.@cryptodotnews' @DavidMarsanic reports on "CIO View – Is this the final chapter of the current cycle?" by Fabian Dori, Sygnum Chief Investment Officer, and how macro shocks, not fundamentals, drove the crypto market crash.
"In his latest briefing, Dori explained that the sharp liquidation wave that hit the crypto markets was driven by macro shocks, not by underlying fundamentals. These shocks included the White House announcement of 100% tariffs on China, uncertainty over the government shutdown, and a lower likelihood of rate cuts," @DavidMarsanic writes.
"Dori says: 'The shift in narrative was triggered less by fundamentals and more by a sudden re-pricing of risks at a time when investors were already debating whether the Four-Year Cycle had peaked.'"
▪️ Read the article "Crypto market crash does not mean the cycle is over: Sygnum" here: https://t.co/pGo2wx6lUb
▪️ Read Fabian Dori's "CIO View – Is this the final chapter of the current cycle?" here: https://t.co/axu5p7iRkg
#crypto #bitcoin
Disclaimer: https://t.co/yZRKp8JvkP
Brilliant conversation between @WillPapper and @DavidMarsanic on the scaling trilemma that still haunts DeFi.
The uncomfortable truth they're highlighting: most scaling solutions optimize for one metric - throughput, finality, cost - while sacrificing the decentralization and transparency that make DeFi worth building on in the first place.
What @Syndicate is doing differently caught my attention. They're not chasing raw TPS numbers. Instead, they're making sequencing programmable - turning what's typically a black box into a transparent, customizable layer where developers control ordering logic, fee distribution, and value flow. That's the kind of horizontal scaling that actually preserves DeFi's core principles.
The real bottleneck isn't technology anymore. It's rethinking architecture so efficiency doesn't come at the cost of the values that attracted us to decentralized finance in the first place.
This is the conversation crypto needs more of - grounded technical analysis without the marketing gloss. Props to Crypto News for diving deep into the hard problems.
Really enjoyed chatting with @DavidMarsanic for @cryptodotnews about why DeFi doesn't scale + how horizontal scaling can solve it
We talked about scaling, the impacts of institutional crypto adoption, and the cycles of centralization + decentralization
https://t.co/H3m7O3rR7N
@HumbleFlow This building (Braunfels Castle) is reconstructed in the gothic revival style during the 19th century, long after capitalism became the dominant mode of production in Europe.
https://t.co/WPDhqfwwjw
.@cryptodotnews' @DavidMarsanic reports on Sygnum's Q4 2025 Quarterly investment outlook, which sees crypto markets under macro pressure but highlights Ethereum’s strong positioning for a potential altcoin rally.
"According to the report, just two weeks ago, traders were calling for the altcoin season. Ethereum (ETH) and Solana (SOL) were surging, while Bitcoin dominance falling 12%, all signs of an altcoin rotation. However, when Donald Trump reignited the tariff war, overleveraged altcoin positions began sinking," @DavidMarsanic writes.
"'The disappointing response to the Fed’s recent rate cut announcement further cut hopes of the highly-anticipated altseason short,' Sygnum wrote, adding that the pattern of past crypto market cycles indicates we may be approaching the cycle top."
▪️ Read the article "There’s still time for an altcoin rally in 2025: Sygnum" here: https://t.co/NKX321NHW2
▪️ Download Sygnum's Q4 2025 Quarterly investment outlook here: https://t.co/9jnZhIC08G
#crypto #digitalassets
Disclaimer: https://t.co/yZRKp8JvkP
.@cryptodotnews' @DavidMarsanic spoke with Fabian Dori, Sygnum Chief Investment Officer, about the UK’s approval of Bitcoin ETPs for retail investors, which he says "marks growing institutional acceptance of Bitcoin as a legitimate asset class." https://t.co/W4QIGosy2i
"The executive at the first regulated digital asset bank told https://t.co/CEpoI4dEym that the regulators are increasingly under pressure to open up opportunities for investment," @DavidMarsanic writes.
“That both traditional managers (e.g., BlackRock) and crypto-native issuers (e.g., 21Shares) are among the first sponsors marks a clear policy inflection, while the FCA maintains control regarding the rollout via clear requirements,” Fabian Dori told @DavidMarsanic.
Read the article "Global Bitcoin ETPs are just starting: Sygnum Bank" here: https://t.co/W4QIGosy2i
#crypto #bitcoin
Disclaimer: https://t.co/yZRKp8JvkP