Core Viewpoint - The discussion centers on whether crypto ETFs represent a sustainable investment trend or merely a passing fad, with arguments presented from both bullish and bearish perspectives [1][2]. Group 1: Market Performance and Trends - The first U.S. cryptocurrency ETF, ProShares Bitcoin ETF (BITO), debuted over four years ago, with Bitcoin reaching a peak of approximately $68,000 in 2021 and $126,000 in 2025, indicating significant price volatility and institutional interest [1]. - In 2025, crypto ETPs attracted $34.1 billion in investments, showcasing a growing institutional demand for crypto exposure through regulated vehicles [1][2]. - Despite a 30% price drop in Bitcoin following its peak, the overall inflows into crypto ETFs remained strong, with nearly $48 billion in the first eleven months of the year, indicating resilience in the market [2][3]. Group 2: Regulatory Environment - The regulatory landscape for crypto ETFs has improved, with acts like the GENIUS Act and CLARITY Act providing a more structured environment for investment, which is seen as a positive development for the ETF market [1]. - The SEC's oversight of crypto ETFs contrasts with the original decentralized nature of cryptocurrencies, raising questions about the implications for the future of digital assets [1]. Group 3: Institutional Adoption - A significant increase in the number of U.S. advisory firms allocating to crypto ETFs has been noted, rising from fewer than 200 before 2024 to over 2,000, reflecting a shift in institutional acceptance [1]. - Institutional investors are now holding crypto ETFs, which contrasts with previous cycles where retail investors would panic sell during downturns, suggesting a more stable investment base [2][3]. Group 4: Future Outlook - The potential for consolidation in the crypto ETF market is highlighted, with larger providers like BlackRock dominating inflows, which could lead to smaller players exiting the market [3]. - The emergence of diversified crypto ETFs, such as the CoinShares Altcoins ETF (DIME), is seen as a promising development, allowing investors to gain exposure to a range of cryptocurrencies rather than betting on individual assets [3].

State of @vechainofficial Q4:Key Insight: VeChain advanced its network evolution in Q4 with the activation of the Hayabusa upgrade, transitioning VeChainThor from Proof of Authority (PoA) to Delegated Proof of Stake (DPoS). The network also introduced StarGate 2.0’s staking NFT framework, strengthening validator participation, economic security, and ecosystem governance through VeBetter.QoQ Metrics 📊• Total known addresses ⬆️ 9.4% QoQ to 14.4M• Total deployed smart contracts ⬆️ 11.2% QoQ to 925k• DeFi ecosy ...

Chainlink is designed to support billions of users and trillions in value.How the Chainlink Runtime Environment enables @swapperfinance to bring 3.5B+ Mastercard users to DeFi ↓ https://t.co/Or5Rlw9k50Swapper Finance (@swapperfinance):Chainlink’s Runtime Environment (CRE) is making “real-world → onchain” workflows finally possible.Here’s how Swapper uses CRE to turn card payments + compliance + settlement into one verifiable flow - enabling 3.5B+ Mastercard users to enter DeFi.Read the full breakdown ↓ ...

RT Crypto.com Research & Insights (@cryptocom_rni)DeFi+L1L2 Update:⬆️ Tokenized gold market value exceeded $4.3B🇺🇸 Tether launched USAT stablecoin in the U.S.📱 Vitalik declared decentralised social networks a top priority for 2026Full details 👇https://t.co/11pZpZcgmf https://t.co/BXRQvO9SFd ...

RT eric (@ericzhong)The chokehold CEXs have on token distributions is overWe built CCA as a DeFi-native way to bootstrap deep onchain liquidityIt premiered with Aztec to instantly create a top 10 pool by TVLSoon it will be one click away in the Uniswap app ...

Top Wall Street Firms Met With SEC Crypto Task Force to Discuss DeFi Concernshttps://t.co/nVnUpZF0Dn ...

Thinking about gold?Touch gold on Sui with @matrixdock.XAUm = real gold, onchain ✨Trade it. Use it in DeFi. Hold it.Fully backed by physical gold.24/7 markets. Built on Sui. ...

"In the coming months, we're (Robinhood) planning to unlock 24/7 trading and DeFi access, which will allow investors to self-custody their stock tokens, with possibilities for lending, staking and more."First in the EU, then in the US.So bullish.Vlad Tenev (@vladtenev):https://t.co/ZczWF8rMrs ...

Starknet yield strategies, now open to Ethereum users.Deposit WBTC on Ethereum and get automatic access to Starknet DeFi strategies.All in one flow.Uncap (@uncapfinance):https://t.co/RXMKJSniYE ...

RT SHIFT Protocol (@shiftprotocol_)Pre-Seed Closed ✅Thrilled to share that Shift has closed our pre-seed round with wonderful angels all across the industry: risk management, CEXs, DeFi communities, yield expertize - with an Echo extension led by @Nemi_0x's Mikami Ventures alongside 44 Echo Angels.Shift was born from a simple belief: as stablecoins and tokenized assets scale, structured yields are the next layer. We focus on neutral & pseudo-neutral opportunities and package them into transparent, composabl ...