Crypto Newsletter

Bitcoin holds above $84,000 with resistance at $85-86k, Ethereum trading around $2,700 as ETF inflows continue. Analysts forecast $100-250k for Bitcoin and $8-12k for Ethereum by 2027 in the medium term, suggesting a new bull phase.

ECB and all 27 EU central banks are pushing to eliminate MiCA's 60% bank deposit rule for stablecoin reserves and replace it with liquid assets. This signals a regulatory shift that could relieve stablecoin issuers and promote European crypto innovation.

The Layer-2 ecosystem is undergoing massive consolidation: Base, Arbitrum, and Optimism control 90% of all L2 transactions, while 50+ smaller rollups shut down and activity declines 61% since mid-2025. This demonstrates structural liquidity fragmentation and market maturity versus the L2 hype of 2025.

BlackRock's Bitcoin ETF (IBIT) recorded over $1.15 billion in inflows in one week, with cumulative AUM exceeding $66 billion by end of September. Spot Bitcoin ETFs attracted $2.7 billion in September and are becoming the primary institutional access channel, accelerating financial market integration of crypto assets.

A new Bitwise study shows that of 15 surveyed major investors, none reduced their crypto positions during the 50% crash of October 2025-April 2026; institutional Bitcoin allocation stands at 44.2% of US spot ETF holdings. This indicates structural institutional conviction while the SEC signals pro-crypto regulation.

US lawmakers are working on a formal Bitcoin reserve framework, while the SEC introduces a regulatory framework for institutional crypto self-custody. These measures signal a fundamental paradigm shift toward state Bitcoin recognition and reduce available supply on private markets.