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Experts' opinions

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. Banks Embracing an On-Chain Future Signals a Structural Shift in Finance

We fully endorse Bank of America’s view on the multi-year “on-chain future” for U.S. banks, where accelerating stablecoin regulations and blockchain integrations are paving...

Ethereum’s Fusaka Upgrade Is a Major Scalability Milestone

The Fusaka upgrade, activated on December 3, 2025, has unlocked one of the most significant enhancements in Ethereum’s scaling journey, expanding its capacity to...

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...

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