Group 1 - Coinbase CEO Brian Armstrong stated that the company is "misunderstood" on Wall Street, with traditional finance players divided between embracing and resisting cryptocurrency [1][2] - Armstrong compared the skepticism towards cryptocurrency to how taxi companies viewed ridesharing models, suggesting that traditional finance professionals see crypto as a threat to their established careers [1][2] - He emphasized that Coinbase is not yet a consensus view among traditional analysts and encouraged focusing on the company's actions and track record rather than analyst models [2] Group 2 - Coinbase's fourth-quarter revenue for 2025 was reported at $1.78 billion, which missed analyst estimates, while the EPS was strong at $0.66, beating forecasts [3] - The full-year revenue for Coinbase reached $7.2 billion, marking a 9% increase from the previous year [3] - The stock has a consensus price target of $314.94 from 29 analysts, with an average price target of $194, indicating a potential upside of about 17.23% [3] Group 3 - Armstrong accused banks of stifling competition and called for lawmakers to create a "level playing field" through legislation [4] - Coinbase shares experienced a decline of 0.32% in after-hours trading, following a 1.03% increase during the regular trading session, closing at $166.02 [4] - The stock maintains a weaker price trend in the short, medium, and long term, with an average Value ranking according to Benzinga's Edge Stock Rankings [4]

📈 Adoption continues, but unevenlyTokenized commodities reached $6.1B, up 53% in six weeks. Some regions are enabling leverage and tokenization, others are restricting issuance, yet traditional finance continues moving on-chain through derivatives, custody, and L2 infrastructure.7/7 ...

🚨HUGE: BLACKROCK DIVES HEADFIRST INTO DEFI WITH $BUIDL TOKENBlackRock has launched its first DeFi initiative; the $BUIDL token, backed by U.S. Treasuries, now trading on @Uniswap through a partnership with @Securitize.This launch bridges traditional finance and DeFi, highlighting growing institutional adoption and signaling that legacy players are actively entering the decentralized ecosystem. ...

RT Markus Infanger (@markusinfanger)A genuinely huge moment for XRPL as traditional finance moves onchain!Aviva Investors, the global asset management business of leading UK insurer Aviva plc, has announced a partnership with @Ripple with the intention of tokenising traditional fund structures on the XRPL.Read more about how we will be working with Aviva Investors here: https://t.co/1aNg0QIUkV ...

The finance trust gap is generational.Our US survey found:• Gen Z & Millennials are 5× more trusting of crypto• 1 in 5 have low trust in TradFi• 36%/34% saw crypto trust rise YoY, vs just 6% of BoomersTrust isn’t declared. It’s verified onchain. ...

Group 1 - Morgan Stanley has filed for spot Ethereum exchange-traded funds (ETFs), aiming to track ETH's price and pass staking rewards to shareholders, marking a significant move in the crypto ETF market [1][3] - The bank also submitted ETF applications for Bitcoin and Solana, indicating its first involvement in the crypto ETF segment, approximately two years after the US saw a rise in crypto-focused ETFs [2][3] - This filing reflects a broader trend among established Wall Street institutions to increase their engagement with digital assets, as Morgan Stanley manages $1.6 trillion in assets and seeks to broaden client exposure to cryptocurrencies through regulated investment products [3] Group 2 - Bank of America has begun allowing wealth management advisors to recommend a portfolio allocation of 1% to 4% in cryptocurrency, following similar moves by other major firms like BlackRock and Fidelity [4] - Despite the endorsement from Morgan Stanley, the crypto market is experiencing heightened volatility, with a significant decline in market capitalization, shedding approximately $600 billion since October [5][7] - Institutional ownership in the Bitcoin market has increased from 20% to 28%, indicating a shift towards professional holders amidst a backdrop of retail investors facing losses [6]

A 30 minute line just to get into the web 3 section at a regular crypto conference. This would be a meme. But this is a traditional finance event where people talk about gold, oil, factories, and stocks.Just a couple of years ago, crypto here was a small corner. This year, you can literally see the interest growing in real time, a separate pavilion, and the feeling that the future is standing in line. Welcome.We're here at Abu Dhabi Finance Week around all the finance bros and we're going to be asking the b ...

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

Core Insights - The convergence of Bitcoin into traditional finance is marked by significant moves from major financial institutions, indicating a foundational change in institutional access to digital assets [1][2]. Group 1: Institutional Moves - JPMorgan launched leveraged structured notes tied to BlackRock's Bitcoin ETF, offering up to 1.5x returns through 2028, targeting sophisticated investors while exposing them to potential principal loss if IBIT declines by approximately 40% or more [3]. - Nasdaq increased IBIT options position limits from 250,000 to 1,000,000 contracts, reflecting the growth in market capitalization and volume, and supporting the need for volatility-hedged products for institutional portfolios [4]. - Vanguard reversed its long-standing opposition to Bitcoin and crypto ETFs, opening access to clients with around $11 trillion in assets, signaling strategic timing during a market correction [5]. Group 2: Market Dynamics - A wave of retail exits coincided with institutional capital increasing Bitcoin allocations, as entities like the Abu Dhabi Investment Council took advantage of retail sentiment reversal [6]. - Bank of America authorized 15,000 financial advisers to allocate Bitcoin to wealth clients starting January 5, 2026, recommending a 1 to 4 percent exposure for clients, highlighting four specific ETFs [7].

Core Insights - Tokenization is emerging as a significant trend in the crypto space, acting as a bridge between traditional finance and decentralized finance [1] - The International Monetary Fund (IMF) has highlighted both the opportunities and risks associated with tokenized assets [5] Group 1: Definition and Process of Tokenization - Tokenization involves converting real-world assets like cash, treasuries, or equities into blockchain-based tokens that can be globally transferred and settled instantly [2] - The tokenization process consists of three steps: immobilizing the underlying asset with a custodian, issuing a smart contract-driven token on a blockchain, and allowing the token to circulate freely while maintaining digital claims on the reserve [3] Group 2: Benefits of Tokenization - Tokenized assets can potentially make markets faster and cheaper by minimizing the need for intermediaries such as clearinghouses and registrars [5] - Early research indicates significant cost savings in tokenized financial markets, with programmable settlement rails enabling near-instant clearing and more efficient collateral use [6] Group 3: Risks Associated with Tokenization - The IMF warns that the speed and automation of tokenized platforms may increase volatility, potentially leading to market instability [6] - Automated trading systems have previously caused sudden market declines, known as flash crashes, suggesting that tokenized platforms could be more volatile than traditional trading systems [7]