Category

Crypto

Feb 06
0

Daily Brief Crypto: Tech Talk: Crypto’s Watershed Year : 2025 Review and 2026 Outlook – 5 February 2026 and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Tech Talk: Crypto’s Watershed Year : 2025 Review and 2026 Outlook – 5 February 2026

Tech Talk: Crypto’s Watershed Year : 2025 Review and 2026 Outlook – 5 February 2026

By Water Tower Research

  • 2025 was a watershed year for the cryptocurrency industry, marked by a decisive shift from “regulation by enforcement” to a structured, legislative-first approach. 
  • The US dismantled long-standing regulatory bottlenecks through the landmark GENIUS Act, which established a federal framework for stablecoins under banking oversight, and the repeal of SAB 121, allowing major banks to custody digital assets.
  • Legislative progress via the CLARITY Act and FIT21 finally drew clear jurisdictional lines between the SEC and CFTC, providing the industry with much-needed legal certainty.

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Feb 04
0

Daily Brief Crypto: EDU Chain: New Growth Engine and more

By | Crypto, Daily Briefs

In today’s briefing:

  • EDU Chain: New Growth Engine

EDU Chain: New Growth Engine

By Animoca Brands Research

  • Tripartite Growth Engine: EDU Chain’s new growth engine utilizes a hybrid corporate-DeFi structure built on three synergistic pillars: the Public Company Partnership, Tokenized RWA Student Loan Financing, and Government-supported Initiatives.
  • Public Company Partnership: The public company (currently ANPA) serves as a source for strategic $EDU token purchases and channeling capital toward education, inclusion, and impact-driven initiatives in the EDU Chain ecosystem.
  • Trillion-Dollar Market, Differentiation, & Chain Activity: The Tokenized RWA business focuses on student loans, a market expected to grow to over US$6 trillion by 2030. This business operation, which also carries a strong ESG (Social) angle, drives activity on the EDU Chain.

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Jan 29
0

Daily Brief Crypto: Whale’s Market Outlook 2026: Crypto Majors and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Whale’s Market Outlook 2026: Crypto Majors, Perp DEXs, and Prediction Markets
  • The Evolution of the Multi-Asset Wealth Manager in the Digital Asset Era

Whale’s Market Outlook 2026: Crypto Majors, Perp DEXs, and Prediction Markets

By BloFin Research

  • In 2025, Bitcoin presents an apparent contradiction that has reignited debate around the validity of the 4-year cycle theory. Historically, the post-halving year has always seen strong positive returns.
  • In 2025, however, Bitcoin delivered a first-ever negative annual return in a post-halving year, breaking this long-standing belief. Yet, paradoxically, 2025 also saw Bitcoin reach a new all- time high, with the price peak occurring in Q4.
  • This is precisely in line with the prior cycle. In that sense, Bitcoin still followed the cycle, even though the path looked different from the past.

The Evolution of the Multi-Asset Wealth Manager in the Digital Asset Era

By Animoca Brands Research

  • Generational regime change: We are entering the largest intergenerational wealth transfer in history (US$83.5 trillion), creating a massive onboarding opportunity for wealth managers to capture “Next-Gen” clients who view digital assets as essential.
  • In the US, Gen-Z is now four times more likely to own crypto (42%) than traditional retirement accounts (11%). 
  • Challenges of traditional diversification: The 60/40 portfolio faces structural headwinds—driven by the positive correlation between stocks and bonds—forcing wealth managers to seek non-correlated returns. 

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Jan 28
0

Daily Brief Crypto: Whale’s Insight: Onchain Utility and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Whale’s Insight: Onchain Utility, Offchain Control

Whale’s Insight: Onchain Utility, Offchain Control

By BloFin Research

  • This week’s newsletter examines how tokenization is reshaping crypto, from institutions like
    the NYSE taking the lead in blockchain-based market infrastructure, to tokenized gold enabling new onchain use cases, and also discuss Ethereum’s activity surge linked to address-poisoning scam exposing persistent usability and security challenges.
  • The NYSE plans to launch a 24/7 blockchain-based platform for trading tokenized stocks and
    ETFs, signaling that regulated financial incumbents are increasingly leading tokenization
    efforts.
  • Gold’s historic rally has driven rapid growth in tokenized gold trading, with assets like XAUT
    and PAXG surpassing most gold ETFs in volume and increasingly being used in DeFi to
    generate yield.

