The crypto industry is entering 2026 bruised and fatigued but according to Cardano founder Charles Hoskinson, it’s also quietly laying the groundwork for its next major evolution. Hoskinson is the CEO and founder of Input Output Group, the company behind the Cardano blockchain and a co-founder of the Ethereum blockchain. Speaking with The Wolf of All Streets and TheStreet Roundtable host Scott Melker, Hoskinson offered a blunt assessment of where crypto stands right now amid market crash, regulatory pres ...

Core Viewpoint - Grayscale's 2026 digital asset outlook report anticipates significant structural shifts in digital asset investing, driven by macro demand for alternative stores of value and improved regulatory clarity, marking the beginning of an institutional era in cryptocurrency [4][5][9]. Market Overview - Bitcoin is currently trading at approximately $87,000, while Ether is just below $3,000, and XRP has seen a slight decline to $186 [1][2]. - The cryptocurrency market is experiencing slight downturns, coinciding with declines in tech stocks, particularly affecting companies like Nvidia and Meta Platforms [2]. Regulatory Landscape - Grayscale emphasizes the importance of regulatory clarity for the growth of the cryptocurrency market, noting that comprehensive regulations are necessary to protect consumers and integrate blockchain technology into the mainstream financial system [8][10]. - The anticipated bipartisan market structure legislation in the U.S. is expected to provide clearer guidelines for various digital assets, potentially categorizing many as digital asset securities [15][21]. Investment Trends - The report suggests that the demand for alternative stores of value, driven by economic factors such as debt and fiat currency risks, will continue to attract new capital into the cryptocurrency market [6][18]. - Grayscale forecasts that Bitcoin may reach a new all-time high in the first half of 2026, supported by macroeconomic conditions and regulatory advancements [17][20]. Product Development - Grayscale expects an increase in the availability of crypto assets through exchange-traded products (ETPs) in 2026, facilitated by regulatory clarity from the SEC [23][25]. - The company has recently launched several ETPs, including those for Solana, XRP, and Dogecoin, and anticipates further product expansion with features like staking rewards [26][27]. Digital Asset Treasuries - Grayscale believes that digital asset treasuries will not significantly influence crypto markets in 2026, viewing them as relatively stable and less dynamic compared to previous years [28][30].

Bitcoin is increasingly correlated with equities, and strong risk-on sentiment improves BTC’s appeal. When stocks rally, capital flows into crypto. Post-ETF approval, Bitcoin's relationship with the S&P 500 tightened significantly. Citi's Bitcoin prediction assumes this correlation continues with equities grinding higher through 2026.Large ETF inflows create stable buying pressure that supports higher prices. Bitcoin spot ETFs launched in January 2024 and initially attracted tens of billions. Citi expects $ ...

Photo by BeInCrypto Canton’s CC token emerged as the top gainer in the crypto market on Christmas Eve, rising more than 25% in 24 hours despite thin holiday liquidity and broadly bearish sentiment. The rally pushed CC ahead of major assets and privacy coins. The move was not driven by retail hype or seasonal speculation. Instead, it reflected a growing institutional narrative around real-world asset (RWA) tokenization and regulatory clarity—two themes that have gained traction into year-end. Top Gainers ...

Key Takeaways Strategy expanded Bitcoin holdings to about 671,000 BTC in 2025, including a 10,645 BTC buy in mid-December.MSTR posted 26% BTC yield YTD and 116,555 BTC gains, with Bitcoin per share rising despite new equity.Regulatory clarity and a new S&P B- credit rating expand capital access, backing a 30% BTC yield for 2025.Strategy Inc. (MSTR) continues to deepen its identity as the world’s largest corporate Bitcoin holder, with 2025 marking a decisive acceleration in Bitcoin accretion. In 2025, the co ...

Core Insights - XRP exchange-traded funds (ETFs) have achieved 30 consecutive days of net inflows, marking the longest uninterrupted inflow streak among major crypto ETFs [1][4]. - This trend occurs amidst a broader market where Bitcoin and Ethereum products are experiencing outflows, highlighting XRP ETFs' unique position [2][5]. Inflows and Assets - Since the launch of the first U.S.-listed spot XRP ETF on November 13, 2025, it has not recorded any net outflows, accumulating approximately $975 million to $990 million in net inflows, resulting in total assets under management reaching around $1.18 billion [3][4]. - XRP ETFs are the only major crypto ETF category to maintain uninterrupted daily inflows during a period when Bitcoin ETFs faced weekly outflows exceeding $150 million [5]. Market Sentiment - Despite significant institutional demand for XRP ETFs, these inflows have not yet led to a sustained increase in XRP's spot price, indicating a potential long-term investment strategy rather than short-term speculation [6]. Regulatory Environment - The resolution of Ripple's legal battle with the U.S. SEC, which classified XRP as a non-security in secondary market trading, has been pivotal in facilitating institutional participation and paving the way for spot ETF approvals [8]. - The launch of XRP ETFs coincided with a market environment where investors were retreating from higher-risk assets, allowing XRP to benefit from a portfolio rotation towards assets with clearer regulatory clarity and distinct use cases [9].

