Fondostrat

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Fundstrat Global Advisors è una boutique di ricerca indipendente, fondata nel 2014. Fornisce strategie di mercato e ricerche di settore a un'ampia gamma di investitori, tra cui investitori istituzionali, consulenti patrimoniali, fondi pensione e individui con un elevato patrimonio netto.

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Digital assets posted a third consecutive quarter of losses in Q2 2026, the longest losing streak since the 2022 bear market, as institutional capital rotated into AI equities and Bitcoin ETFs recorded their largest quarterly outflow since launch. Our report examines what drove the divergence, where structural adoption continued regardless, and what Q3 signals to watch.

Perché è importante:

Digital assets posted a third consecutive quarter of losses in Q2 2026, the longest losing streak since the 2022 bear market, as institutional capital rotated into AI equities and Bitcoin ETFs recorded their largest quarterly outflow since launch. Our report examines what drove the divergence, where structural adoption continued regardless, and what Q3 signals to watch.