Stablecoins: Citi, Goldman and BofA join G7 bank push
21 global banks and asset managers are building a USD coin under GENIUS and MiCA, then EUR. USDT and USDC's combined 80%+ share is about to face its first institutional challenger.
Institutional crypto activity — corporate treasuries, custody mandates, pension and endowment moves, and bank involvement.
21 global banks and asset managers are building a USD coin under GENIUS and MiCA, then EUR. USDT and USDC's combined 80%+ share is about to face its first institutional challenger.
MSTR holds 86.9% of the $27.55B affected float in MSCI's proposed non-operating screen. Strategy is using MSCI's 2022 SEC neutrality defense to argue the methodology forces asset-quality judgment…
The $3.5B print keeps the institutional demand-side story intact and confirms ETF wrappers continue absorbing a meaningful slice of monthly BTC supply at scale.
What separates this from a typical inflow wave is the buyer mix: Q2 13F filings show investment advisers, not hedge funds, driving the bulk of demand, with Goldman Sachs anchoring at $87.4M.
Beyond one company's timing, the delay underscores how the post-Circle crypto IPO pipeline has stalled, with private majors now choosing to wait rather than price into a soft tape.
The reverse split is authorized but unused, leaving the board's hand forced if Nasdaq grants a second cure window: the only remaining lever to clear the $1 bid rule is exactly what shareholders…
Two instruments now read expansion; Treasury bent on growth, not austerity, and one print from clearing the bar. If the cycle holds, crypto catches its bid late.
IBIT has been the structural bid keeping spot BTC ETF flows positive for most of the past year. A $236M outflow day from the heavyweight rewrites the institutional-demand narrative.
Back's stake could climb to 27.8% if all warrants exercise, signaling multi-year conviction in Europe's listed BTC treasury play rather than a one-off bid.
The 23% surge cooled, but August's 52,152 BTC ETP inflow and Strategy's $369.7M buy suggest institutional demand is absorbing the macro pressure breaking bonds and equities in lockstep.
Shares dropped 5% in Tokyo despite a ¥117.8M realized gain on the altcoin exit, with investors pricing the loss of rotation optionality over the locked-in profit.
The 7,000 BTC sold was less than 1% of Strategy's 845,050 BTC holdings, but MSTR fell 6.1% on Tuesday as investors read the timing as a capital-markets tell rather than a routine treasury rotation.
Newer altcoin-tracking treasury vehicles like CYPH (+142%) and PURR (+62%) are running circles around Strategy's 30%, suggesting the next leg of the trade is moving past bitcoin exposure into…
The +25% close caps a summer of ETF inflows and institutional re-engagement, marking the third double-digit monthly gain of 2025 and echoing the post-election momentum that defined November 2024.
With a bipartisan bench of ~50 primary winners and $122M on hand, crypto's biggest super PAC is now positioning to swing the votes that decide the Digital Asset Market Clarity Act's fate.
A failed cloture vote keeps market structure as crypto's dominant fight into the midterms; a successful one unlocks the statutory durability multi-year capital bets require.
The stock is down 76% in 2026 while management unwinds 830 BTC of its treasury to bankroll a 20 MW AI contract that could pay $1.2B over two decades.
Regulated transfer agents keep the gatekeeper role, but the underlying ledger can now run on a public chain, formalizing the path $4B-AUM firms like Securitize have already been pushing.
A confirmed Senate floor date for the CLARITY Act would mark the most significant advance in US crypto market-structure legislation in years, giving exchanges, issuers, and institutional desks a…
Phong Le's no-sell stance lands as Iran strikes push Brent above $95 and Fed rate-hike odds jump to 60%. Lynn Alden frames Bitcoin as maturing between early-BTC and gold.