# Institutions Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Institutions", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Citi builds on Solana: Will SOL become the ‘internet capital market’?

Citigroup (Citi) has completed a proof-of-concept for tokenizing traditional financial instruments on the Solana blockchain in collaboration with PwC. The test simulated the full lifecycle of tokenized bills of exchange, exploring how TradFi assets can move onto blockchain in a practical way. Despite recent price volatility and an 11% weekly drop in SOL's value, the network continues to demonstrate strong fundamentals. Solana handles approximately three times more daily transactions than Ethereum and all its Layer 2 networks combined. Its Total Value Locked (TVL) stands at around $6.36 billion, with significant DEX volume of $3.72 billion and perpetual futures volume of $1.45 billion. Notably, SOL spot ETFs saw $8.89 million in weekly inflows despite the price decline, bringing total assets to roughly $674 million, indicating strong long-term investor confidence. As summarized by a researcher from Artemis, Solana leads in users, transactions, developer growth, trading volume, and fees, positioning it to potentially become the "internet capital market." Institutional experimentation and continued capital allocation suggest growing belief in Solana's long-term narrative.

ambcrypto17h ago

Citi builds on Solana: Will SOL become the ‘internet capital market’?

ambcrypto17h ago

Matrixport Research Report | Re-evaluating the Long-Term Allocation Value of U.S. Stocks: Institutional Dividends, Industry Cycles, and Global Capital Resonance

Matrixport Research Report: Reassessing the Long-Term Allocation Value of U.S. Stocks — Institutional Advantages, Industry Cycle, and Global Capital Resonance The core of U.S. stocks' long-term allocation value lies in the convergence of three key drivers: institutional advantages, the tangible AI industry cycle, and structural increases in global capital allocation—not short-term macro trading. U.S. equities remain a core allocation option for long-term investors, supported by structural strengths. From 2015 to 2025, the Nasdaq Composite significantly outperformed major Chinese tech indices with lower drawdowns, reflecting the benefits of a mature innovation financing ecosystem, corporate cash flow discipline, and the dollar’s global liquidity role. The AI industry is transitioning from infrastructure expansion to application penetration. Real adoption is accelerating, with 78% of organizations reporting AI use in 2024. U.S. AI-related capex nearly doubled from 2019 to 2025, indicating sustained investment cycle rather than speculative hype. Global institutional holdings of U.S. equities rose ~48% from 2023 to 2025, reflecting strategic reallocation—not short-term inflows. This is driven by the market’s depth, regulatory predictability, and concentrated exposure to leading tech and AI assets. While 2026 may see moderate rate cuts and fiscal policy debates, the long-term outlook remains intact. Short-term volatility may offer entry opportunities, given the resilience of structural drivers. In summary, U.S. stocks represent a rare combination of institutional, technological, and capital advantages, reinforcing their role as a long-term core holding.

MatrixportYesterday 10:51

Matrixport Research Report | Re-evaluating the Long-Term Allocation Value of U.S. Stocks: Institutional Dividends, Industry Cycles, and Global Capital Resonance

MatrixportYesterday 10:51

Mike Novogratz Says Crypto’s ‘Age of Speculation’ May Be Over — Real-World Assets Next

Galaxy Digital CEO Mike Novogratz stated that crypto's "age of speculation" may be ending as more risk-averse institutions enter the market, shifting the industry toward tokenized real-world assets (RWAs) with lower returns. He made these remarks at the CNBC Digital Finance Forum in New York, as Bitcoin had fallen sharply in early 2026, down over 21% year-to-date and nearly 50% from its October 2025 peak. Novogratz contrasted the current sell-off with the 2022 FTX collapse, noting there is no "smoking gun" this time. Instead, he pointed to an October 2025 leverage wipeout that erased $19.37 billion in leveraged positions, significantly impacting retail traders and market makers. He emphasized that retail investors typically seek high returns, not the modest yields offered by RWAs. However, he expects speculation to be gradually replaced by using crypto infrastructure to deliver financial services globally, with tokenized assets like stocks offering different return profiles. This shift is already underway, with approximately $24.27 billion in tokenized real-world assets and about $10 billion in tokenized U.S. Treasuries. Novogratz also expressed optimism about the eventual passage of the CLARITY Act, which he believes would help restore confidence in the crypto market.