RT Token Terminal 📊 (@tokenterminal)"This important federal regulatory milestone paves the way for DTC Participants and their clients to begin to tokenize select stocks, ETFs and fixed-income securities."Tokenized stocks are like stablecoins in 2020, but with regulatory clarity arriving much faster. https://t.co/PkQIYlJKFx ...

Summary of Coinbase Global FY Conference Call Company Overview - **Company**: Coinbase Global (NasdaqGS:COIN) - **Date**: December 10, 2025 - **Focus**: Cryptocurrency trading platform and services Key Points Market Volatility and Trading Activity - Recent trading activity in the crypto market has been volatile, influenced by macroeconomic factors such as tariffs announced by Trump, changes in Federal Reserve rates, and a poor price feed from a major exchange leading to significant liquidations [3][4] - The largest liquidation event in crypto history occurred, with $19 billion liquidated, primarily affecting non-U.S. exchanges [4] - Coinbase has seen positive net inflows into ETFs, indicating a potential stabilization in the market, with Bitcoin prices around $80,000 to $85,000 [5][6] Market Structure and Leverage - The U.S. has regulatory rules around leverage in contracts, but many non-regulated market participants operate with higher leverage, which can lead to market instability [7][8] - Coinbase maintains a conservative approach to leverage, with no significant losses reported in their credit book [10][11] Regulatory Environment - The regulatory landscape for crypto has shifted positively, with the Clarity for Payment Stablecoins Act passed, providing clearer rules for stablecoin issuance and usage [12][13] - The Clarity Act is expected to enhance market participation and innovation, potentially increasing competition for Coinbase [15][16] Business Development and Competition - Coinbase is actively pursuing acquisitions to enhance its capabilities, focusing on talent, products, and licenses [20][21] - The acquisition of Deribit, a leading options platform, aims to integrate options trading into Coinbase's offerings, enhancing capital efficiency for users [22][23] Institutional Offerings - Coinbase's institutional business has grown significantly, with over a third of the top 100 hedge funds as clients and an 80% market share in ETF custody [24][25] - The platform is positioned to serve new clients, including governments looking to acquire Bitcoin as a strategic reserve asset [27] USDC and Stablecoin Usage - Demand for USDC is growing among both retail and institutional clients, primarily used for liquidity and arbitrage across trading pairs [31][32] - Regulatory clarity has allowed Coinbase to offer rewards on stablecoin usage, differentiating it from traditional interest payments [34] Credit Card Launch - Coinbase has launched a credit card offering up to 4% Bitcoin back, aimed at customer acquisition and increasing engagement with the Coinbase One membership [35][36] Business Management Through Cycles - Coinbase has developed strong scenario planning and risk management strategies to navigate through crypto market cycles, ensuring operational efficiency and profitability [37][38] Additional Insights - The integration of options and futures trading is expected to enhance Coinbase's competitive position in the market [22][23] - The focus on regulatory clarity and institutional offerings positions Coinbase for growth as the crypto market matures [14][16][24]

A version of this story appeared in our The Guidance newsletter on December 8. Sign up here. Hey all, Liam here. On Sunday, Binance announced that its global business had received approval to operate in Abu Dhabi. The Financial Services Regulatory Authority of Abu Dhabi licensed three of the companies’ entities, Binance said in a statement. They are an exchange, a clearing house, and a broker-dealer — pretty much everything you’d need for spot and derivatives trading, custody, and over-the-counter servi ...

Are we getting close to the bottom here. What what signs are you looking for. >> Hey Julie, great to see you.Look, I think we are likely getting close. Um, you know, I think value has opened up in the space in a variety of ways. We are seeing stabilization in some of the uh things that have been driving the market.But crypto really has been weighed on by a shift in macroeconomic expectations, shift in expectations for uh the US policy outlook. Think a few months ago we had a booming US economy combined with ...