Institutional crypto activity — corporate treasuries, custody mandates, pension and endowment moves, and bank involvement.
ETH is grinding at a $1,500 line that traders are watching harder than any multi-year macro forecast, while corporate treasuries keep stacking despite the weak chart.
The two largest ETH treasury companies are funding an 'honest, neutral counterpart' to capital-markets incumbents, with Lubin joining as anchor backer alongside EthLabs.
The model's base case pins the next major leg to a November liquidity rotation, not a continued slide, and frames the current slump as setup rather than trend.
The framework routes stablecoin issuance through regulated bank subsidiaries rather than open crypto firms, a structural win for incumbents that redefines who gets to mint.
Circle controls roughly 25% of a $300B stablecoin market, but a Stripe- and Coinbase-backed rival with 140 participants now threatens the distribution moat CRCL built in its first seven years.
The treasury now exceeds the combined SOL holdings of the next three largest publicly traded Solana treasuries, a concentration move that positions Forward as the corporate proxy vehicle for SOL…
Wall Street bank maps the current drawdown against three prior BTC cycles and lands on late October as the historical analog for a low; the value-accrual filter on what comes next is the part…
The nonprofit arrives one day before major EF layoffs and weeks after co-executive director Hsiao-Wei Wang's resignation, positioning itself to fill the adoption-engineering gaps the foundation is…
France's second-largest bank enters a euro stablecoin market still dominated by Circle's EURC and SocGen's EURCV, just as 37 lenders line up their own Qivalis contender.
The bank is calling Morpho a dual-play on DeFi lending and onchain banking infrastructure, with a 37x DeFi expansion by 2030 underwriting the bid for roughly 33x upside on MORPHO.
A new independent non-profit lands with three anchor funders already attached, signalling that ETH's institutional push now has a dedicated vehicle rather than ad hoc alliances.
The bank scrapped its inflow forecasts entirely, modelling zero net ETF demand over the next 12 months as $4B in June outflows and stalled legislation remove the market's main institutional bid.
Ethereum Institutional launches with backing from BitMine, SharpLink and Joseph Lubin as the Ethereum Foundation narrows its focus to the core protocol, betting that a neutral front door wins the…
A new nonprofit with Joe Lubin on board pairs ETH's base-layer credibility with named institutional backers, signalling that onchain-finance infrastructure is now a coordinated industry push rather…
A $60 forecast from a top-tier bank is the rare TradFi-issued price target on a DeFi lending protocol, and a meaningful legitimizing signal for Morpho Vaults as the venue eyes deeper institutional…
Swartz's merchant-bank model pairs liquid yield strategies with active protocol incubation across Ethereum, Canton, Solana, and StarkNet, a structure the institutional RWA market has been missing.
The 140-company Open USD consortium, with Coinbase as a launch partner, looks like the first credible threat to USDC's distribution moat, and Circle still rates a $190 target.
Two analysts separately argue the easy AI trade is over, correlations are rising, and bitcoin's four-year cycle is still intact, with a $54K to $58K bottom on the table.
A 33x call from a bulge-bracket bank reframes Morpho from a niche lending protocol into the rail TradFi issuers are expected to use when they finally move balance sheets onchain.
Cathie Wood's flagship fund deployed capital into the very names June was punishing most: $44M into COIN, $25M into CRCL, $8.2M into BLSH, all while the three stocks bled 20-40%.
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