Market Trends & Investment Opportunities - Amundi 计划推出比特币 ETF，该公司是欧盟最大的资产管理公司，管理着 2.2 万亿美元的资产 [1] - CME 集团已推出受 CFTC 监管的 Solana 和 XRP 期权，目前已开始交易 [1] - House of Doge 计划通过与 Brag House 合并在纳斯达克上市，持有 8.37 亿枚 $DOGE 和 5000 万美元的资金 [1] - 中国 Renaissance 正在筹集 6 亿美元，与 YZi Labs 共同建立一个 $BNB 国库公司 [4] - 花旗计划于 2026 年推出其加密货币托管服务 [3] Regulatory & Geographic Developments - 迪拜公布了新的金融部门战略，将虚拟资产列为关键支柱，目标是使该部门增长到 GDP 的 3%，约合 130 亿阿联酋迪拉姆 [2] - 不丹成为第一个在以太坊上推出国家数字身份系统的国家 [3] DeFi & Blockchain Activity - Hyperliquid 在费用方面占据领先地位，产生超过 2000 万美元的费用，远超 BNB Chain 和 Ethereum [2] - BitMine Immersion 目前持有超过 303 万枚 $ETH，此前增持了 20.2 万枚 $ETH [4] - 预测平台 Kalshi 宣布与 Pyth Network 集成 [3]

Core Insights - Citi is set to launch a crypto custody service in 2026, reflecting the increasing involvement of mainstream financial institutions in the digital asset sector [1][2] - The custody service will allow Citi to hold digital coins and tokens for clients, targeting asset managers and other financial entities [2] - Major U.S. banks are showing heightened interest in digital assets, particularly after the SEC approved Bitcoin and Ethereum ETFs managed by prominent firms [3] Group 1 - Citi has been developing its custody service for digital assets over the past two to three years [1][2] - The upcoming service aims to provide a credible custody solution for asset managers and other clients [2] - Traditional banks are increasingly entering the digital asset space, indicating a shift in the financial landscape [2][3] Group 2 - Several major banks, including Citi, are exploring a stablecoin backed by a 1:1 reserve, signaling a collective interest in digital currencies [4] - The regulatory environment for crypto has seen fluctuations, with previous administrations being more cautious and sometimes hostile towards the industry [5]

Group 1 - BitGo has received approval from Germany's financial regulator, BaFin, to expand into regulated crypto trading, allowing it to offer over-the-counter trading and an electronic trading platform for thousands of digital assets and stablecoins [1] - The approval builds on BitGo's existing Markets in Crypto-Assets (MiCA) license obtained in May 2025, which now includes trading services alongside custody, staking, and transfer services [3] - The new trading capabilities are expected to reduce friction for European pension funds and asset managers entering the crypto market, enabling them to trade and settle within BitGo's regulated system while keeping assets secure in cold storage [4] Group 2 - BitGo has partnered with custody specialist Copper to create an expanded "in-custody" trading network aimed at onboarding major exchanges, allowing assets to be traded while held in a regulated custody environment [2] - Institutions can now source liquidity from market makers and exchanges through BitGo's platform, which integrates custody services with MiCA-compliant cold storage [3] - The company aims to provide deep liquidity and reliable execution with the assurance of regulatory oversight, addressing the needs of institutional clients [4]