Core Insights - The outlook for Bitcoin in 2026 is bullish, driven by increased bank acceptance and credit development within the banking network [4][44] - The traditional four-year Bitcoin cycle is considered obsolete, with structural market developments now being the primary drivers of Bitcoin's value [6][7][8] - Institutional adoption of Bitcoin is expected to continue growing, supported by regulatory changes and positive guidance from banking regulators [46][47] Group 1: Market Dynamics - Approximately half of large U.S. banks have begun extending credit against Bitcoin, with major banks like Charles Schwab and Citigroup planning to custody Bitcoin and extend credit in early 2026 [4][44] - The impact of Bitcoin's halving is diminishing, with daily trading volumes reaching up to $100 billion, making the halving's effect of $20 million negligible in comparison [7][8] - The embrace of Bitcoin by traditional finance is leading to significant demand, as evidenced by the increase in open interest in Bitcoin derivatives from $10 billion to $50 billion following regulatory changes [8] Group 2: Digital Asset Companies - The number of companies holding Bitcoin as digital capital has surged, with over 200 crypto treasury companies now in existence [11][12] - Strategy has evolved from merely holding Bitcoin to issuing digital credit, positioning itself as the largest issuer of digital credit globally [11][12] - The rise of digital credit is seen as a key development in the crypto economy, with potential yields significantly higher than traditional banking products [21][22] Group 3: Regulatory Environment - The current U.S. administration is supportive of digital assets, which has led to a favorable environment for crypto IPOs and institutional adoption [24][25] - The introduction of fair value accounting has allowed companies to recognize gains from Bitcoin on their balance sheets, enhancing the appeal of holding Bitcoin [18][19] - The anticipated Clarity Act aims to provide clearer regulations for tokenization and digital finance, which is crucial for the industry's growth [41][42] Group 4: Future Outlook - Institutional adoption of Bitcoin is expected to accelerate, with banks beginning to offer credit on digital assets, recognizing the $2 trillion of unbanked wealth in this sector [45][46] - The combination of supportive regulatory frameworks and institutional interest is likely to catalyze further investment in Bitcoin and digital assets [48][49] - The competitive landscape for digital finance is evolving, with a distinction between digital capital (Bitcoin) and digital finance (stablecoins and tokenized assets) [27][33]

🚀 Join the 7th edition of LONGITUDE co-hosted by Cointelegraph & @Phemex_official — happening Dec 11 in Abu Dhabi!Expect powerhouse panels on privacy, security, RWAs, and institutional adoption, followed by a gourmet dinner and smooth live jazz music. 🎷✨🔗 Apply via the link in the thread. ...

• Institutional adoption accelerating with greater regulatory clarity• Why highly reliable infra matters more than ever• CRE unlocking the next phase of tokenization@SergeyNazarov discusses these trends and much more on @CryptoMichNL’s New Era Finance Podcast ↓Michaël van de Poppe (@CryptoMichNL):We've had the fortune to host a podcast with @SergeyNazarov in New York, during @chainlink's Smartcon!Basically; we have no clue what's yet to come in this cycle.Sergey explains why, and how, with @chainlink.Watch ...

Today on @TakingStockLive, live from the @NYSE.@Ozhar will be breaking down why Privacy is the catalyst for Institutional adoption and how ZKsync is enabling scalable, private and compliant onchain rails.📌Incorruptible Finance🔔4pm ET https://t.co/7CdGp44o9y ...

Institutional adoption, privacy, interoperability, product launches, GLP strategies. Just a few of this week's updates from the Elastic Network.ZK fam, here's your Weekly Roundup ⬇️ https://t.co/B0c2gaKvFe ...

Key Updates - Sui 加速了机构采用，包括 Grayscale trusts、主要银行整合和一个在纳斯达克上市的 treasury vehicle [1] - Sui 发布了生产基础设施，包括 passkeys、去中心化 secrets 管理和无需桥的跨链协调 [1] DeFi Metrics - Sui 的日均 DEX 交易量连续第三个季度创下历史新高，第三季度平均日均 DEX 交易量增长 24% 至 456 million 美元 [1][2] - 流通市值增长 23% 至 1163 billion 美元 [2] - DeFi TVL 增长 20% 至 211 billion 美元 [2]

Reasons to be bullish Bitcoin / Crypto here- Headed into an easing cycle with QE and rate cuts- Institutional adoption finally here (and banks / 401ks still not quite here) with serious players at the table- Regulatory clarity (i.e. CLARITY) happening in real time, enabling even more building in the US- Inceased ability to use Bitcoin/crypto as collateral- Stablecoin growth up and to the right- Gold legging up to 14x Bitcoin's market cap and the inevitable catch up trade rotation-Broader maturing of the alt ...

ISO 20022 Standard & Timeline - ISO 20022 is a standard for financial messaging that aims to modernize and improve data transmission between financial institutions [1][2] - The shift to ISO 20022 began in November 2022, with a coexistence period ending on November 22nd, marking a significant upgrade in payment infrastructure [6][7][9] - By September, 60%+ of daily payment instruction messages were already using ISO 20022, indicating substantial adoption [10] - The complete migration for all SWIFT-enabled banks is expected by November 2025 [24] Ripple & XRP's Role - Ripple is compliant with ISO 20022 standards, positioning it favorably for integration into global financial networks [2][15][38] - ISO 20022 makes it easier to implement Ripple payments because banks are upgrading their systems to handle ISO 20022 for cross-border payments [18] - Ripple's acquisitions, such as Hidden Road (connecting to 300 institutional players) and G Treasury (connected to 13,000 banks), enhance its potential integration with SWIFT and the broader financial ecosystem [31][32][34] Impact on Financial Institutions & Crypto - ISO 20022 mandates that financial institutions upgrade their systems to accommodate new technologies, including crypto, which can open institutional floodgates [13][14][37] - The standard simplifies connections between networks, enhances interoperability, and automates processes, benefiting tokens positioned as banking infrastructure [5] - Smaller banks can benefit from ISO 20022 adoption by cutting out larger correspondent banks from their flow and cost [23] - The adoption of ISO 20022 facilitates the integration of crypto projects into global financial networks, particularly for cross-border payments and remittances [14]

Wall Street thinks AvalancheInstitutional adoption matters. A lot.This is a multi-TRILLION dollar opportunity for all blockchains.Now, while every chain claims they are built for institutions, few can back it up. Avalanche backs it up.Proof:- Over $3.4b in tokenized assets already live on Avalanche.- Trillion-dollar asset managers are actively deploying stablecoins, RWAs, tokenized FX, and structured credit products on Avalanche.- The largest payment processors in the world, such as Visa and TIS, use Avalan ...

RT Avalanche Foundation 🔺 (@AvalancheFDN)The Avalanche Foundation welcomes the launch of the 'Digital Liquidity Gateway' by FIS and Intain Markets on Avalanche.A tokenized loan marketplace for small banks, integrated with FIS’s network of more than 20,000 financial institutions.Avalanche continues to establish itself as core infrastructure for institutional adoption 🔺 ...