Inflows ran to US$11.1B from mid-July before stalling. The pause says more about three conflicting macro signals than about the case for digital assets.
Citywire
The state of Hybrid Finance 2026
One year of Token Terminal data shows RWA deposits tripling to $7.4B and spot volumes up 220%, even as DeFi contracted. Tokenised assets are no longer just issued.
Digital assets in 2026: four questions worth having an answer to
Four things are happening in digital assets that intermediaries should be able to speak to, whatever view they end up taking on the asset class itself.
Hike odds fell, long yields hit a 24-year high
Bitcoin consolidated as near-term hike expectations collapsed and the US 10-year touched 5.3%. The two moves pull advisors in different directions.
Hawkish Fed and CLARITY delay push bitcoin’s breakout further out
Two headwinds now cap bitcoin’s upside into year-end, and the pressure falls hardest on altcoins rather than on bitcoin itself.
Prediction markets are booming. Here’s the problem with buying in
Prediction market volume has gone from $4.51bn to $48.9bn a month in under a year. But the two biggest platforms can’t be bought. Here’s what advisers can actually access.
Sticky CPI caps Bitcoin, but the Treasury is the bigger story
Core inflation ran firmer than expected, removing the catalyst the market wanted. The more consequential signal sits in the Treasury market.
A split Fed, not a fading bid, is capping Bitcoin
Flows left and came straight back as Warsh and Waller pulled in opposite directions. The rate path, not client conviction, is setting the ceiling.
Hyperliquid, Solana: two networks cashing in on the prediction markets boom
You cannot buy shares in Kalshi or Polymarket. But you can get exposure to the prediction market sector: Hyperliquid and Solana offer an accessible route to this boom.
Bitcoin’s rally is a rates trade, not a crypto trade
A softer policy path and a splitting Treasury curve are doing the work, with positioning adding leverage. Advisers get their next reading from Jackson Hole.