Blockchain Infrastructure - Public blockchains are fundamental infrastructure determining settlement cost, speed, and access [1] - Token Terminal promotes public blockchains [1] - Regulatory clarity is key to unlocking innovation and establishing public blockchains as the premier distribution channel for USD stablecoins globally [1] Strategic Considerations - Concentration on a few networks poses a strategic risk [1] - The U S incentive is to maximize competition and investment at the blockchain layer [1]

Major asset managers are forecasting that Bitcoin will shatter its traditional four-year cycle and reach new all-time highs in 2026, driven by massive institutional capital inflows and regulatory clarity. Bitwise Chief Investment Officer Matt Hougan and Grayscale Research both project BTC will exceed its previous peak despite conventional wisdom suggesting 2026 should be a pullback year. Bitcoin has historically followed a four-year cycle tied to halving events, with three significant up years followed ...

🔥 NOW: Grayscale predicts Bitcoin to hit a new all-time high within the first half of 2026, driven by surging institutional demand and improved regulatory clarity in the US. https://t.co/NNfGzy8EwY ...

.@CFTCpham Announces Regulatory Clarity for U.S. Access to Markets: https://t.co/geVzlxmIxn ...

The XRP ETFs have been going absolutely insane. In fact, they've been extremely successful to the point where Brad Garlinghouse, Ripple CEO, has been putting a spotlight on them talking about the increased adoption from institutional players. We have to address this. We have to talk about a lot of this.So, with that in mind, let's dive on in and let's start off with just this weekly amount of volume that we saw. With the market being down the way that it has been and with the market being as negative as it ...

It may not seem like it with the current market situation. However, XRP still remains one of the most bullish crypto old coins in this space. 2025 has been a very crazy year for crypto and I don't think that I need to tell you guys that. If you go and look at how 2025 has been shaping up, it's been a very disappointing year in terms of price action.However, the news and the major announcements and the developments around crypto have been very bullish and it's been very exciting to see these developments as ...

🔥 INSIGHT: Spot XRP ETF proposals are increasing while other crypto issuers remain on the sidelines due to regulatory clarity and institutional demand. https://t.co/EhLrK5BrXd ...

Core Insights - Investors have invested nearly $25 billion into crypto companies in 2025, exceeding last year's figures by over 150% and surpassing market expectations [1] - Major players in the investment landscape include Paradigm, Sequoia Capital, BlackRock, JP Morgan, and Goldman Sachs [1] - The leading sectors attracting investment are centralized exchanges ($4.4 billion), prediction markets ($3.2 billion), and DeFi platforms ($2.9 billion) [1] Investment Trends - Projects that are attracting capital are those that demonstrate regulatory clarity, operational resilience, and the ability to integrate with traditional finance (TradFi) institutions [2] - Investors are favoring durable, compliance-first businesses that aim to establish a long-term foundation for the crypto asset class [2] - The crypto market is evolving, with capital shifting towards mature players whose revenue and unit economics justify their valuations [3] Market Maturity - The current market reflects normalization and maturation, with fundraising becoming more rational and aligned with fundamentals rather than speculative behavior [4] - The crypto market is following a pattern similar to other technology cycles, where capital first flows into foundational infrastructure before moving to consumer-facing applications [5] Notable Fundraising Events - Binance raised $2 billion in March, led by MGX, marking a significant milestone for both the crypto industry and Binance [6] - Polymarket secured $2 billion in funding in October, led by Intercontinental Exchange, valuing the platform at approximately $8 billion [7]

Core Insights - U.S. spot altcoin exchange-traded funds (ETFs) are experiencing significant daily inflows despite a broader crypto market selloff, indicating a shift in investor sentiment towards altcoins like Solana and XRP [1][2] Group 1: ETF Inflows - Spot Solana ETFs have attracted a total of $843.81 million in net assets since inception, with $57.99 million in inflows on Monday [1] - Spot XRP ETFs have raised $628.82 million, with a notable $164.04 million in inflows on the same day [1] - The inflows are attributed to selective investor interest and risk management strategies, suggesting a long-term holding perspective among investors [3][6] Group 2: Market Dynamics - There is a stark divergence in the performance of Solana and XRP, with Solana experiencing $156 million in outflows last week, while XRP saw $89 million in inflows [4] - Solana's recent technical and network challenges have increased perceived risk, while XRP benefits from institutional interest and regulatory optimism [5] - The debut of Franklin Templeton's spot XRP ETF on the New York Stock Exchange Arca has contributed to XRP's attractiveness for inflows [5] Group 3: Institutional Capital and Market Sentiment - The current risk-off environment favors assets with clearer narratives, leading to a reallocation of capital rather than a complete exit from crypto [6] - New regulated pathways for institutional capital through ETF products are connecting traditional finance to the digital asset ecosystem [7] - The likelihood of a Federal Reserve rate cut has increased to around 70%, which may improve risk-on sentiment and positively impact altcoin performance [8]

RT Jordi Visser (@jvisserlabs)The panic after Liberation Day wasn’t the end, it was the beginning.And today’s Bitcoin fear feels exactly the same.AI, deficits, tokenization, stablecoins, and regulatory clarity are all converging into 2026.The Light at the End of the Turbulence (Part II)https://t.co/QNK7r8BWmy ...