Sovereign wealth funds quietly warm to digital assets
A new Block Research deep dive surveys how SWFs are sizing crypto, what they are actually allocating to, and why the pace of adoption hinges on mandate rewrites rather than conviction.
Institutional crypto activity — corporate treasuries, custody mandates, pension and endowment moves, and bank involvement.
A new Block Research deep dive surveys how SWFs are sizing crypto, what they are actually allocating to, and why the pace of adoption hinges on mandate rewrites rather than conviction.
The XAU/BTC chart's flattening slope is the read, not the dollar drawdown: Brandt's call frames gold's 2026 outperformance as the start of a fresh macro cycle, not a bear-market bounce.
The exchange kept withdrawals open for roughly 2 million French users but stopped spot and margin. $1.6B in net outflows over the past month shows where the retail book already went.
The fourfold jump in lease commitments, not the gross figure, is the real signal: hyperscaler AI infrastructure spending is now locked in for a decade, not a quarter.
Buying equities for crypto exposure delivers either amplified Bitcoin swings or a second layer of company-specific risk.
Standard Chartered and BNY are now minting and custodying USDC, while European lenders race to launch a euro alternative before dollar-backed tokens anchor the next settlement layer.
MicroStrategy's executive chairman posted a fresh 'Digital Energy' hint, the same framing that has preceded several prior BTC adds since Strategy became the largest corporate holder.
Roughly $84T flows to heirs over twenty years, and receiving cohorts already own crypto at three to fourteen times their parents' allocation; 2% of that migration alone would inject $2.2T of demand.
The executive chairman of the world's largest corporate BTC holder is reframing the four-year cycle as a relic, with ETFs, sovereign treasuries, and bank credit now anchoring demand.
The Binance founder told CoinDesk he cannot predict whether a future administration would subpoena him, but argued the industry has crossed a point of no return regardless of who holds office.
Analysts at the $4.7T bank say the same entity driving the most aggressive BTC accumulation on record could, under margin stress, flip from net buyer to forced seller.
The MicroStrategy chair frames rules enforcement as the feature, not the friction, that keeps Bitcoin's settlement layer intact.
The stake lines up OKX's matching, custody and wallet stack with a regulated Korean venue, a structural step for both sides in a market that has been largely walled off from global crypto…
A single chartist's portfolio call, not a regime shift, but the framing matters: the trader who called the 2018 BTC top is publicly weighing whether Bitcoin still has more upside than gold from here.
The Thursday inflow was the headline, but eight straight losing weeks is a record streak the spot bitcoin complex has never seen, and IBIT's 11-day outflow run signals the institutional bid is still…
He is long $BTC and not selling, but says the $300B rotating out of alts has to wash through before any real bid, and is willing to bet $100K that $50 prints before $100.
Thomas Sy, head of multi-asset solutions at the $807B asset manager, argues blockchain's biggest institutional win is letting managers tailor portfolios to individual investors at scale, a use case…
The size of the grant, roughly 5% of outstanding shares for two executives at a loss-making miner, lands as the more controversial figure than the dollar number alone.
Two asset managers read the same weakness two different ways: Hashdex frames it as a flow story with structural tailwinds intact, Schwab reads it as a familiar post-halving grind that historically…
The Hiroshima-area build is the largest single foreign chip capex announcement in Japan this year and a direct bet that HBM demand outruns the current cycle into 2027.