Crypto Long & Short

What Crypto Must Do to Activate the Wealth Advisory Segment
Though it may seem contrary to the industry’s Do Your Own Research ethos that is particularly beloved by purists, successfully unlocking crypto access for high net worth investors and their advisors will propel the industry forward, says Binance’s Catherine Chen.

In Defense of the ‘MSTR Premium’
The premium given to the company’s massive bitcoin holdings will exist as long as investors believe it will continue to increase the amount of its bitcoin held per share.

A Smarter Way to Crypto Diversification?
Institutional investors are increasingly allocating to crypto, but the key question is whether to focus solely on bitcoin or diversify across multiple cryptocurrencies to optimize risk-adjusted returns and portfolio resilience.

Onboarding the Buy-Side to Blockchain Rails
The right systems and processes must be in place to properly tokenize the trillions of dollars worth of potential real-world assets, says Blue Water Financial Technologies’ Peter Gaffney.

The Opportunity in High Yield Crypto-Backed Loans
BTC-backed loans could be a great way for traditional finance institutions to engage with crypto at scale, says BlockFill’s Ari Pine.

Size Matters
Crypto mid-caps are struggling, offering investors less reward and more risk. CoinDesk Indice’s Andy Baehr wonders if a large-cap tilt in digital asset investing will deliver excess returns to investors.

Stablecoin Revolution: Challenging Risk-Free Rates With On-Chain Money Markets
DeFi’s base rate for lending stablecoins is a structural shift that challenges traditional finance by demonstrating the sustainability of high-yield, low-risk on-chain money markets, says Index Coop’s Crews Enochs.

The Great Accumulation: A Corporate Race for Bitcoin
Holding bitcoin on corporate balance sheets represents more than a trend — it's a transformation in how companies can create and preserve shareholder value, says Turp Capital's Brandon Turp.

Why DeFi Will Benefit From Trade Wars
In the short-term, the crypto market will be negatively impacted by increased volatility in global trade, says ML Tech’s Leo Mindyuk. But over time, crypto will be less impacted than traditional finance.

Bitcoin Market Projection for 2025
Despite potential near-term volatility and choppy price action, there is a strong bullish outlook for bitcoin in 2025, with projected highs reaching $150,000 or more, says Nathan Batchelor of Biyond Global.

