institutional

Coinbase Institutional phát biểu rằng, ETH đã tăng 71% trong quý ba, nhưng các chỉ số trên chuỗi cho thấy, xu hướng giá của nó vẫn chưa xuất hiện dấu hiệu quá nóng rõ ràng.Dữ liệu cho thấy, tỷ lệ cung ETH đang có lãi đã thoát khỏi vùng tích lũy, nhưng vẫn còn xa mức cảnh báo, cho thấy thị trường hiện tại vẫn chưa đạt đến trạng thái tăng giá quá mức như các chỉ số lịch sử đã chỉ ra.

Theo báo cáo của hãng thông tấn Hàn Quốc, đồng sáng lập Ethereum Institutional Matthew Dawson lần đầu tiên thăm Hàn Quốc, gặp gỡ các ngân hàng lớn, công ty chứng khoán, công ty quản lý tài sản và các sàn giao dịch địa phương nhằm thiết lập quan hệ hợp tác. Dawson cho biết, Hàn Quốc có các tổ chức tài chính mạnh mẽ và cộng đồng nhà phát triển, có khả năng tận dụng cơ sở hạ tầng blockchain một cách đầy đủ, và chỉ ra rằng chính sách về chứng khoán token mà Ủy ban Tài chính Hàn Quốc (FSC) công bố gần đây đã tạo ra thời điểm tốt cho sự hợp tác.Ông dự đoán, các tổ chức Hàn Quốc hiện đang khởi đầu bằng chuỗi riêng sẽ cuối cùng nâng cấp lên blockchain công cộng, và nhấn mạnh rằng Ethereum với tính bảo mật, tính thanh khoản và tính trung lập của nó là cơ sở hạ tầng lý tưởng để chứa đựng tài sản cốt lõi của các tổ chức. Về việc mở rộng tổ chức, Ethereum Institutional dự kiến sẽ bổ nhiệm người đứng đầu khu vực châu Á trong vòng 6 đến 7 tuần tới, và tuyển dụng nhân tài về công nghệ, kinh doanh và tư vấn tại Hồng Kông, Hàn Quốc và Nhật Bản.

Tin tức từ ChainCatcher, theo thông báo chính thức, tổ chức dịch vụ hệ sinh thái Ethereum Institutional đã công bố hoàn thành vòng tài trợ ban đầu cho hệ sinh thái và thành lập liên minh các nhà hỗ trợ, nhận được sự hỗ trợ từ hơn 100 bên tham gia hệ sinh thái, do BitMine, SharpLink, cùng với các đồng sáng lập Ethereum là Joseph Lubin và Mihai Alisie dẫn dắt, số tiền không được tiết lộ. Tổ chức này cho biết, số tiền này sẽ được sử dụng để hỗ trợ việc thúc đẩy nhanh chóng các công việc liên quan đến token hóa, stablecoin và cơ sở hạ tầng thị trường trên chuỗi.Ethereum Institutional cho biết, trong vài tháng tới sẽ tăng cường tiếp xúc trực tiếp với các ngân hàng, tổ chức quản lý tài sản, bên lưu ký, cơ sở hạ tầng thị trường, công ty công nghệ tài chính và các tổ chức chủ quyền, thúc đẩy các công việc cụ thể liên quan đến token hóa, stablecoin, cơ sở hạ tầng thị trường và thanh toán trên chuỗi, đồng thời mở rộng các lĩnh vực kinh doanh cốt lõi như giáo dục tổ chức, thông tin thị trường, tiếp thị hệ sinh thái; đồng thời sẽ tiếp tục hợp tác với L2, các nhóm ứng dụng, cơ sở hạ tầng và nhà cung cấp dịch vụ lưu ký trong cộng đồng hệ sinh thái Ethereum rộng lớn hơn.

Tin tức từ ChainCatcher, Coinbase Institutional và Glassnode đã phát hành báo cáo "Charting Crypto Quý 3 Năm 2026", giữ quan điểm trung lập về thị trường tiền điện tử.Báo cáo cho thấy, dữ liệu trên chuỗi cho thấy Bitcoin có thể đang chuyển từ giai đoạn điều chỉnh sang giai đoạn tích lũy, nhưng lập trường diều hâu của Cục Dự trữ Liên bang, nhu cầu ETF giao ngay yếu và rủi ro địa chính trị vẫn gây áp lực lên triển vọng thị trường.

