RT Capital Markets (@capitalmarkets)At Breakpoint’s Allocator Day, one theme stood out: @Solana is top of mind for institutional allocators looking beyond passive exposure. From staking ETFs to tokenized credit markets, discussions centered on real product rails integrating with tradfi. Catch the recap video here👇 ...

Ethereum Upgrade & Technology - Fusaka upgrade, including peer data availability sampling (peer DAS), significantly improves Ethereum's scaling capabilities by reducing data download requirements for validators by approximately 875% (8x efficiency gain) [6][7][8][9] - Blob parameter only forks (BO) will gradually increase data space supply, potentially reducing layer 2 fees by 40% to 95%, making sub-cent transactions more common [9][10][11] - EIP7918 establishes a minimum price for blobs, ensuring Ethereum captures value as layer 2 solutions scale [13] Institutional Investment & Market Dynamics - Ethereum futures volume on the Chicago Mercantile Exchange (CME) has surpassed Bitcoin futures volume, indicating increased institutional activity and rotation into ETH [19] - Institutions are showing interest in Ethereum options, with implied volatility exceeding 60%, signaling potential price movement and opportunity [21] - Potential approval of staking ETFs in 2026 could attract significant institutional investment, positioning Ethereum as a "digital real estate" asset generating yield [26][27] Market Analysis & Price Targets - Ethereum/Bitcoin ratio is at a historical support level of around 0032, with technical indicators suggesting a potential bullish reversal [27][28] - Standard Chartered has revised its ETH price targets, projecting $75000 by the end of 2025 and $25000 per ETH by 2028 [30] - VanEck's base case for 2030 is $22000 per coin, representing approximately 600% upside from current levels [31] Risks & Competition - Fragmentation across layer 2 solutions creates user experience challenges, potentially lagging behind competitors like Solana [36] - Macroeconomic factors, including Federal Reserve meetings, recession fears, and Treasury yields, pose risks to Ethereum's price [37][38] - Regulatory uncertainties surrounding staking rewards and KYC requirements for validators could negatively impact the staking economy [39] - Solana poses a competitive threat with faster, cheaper transactions and a better user experience, potentially capturing market share if Ethereum fails to scale effectively [32][33]

Crypto Treasuries Are Fading—And Staking ETFs Will 'Eat Their Lunch': SOL Strategies CEO► https://t.co/D3XS4KNCcy https://t.co/D3XS4KNCcy ...

Staking ETFs Outlook - Staking ETFs are considered long-term bullish for the market [1] - Retail investors are expected to heavily invest in Staking ETFs once the Employee Ownership (EO) on diversification of 401(k)s becomes effective [1] Bitwise Solana ETF - Bitwise has updated its Solana ETF filing to include "Staking" in the name [1] - The fee for the Bitwise Solana ETF will be 020% [1]

🚨JUST IN: WALL STREET LAUNCHES FIRST STAKING ETFS AS @GRAYSCALE INTRODUCES STAKING FOR $ETH AND $SOL PRODUCTS ~ ELEANOR TERRETT ...

RT BSCN (@BSCNews)🤯 ARE $CORE-POWERED STAKING ETFS ON THE WAY? - Is the launch of the first @Coredao_Org-powered ETP just a precursor for something much much bigger...? ⬇️ https://t.co/PB1PpFGglk ...

RT BSCN (@BSCNews)🤯 ARE $CORE-POWERED STAKING ETFS ON THE WAY? - Is the launch of the first @Coredao_Org-powered ETP just a precursor for something much much bigger...? ⬇️ https://t.co/PB1PpFGglk ...

Cryptocurrency & ETFs - The launch of the first Coredao-powered ETP may indicate a trend towards more CORE-powered staking ETFs [1]

reminder that staking ETFs, stablecoins, and DeFi on Solana are all about to violently heat upa trillion is not unreasonable ...

Market Trends & Opportunities - Crypto market expected to print millionaires in the next 3 months [1][29] - Liquidity is returning to the market due to anticipated rate cuts, benefiting assets like Bitcoin, Ethereum, Solana, Chainlink, and Cardano [3] - Altcoin season has started, with expectations of significant gains [4][5] - Generic ETF listing standards approved, paving the way for spot crypto ETFs for assets like Dogecoin and XRP [6][7] - Staking ETFs are anticipated next, potentially attracting $7 trillion (万亿) from money market funds into Ethereum and crypto due to yield opportunities [9] - Tokenized equities are seen as a major shift in traditional finance [24] Regulatory Landscape - The Clarity Act aims to regulate crypto by defining when it is a commodity or security [14] - The US Congress is focused on passing the Clarity Act to make America the crypto capital of the world [16] - The Clarity Act received strong bipartisan support in the House [17] Institutional Adoption - Bitcoin and crypto are being integrated into banks and traditional finance, laying the groundwork for a financial reset [25] - Public companies and Wall Street are increasingly adopting Bitcoin, Ethereum, and Solana [11] - Large financial organizations are recognizing the trillions of dollars of opportunities in crypto [27] Technical Analysis & Metrics - Bitcoin is near a new all-time high, while Ethereum is close to its 2021 high [4] - Bitcoin inflows to accumulation addresses are at their second-largest in 2025 [20] - Bitcoin illiquid supply reaches a new all-time high [21]