RT BSCN (@BSCNews)🤑 INSTITUTIONS GOING ALL IN ON $AVAX?! It's looking like institutional adoption may have arrived at last for @avax... Catch up now ⬇️ https://t.co/V7i8P23gjD ...

RT BSCN (@BSCNews)🤑 INSTITUTIONS GOING ALL IN ON $AVAX?! It's looking like institutional adoption may have arrived at last for @avax... Catch up now ⬇️ https://t.co/V7i8P23gjD ...

🤑 INSTITUTIONS GOING ALL IN ON $AVAX?! It's looking like institutional adoption may have arrived at last for @avax... Catch up now ⬇️ https://t.co/V7i8P23gjD ...

Institutional Adoption of Bitcoin and Crypto - Clearer regulations and new accounting rules are paving the way for institutional Bitcoin and crypto adoption [1] - Banks and traditional finance (TradFi) are preparing to integrate with Bitcoin and crypto, laying the groundwork for a financial reset [1] - The banking system is undergoing a transformation expected to take approximately four years [2] Opportunities and Conviction - Large, risk-averse organizations will gradually adopt Bitcoin and crypto [3] - Financial institutions are potentially missing out on trillions of dollars of opportunities by not engaging with Bitcoin and crypto [3] - The industry aims to convince 10% to 20% of financial institutions to get involved [3]

Core Viewpoint - Andrew Kang criticizes Tom Lee's Ethereum thesis, labeling it as financially illiterate and flawed, particularly regarding the reliance on stablecoin and real-world asset adoption to drive Ethereum's value Group 1: Critique of Ethereum's Value Drivers - Kang argues that despite a 100-1000x increase in tokenized asset value and stablecoin transaction volumes since 2020, Ethereum's fees remain unchanged, indicating a disconnect between asset tokenization and fee generation [1] - The migration of activity to other chains like Solana and Arbitrum has further diminished Ethereum's transaction efficiency [1] - Tokenizing low-velocity assets does not contribute significantly to Ethereum's fee structure, limiting its value growth potential [2] Group 2: Misguided Analogies - Kang dismisses Lee's comparison of Ethereum to "digital oil," asserting that oil is a commodity with stable pricing over time, which does not support a bullish outlook for Ethereum [3] - The analogy fails to recognize that if Ethereum is treated as a commodity, it does not inherently suggest a positive valuation trajectory [3] Group 3: Institutional Adoption Concerns - Kang highlights the absence of large financial institutions purchasing or planning to purchase Ethereum, questioning the feasibility of institutions holding ETH for operational purposes [4] - He compares the expectation of institutions holding ETH to banks hoarding gasoline, emphasizing that they only pay for energy as needed [4] Group 4: Valuation and Technical Analysis - Kang criticizes Lee's assertion that Ethereum could be valued as highly as all financial infrastructure companies combined, labeling it as a fundamental misunderstanding of value accrual [5] - While acknowledging the utility of technical analysis, Kang accuses Lee of misapplying it to support his biases [5] Group 5: Overall Valuation Concerns - Kang concludes that Ethereum's current valuation is sustained by "financial illiteracy," likening it to XRP's inflated market cap [6] - He suggests that unless significant organizational changes occur, Ethereum is likely to experience prolonged underperformance [6]

Core Insights - The crypto market is entering a historically bearish fall season, yet several altcoins are showing potential for significant growth due to institutional adoption and partnerships [1] Chainlink (LINK) - Chainlink is currently trading at $21.74, experiencing a 7% weekly decline but has surged 90% overall, supported by record-high exchange reserves and whale accumulation, with 800,000 LINK added to large wallets [2] - Exchange balances have reached an all-time low as investors shift to self-custody, indicating a bullish supply dynamic; on September 22, 5.5 million LINK were withdrawn from trading platforms [2] - Grayscale has filed with the SEC to convert its Chainlink Trust into a spot ETF under the ticker GLNK, potentially opening institutional investment opportunities [3] Avalanche (AVAX) - Avalanche is priced at $34.44 and has received backing from AgriFORCE Growing Systems, which is rebranding as AVAX One, the first NASDAQ-listed company dedicated to Avalanche, planning to raise $550 million to acquire AVAX tokens [4] - The Avalanche Foundation is supporting two US-based digital asset treasuries targeting a combined $1 billion to purchase millions of AVAX tokens, functioning like a large-scale buyback [4] - Bitwise has filed for an Avalanche ETF, indicating growing mainstream recognition and potential supply pressure that could lead to a price rally [5] Sui Network (SUI) - Sui is currently trading above $3.50 and has been announced as a launch partner for Google's Agentic Payments Protocol (AP2), an AI-driven standard for financial transactions [6] - Sui aims to become a leader in machine-based finance, and the partnership with Google is a significant step in that direction [6] - Nasdaq-listed Mill City Ventures has committed $450 million to hold SUI as part of its balance sheet, providing a regulated entry point for public investors [7] Sei (SEI) - Sei is currently priced at $0.2924 and is considered a promising new cryptocurrency opportunity [8] - The network has partnered with Crypto.com to offer institutional-grade custody, ensuring regulated token storage [8] - Chainlink has integrated its Data Streams with Sei, providing sub-second latency market data, setting a new standard for institutional-grade DeFi applications [8]

The Dragonfly team analyzed all of your deal data over the past few years and found that the bulk of the investments are now for payments and stable coin companies with no signs of slowing down. What do you attribute this trend to? I mean, stable coin deals have dramatically increased this year alone. And we're not even done with 2025. I'm assuming the Genius Act stable coin bill becoming law a couple of months ago has something to do with it. >> Oh, absolutely. I would really chalk it up to two different t ...

Avalanche, where capital connects with institutional 🔺doption https://t.co/061IXkgjkC ...

Over the last 12 months, we watched as the crypto market cap went from 2.11% trillion to a high of 4.17% trillion. This is incredible to see and it's a major milestone. 4 plus trillion.It's huge for crypto. However, this is just the beginning. And in this video, I really want to address the opportunity in front of us because I feel as if so many people are watching as the biggest opportunity slips through their fingers because they're not paying attention to what's really happening.A lot of you out there ha ...

Core Insights - The total capital locked in decentralized finance (DeFi) protocols has reached $170 billion, recovering from the losses incurred during the 2022 Terra/LUNA collapse and subsequent bear market [1] - Ethereum maintains a dominant position with 59% of the total value locked (TVL), while newer networks like Base, HyperLiquid, and Sui have collectively gained over $10 billion, representing around 6% of the market [2] - Institutional adoption of ether has shifted investor trends, leading to outflows from traditional staking products to institutional ones, with Solana and BNB Chain also experiencing growth due to increased memecoin activity [3] DeFi Market Dynamics - The DeFi ecosystem has matured since the previous bull market, with TVL increasing from $42 billion in October 2022 to $170 billion in September 2025, indicating a more cautious approach from investors [4] - The Terra incident resulted in a significant loss of $100 billion in TVL, highlighting the risks associated with unsustainable yield products [5] - Current yields are more sustainable, with Aave offering 5.2% on stablecoins and Ether.fi offering 11.1%, compared to the unsustainable 20% offered by Terra [6] Future Outlook - The DeFi sector has returned to pre-Terra levels with more sustainable yields, but questions remain about how to surpass the 2021 record high in TVL [7] - Institutional adoption and inflows into assets like ether and Solana are expected to drive growth, although the industry still faces challenges from hacks, scams, and rug pulls associated with memecoins [7]