Tin tức từ ChainCatcher, tổ chức phi lợi nhuận Ethereum Institutional đã công bố thành lập, định vị là "cổng kết nối cấp tổ chức" cho hệ sinh thái Ethereum, tập trung vào việc kết nối các tổ chức tài chính lớn trên toàn cầu với mạng lưới Ethereum, thúc đẩy việc áp dụng cơ sở hạ tầng tài chính trên chuỗi. Tổ chức này đã nhận được sự hỗ trợ tài chính, với các nhà đầu tư bao gồm Bitmine, Sharplink, và đồng sáng lập Ethereum Joe Lubin.Ethereum Institutional cho biết mục tiêu cốt lõi của họ là tăng tốc việc triển khai tài sản token hóa, stablecoin và cơ sở hạ tầng thị trường trên chuỗi tại các tổ chức tài chính toàn cầu trong giai đoạn cửa sổ quan trọng, cung cấp một "tầng kết nối đáng tin cậy và trung lập", giúp các tổ chức kết nối với hệ sinh thái Ethereum trong toàn bộ quá trình từ đánh giá, thử nghiệm đến triển khai quy mô.

According to BIT analysis, a significant feature of Bitcoin over the past four years is that most of the price increases are concentrated in a short period of rapid growth, followed by a prolonged period of sideways consolidation. The pullback phase also shows a similar pattern, where the price usually drops quickly at first, releasing most of the downward pressure in one go, and then gradually stabilizes.This round of pullback is mainly influenced by two factors: first, the U.S. April CPI announced in May was higher than expected; second, there are concerns in the market about Strategy selling Bitcoin and the subsequent potential selling pressure. As a result, the spot Bitcoin ETF quickly shifted from net buying to significant net selling, with a cumulative net sell of about $1.5 billion this year, creating noticeable pressure on the market.Currently, Bitcoin is still under pullback pressure, with $63,445 being a key support level to watch. Whether this level can hold will affect the market's judgment on the depth of this adjustment: if the price stabilizes near this area, this pullback will still be considered a phase adjustment; if it effectively breaks below, it may enter a deeper adjustment and consolidation.

FalconX stated that Hyperliquid's trading volume has exceeded Ethereum on certain trading days, and institutional funds are shifting from Bitcoin and Ethereum to HYPE tokens, primarily due to the weak performance of mainstream assets affected by ETF outflows and macroeconomic uncertainties.

According to CoinDesk, FalconX stated that on certain trading days, its trading volume on the decentralized derivatives platform Hyperliquid has surpassed that of Ethereum. Institutions and hedge funds are shifting from the range-bound Bitcoin and Ethereum to more volatile assets such as HYPE, Zcash, Venice, and AI concept tokens.FalconX pointed out that amid macro uncertainty and the outflow of funds from spot ETFs, the implied volatility of BTC and ETH is close to historical lows, and funds are seeking higher volatility targets. Hyperliquid attracts institutional funds looking to trade diverse assets in a 24/7 crypto-native environment by offering perpetual contracts for pre-IPO companies like SpaceX, tokenized stocks, commodities, and prediction markets. The platform's revenue is projected to be around $800 million in 2025.

According to The Block, Galaxy Digital has launched an over-the-counter prediction market trading desk aimed at hedge funds and family offices, with the first transaction being a $10 million Clarity Act-related contract reached with the crypto hedge fund Arca on Kalshi.As the primary market-making counterparty, Galaxy provides Arca with bilateral positioning and larger-scale liquidity. This service currently covers non-sports event contracts on Kalshi and Polymarket, encompassing markets such as economics, politics, and geopolitics, and plans to expand to more platforms. Galaxy can also hedge prediction market positions with stocks and commodity hedging portfolios, helping institutions manage multi-asset risk exposure around a single event in a unified manner.