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Jan 27
0

Daily Brief Crypto: 2026 | Jan 26 and more

By | Crypto, Daily Briefs

In today’s briefing:

  • 2026 | Jan 26, 2026

2026 | Jan 26, 2026

By Etherbridge

  • Coming in 2026, the crypto pendulum has swung firmly in the bulls’ favour.
  • Crypto is hated, dismissed, and back to being a contrarian asset class filled with uncertainty.
  • Prices, of course, continue to dictate sentiment, swinging opinion from ‘revolutionary technology’ to ‘nothing burger’. Humans gonna human.

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Jan 23
0

Daily Brief Crypto: Whale’s Tracking – Reassessment and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Whale’s Tracking – Reassessment

Whale’s Tracking – Reassessment

By BloFin Research

  • In this week’s global macro backdrop, investors are being forced to reassess the premium
    behind “American exceptionalism”.
  • With the Trump administration initiating a criminal investigation into Federal Reserve Chair Jerome Powell, and raising tariffs on several European countries in the context of the Greenland sovereignty dispute, USD-denominated and USD- settled markets are facing a clearer rise in institutional risk.
  • This risk is not simply about frequent policy headlines; it reflects a weakening in the predictability of the rules themselves.

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Jan 21
0

Daily Brief Crypto: Cryptocurrency Analysis: Bitcoin – December 5 and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Cryptocurrency Analysis: Bitcoin – December 5, 2025

Cryptocurrency Analysis: Bitcoin – December 5, 2025

By VRS (Valuation & Research Specialists)

  • According to Graph 1, during the period November 6th, 2025 – December 5th,2025, the price of Bitcoin exhibited an overall downward trajectory with intermittent fluctuations.
  • From the beginning of the period until December 1st, the digital asset followed a downtrend along with a consolidation pattern amid price volatility, after which a mild recovery attempt was observed toward the end of the period.
  • MA-10 and MA-20 lines started from different levels whereas during the period, the two indices converged and briefly crossed. 

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Jan 20
0

Daily Brief Crypto: Whale’s Digital Asset View: Bitcoin’s Cycle Position in 2026 and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Whale’s Digital Asset View: Bitcoin’s Cycle Position in 2026

Whale’s Digital Asset View: Bitcoin’s Cycle Position in 2026

By BloFin Research

  • 2025 both broke and echoed the four-year cycle: it delivered an unprecedented negative return in the post-halving year, yet still produced a late-2025 peak consistent with historical rhythm.
  • Under traditional cycle theory, 2026 is viewed as a major bear-market year, and while we believe the four-year cycle narrative remains relevant, its impact is likely to be more moderated than in past cycles.
  • In 2026, Institutional demand provides consistent bid in a market where long-term holders are distributing their coins to them. It remains unclear which force will ultimately dominate, and the most likely scenario is that this year is still a tug-of-war between accumulation and distribution.

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Jan 16
0

Daily Brief Crypto: Digital Assets Outlook 2026 Where We Are as an Industry & Where We Are Heading and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Digital Assets Outlook 2026 Where We Are as an Industry & Where We Are Heading

Digital Assets Outlook 2026 Where We Are as an Industry & Where We Are Heading

By Animoca Brands Research

  • The O2O year: Massive off-chain assets are moving on-chain while on-chain services increasingly permeate off-chain applications. 2026 will be the year that on-chain & off-chain quickly converge, and the boundary between on-chain and off-chain will soon disappear.
  • Perpification of everything: Perpetual futures, or Perps, have emerged as the star of digital asset trading. Following a year of everything tokenized, Perps are now poised to scale across every major asset class.
  • Crypto exchange vs. traditional brokers: Crypto exchanges are moving on-shore to provide universal asset coverage, while traditional brokers are expanding their offerings to include crypto and tokenized Real-World Assets.

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Jan 14
0

Daily Brief Crypto: Whale’s Tracking – Gold Over “Digital Gold” and more

By | Crypto, Daily Briefs

In today’s briefing:

  • Whale’s Tracking – Gold Over “Digital Gold”

Whale’s Tracking – Gold Over “Digital Gold”

By BloFin Research

  • The first week of 2026 offered investors a distinctly unromantic reminder: when the macro narrative shifts from “growth and inflation” to “institutional and governance risk”, performance is no longer about whose story sounds best, but about which assets look most independent under stress.
  • Gold and silver’s relative strength, alongside the relative weakness of BTC and ETH, captures that repricing. Hard assets are competing for an “independence premium”, while major cryptoassets are increasingly trading like high-volatility dollar risk.
  • This isn’t to argue that crypto has lost its long-term case. It’s that, in the current framework, the market is focused on three questions: What do you settle in? Who’s the marginal buyer?
    Which risk bucket do you sit in within a portfolio? 

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