Crypto Scenario Insights
What happened
The cryptocurrency market remains anchored in a sideways consolidation pattern, as corporate accumulation and regulated capital pipelines face off against regulatory headwinds and RWA structural friction.
What we think
The aggregate house view reflects a market in transition. While institutional infrastructure continues to mature through regulated pipelines like Metaplanet’s Siiibo acquisition and Solana's RWA expansion, these long-ter…
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Crypto Market Outlook — Sideways Consolidation Persists Amid RWA Friction and Regulatory Headwinds
We explain what happened and what could follow. We do not forecast prices.