Crypto Newsletter

Bitcoin analysts expect an increase to $100,000 USD in Q4 2026, Ethereum tests the $3,000–$3,400 USD zone; massive ETF inflows of $2.3–$2.7 billion USD per week indicate sustained institutional demand, while Citi has raised its BTC forecast to $113,000 USD.

All 27 EU central banks and the ECB demand the abolition of the MiCA rule that requires stablecoin issuers to hold 60% of reserves in bank deposits; Tether rejected an EU license for this reason. This signals potential regulatory conflicts between the crypto market and banking sector in Europe.

Altcoins fall only ~40% in 2026 (vs. 70% in 2022), already recovering 30% since June; Layer-2 tokens (ARB +82%, LSK +1195%) and DeFi leaders (LDO, AAVE, UNI) dominate, while Monolithic Chains like Solana compete against fragmented Ethereum L2 liquidity.

SEC announces clearer custody and classification rules for crypto investments and tokenized securities; Hester Peirce confirms that permissionless blockchains will be explicitly regulated, while her departure marks a turning point in US crypto regulation.

Coinbase negotiates with US Treasury on Strategic Bitcoin Reserve; new ETFs (Strive, Tuttle Capital, Calamos) bundle corporate BTC holdings and offer retail access; institutions already control 3.64 million BTC including Government Reserves and Public Company Holdings.

DeFi diversifies in 2026 into tokenized real-world assets (RWA), smart wallets and AI agents; ISO 20022 alignment and cross-border payment projects (ZBCN, XLM) gain significance, while stablecoin rewards debate in the EU remains unresolved.