The data tells two stories at once. Beneath the wave of forced selling and ETF outflows, long-term holders are doing what on-chain records from prior drawdowns consistently show at inflection points: accumulating.

Bitcoin is down roughly 36% from its all-time high, yet the historic playbook calling for 77% to 85% drawdowns may no longer apply. Has institutionalization through ETFs fundamentally changed Bitcoin's bear market anatomy, or does the floor only hold until macro conditions turn?

Several leading institutions have concluded that tokenized real-world assets represent the next structural layer of capital markets. The question is no longer which technology makes this possible, but which institutions control the rails it runs on.

A wave of crypto project shutdowns in 2026 is exposing something the bull market obscured: many token models were never built to survive stress. The question is not which projects ran out of luck, but which ones were structurally fragile from the start.

Markets were forced into a rapid repricing as crowded positioning, policy uncertainty, and thin liquidity collided, even without a true breakdown in underlying fundamentals.

A criminal probe into Jerome Powell has turned a long-running rate dispute into a high-stakes test of Federal Reserve independence.

Bitcoin climbed back above USD 94,000, as markets digested the U.S. capture of Venezuelan President Nicolas Maduro. What are the market implications of this geopolitical shakeup? 

This week, U.S. lawmakers are shaping the future of crypto. But, the real test lies in whether the monetary system can support the momentum. 

Despite muted price movement, Ethereum is entering a pivotal phase of growth. It has been advancing its fundamentals, deepening institutional adoption, and strengthening its technical foundation.

Institutional doors are finally swinging open for Solana, and last week showed just how fast that hinge can move. What all is taking place, and what milestones still lie ahead? 

The markets rebounded dramatically coming out of the weekend on news of a cease-fire in the Middle East. What does this mean going forward and what else is happening beneath the surface?

Congress is moving on crypto, and the GENIUS Act could reshape how stablecoins operate in the U.S.—but what does it really mean for regulation, innovation, and the future of digital dollars?

A successful listing, booming interest in stablecoins, and a potential wave of crypto IPOs could reshape how markets view digital finance. Here’s what Circle’s IPO means for crypto.

Crypto is no longer just being traded. It’s being accumulated, institutionalized, and enshrined on balance sheets around the world.

2024 was a remarkable year for the crypto market, defined by groundbreaking developments like Spot ETFs, U.S. rate cuts, and a pro-crypto political shift with Trump’s re-election. We believe we are in store for an even more transformative 2025.