ccn.com2 days ago 09:05

Mike Novogratz Says Crypto’s ‘Age of Speculation’ May Be Over — Real-World Assets Next

ccn.com2 days ago 09:05

LayerZero Gathers Wall Street Old Money in a Day, as the Cross-Chain Leader Begins to Tell the Story of a 'Wall Street Public Chain'

LayerZero, known for its cross-chain protocol, has announced a new Layer 1 blockchain called "Zero," positioning itself as a decentralized multi-core world computer designed for institutional financial markets. The project has garnered significant backing from major Wall Street players, including Citadel Securities, which made an unusual strategic investment in the ZRO token. Other supporters include ARK Invest, Tether, DTCC, ICE, and Google Cloud, all exploring applications in clearing, exchange operations, and cloud infrastructure. Zero features a unique architecture with multiple independent zones optimized for different use cases: a general-purpose EVM-compatible environment, a private payment system, and a dedicated trading zone. This structure aims to address Wall Street's need for high throughput, privacy, and scalability, with claims of supporting up to 2 million TPS. The move signals a strategic pivot from cross-chain bridging to capturing institutional demand for tokenized assets and high-frequency trading. While Ethereum remains a key player in tokenization, Zero is positioned as a potential alternative for production-level financial activity. For the ZRO token, the narrative shifts from cross-chain governance to potentially capturing value from institutional-scale asset flows. However, 80% of ZRO tokens remain locked, with unlocks extending to 2027, and a fee mechanism proposal failed in December, with another vote scheduled for June. The partnerships, while significant, are often framed as exploratory, indicating cautious interest rather than full commitment from traditional finance institutions.

marsbit2 days ago 04:16

LayerZero Gathers Wall Street Old Money in a Day, as the Cross-Chain Leader Begins to Tell the Story of a 'Wall Street Public Chain'

marsbit2 days ago 04:16

Fed’s Waller Says Crypto Hype Fades as TradFi Ties Deepen

Federal Reserve Governor Chris Waller stated that the initial market euphoria following the U.S. election has faded as crypto becomes more integrated with traditional finance (TradFi). Increased participation from institutional investors has introduced stricter risk controls and profit-taking behavior, leading to significant sell-offs and reduced speculative excitement. Waller noted that crypto now behave more like conventional risk assets, with recent price swings—such as Bitcoin’s 45% drop from its peak—reflecting this new dynamic. He also discussed the Fed’s plan to offer limited “payment accounts” to crypto firms by year-end, providing restricted access to central banking services. Overall, Waller emphasized that greater TradFi involvement brings more regulation, discipline, and fewer extreme price movements to the crypto market.

TheNewsCrypto02/10 10:29

Fed’s Waller Says Crypto Hype Fades as TradFi Ties Deepen

TheNewsCrypto02/10 10:29

XRP – Whales, institutions, and why a new ATH could be next for the altcoin

XRP's significant price drop in early February 2026 attracted major institutional investments, with eight corporations committing $2 billion to XRP reserves, led by Evernorth Holdings. This institutional confidence, combined with substantial whale accumulation and a 51.5% surge in new addresses, indicates a shift from retail-driven volatility to long-term utility and adoption. Trading volume remained consistently strong, often exceeding $9 billion and even reaching $15 billion, suggesting growing momentum. With continued corporate backing, XRP is positioned to potentially break the $2 price level and establish itself alongside major cryptocurrencies like Bitcoin and Ethereum.

ambcrypto02/09 04:01

XRP – Whales, institutions, and why a new ATH could be next for the altcoin

ambcrypto02/09 04:01

Bitcoin vs Gold – Cathie Wood thinks THIS is why institutions are betting on both!

