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Gracy Chen

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...

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...

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...

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