Joining us uh right now with a look at crypto in the year ahead is uh Rob Hadock is the general partner Dragonfly cryptofocused investment firm. We've been talking about Bitcoin um and crypto all morning. Crypto's not had a great year at the moment.I don't know if you think we're in a crypto winter. I don't know where you think we go from here. >> Yeah.So, it hasn't had a great year, but I think it's important to zoom out, right. So if you look at the returns for Bitcoin relative to the day before the elect ...

Plus, Mackenzie Sagalas is [music] watching the volatility in crypto. Jar Jabosa is here with what is driving the moves in Uber and Lyft. Mac [music] to you first and crypto.>> Scott, Bitcoin and altcoins like XRP and Salana are in the red. Ether slipping below that 3K mark and Bitcoin trading under 89,000. It's about 30% off its October all-time high.Spot bitcoin ETFs still aren't offering much support. Institutional flows remain soft. And even with the Fed now cutting rates, risk appetite is cautious in t ...

Core Insights - 2025 is identified as an inflection and transformational year for digital assets, with significant changes in the regulatory landscape and institutional interest [1][2][3]. Regulatory Developments - The regulatory environment in the US has advanced, with regulators becoming more supportive of the digital asset industry, particularly for institutional participation [3][16]. - The establishment of clearer regulations is seen as a foundational block for future growth in the digital asset space [3][16]. Institutional Participation - There has been a rise in Exchange-Traded Funds (ETFs) in both Europe and the US, providing a new entry point for institutional investors [4][16]. - Corporate treasuries are increasingly adopting digital assets, further enhancing institutional entry points [5][16]. - Institutions are beginning to allocate a small percentage of their portfolios to crypto, starting with Bitcoin and gradually moving towards Ethereum and other assets [15][16]. Market Trends and Utility - The emergence of tokenized funds, tokenization of real-world assets, and stablecoins are identified as mega trends that will disrupt traditional payment systems [6][12]. - The narrative around Ethereum is shifting, with potential to be viewed as "digital oil," emphasizing its utility and yield potential [10][21]. Price Dynamics - Despite a volatile market, there is optimism about the long-term price potential of Ethereum, with projections suggesting it could reach $25,000 by 2028, contingent on institutional demand and market maturation [11][12][17]. - Current price actions are seen as misaligned with the underlying fundamentals, with expectations that prices will decouple from macroeconomic trends in 2026 [20][22].

Today, digital currencies trade lower as Wall Street continues its pivot from tech giants. And Swung of CFB benchmarks breaks down the current winners and losers in the crypto ETF space. Welcome to CBC's Crypto World.I'm Brandon Gomez. Crypto markets in the red this morning as Wall Street rethought investments in AI and chip names like Oracle and Broadcom. As of noon Eastern, Bitcoin ticked lower, trading shy of $87,000.Ether fell about 2.5% to $2,863 and Salana was trading at $124.88%. All right, let's jum ...

Core Insights - The discussion centers around the potential of Solana as a leading platform for tokenizing assets in the cryptocurrency space, particularly stocks and bonds, over the next 3 to 5 years [2][3][4] - Despite a recent downturn in the crypto market, Solana is viewed as a strong long-term investment due to its user-friendly technology and high transaction speed [4][6][8] - The upcoming regulatory clarity from the U.S. government is expected to further support the adoption of blockchain technologies like Solana [15][18] Group 1: Solana's Market Position - Solana has become a popular choice for tokenization due to its low cost and high transaction speed, capable of processing tens of thousands of transactions per second [3][6] - The platform is seen as a strong candidate for tokenizing publicly traded companies, with expectations of significant market share in this area [7][8] - Solana's utility is highlighted through examples such as stablecoins and the potential for faster securities transactions, which could reduce costs significantly [12][14] Group 2: Market Trends and Predictions - The cryptocurrency market is currently experiencing a correction, but there is optimism for recovery, particularly for Bitcoin and Solana, as the market adjusts to recent events [4][9][10] - Predictions suggest that if the Federal Reserve implements one to two rate cuts in the near future, it could lead to a buoyant market for cryptocurrencies by 2026 [10][28] - The overall sentiment is cautiously optimistic, with expectations of increased liquidity in the market driven by potential regulatory changes and economic strategies [27][28] Group 3: Broader Implications for Crypto - The integration of blockchain technology is expected to challenge traditional payment systems, offering more efficient transaction methods [11][18] - The discussion includes the potential for blockchain to coexist with traditional exchanges, enhancing transaction processes rather than replacing them [17][18] - The long-term outlook for Bitcoin remains positive, with expectations of significant price appreciation if it captures a larger market share compared to gold [20][21]

