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[Kaiko @KaikoData]

Digital asset treasury stocks failed to translate crypto exposure into shareholder returns in 2026.

The SPX gained 11.33% through August, while MSTR, BMNR and HYPD returned -19.78%, -23.92% and -12.57%.

[Kaiko @KaikoData]

Strategy sold close to 7,000 BTC through the summer, breaking with the one-way accumulation narrative that helped define its treasury model.

The sales funded dividends, rebuilt cash reserves and supported security repurchases.

Even the largest corporate Bitcoin treasury is now behaving more like an actively managed balance sheet.

Read the full Data Debrief 🔗 https://t.co/Ut3C0cFOCR

[Kaiko @KaikoData]

Link: https://t.co/yjhp1V8qUz

[Kaiko @KaikoData]

Kaiko has been selected as a finalist in the Swift Hackathon 2026, competing in the Business Challenge to build standardized models for tokenized finance aligned to ISO 20022. Winners present at @Sibos Miami this September.

Link to the announcement in the replies.

[Kaiko @KaikoData]

Link: https://t.co/yjhp1V8qUz

[Kaiko @KaikoData]

@condamarkets @SPDJIndices For the reference rates, this is a rebranding of the existing Kaiko and S&P DJI coverage. For the multi-asset products, we plan to launch additional versions.

[Kaiko @KaikoData]

📣 S&P Dow Jones Indices and Kaiko are combining their digital asset index offerings into a single co-branded suite: S&P Kaiko Digital Asset Indices. Over 4,000 rates and indices, powered by Kaiko's data infrastructure with @SPDJIndices global licensing and distribution.

Link to full announcement in the replies.

[Kaiko @KaikoData]

Read the full announcement 🔗 https://t.co/JJsSg7Kl6o

[Kaiko @KaikoData]

Read the full Data Debrief 🔗 https://t.co/OtrmuXs9gh

[Kaiko @KaikoData]

Bitcoin's strongest week of 2026 started in the bond market.

US 30Y yields fell around 12bps after the Treasury expanded long-term bond buybacks, while BTC broke out of a six-week trading range, posting a 31% gain relative to its July 1st level.

Also driven by political momentum in Washington and by sustained institutional inflows, the digital asset market is returning to strong positive performance.

[Kaiko @KaikoData]

.@Revolut has joined the growing wave of financial firms launching stablecoins with the rollout of EURR.

The number of institution-led projects continues to rise as stablecoins expand further into payments and financial infrastructure.

More on the changing competitive landscape in our Data Debrief: https://t.co/Qp7BpjREVe

[Kaiko @KaikoData]

Read the full Data Debrief 🔗 https://t.co/d0i93hAbGw

[Kaiko @KaikoData]

Banks are expanding into digital dollars as competition shifts toward payments and settlement infrastructure.

Major institutions are developing tokenized deposit networks, while more than 150 institutions have joined the Open USD consortium.

USDT and USDC still enter this competition with a significant advantage in liquidity, distribution and existing integrations.

[Kaiko @KaikoData]

Read the full Data Debrief 🔗 https://t.co/I8usTE8gXF

[Kaiko @KaikoData]

The altcoin market is becoming a stock picker’s game.

Most major alts remain under pressure in 2026, with SOL down around 40% and XRP around 45%.

But dispersion is growing. HYPE is up roughly 120% YTD, while TRX, ZEC and XLM have also outperformed BTC.

[Kaiko @KaikoData]

Read the full Data Debrief 🔗 https://t.co/JomLMSbO43

[Kaiko @KaikoData]

Coinbase has diversified its business, but its stock has not escaped Bitcoin.

COIN is down around 36% in 2026, compared with a 27% decline for BTC, while the SPX has gained nearly 13%.

Investors continue to price the exchange primarily through crypto market activity.

[Kaiko @KaikoData]

Read the full Data Debrief 🔗 https://t.co/4Nml7niKTD

[Kaiko @KaikoData]

Crypto exchanges are entering a more selective phase as declining volumes increase pressure on smaller platforms.

The closures of BitMEX, Bit·com, and BitMart highlight a broader shift toward fewer exchanges with greater scale, deeper liquidity and more diversified revenues.

The six largest venues already account for more than 60% of trading volume across the exchanges tracked by Kaiko.

[Kaiko @KaikoData]

There is still time to save 40% on Kaiko Research Premium.

Annual Premium is $60/year until July 31.

Get institutional-grade digital asset research, market analysis, downloadable chartbooks, reports, and Talk Data to Me AI Assistant.

Subscribe before the offer ends 🔗 https://t.co/vX8NvcIUmg