🔥 BULLISH: 67% of institutional investors expect Bitcoin to reach $130K in the next 3–6 months, per Coinbase. https://t.co/g01ddFfEce ...

Market Trends & Bitcoin Performance - Bitcoin reached a new all-time high of approximately $125,700 [2], trading at $125,000 as of noon Eastern [2] - The cryptocurrency's previous record was at the $124,000 level, reached in August of this year [2] - Ether climbed around 3% as of midday and Salana rose nearly 2.5% to nearly $236 [2] - Major cryptocurrencies have been on the rise since Friday, supported by recent gains in US stocks and inflows in Bitcoin ETFs [3] - Historically, Q4 has shown median returns of about 50% for Bitcoin in the past 10 years [15] Company & Product Launches - Galaxy Digital launched a new trading platform called Galaxy 1, shares of Galaxy jumped about 7 and a half percent [4][6] - Grayscale announced staking for its Ether and Salana investment products, making it the first to offer staking through US-listed spot crypto ETPs [6] Market Analysis & Drivers - The rally is considered a broad-based rally rather than a speculative spike, with a positive macro backdrop [9] - Macro factors driving the rally include falling yields, improved liquidity, low volatility, and the Fed's easing cycle [10] - Over 60 corporations now hold Bitcoin in their treasuries [12][21] - Market is hopeful about the Fed cutting rates by five times by the end of 2026 [12] - Institutional participation legitimizes the asset class and decreases volatility [21]

Strategy Executive Chairman Michael Saylor said that as institutional investors accelerate entry, Bitcoin’s declining volatility may make it “boring” for thrill-seeking retail traders, but it marks a natural growth stage and a positive signal. He added that 2025–2035 will be a “digital gold rush” decade, with new business models and products emerging, alongside mistakes and wealth creation.https://t.co/BKHkqT9J0o ...

Institutional Investor Concerns - The report questions whether institutional investors are concerned about the long-term BTC security budget [1] - The report questions whether institutional investors understand the value proposition of Ethereum and proof of stake [1]

We operate an exchange and then we we operate a data business that also has coindesk media out there and a conference business and we just we wake up every day saying how can we service institutions throughout our organization. We have a over a thousand customers which is quite quite a number in in the crypto space which is which is still growing and you know it feels like this may be a good time for crypto cuz you see the Genius Act coming out of Congress the Clarity Act that came out of the house are prov ...

Company Overview & Strategy - Bakkt, a crypto trading platform, went public on the NYSE [1][2] - The company focuses on servicing institutional investors through its exchange and data business, including CoinDesk [4][5] - Bakkt allocated 6 million shares, over 20%, of its IPO to retail investors, recognizing their sophistication and potential as marginal price setters [16][17] Market Opportunity & Growth - The institutional wave in crypto has begun, driven by regulatory clarity like the GENIUS Act and Clarity Act [5][6] - The opportunity is described as "gigantic," potentially involving the tokenization of traditional assets like stocks, bonds, and real estate [8][12] - Foreign governments, like those in Europe and Hong Kong, are also bullish on the crypto space, with regulations like MiCA [15] Regulatory Landscape - Congress is pushing for regulatory clarity, urging the SEC, OCC, and CFTC to establish rules for crypto [14] - There's a belief that regulators are actively looking to promote blockchain technology due to its transparency, efficiency, and security [13] Potential Risks & Exuberance - The market's enthusiasm for crypto may be a moment of special exuberance, similar to Coinbase's IPO [10][11] - Despite the potential, the shift to tokenization of traditional assets is expected to happen slowly [12]

🔥 BULLISH: CryptoQuant analyst says the source of Bitcoin’s rally is not retail, but ongoing accumulation by institutional and large investors. https://t.co/dklAievIvK ...

Regulatory Environment & Institutional Adoption - The potential for a "stampede" of banks, institutional investors, and enterprises into the crypto space is anticipated due to evolving regulatory clarity, particularly in the US [2][3] - Institutional investors have been hesitant due to regulatory uncertainty, but are now showing increased interest in Bitcoin, Ether, and stablecoins [2] Ethereum & Ether's Potential - Ethereum is highlighted as the primary programmable ecosystem for stablecoins and tokenized real-world assets, with approximately 85% of off-chain assets being tokenized on its blockchain [5] - Ether is expected to experience significant demand as it fuels Ethereum transactions ("gas"), potentially surpassing Bitcoin in value over time [6][7] - Robinhood's plan to build a Layer 2 network on Ethereum, offering unique investment products, is expected to attract more users to the crypto ecosystem [6] Stablecoins & Payments - Stablecoin transactions reached an estimated $800 billion worldwide prior to recent legislation, representing a 100% increase year-over-year [8] - Institutional investors are expected to utilize stablecoins (dollar tokens) to purchase tokenized assets, transforming the payments ecosystem [9] - On-chain transactions on Ethereum are approaching a benchmark of costing about a penny and executing in under a second, contrasting with the traditional financial system's days and dollar costs [10]

We're joined by Bitwise CIO Matt Hogan and Hogan and Coin senior strategic adviser Emily Parker. Appreciate y'all's time. Um Matt, I'll start with you to apologize for the mispronunciation, but in all honesty, everyone's asking me.I don't know what the answer is. Why is Bitcoin shooting higher right now. Yeah, thanks for having me on.I think it's a really simple answer. There's unrelenting demand from corporations and institutional investors, and that's colliding with severely limited supply. You know, the ...

Market Trends - Institutional investors are monitoring the growth of the Ethereum economy [1]