What if we are in a bear market and traditional finance is keeping the market afloat… https://t.co/1KK1UI8mye ...

crypto ETNS vs ETFs. Photo by BeInCrypto From Nov. 24 to Dec. 2, 2025, JPMorgan launched leveraged notes tied to BlackRock's Bitcoin ETF, Vanguard reversed its crypto ban, and Nasdaq quadrupled IBIT options limits. Three moves in nine days created one outcome: Bitcoin's absorption into traditional finance and institutions. Analyst Shanaka Anslem Perera describes that this rapid convergence marked a foundational change in how institutional capital accesses digital assets. Leading banks and asset managers e ...

Tokenization has quickly become one of the biggest trends in crypto, positioned as a bridge between traditional finance and decentralized finance. However, the International Monetary Fund recently remarked that crypto tokens linked to traditional financial assets may pose new risks for investors. What is tokenization? The idea behind tokenization is simple, which is to turn real-world assets such as cash, treasuries, or equities into blockchain-based tokens that can move globally, settle instantly, and ...

Connecting Crypto With Traditional Finance 🤝Lynq CEO Jerald David unpacks the convergence of traditional finance and digital assets, while highlighting how Lynq is building trusted infrastructure for institutions moving into the crypto space that seeks to mitigate risk 💵 https://t.co/5urJjLToZR ...

Crypto Industry Concerns - Less privacy compared to traditional finance (TradFi) [1] - Freezable IOUs are a potential issue [1] - Centralized servers raise concerns about decentralization [1] - Institutionalized Bitcoin (BTC) may alter its original purpose [1] - Five forms of gambling are present in the crypto space [1] Ripple's Position - Ripple Labs is receiving significant CNBC coverage as an industry leader [1] - Ripple aims to compete with traditional finance [1]

Core Insights - The cryptocurrency market is experiencing a downturn, often referred to as "crypto winter," with Bitcoin's price fluctuating significantly [1][2] - Bitcoin recently reached a price of $100,000, which is seen as a critical level for traders, with opinions divided on whether it will rise to $125,000 or fall to $75,000 next [2][3] - The recent price movements have been volatile, with Bitcoin starting the year near $100,000, dropping to $75,000, and peaking at $126,000 in early October before falling back to $100,000 [3][4] Price Movements - Bitcoin's price journey has been tumultuous, with a notable drop from $126,000 to $100,000, marking a significant round trip for the year [4][6] - The emotional significance of the $100,000 price level is highlighted, as it serves as a battleground between buyers and sellers [3][4] Market Influences - The recent decline in Bitcoin's price is attributed to several factors, including the U.S. government shutdown and a strengthening dollar [5][6] - The tightening liquidity from the U.S. Treasury's cash buildup is also noted as a contributing factor to the price drop [6] - There are concerns regarding the valuation of technology stocks, which may influence market sentiment towards Bitcoin [7]

Industry Convergence - Traditional finance and the crypto industry are converging into a single entity [1] - Chainlink is pivotal to crypto's integration into the global financial system [1] Regulatory Landscape - Focus on removing regulatory impediments to allow the crypto industry to flourish [1] - White House Digital Assets Council Executive Director discussed U S policy [1] Company Focus - Chainlink is working to remove regulatory impediments [1]

Core Insights - Ripple has spent over $2.4 billion on acquisitions in 2025, including companies like Hidden Road and GTreasury, but plans to slow down in 2026 [1][2][3] Acquisitions - Ripple acquired Palisade, a crypto custody company, but did not disclose the purchase cost [2] - The company purchased Hidden Road for $1.25 billion, which has been rebranded to Ripple Prime [2] - GTreasury was acquired for $1 billion, enhancing Ripple's treasury services for Fortune 500 companies [3] - Rail, a stablecoin payments company, was acquired for $200 million [3] Strategic Positioning - Ripple aims to be a leading blockchain infrastructure provider for enterprises and financial institutions [4] - The company is focusing on acquiring traditional finance assets, differentiating itself from other crypto firms [5] - The acquisition of prime brokers like Hidden Road indicates Ripple's intention to integrate into traditional finance [5] Integration of Stablecoins - The GTreasury acquisition allows Ripple to better integrate its RLUSD stablecoin into corporate money management [6] - GTreasury's CEO highlighted the potential for reduced settlement times, addressing client concerns about cash trapped in legal entities due to long settlement periods [7]

Core Viewpoint - Standard Chartered's crypto analyst Geoffrey Kendrick believes Bitcoin's recent dip below $100,000 may be the last opportunity for investors to buy at this level, suggesting a staged buying strategy based on technical indicators [1][2]. Group 1: Bitcoin Trading Strategy - Kendrick recommends a three-stage entry strategy for Bitcoin, starting with an immediate allocation of 25% at current levels, adding another 25% if Bitcoin closes above $103,000, and committing the remaining 50% when the Bitcoin-gold ratio exceeds 30 [3]. - The current trading price of Bitcoin is approximately $103,045, just $1,100 above its critical 50-week moving average [2]. Group 2: Market Analysis and Historical Performance - Historical data shows that Bitcoin has only lost its 50-week moving average support level four times, each time leading to tests of the 200-week moving average, which is currently around $55,000 [2]. - Analysis of Bitcoin's performance during market crises since 2020 indicates that it tends to outperform gold and equities after initial panic subsides, despite being perceived as a high-risk asset during acute stress [5][6]. - During the COVID-19 crash in March 2020, Bitcoin took two months to recover to pre-crisis levels but achieved a 220% gain over the following six months, significantly outperforming gold and the S&P 500 [6].

Core Insights - Aave's Horizon market is enhancing its platform for real-world assets (RWAs) through the integration of Securitize and VanEck's tokenized treasury fund, VBILL, which signifies a significant step in merging traditional finance with decentralized finance (DeFi) [1][4] Group 1: Market Growth and Size - Since its launch in August, Aave's Horizon has rapidly become the fastest-growing venue for RWAs in DeFi, achieving a total market size exceeding $460 million [2] - The platform aims to comply with institutional standards while ensuring the transparency and liquidity characteristic of on-chain finance [2] Group 2: Integration and Technology - With the addition of VBILL as eligible collateral, institutions can now borrow stablecoins against their VBILL holdings, enhancing liquidity options [3] - The integration utilizes Chainlink's NAVLink and LlamaGuard NAV oracles to provide verified, risk-adjusted net asset value (NAV) data, ensuring secure pricing [3] - Securitize plans to implement its Trusted Single Source Oracle (TSSO) system in the future, which will further enhance the verification process for on-chain fund valuations [3] Group 3: Industry Impact - The integration of VanEck's VBILL with Aave and Chainlink is expected to broaden access to trusted forms of on-chain collateral, illustrating the fluid movement of regulated assets within the DeFi space [4]