Fidelity Sees Key Crypto Catalysts Emerging For Q2 2026

Fidelity’s latest quarterly crypto livestream framed the second quarter of 2026 as a transition period for crypto assets, with the firm’s speakers pointing to a mix of macro, regulatory, and on-chain developments that could shape the next phase of the market. The discussion centered on bitcoin’s current consolidation, the growing role of stablecoins, and whether…

Hashdex Unveils Its Top 3 Crypto Predictions For 2026

Hashdex is out with its 2026 crypto investment outlook, and the vibe is pretty clear: stop treating crypto like a weird side-bet and start treating it like… an allocation. The firm’s CIO Samir Kerbage says “most investors” should be thinking in the 5–10% range, framing it as a pragmatic response to a messier macro regime…

Crypto Tanks After Fed Cut: Santiment Breaks Down The Trap

Crypto markets lurched lower after the Federal Reserve delivered exactly what everyone said they wanted: the third straight 25bps cut to close out 2025. Santiment’s latest deep dive makes a simple, slightly uncomfortable point: retail treated it as a green light, whales treated it as exit liquidity. Bitcoin shortly rallied to $94,044, Ether surged to…

Powell, The FOMC, And Crypto: The Message Everyone Missed

In a post on X on October 29, Quinn Thompson, CIO of Lekker Capital, argued that Jerome Powell’s post-FOMC messaging was less about macro uncertainty and more about pressure tactics aimed at the political apparatus — with direct consequences for crypto liquidity. Powell’s FOMC Comments Decoded Thompson wrote: “Powell appeared to be playing political games…

‘It’s All One Trade’ — Crypto Bull Run Isn’t Done, Says Dan Morehead

Pantera Capital founder and CEO Dan Morehead argues the core driver of this cycle remains the same “one trade” uniting macro and crypto: fiat debasement pushing capital into scarce, higher-beta assets. In a wide-ranging conversation with Real Vision’s Raoul Pal, the pair frame the current rally—and what comes next—through the lens of policy error, structural…