Institutional Investors
Crypto Long & Short: What about the American consumer?
In this week's Crypto Long & Short, Alex Tapscott on the stalling of the CLARITY Act and how it's impacting the average American consumer. Then, Aisha Hunt writes that crypto will grow by upgrading Wall Street’s trusted products rather than replacing them.
Crypto Long & Short: How the GENIUS Act repriced bitcoin's monetary premium
In this week's Crypto Long & Short, Ravi Tanuku on why the GENIUS Act didn't just regulate stablecoins, it repriced Bitcoin's monetary premium. Then, Jesper Johansen on why looped ETH staking no longer needs a lending market.
Crypto Long & Short: Bitcoin-backed loans belong in the cost-of-capital conversation
In this week’s Crypto Long & Short Newsletter, Alec Beckman on why BTC-backed lending is not a crypto story, but a capital efficiency story. Then, Serena Sebastiani on how stablecoins aren’t a crypto product; they’re becoming the settlement infrastructure global finance forgot.
Crypto Long & Short: Bitcoin vs. gold: 26% relative undervaluation
In this week’s Crypto Long & Short Newsletter, Dovile Silenskyte provides an alternative to the “bitcoin as a risk asset” narrative. Then, Joshua de Vos shares insights and analysis on global exchanges.
Crypto Long & Short: In quiet crypto markets, yield is the trade
In this week’s Crypto Long & Short Newsletter, Maxime Seiler notes that weak crypto prices mask adoption, making yield strategies the main trade. Then, Kavita Maharaj‑Alexander writes on crypto’s next phase being driven by proving compliance in practice, elevating the infrastructure providers that enable it.
Crypto Long & Short: Guide, deliver, repeat: the hidden driver of token performance
In this week’s Crypto Long & Short Newsletter, Jordan Brewer writes on the missing piece in token markets: institutional-grade investor relations. Then, Martin Burgherr breaks down how crypto markets are maturing, becoming more efficient and lower risk for institutions.
Mezo unveils institutional bitcoin yield vaults as demand grows to put idle BTC to work
A new product from Mezo, backed by Anchorage Digital and seeded by Bullish, highlights a broader shift as institutions seek yield on bitcoin without sacrificing custody or control.
As the bitcoin price rises, futures may look bearish, but they're not, analyst says
Research firm 10x says the negative funding rates reflect structural hedging by institutions, not a broad bearish play.
Crypto Long & Short: Protecting the people building DeFi infrastructure
In this week’s Crypto Long & Short Newsletter, Jennifer Rosenthal writes on the need to protect the people actually building DeFi infrastructure. Then, Alexis Sirkia comments on how Ethereum's L2 strategy is failing due to a fundamental design flaw.
Nomura study says 65% of institutional investors see crypto as a vital portfolio diversifier
A new survey from Nomura and Laser Digital shows improving sentiment among institutional investors, as regulatory clarity and new products drive deeper engagement with digital assets.
