George C

Crypto | Trad-Fi

[1inch @1inch]

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[George C @CCCGeorg]

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[Ryan Hart @thisdudelikesAI]

🚨 BREAKING: AI can now build trading algorithms like Goldman Sachs' algorithmic trading desk (for free).

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[DEGEN NEWS @DegenerateNews]

BREAKING: @VitalikButerin DECLARES "THE ORIGINAL VISION OF L2S AND THEIR ROLE IN ETHEREUM NO LONGER MAKES SENSE, AND WE NEED A NEW PATH"

[George C @CCCGeorg]

Zcash team mass resignation.
Party is over.
Another wealth redistribution.

[George C @CCCGeorg]

8) In summary, institutional demands in crypto are expected to scale in 2026. As the asset class becomes more integrated with global finance, its performance will be resonated with macroeconomic sentiment and fundamental supply-demand dynamic.

[George C @CCCGeorg]

Positive catalysts in 2026
1) Macro environment favors
2) Bitcoin halving effect fades
3) ETF accelerates

Risks:
1) Long-tail DAT collapse
2) US equity pulled back
Majors will continue to rise, but few alts can outperform

[George C @CCCGeorg]

7) I would foresee majority of DATs will fail and, yes, these mercenary selloffs could heighten the short-term volatility of the crypto market, but these deleveraging process do not compromise the long-term adoption and value proposition of digital assets.

[George C @CCCGeorg]

6) Mercenaries refer to those DAT that try to copy Microstrategy’s success but with fragile corporate structures and shortsighted mindsets. These long-tail companies are more likely to suffer from financial distress and may be forced to sell their holdings to sustain operations.

[George C @CCCGeorg]

5) Missionary refers to example such as Strategy who possesses long-term vision of BTC.
The firm are structurally prepared to withstand market turbulence and will likely emerge as survivors from the cleanup.

[George C @CCCGeorg]

4) The decouple raised concerns that these companies represent systemic risk — or ticking bomb — to the crypto industry.
I like how Bitwise CIO Matt Hougan distinguishes the DAT between missionaries and mercenaries.

[George C @CCCGeorg]

3) Beyond ETFs, another proxy of institution is DAT that inject billions of inflow into major coins. However, these entities faced headwinds as interest stalled and major investor unlocks. The shares plunged to pre-adoption levels, trading at a significant discount to their NAV.

[George C @CCCGeorg]

2) The movement of assets into ETFs is not a fleeting trend but a non-linear growth to span over the 5-10 years.
Look into what happened when the first gold ETF SPDR came out. As shown in the chart, the GLD saw seven years consecutive inflows since launch with increasing scale.

[George C @CCCGeorg]

1) The Fed initiated the rate-cut cycle that’s typically a tailwind for risky assets. Timeline might be delayed due to sticky inflation but obviously we are not in tightening periods of 2018 or 2022.

[George C @CCCGeorg]

@clementality_ :0

[Arbitrum 中文区 (💙,🧡) @arbitrum_cn]

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[CESS Network @CESS_Storage]

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[OP Games @OPGames_]

There’s so many things happening right now at OP Games that I don’t want you all to lose track so here’s a thoughtful TLDR on what's going on

[George C @CCCGeorg]

@jeremyng777 RWA

[George C @CCCGeorg]

@VestExchange @JaneStreetGroup @SeliniCapital @ambergroup_io @QCPgroup @BigBrainVC @BlackRock @Citadel Amazing milestone