Experts' opinions

Senate Progress on CFTC and FDIC Appointments Brings Regulatory Clarity for Crypto

We view the U.S. Senate’s progress toward confirming key figures to lead the Commodity Futures Trading Commission (CFTC) and the Federal Deposit Insurance Corporation...

Powell’s Neutral Pivot Sets the Stage for a More Mature Crypto Market

We view Chair Powell’s suggestion that the Fed may pause rate cuts after December as a prudent, data-driven signal that supports a more stable...

CFTC’s New Collateral Framework Signals a Breakthrough Moment for Crypto

The CFTC’s pilot program, allowing Bitcoin, Ether, USDC, tokenized Treasuries, and money-market funds to serve as collateral for derivatives trades, is one of the...

Yen Shock Pressures Crypto, but Fed Tailwinds Set the Stage for a Rebound

Bitcoin and Ethereum are facing renewed downside pressure, with BTC slipping from around $91,000 to $88,000 and ETH holding near $3,100 as markets brace...

Vanguard’s Bitcoin ETF Pivot Signals a New Era for Institutional Crypto Adoption

We see Vanguard’s reversal and entry into the Bitcoin ETF market as one of the clearest signs yet that digital assets have crossed into...

Tokenized Treasuries & Next-Gen Stablecoins Are Defining Crypto’s Next Chapter

We see the growing convergence between real-world assets and next-generation stablecoins as one of the most important structural shifts underway in crypto, driven not...

Crypto’s Early-December Dip Signals a Short-Term Reset, Not a Trend Reversal

We view the early December dip across BTC, ETH, and XRP as a short-term correction likely linked to a temporary breakdown in market maker...

XRP ETF Inflows Signal Renewed Institutional Confidence

We view the recent surge in accumulation flows into XRP ETFs, now exceeding $331 million in leading products such as Canary’s XRPC, as a...

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