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Gracy Chen

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...

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...

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...

Fear Index Rebound Suggests Sentiment Stabilization as Dovish Fed Bets Rise

We view the sharp rebound in the Crypto Fear and Greed Index to 20 as an early sign that sentiment is beginning to stabilize...

Fed Cut Expectations Slide, but Crypto Shows Resilience Amid Macro Repricing

The sharp decline in market expectations for a December Fed rate cut, now sitting near 33 to 50 percent as the government shutdown delays...

Regulatory Review and Privacy Innovation Mark a Maturing Crypto Landscape

We view the White House’s review of the CARF proposal as a necessary step toward integrating crypto more seamlessly into traditional financial systems, reinforcing...

Congress’s Reopening Restores Momentum for Crypto Regulation and ETF Progress

We view Congress’s move to reopen the government as a pivotal step toward restoring stability and momentum within key regulatory bodies such as the...

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