The prediction market platform Polymarket has disclosed that it has completed its first institutional-level on-chain block trade, a six-figure dollar transaction executed by digital asset broker FalconX and AI risk clearing infrastructure startup Anera Labs on the Polygon blockchain. The transaction involved contracts related to the Ornn Compute Price Index, which is used to track the rental prices of NVIDIA H100 GPU chips.Polymarket stated that this is the first on-chain block trade involving institutional participation in the prediction market space. In the future, FalconX will also serve as the exclusive market maker for block trades on the Polymarket platform to support the liquidity needs and price discovery for institutional clients.

According to the latest weekly report from Gate Ventures, macroeconomic and regulatory factors continued to dominate market sentiment over the past week.U.S. stock indices rose across the board, with the Nasdaq index leading with a 1.19% increase. The U.S. dollar index weakened to 98.942, reflecting a repricing of investor expectations regarding monetary policy. Although BTC and ETH ETFs recorded net outflows of approximately $1.42 billion and $240 million respectively, putting overall pressure on the crypto market, the process of institutionalization is still accelerating.On the industry front, asset tokenization and institutional applications became market highlights, with the regulatory framework continuing to improve. Stellar collaborated with DTCC to promote the implementation of asset tokenization, driving XLM to rise 83% in a single week; the U.S. Commodity Futures Trading Commission (CFTC) issued guidance on regulated cryptocurrency perpetual futures trading; Paxos became the first native crypto company to obtain SEC clearing agency status.In terms of investment and financing, a total of 7 financing transactions were completed last week, with a disclosed total financing amount of $521 million. Among them, Samsung invested $408 million in Dunamu, further reflecting traditional financial institutions' long-term optimism about digital asset infrastructure.

According to Cointelegraph, Wintermute stated that it is expanding its institutional trading business into prediction markets. Wintermute will provide two-way market liquidity for event contracts at major venues to reduce spreads, support larger trades, and improve the reliability of market implied probabilities.Jake Ostrovskis, Head of OTC Trading at Wintermute, stated that prediction markets possess data characteristics of major asset classes, but liquidity is still in the early stages. Continuous two-way liquidity can not only narrow spreads but also support larger trading volumes, thereby improving the signals contained in market prices.

The AI Agent project AIVIVE has officially completed a new round of institutional financing, with a total amount of 8 million USD. Among them, VegaVentures led the investment with 3 million USD; Greenwood Global Capital, Echo3 labs, UZ Capital, and Bluemount co-invested 5 million USD.The funds will be used for AIVIVE to launch its self-developed proprietary framework agreement (AVVP), supporting intelligent routing and coordination across data and execution environments, and comprehensively upgrading AI infrastructure. This agreement enables real-time scheduling of multi-source data and seamless interaction in heterogeneous environments, further enhancing the automation and decision-making efficiency of A to A business.

ZeroTier CEO Andrew Gault stated that the potential threat of quantum computing to the Bitcoin industry may not be limited to the security of wallet private keys; encrypted communication and authentication data between institutions also face long-term risks.

According to an official announcement from Coinbase, Coinbase Financial Markets has become the first and only futures commission merchant (FCM) regulated by the CFTC in the United States, officially providing U.S. institutional clients with access to the global cryptocurrency derivatives market.Previously, U.S. users lacked compliant channels to access the global cryptocurrency derivatives market (which accounts for about 80% of global cryptocurrency trading volume). Currently, the open interest in Deribit Bitcoin options has exceeded $31 billion.With this launch, institutional clients can access international platforms such as Deribit through a single compliant channel, without the need to establish offshore entities. Retail user access services will also be launched soon.

The tokenized U.S. Treasury fund VBILL under VanEck has officially launched on the DeFi lending protocol Euler. The fund is issued and tokenized by Securitize, allowing investors to use tokenized U.S. Treasuries as collateral for on-chain lending and liquidity operations, while also meeting compliance requirements. This move reflects that DeFi protocols are accelerating their transformation towards institutionalization and compliance to attract traditional financial capital into the on-chain market.Data shows that the scale of tokenized U.S. Treasuries has surpassed $15 billion, growing approximately 150% over the past year. Traditional asset management giants such as BlackRock, Franklin Templeton, and Janus Henderson have all launched on-chain Treasury or money market products. Euler has previously integrated Securitize's DS Protocol to support the access of tokenized securities with investor qualification restrictions and transfer rules to the lending market. DeFi protocols like Aave are also laying out institutional-level RWA business. Institutions expect that the asset tokenization market could reach $18.9 trillion by 2033. Securitize executives stated that as traditional financial institutions enter the crypto space, DeFi protocols must find a balance between openness and compliance requirements.

