Institutional Recognition of Pi Network - Valour Funds' PiCoreTeam ETP marks the first institutional recognition of Pi Network [1] - The announcement of the ETP could potentially initiate institutional adoption of Pi Network [1] Market Impact - The industry is questioning whether the ETP will attract a new wave of institutional capital or become insignificant [1]

Institutional Recognition of Pi Network - Valour Funds' PiCoreTeam ETP marks the first institutional recognition of Pi Network [1] - The announcement of the ETP could potentially initiate institutional adoption of Pi Network [1] Market Impact - The industry is questioning whether the ETP will attract a new wave of institutional capital or become insignificant [1]

Institutional Recognition of Pi Network - ValourFunds' ETP marks the first institutional recognition of Pi Network [1] - The announcement could potentially initiate institutional adoption of Pi Network [1] Market Impact - The community reacted strongly to the ETP announcement [1] - The industry is questioning whether the ETP will attract significant institutional capital or become insignificant [1]

Institutional Adoption - Bitcoin has entered a new phase of institutional adoption, driven by clearer regulation and traditional capital [1] - DAT (Decentralized Autonomous Treasury) treasury companies can channel equity-market capital into crypto [1] Risks and Opportunities - Capacity remains Bitcoin's core constraint [1] - DAT treasury companies carry governance and cycle risks [1] - RWA (Real World Assets) and AI are likely to become key long-term growth drivers [1] Technology and Future Trends - Programmable money meets programmable demand with RWA and AI [1]

Core Insights - Bitwise predicts that Bitcoin could become less volatile than high-growth U.S. technology stocks like Nvidia by 2026, with both Bitcoin and Ethereum expected to reach new record highs due to increasing institutional adoption and regulatory clarity [1][4]. Group 1: Bitcoin Volatility and Market Dynamics - Bitcoin's volatility is anticipated to decline further by 2026, potentially falling below that of Nvidia, as the investor base shifts towards institutions and long-term investors, reducing historical price swings [3][5]. - For the entirety of 2025, Bitcoin has been less volatile than Nvidia, and its volatility has steadily decreased over the past decade [5]. - The correlation between Bitcoin and equities is expected to weaken, with Bitcoin's correlation with the S&P 500 rarely exceeding 0.50 [5]. Group 2: Institutional Adoption and Regulatory Factors - Bitwise emphasizes that crypto-specific factors such as regulatory progress and institutional adoption will drive performance, allowing Bitcoin to rise even if equity markets face challenges [6]. - Ethereum and Solana are projected to reach new all-time highs in 2026, contingent on the passage of the proposed CLARITY Act by U.S. lawmakers [7]. - The firm identifies stablecoins and tokenized financial assets as "megatrends," with Ethereum and Solana positioned to benefit significantly [7]. Group 3: Future Market Developments - Bitwise forecasts that over 100 crypto-linked exchange-traded funds (ETFs) could launch in the U.S. following the SEC's publication of generic listing standards in late 2025 [8].

Project Overview - $ADI 项目成功启动，尽管面临当前市场环境 [1] - 该项目总部位于阿布扎比，专注于机构合作 [2] - $ADI 已在多个交易所上市，具有潜在的机构采用前景 [1] Partnerships & Backing - $ADI 与大型机构参与者签署了谅解备忘录 (MoUs) [1] - 与万事达卡 (Mastercard) 建立了合作伙伴关系 [1] - 该项目拥有强大的支持 [1] - BlackRock 和 Franklin Templeton 参与其中 [3] Token Utility - 如果这些合作伙伴集成 @ADIChain_，则 $ADI 将被用作所有交易的 gas [1]

Core Insights - Institutions have invested over $1 billion into US spot XRP exchange-traded funds (ETFs) since their launch in November, with no recorded outflows, indicating strong institutional adoption of XRP [1] - The inflows into XRP ETFs contrast sharply with Bitcoin and Ethereum ETFs, which experienced significant outflows of $2.9 billion and $930 million respectively during the same period [2] - Despite the $1 billion milestone in ETF inflows, XRP's market position has declined, dropping from the fourth to the fifth largest cryptocurrency, with its price currently 47% below its all-time high of $3.65 [3] ETF Market Dynamics - The performance of XRP ETFs is part of a broader trend in the ETF market, which has seen a surge in new products, including a notable $250 million investment in the Canary Capital XRP ETF launched on November 13 [5] - Vanguard, a major asset manager, has recently entered the crypto ETF market, including XRP products, responding to growing investor demand [6] - Other investment firms like Bitwise and Grayscale have also launched XRP ETFs, contributing to the expanding ecosystem of cryptocurrency investment products [6][7] Long-term Value Considerations - Analysts caution that short-term price fluctuations related to ETF flows should not be confused with the fundamental value of XRP, which is determined by utility, network usage, and the underlying technology [4]

LATEST: 🚀 Grayscale is predicting that Bitcoin will hit new all-time highs in the first half of 2026, driven by continued institutional adoption and a changing regulatory climate in the US. https://t.co/Hvea4SWFMn ...

Core Insights - By 2030, global ETF demand could exceed $500–$800 billion, creating upward pressure on Bitcoin prices due to a steady allocation cycle that absorbs supply regardless of short-term sentiment [1] - Bitcoin's long-term outlook is influenced by structural demand, shrinking supply, and its integration into institutional systems, with potential price targets ranging from $500K to $1M by the end of the decade [3][6] ETF Demand and Market Dynamics - Spot Bitcoin ETFs have significantly altered Bitcoin's demand profile, with US spot Bitcoin ETF assets peaking at $169 billion in October 2025 before settling at $120 billion by December [2][7] - Total crypto ETF assets globally are approaching $180 billion, indicating a growing institutional interest in Bitcoin [2] Price Trends and Market Behavior - Bitcoin's price has shown volatility, starting near $107,135 in June, peaking at $126,000 in October, and currently trading around $90,000, reflecting a 26.3% correction from the peak [5][7] - The current price range of $86K–$92K suggests consolidation rather than a collapse, providing a clearer base for future movements [4] Supply Dynamics and Halving Impact - The 2028 halving will reduce daily Bitcoin issuance to approximately 225 BTC, coinciding with increased ETF allocations and a scarcity of new Bitcoin entering the market [8][6] - Historical patterns indicate that price acceleration typically peaks 12–24 months after a halving, suggesting a potential breakout phase in 2029–2030 [8] Institutional Adoption and Market Integration - Bitcoin is increasingly viewed as a macro hedge against unstable monetary conditions, gaining appeal as a neutral reserve asset amid rising global debt and currency pressures [9] - Corporate treasury and banking adoption are on the rise, with many publicly traded companies accumulating Bitcoin and banks using it as collateral, enhancing its utility [10][11] Future Price Projections - The bullish case for Bitcoin suggests a price range of $750K–$1M if institutional demand surges and ETF assets approach $2 trillion [23] - A base case scenario estimates Bitcoin could trade between $350K–$500K with steady demand growth and selective sovereign accumulation [25][26] - A bearish case projects a price range of $120K–$220K if structural demand weakens and regulatory setbacks occur [27][28]

Stablecoins saw meaningful movement this week across market structure, institutional adoption, and protocol launches.Get all the details in this week's edition of In The Stables 👇Alexander (@ahbeaudry):https://t.co/hPsrvdr3pJ ...