The corporate crypto treasury narrative is evolving from simple accumulation to a complex game of utility and yield, forcing a split between passive holders and the builders of a new financial infrastructure.

As the LSE and Capital Group go all-in on digital assets, internal crypto debates on Bitcoin’s purpose and AI’s role are intensifying, creating a split market.

As Wall Street eyes a Q4 Bitcoin allocation surge, a deep dive into the market’s maturation reveals a split between institutional-grade assets and risky altcoin treasuries.

Crypto markets are being reshaped by a dual institutional wave. Wall Street is building on-ramps via ETFs and tokenization, while corporations and nations are adopting Bitcoin and altcoins as strategic treasury reserves, setting a new course for the industry.

Analysis of the shifting corporate crypto strategy, where firms are diversifying treasuries into ETH, SOL, and DOGE while Bitcoin’s price is driven by derivatives.

Hyperliquid’s explosive growth is fueling the ‘Fat App’ thesis, challenging the long-held belief that value accrues to Layer 1s. Is the market shifting?

A major regulatory divergence is splitting the globe. The US SEC and Japan are embracing crypto with new frameworks, while the EU’s ‘Chat Control’ law threatens privacy, fueling a surge in decentralized ‘freedom tech.’