Falcon Finance officially announced the joint launch of the USD stablecoin fUSD with Anchorage Digital Bank. This product is positioned as an institutional-grade payment stablecoin compliant with the GENIUS Act framework and has been launched on Ceffu's custody and staking infrastructure.It is reported that fUSD is backed by reserves such as U.S. Treasury securities and is issued by Anchorage Digital Bank, but it does not directly pay interest or returns to holders.

According to official news, International Holding Company (IHC), headquartered in Abu Dhabi, announced that it has completed a transaction worth $30,000,000 (110 million dirhams) using a UAE dirham-backed stablecoin. This marks the first large-scale institutional application of the stablecoin since it received regulatory approval.The transaction used the DDSC stablecoin and was executed on the institutional-grade Layer-2 blockchain ADI Chain developed by the ADI Foundation. Officials stated that this multimillion-dollar transaction demonstrates the operational readiness of the digital currency ecosystem and its ability to handle institutional-level transaction volumes. DDSC was created in collaboration with IHC, First Abu Dhabi Bank, and Sirius International Holding, with technical support from the ADI Foundation. The approval of DDSC by the Central Bank of the UAE earlier this year is part of a broader regulatory push, following the licensing of several dirham-pegged tokens.The CEO of IHC stated in a statement, "This transaction shows that the digital infrastructure in the UAE is active, resilient, and ready to support real institutional financial activities."

The latest report from the blockchain analysis platform Swissblock shows that Bitcoin is gradually slipping into a high-risk environment, primarily due to continuous selling by institutional funds, especially driven by net outflows from the U.S. spot Bitcoin ETF. Historical data indicates that whenever this index signals selling pressure overwhelming the market at a structural level, it often corresponds to systematic distribution behavior by institutional funds.On-chain data analysis firm Glassnode also pointed out that since May 7, the U.S. Bitcoin spot ETF has shown net outflows almost every trading day, with institutional selling signals persisting for over two weeks. "Such continuous capital outflows are exerting pressure on the supply side of the market, while currently, there has not been sufficient buying demand to hedge against this," further exacerbating the risk of supply-demand imbalance.In the market, Bitcoin faced short-term pressure on Tuesday due to geopolitical disturbances. Reports indicated that the U.S. is implementing a new round of military strikes against Iran, despite recent progress on a peace agreement between the two sides. Bitcoin's price fell by about 1%, briefly dipping from above $77,000 to around $76,500, but overall it still maintained a range-bound pattern for nearly four months.CoinEx Chief Analyst Jeff Ko stated that although geopolitical events may trigger short-term volatility, the market focus may still lean towards potential reconciliation progress between the U.S. and Iran, with the overall cryptocurrency market "still in a wait-and-see state." In summary, the current Bitcoin market faces dual pressures: on one hand, the continuous outflow of spot ETF funds has weakened key buying support; on the other hand, geopolitical uncertainty has amplified short-term volatility risks. If institutional risk appetite does not improve marginally, the risk index may rise further, necessitating caution against the adjustment pressure brought by technical selling and emotional resonance.

Grayscale has released its latest research report, with Grayscale's research director Zach Pandl stating that as the CLARITY Act progresses and the U.S. Securities and Exchange Commission (SEC) provides clearer guidelines, tokenized assets and blockchain applications such as decentralized finance (DeFi) may see development.Grayscale believes that Ethereum, Solana, BNB Chain, and Canton Network, which currently dominate financial activities on relevant chains, may be the first to attract institutional capital. The article states that in the fields of tokenized assets, stablecoins, and DeFi, Ethereum, Solana, and BNB Chain are in leading positions, while Canton Network also holds a significant share in the direction of tokenized assets.