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X @CoinDesk
CoinDesk· 2025-12-08 16:57
🗞️ Polymarket bettors see a 94% chance that the Fed cut rates in December.🗞️ President Trump's new National Security Strategy omits digital assets.🗞️ Binance secured full ADGM authorization, splitting into three regulated entities under the new brand "Nest".@JennSanasie hosts "CoinDesk Daily." ...
X @Watcher.Guru
Watcher.Guru· 2025-12-08 15:26
JUST IN: 🇦🇷 Argentina to allow banks to provide crypto services in 2026. ...
美SEC掌门人:全球金融上链,就在未来几年
3 6 Ke· 2025-12-08 09:30
计划下个月推出创新豁免,允许企业在可控范围内进行创新试验。 编者按:12 月 3 日,美国证券交易委员会主席 Paul Atkins 在纽交所接受了财经媒体 FOX 旗下 Mornings with Maria 栏目的专访。在采访之中, Atkins 向 FOX 记者 Maria Bartiromo 直言预计在未来几年内,整个美国金融市场可能都会迁移至链上。 自今年 4 月 22 日正式履任 SEC 主席以来,Paul Atkins 已多次就加密货币发布监管层面的利好吹风,并曾明确提及其任期内的核心优先事项是建 立合理的加密资产市场监管框架,为加密货币的发行、托管和交易制定清晰规则,同时持续遏制违法行径。(参考阅读《SEC新任主席首场 Crypto主题演讲,透露了哪些信号?》(https://www.odaily.news/zh-CN/post/5203605)、《SEC新主席连下多道"免死金牌",DeFi又一春要来了?》 (https://www.odaily.news/zh-CN/post/5204243)) 以下为 Atkins 采访内容的文字整体,由 Odaily 星球日报编译。 访谈实录 开场导语: ...
X @BSCN
BSCN· 2025-12-08 08:27
COMMENT: Atkins said the next phase of the market will emerge with digital assets, wider digitization, and tokenization.BSCN (@BSCNews):U.S. FINANCIAL SYSTEM COULD RUN ON BLOCKCHAIN BY 2027, SAYS SEC CHAIR- US SEC Chair Paul Atkins says the entire American financial market could move to blockchain within two years. He shared this in an interview with Fox Business.- Atkins said the next phase of the market https://t.co/s52OX3Wyfa ...
CoinShares 2026 Outlook: Digital Assets Move From Disruption to Integration
Prnewswire· 2025-12-08 07:00
Core Insights - The concept of 'hybrid finance' is emerging as blockchain technology integrates with traditional financial systems, creating a new infrastructure that neither sector could develop independently [2][3][9] - Major financial institutions, including BlackRock and J.P. Morgan, are actively participating in the blockchain space, indicating a shift from traditional finance being an observer to a builder on public blockchains [4][5] Hybrid Finance Development - Stablecoin transaction volumes are now comparable to those of Visa and Mastercard, with projections estimating a US$3 trillion market by 2030 [3] - Tokenised assets, particularly in private credit and US Treasuries, have more than doubled in 2025, showcasing significant growth in this sector [3] - AAVE, a decentralized finance (DeFi) lending protocol, has achieved liquidity levels comparable to the largest banks in the U.S. [3] Bitcoin's Mainstream Adoption - U.S. spot ETFs have attracted over US$90 billion, and corporate treasuries now hold over one million BTC across 190 public companies, nearly quadrupling in the last eighteen months [5] - The report anticipates further mainstreaming of Bitcoin in 2026, with major financial institutions opening Bitcoin ETF allocations and providing direct settlement services [6] Price Forecasts - CoinShares outlines three potential Bitcoin price scenarios for 2026: a soft landing could push prices beyond US$150,000, stable growth may see prices range between US$110,000 and US$140,000, while stagflation or recession could create near-term pressure [7] Platform Competition - Ethereum remains the dominant platform for hybrid finance, with US$13 billion in ETF net inflows, while Solana has increased its stablecoin supply from US$1.8 billion to US$12 billion since January 2024 [8] - Hyperliquid, a derivatives platform, has processed nearly US$3 trillion in cumulative volume, returning 99% of revenue to token holders [8] Regulatory Landscape - The EU's MiCA framework provides legal certainty for digital assets, while the U.S. GENIUS Act classifies payment stablecoins as non-securities, creating new demand for U.S. government debt [9][10] - Asia is adopting Basel-inspired standards, with Hong Kong finalizing crypto capital requirements effective January 2026 [10] Industry Transformation - Bitcoin miners are transitioning into diversified compute infrastructure providers, announcing US$65 billion in contracts with hyperscalers [11] - Prediction markets are gaining mainstream relevance, with Intercontinental Exchange investing up to US$2 billion in Polymarket, which is now seen as a reliable forecasting system [11]
X @BSCN
BSCN· 2025-12-08 04:26
U.S. FINANCIAL SYSTEM COULD RUN ON BLOCKCHAIN BY 2027, SAYS SEC CHAIR- US SEC Chair Paul Atkins says the entire American financial market could move to blockchain within two years. He shared this in an interview with Fox Business.- Atkins said the next phase of the market will arrive with digital assets, market digitization, and tokenization.- He expects major gains in transparency. He said risk management will improve as assets migrate to blockchain rails.- Tokenization turns stocks and other assets into t ...
Strive Urges MSCI to Scrap Proposal Excluding Major BTC Holders
Yahoo Finance· 2025-12-06 08:23
Core Viewpoint - Strive, a significant public holder of Bitcoin, is opposing MSCI's proposal to exclude companies with substantial digital-asset exposure from its global indexes, arguing it could hinder passive investors from accessing rapidly growing market segments [1][10]. Group 1: MSCI Proposal and Its Implications - MSCI's plan aims to exclude firms whose crypto holdings exceed 50% of total assets, which Strive warns could limit investor access to key growth sectors [3][10]. - JPMorgan analysts have indicated that the exclusion could lead to losses of up to $2.8 billion for Strategy, a Bitcoin treasury company included in the MSCI World Index [4][10]. Group 2: Role of Bitcoin-Focused Firms - Strive's CEO, Matt Cole, contends that large Bitcoin-focused firms are crucial for emerging industries like artificial intelligence, as they are retooling data centers for high-intensity compute workloads [5][10]. - Cole emphasizes that miners are uniquely positioned to meet the increasing power demands of AI, and that companies will continue to hold significant Bitcoin reserves even as AI revenue grows [6]. Group 3: Financial Products and Market Dynamics - There is a rising demand for Bitcoin-linked financial products, with firms like Strategy and Metaplanet providing equity-based access to Bitcoin performance without requiring direct asset ownership [7]. - Excluding treasury companies could create an uneven playing field for traditional financial institutions, as index-linked capital would become biased against Bitcoin-centric business models [8]. Group 4: Practicality of MSCI's 50% Rule - Strive challenges the practicality of MSCI's 50% threshold, arguing that linking index eligibility to a volatile asset could lead to companies frequently drifting in and out of benchmarks, increasing tracking errors for funds [9][10].
X @The Block
The Block· 2025-12-06 00:41
RT CryptoBizzle (@CryptoBizzle)MSCI is considering excluding any company from its indices whose digital-asset holdings make up 50% or more of its total assets.Strive is proposing a simple fix: Just offer a variant that excludes bitcoin treasury companies and let investors decide.https://t.co/8RbyWFGsyX ...