Crypto
Cryptocurrencies, blockchains, exchanges, stablecoins, DeFi, crypto regulation and crypto markets.
JP Morgan adds Bitcoin to long-term forecasts, predicts 10% annual return
JP Morgan projects a 10% annual return for Bitcoin over the next decade, exceeding expected returns for stocks, bonds, or gold. The bank excluded the asset from standard portfolios due to high volatility.
Crypto protocols pay out $2 billion to holders amid supply discipline
Crypto protocols distributed nearly $2 billion to token holders last year as new supply hit record lows. Analysts argue this shift toward capital discipline is making the asset class more attractive to institutional investors.
Tokenization and agentic finance drive new crypto demand drivers
Tokenized real-world assets and stablecoins are reducing cyclicality in crypto markets, according to analysts. Jamie Coutts identifies agentic finance as a major growth story for 2027, driven by protocols like Cloudflare's X402.
JP Morgan moves JPM Coin to Ethereum mainnet
JP Morgan has deployed its tokenized deposit coin on Ethereum's mainnet, marking a shift from private and layer-2 networks to a public chain. The move signals growing institutional confidence in public blockchain infrastructure for real-money flows.
Ethereum Institutional appoints US head to drive bank adoption
The nonprofit Ethereum Institutional has appointed David Duong as its head of US to engage financial institutions. The organization aims to provide a neutral counterpart for banks evaluating Ethereum for tokenization and stablecoins.
Stablecoin market expected to reach $3 trillion by 2030
Spark CEO Sam McPherson forecasts the stablecoin market will grow from $300 billion to $3 trillion by 2030, driven by institutional adoption and new regulations. He argues that stablecoins are the primary driver of institutional entry into crypto.
Spark avoids KelpDAO exploit losses through early collateral de-risking
Spark avoided losses from the April 2026 KelpDAO exploit by removing RSEth collateral in January. The protocol's conservative risk management strategy prioritizes balance sheet durability over growth.
Cheap on-chain borrowing key to tokenized equity adoption
Tokenized treasuries are currently 3.5 times larger than tokenized stocks, according to Cetrini Research. Spark CEO Sam McPherson argues that competitive lending rates, not regulatory clarity, are the critical bottleneck for equity adoption.
JPMorgan brings JPM coin to Ethereum as Schwab expands crypto access
JPMorgan announced its JPM coin will launch on Ethereum, while Charles Schwab enabled Bitcoin and Ethereum trading for its 40 million users. These moves signal a continued shift by major financial institutions toward public blockchain infrastructure.
Paper Trade offers 1000x leverage with house-backed trading
Paper Trade launched a perpetual futures platform where the house takes the opposite side of every trade, offering 1000x leverage. The platform generated over $40 million in profit in its first week, but users reported significant execution delays.
Fragmentation drives down average meme coin market caps
The meme coin sector is fragmenting across multiple ecosystems, leading to a decline in average market capitalizations. This structural shift suggests the era of massive organic valuations is ending in favor of short-term trading vehicles.
Circle launches ARK blockchain with permissioned validators
Circle has deployed its ARK network, a permissioned blockchain designed for institutional financial contracts and AI-driven agents. The launch integrates with Circle's cross-chain transfer protocol to support deterministic settlement and broad interoperability.
Ondo Finance launches BlackRock-powered tokenized portfolios
Ondo Finance introduced Ondo Intelligent Portfolios, offering seven curated investment strategies as on-chain tokens. Three of these portfolios are powered by BlackRock, allowing users to access professional asset allocation with USDC deposits.
Ondo Finance crosses $4 billion in total value locked
Ondo Finance has surpassed $4 billion in total value locked, maintaining its lead in tokenized treasuries. The company's Ondo Stocks platform reached $1 billion in TVL in under eight months, outpacing the growth trajectory of stablecoins.
Bitcoin ranges near $83,000 as inflation fears weigh on sentiment
Bitcoin is trading between $82,000 and $83,000, up over 40% from July lows, but faces headwinds from a hot inflation report and stagnant ETF flows. Analysts expect the asset to range between $78,000 and $85,000 until macro conditions clarify, with $81,000 identified as a key support level.
Coinbase and Aave integrate tokenized stocks to drive DeFi growth
Tokenized equities are emerging as a primary catalyst for DeFi adoption, with Coinbase reporting volumes between $2 billion and $3 billion across seven to nine stocks. Aave has enabled users to take out loans against these holdings, offering a product that grants beneficial ownership and voting rights.
Stablecoin market stagnates at $303 billion despite efficiency advantages
The total stablecoin market capitalization has remained flat at $303 billion for a full year, from October 2025 to October 2026, despite cost and speed advantages in cross-border payments. Analysts attribute this stagnation to the lack of a compelling yield incentive for non-crypto users and the inertia of existing payment providers.
Lighter faces token unlock overhang while Hyperliquid maintains market position
Lighter’s price has dipped to around $3.50 due to a significant token unlock scheduled for January 2027, which will release approximately $50 million worth of tokens per month. In contrast, Hyperliquid, with a market cap of $25 billion, is seen as a consensus buy with strong tokenomics and revenue.
Corgi launches MANGO ETF using swaps for private AI firm exposure
Corgi launched the MANGO ETF, which invests in Meta, Anthropic, Nvidia, Google, OpenAI, and SpaceX, using swaps to gain exposure to private firms. The structure is necessary because perpetual futures on non-public companies are banned in the US, though critics argue it reduces capital these firms can raise directly.
Franklin Templeton launches active crypto management division
Franklin Templeton has established a new crypto division led by Chris Perkins to serve institutional clients. The move follows the acquisition of a crypto firm and aims to address the operational complexities of 24-7 digital asset markets.
Tokenization could release tens of billions in collateral capital
Tokenized assets could free up tens of billions of dollars in collateral capital by enabling real-time settlement. This efficiency gain stems from reduced margin requirements compared to traditional settlement delays.
Bitcoin holds $81,000 support as bulls defend range
Bitcoin is consolidating in a tight range after testing $81,000 support twice in the past week. Analysts view the current structure as bullish, with a potential breakout to $90,000 expected once macro uncertainties clear.
Near Protocol gains traction with AI agent interoperability
Near Protocol is consolidating around $5.00 as its 'Intents' feature positions it for AI agent adoption. Bitwise launched a Near ETF two weeks ago, with analysts projecting significant upside if the chain achieves market cap parity with Ethereum.
Debate continues over hash-based versus lattice-based signatures
The blockchain community remains divided on post-quantum migration strategies, with hash-based and lattice-based signatures each offering distinct security and functional trade-offs. Cryptographer Dan Boneh favors lattice-based schemes for their richer algebraic properties.