Institutional investors are increasingly viewing Bitcoin and gold as complementary assets rather than competitors, according to ARK Invest's Cathie Wood. While gold remains a traditional safe-haven asset, Bitcoin is emerging as "digital gold" with growth potential and programmability. Wood suggests that AI-driven "agentic commerce" is turning Bitcoin into core financial infrastructure. She notes that gold's price action may signal Bitcoin's next major move, and institutions are pairing both for stability and innovation. Despite short-term volatility due to global capital flows and declining retail participation, Bitcoin's long-term outlook remains strong, with reduced extreme volatility thanks to institutional adoption.

ambcrypto02/08 22:02

Bitcoin vs Gold – Cathie Wood thinks THIS is why institutions are betting on both!

ambcrypto02/08 22:02

Did BlackRock’s IBIT ETF really crash Bitcoin? Here’s everything you need to know!

Theories suggest BlackRock's IBIT ETF significantly contributed to Bitcoin's 35% price crash, with BitMEX co-founder Arthur Hayes explaining that institutions like Morgan Stanley had to hedge structured notes linked to the ETF, forcing massive sell-offs. On February 5th, a record $10.7 billion in trading volume occurred as leveraged positions unwound. However, recent signs indicate a potential reversal, with IBIT seeing over $200 million in inflows—its first in nearly a month—and Bitcoin’s Coinbase Premium Index surging 65% in under a week. This suggests institutional investors may be re-entering the market, possibly signaling a bottom and the start of stabilization.

ambcrypto02/08 02:02

Did BlackRock’s IBIT ETF really crash Bitcoin? Here’s everything you need to know!

ambcrypto02/08 02:02

Bitcoin Remains Under Pressure — On-Chain Data Reveals Why

Bitcoin faced significant selling pressure, with its price dropping sharply from around $84,000 to $60,000 before a slight recovery to approximately $70,000. On-chain data indicates a "risk-off" environment, driven by substantial outflows from major spot Bitcoin ETFs like BlackRock's IBIT, which saw over $12.4 billion in withdrawals. Additionally, exchange inflows of Bitcoin surged, reaching levels not seen since October, while stablecoins like USDT experienced net outflows. These trends suggest both institutional and retail investors are reducing exposure, reflecting a dominant bearish sentiment despite the price rebound.

bitcoinist02/07 20:32

Bitcoin Remains Under Pressure — On-Chain Data Reveals Why

bitcoinist02/07 20:32

When the Market Plunges: Who is Selling and Exiting, Who is Buying the Dip Against the Trend

Amid a significant cryptocurrency market downturn, Bitcoin fell over 15% to around $60,000, marking a 40% drop from its October 2025 high and its worst single-day decline since the FTX collapse. Altcoins suffered even steeper losses. The sell-off has been attributed to macro factors, including the new Fed Chair’s policies, AI capital shifts, and geopolitical tensions, alongside speculation about undisclosed institutional failures. Key sellers included Aave’s founder Stani Kulechov, who sold 4,504 ETH, and Ethereum’s Vitalik Buterin, who sold 6,899.5 ETH from a planned donation. Prominent ETH bull Yi Lihua (Trend Research) sold approximately 250,000 ETH ($554 million), citing risk management. On-chain data shows whales offloaded 81,068 BTC in eight days, reducing their holdings to a nine-month low. Conversely, retail investors increased their small BTC holdings, a pattern historically associated with bear markets. Some large players, however, bought the dip. Bitfinex margin long positions hit a two-year high. "Million" (Machi Big Brother) aggressively opened leveraged long positions, though several were liquidated. MicroStrategy reaffirmed its commitment, purchasing more BTC despite a paper loss exceeding $7 billion, with CEO Phong Le stating they would only sell if BTC fell to $8,000 for years. Similarly, Tom Lee’s Bitmine continued buying ETH, despite an over $8 billion unrealized loss, calling the dip attractive. On-chain whales also accumulated ETH, with one new wallet withdrawing 55,483 ETH ($115 million) from WhiteBIT.

比推02/06 14:50

When the Market Plunges: Who is Selling and Exiting, Who is Buying the Dip Against the Trend

比推02/06 14:50

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