Altcoin ETFs - Institutional adoption is potentially on the horizon for Litecoin, Hedera, and Solana [1] Market Trends - A new wave of altcoin ETFs is emerging [1]

A NEW WAVE OF ALTCOIN ETFS - Institutional adoption appears to be on the cards for @litecoin, @Hedera and @Solana... Catch up now https://t.co/RwxbKNULeq ...

Core Insights - Galaxy Digital executed a $9 billion Bitcoin sale for an early investor, marking one of the largest crypto exits and indicating a shift towards institutional demand without market disruption [1] - Bitcoin is transitioning into a more mature market, with institutional capital dominating and dormant wallets reactivating, reflecting a broader evolution from speculative asset to global financial infrastructure [1][3] Distribution Mechanics - The current Bitcoin consolidation phase resembles post-IPO stages in traditional equities, where early backers gradually exit as institutions enter, described as a "silent IPO" [2] - This distribution occurs under strong macro conditions and growing institutional interest, differing from previous downturns influenced by regulation or failures [2] On-Chain Activity - On-chain data shows a trend of dormant wallets reactivating, with significant transfers occurring, such as a $694 million Bitcoin transfer from a wallet inactive for three years in October 2025 [3] - Blockchain analytics indicate that many wallets dormant for over a decade became active in 2024 and 2025, highlighting a broader trend of reactivation [3] Patient Distribution Strategy - The distribution of Bitcoin is characterized as patient rather than panic-driven, with sellers targeting high-liquidity windows to minimize price impact [4] - The Galaxy Digital transaction exemplifies this strategy, moving over 80,000 Bitcoin without destabilizing the market [4] Historical Context - Historical consolidation phases in traditional finance last six to 18 months, with companies like Amazon and Google experiencing similar transitions after their IPOs [5] - Bitcoin's ongoing consolidation since early 2025 signals a shift from retail pioneers to professional asset managers [5] Institutional Adoption - The transition from early holders to institutions is heavily reliant on the expansion of ETF infrastructure, with significant institutional inflows since the launch of spot Bitcoin ETFs in early 2024 [6] - As of Q4 2024, investors managing over $100 million collectively held $27.4 billion in Bitcoin ETFs, reflecting a 114% quarterly gain, with institutional investors increasing their share of Bitcoin ETF assets from 21.1% to 26.3% [6]

the doomers are all wrong here btwinternet markets, privacy, and institutional adoption are all happeningstables and payments are acceleratingtalent is onboardingthe president of the western world is literally the biggest market bull of all timetrillions ...

The Bitcoin 4-year cycle, which was supposed to end at the end of 2025, which began in 2022, is dead. 15 billion. Bitwise CIO explains the Bitcoin 4-year cycle is dead.>> Four-year cycle. Is it over. >> Yeah.>> Woo. It's over. >> Okay, hold on.Explain. >> Well, I mean, so so my view of the four-year cycle is you have a catalyst that brings new pools of capital in. The reason I I think it's probably not going to play out over four years is a I think that's a longer inflow of capital than retail hot ball of m ...

RT Solana Company $HSDT (@Solana_Company)Solana institutional adoption is happening fast.Here’s what has been going on:Public-market & access→ @solanaspaces opened a physical location on Wall Street near NYSE→ @BitwiseInvest launches $BSOL, first SEC-approved Solana staking ETF on NYSE→ Hong Kong Solana ETF live→ @Fidelity adding Solana trading and custody→ @Coinbase Prime expanding institutional Solana staking services→ @Grayscale Solana Trust ETF live on NYSE Arca with stakingPayments & financial infrastr ...

The long-running gold versus Bitcoin (BTC) debate is heating up once again as both assets face renewed market pressure. Gold prices tumbled at the start of the week, sliding nearly 3.5% as investors rotated into riskier assets amid signs of easing trade tensions between the United States and China. The precious metal has now dropped more than 9% from its record high of $4,381.21 reached on Oct. 20. Bitcoin briefly stole the spotlight after touching $116,000 this week, before quickly retracing. Neither a ...

Institutional adoption isn’t coming — it’s here. https://t.co/DYUyGcRiRW ...

Institutional Adoption & Partnerships - Western Union 在 Solana 上独家推出 USDPT 稳定币 [1] - PayPal 提供稳定币支付和链上入口服务 [1] - Shopify 使用 Solana Pay 进行加密货币商家支付 [1] - Stripe 支持 Solana 的 USDC 付款 [1] - Gemini 推出 Solana 信用卡 [1] Network Performance & Upgrades - Solana 网络已超过一年没有中断 [1] - Alpenglow 升级实现了 100-150 毫秒的交易最终确认时间 [1] - SIMD-0266 (P-token) 令牌程序将 DeFi 效率的网络负载降低了 98% [1] - Helius 将历史数据访问速度提高了 10 倍，以方便开发者 [1] Asset Tokenization & Investment Products - Solana 上有 7 亿美元的代币化资产 [1] - Bitwise 在纽约证券交易所推出首个 SEC 批准的 Solana 质押 ETF ($BSOL) [1] - Grayscale 的 Solana Trust 转换为现货 ETF，已开始交易 [1]

RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Catch the latest episode of 'THE MINING POD: TeraWulf’s Record $3.2B Note, Miner Debt Tops $20B, and Why AI Companies Are Buying Jet Engines,’ in partnership with @blockspacepod!Today, there is a two-for-one show with two interviews recorded at the North American Blockchain Summit. To start, Colin interviews Blue Macellari (Head of Digital Assets at T. Rowe Price) on how institutional adoption is fundamentally changing Bitcoin's market structure, the debasemen ...