Today, Bitcoin and Ether are on the rise as investors look to fend off crypto's recent selling pressure. Binance announces a new co-CEO to lead alongside Richard Tang. And Coinbase's Paul Greywall is headed to DC to talk to lawmakers about crypto legislation.We sit down with him to hear what he wants to see in the Senate's market structure bill. Welcome to CNBC's Crypto World. I'm Brandon Gomez.Cryptocurrencies on the rise this morning. As of noon Eastern, Bitcoin rose 1 and a.5% to the $92,000 level. Ether ...

Market Overview - Bitcoin has dropped nearly 8% to around $84,000, marking its lowest level since April, while Ether has fallen over 10% and Solana's token has decreased by 11.5% [2][3] - Bitcoin and Ether are on track for their first negative year since 2022, driven by a broader risk-off sentiment and macroeconomic concerns, including uncertainty over potential US rate cuts [3] Company Strategies - Michael Sailor's strategy has formed a nearly $1.5 billion US dollar reserve to support dividend payments on preferred stock and interest on outstanding dividends [4] - The reserve was funded through common stock sales, with plans to maintain enough for at least 12 months of dividends and to expand it to cover two years or more [5] - The company has reduced its full-year profit and Bitcoin yield targets due to significant declines in Bitcoin's price [5][6] Regulatory Environment - The regulatory landscape is becoming more favorable for crypto, with indications of a pro-crypto approach from the current administration, which may lead to increased opportunities for innovation in the sector [16][17] New Product Launches - Kelshi has launched tokenized predictions on Solana and partnered with Coinbase custody to secure USDC on its platform, aiming to tap into the liquidity of crypto holders [8][9] - The prediction market platform is positioned as a next-generation regulated exchange, integrating traditional finance with decentralized finance [15][20] Market Dynamics - The liquidity model of Kelshi allows for seamless capital access, combining on-chain and off-chain liquidity without fragmentation, which is crucial for the success of prediction markets [19][20] - The company is exploring new offerings beyond tokenized assets, leveraging the evolving regulatory environment to enhance its product suite [15][26]

Core Insights - The current downturn in the crypto market is characterized by significant volatility, with historical patterns indicating multiple drawdowns of 30% to 50% during bull periods [2][12] - The Federal Reserve's monetary policy is a major factor influencing the crypto market, with a strong correlation between crypto prices and global liquidity [5][11] - Recent market activity has seen a rotation into higher quality assets like Bitcoin and Ethereum, while altcoins have experienced more severe declines [12][14] Market Dynamics - The crypto market is experiencing a liquidity shock, which is expected to resolve in a few months, similar to past events [20][22] - A significant deleveraging event occurred on October 10, resulting in approximately $19 billion in liquidations, leading to a rebalancing of portfolios [14][17] - The market is currently witnessing heightened volumes and volatility, particularly during holiday periods, which historically contribute to price movements [6][7] Investor Sentiment - Investors are closely monitoring the Federal Reserve's upcoming announcements, with an 87% chance of a rate cut in December being priced in [9][10] - The market is attempting to derisk ahead of the December meeting, with expectations for a gradual easing path from the Fed [11][21] - The current selloff has seen Ethereum, Solana, and XRP down more than 9%, while Bitcoin is down over 7% [23]

Welcome to Yahoo Finance's flagship show, Morning Brief, presented by Robin Hood, the home to commission free trading. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures kicking off December trading in the red. Equities are sliding with risk assets after the S&P 500 barely managed to eek out a seventh straight month of gains. Crypto in particular is under pressure this morning.Bitcoin falling below $86,000 per token, bringing momentum back to the selloff that ha ...

And it's now time for the 360 round. And for that, let's bring in our panel to discuss Bitcoin and its recent volatility. Andy Bear, head of product and research at Coinbase Indices, as well as Mike Dixon, head of research at Horizon.So Andy, we'll start off with you here. What do you really see as the biggest driver of some of the recent pullback. I mean, technical factors, macro headwinds, or just sentiment overall.>> Uh, part of us has to admit that we don't really know what it is, right. Uh, Bitcoin's b ...