Better late than never. UBS will reportedly allow certain clients to trade bitcoin and Ether in the near future, although the banking behemoth is still determining how the program will be rolled out, according to a Bloomberg report last week. The Zurich-based firm would join the likes of JPMorgan and Morgan Stanley, which have both opened up access to crypto for clients in recent years. The move also signals the bank’s willingness to continue building on its tokenization programs. “We have seen that mor ...

Core Viewpoint - The SEC has clarified that tokenized assets are subject to the same registration requirements as traditional securities, regardless of their format or method of record-keeping [1][2]. Group 1: Legal Status of Tokenized Securities - Tokenized securities are still considered securities under federal laws, and the method of issuance or record-keeping (on-chain vs. off-chain) does not alter this status [1][2]. - Issuers can offer tokenized securities either as a separate class or alongside traditional shares, provided they confer similar rights and privileges [3]. Group 2: SEC's Approach to Crypto - The SEC's recent guidance reflects a shift in its approach to cryptocurrency regulation, having previously dropped or closed numerous cases related to whether certain crypto products are unregistered securities [4][5]. - The statement does not address the ongoing debate regarding whether specific crypto-native products, such as tokens and staking programs, should be classified as securities [5]. Group 3: Ethereum Investigation - The SEC had previously authorized an internal investigation into "Ethereum 2.0," treating it as a security, which contrasts with public statements from former SEC Chair Gary Gensler regarding ether's status [6][7]. - The investigation was later closed without any enforcement action, highlighting the ambiguity surrounding the classification of Ethereum and similar assets [7].

Core Insights - Coinbase has aligned itself with a Trump-backed initiative by matching government contributions to Trump Accounts for eligible children of its employees, marking a strategic move in Washington's financial landscape [1][2]. Group 1: Company Initiatives - Coinbase CEO Brian Armstrong announced that the company will match the $1,000 seed deposit provided by the U.S. Treasury for eligible children of its employees [2]. - The company aims to eventually make its contribution in Bitcoin (BTC) [2]. - Coinbase is among several major employers, including Uber, Intel, Nvidia, and IBM, that have committed to adding Trump Account contributions to their employee benefit packages [4]. Group 2: Program Details - The Trump Accounts program, established under the One Big Beautiful Bill Act (OBBBA), provides every U.S. child with a government-backed investment account featuring tax-advantaged growth [3]. - Children born between 2025 and 2028 will automatically receive a $1,000 government deposit, while additional funding will provide $250 accounts for up to 25 million children born before 2025 [3]. Group 3: Industry Context - Despite the growing support for crypto from Trump and Coinbase's intention to contribute in Bitcoin, crypto investments are currently restricted within Trump Accounts, allowing only Spot Bitcoin ETFs and excluding Ethereum ETFs and tokenized assets [5]. - The absence of crypto in the program has not deterred crypto firms from participating, as evidenced by Robinhood Markets being the first crypto-facing firm to commit to matching contributions for Trump Accounts [9].

Group 1 - Fidelity Investments plans to launch a stablecoin called the Fidelity Digital Dollar (FIDD) on the Ethereum network, marking its latest move into the cryptocurrency space [2][6] - The FIDD stablecoin will be 1:1 backed by the U.S. dollar and will be available for use across Fidelity's trading platforms and on crypto exchanges [2][3] - The issuer of the stablecoin will be Fidelity Digital Assets, which has received conditional approval from the U.S. Office of the Comptroller of the Currency to operate under federal oversight [3][6] Group 2 - The launch of FIDD follows Fidelity's expansion of its digital asset portfolio, which includes crypto custody, trading services, and a retail-focused crypto trading app [4] - Fidelity has also introduced a crypto individual retirement account (IRA) that allows investors to hold Bitcoin, Ethereum, and Litecoin within tax-advantaged accounts [4] - The growing interest in stablecoins among financial institutions is partly driven by regulatory clarity, as seen with other major banks like JPMorgan and Bank of America exploring their own stablecoin developments [5]

Morgan Stanley is accelerating its push into crypto, signaling a major shift in TradFi as digital assets move from speculative fringe to mainstream institutional play. The Wall Street giant, managing $9.3 trillion in assets, recently appointed Amy Oldenburg as Head of Digital Asset Strategy, a move that formalizes crypto as a core execution priority rather than a research exercise. Morgan Stanley Moves From Crypto Research to Full-Scale Execution The timing is notable. The Grayscale Bitcoin Mini Trust E ...

Securitize has appointed Giang Bui as Vice President, Head of Issuer Growth, the company announced on Jan. 27. Bui joins from Nasdaq, where she led US Equities and ETP partnerships and played a key role in the exchange’s spot Bitcoin ETF initiatives. A thread posted on X earlier this morning mentions “a decade” spent “at the center of market structure, working with issuers, regulators, and liquidity providers to scale modern ETFs.” Giang still serves as a board member for the Security Traders Association ...

Core Viewpoint - Cyber Hornet ETFs co-founder and CEO Michael Willis emphasizes the firm's 75/25 strategy, which combines equities with Bitcoin exposure, aiming to provide investors with a more familiar and stable entry point into the cryptocurrency market [1] Group 1: Investment Strategy - The 75/25 strategy blends traditional equities with Bitcoin, designed to mitigate volatility and enhance investor confidence in crypto investments [1] - The firm is transitioning its Bitcoin exposure from futures to spot, indicating a shift towards more direct investment in Bitcoin [1] - Plans are in place to launch additional ETFs utilizing the same 75/25 methodology, expanding the firm's product offerings in the crypto space [1] Group 2: Market Engagement - Michael Willis participated in a discussion on "Bloomberg ETF IQ," highlighting the firm's approach and strategy in the evolving ETF landscape [1]

Deus X Capital's Tim Grant wants real talk only when he's speaking to others in the crypto industry. Deus X is a family office-backed investment and operating company that focuses on unlocking value across capital markets, fintech and digital assets to help build a fairer, more accessible financial system. Led by CEO Grant, Deus X began with roughly $1 billion in assets and operates globally with offices in London, Malta and the UAE. Grant will be speaking at CoinDesk's Consensus Hong Kong conference in ...

Crypto is global, and despite geopolitical conflicts, transactions continue to flow. As of early 2026, while a few countries strictly regulate crypto, the majority, including Russia and Ukraine, recognize that the underlying technology is here to stay. Centralized crypto exchanges operate, offering services, but as expected, every transaction is closely monitored. After Binance exited Russia, local alternatives thrived. In Ukraine, WhiteBit is especially popular. On January 23, Russia turned its eyes on ...

Core Insights - The significant rallies in both Gold (XAUUSD) and Silver (XAGUSD) over the past 12 months have been remarkable, with Silver officially reaching $100 per ounce and Gold approaching similar highs [1]. Group 1: Market Performance - Gold and Silver have experienced substantial price increases, indicating strong market demand and investor interest [1]. - The performance of these precious metals suggests a potential shift in investment strategies among market participants [1]. Group 2: Analyst Position - The analyst holds a beneficial long position in Gold, Silver, and related securities, indicating confidence in the continued performance of these assets [2].