đïž The Institutional Takeover: Cryptoâs 2026 Reset is Here
âFrom the halls of the Senate to the floor of the NYSE, the "Wild West" era is officially ending. As Bitcoin holders face a reality check, the infrastructure for the next supercycle is being bolted into place.
â1. The IPO & ETF Explosion
âThe market is maturing at breakneck speed. BitGo has officially debuted on the NYSE, while Ledger and CertiK prepare to follow. Wall Streetâs appetite is broadening: Dogecoin now has its own ETF, and Grayscale is moving to bring BNB into the spot ETF fold.
â2. Regulatory Guardrails & State Moves
âWashington is tightening the leash with new Senate ethics amendments for crypto bills. Meanwhile, Kansas is following the "Strategic Reserve" trend, advancing a proposal to hold Bitcoin at the state level. In Europe, Binance is securing its future by applying for MiCA licensing via Greece.
â3. On-Chain Cooling vs. The "Supercycle"
âDespite the hype, CryptoQuant reports that Bitcoin holders are currently realizing net lossesâa bearish signal last seen in the 2021â22 cycle. However, a newly vocal CZ remains optimistic, citing the "Trump effect" and a potential liquidity-driven supercycle on the horizon.
â4. Banking & Social Reboots
âRevolut is ditching merger plans to build its own "de novo" bank from scratch.
âUBS is finally opening crypto trading to its elite private wealth clients.
âFarcaster is pulling a "reverse-exit," returning $180M to VCs to focus on sustainable, independent growth.
