分歧最大的 2025 年，在 2026 年有哪些機會？
我的 2026 年行動方針 - 機構動態需留意，鏈上 alpha 不可棄
Layer 1 & Layer 2 溢價不再 , 機構面的含金量升高
Franklin , JP Morgan, Citadel , Fidality 各個機構動作頻頻，甚至有機構勢力代表 Canton 直接打通了 SEC 監管限制，和 DTCC 推動證券上鏈

2025 DeFi 生態重大更新回顧 🔍
在這一年中從監管層面的鬆綁、傳統金融機構加速上鏈，到主流公鏈與 DeFi 生態的進展，整個加密產業正在進入一個更成熟、也更能夠被傳統金融所接受的階段。
幣研整理了 2025 年間發生的 DeFi 大事
你都有跟上嗎  👀

Crypto Wesearch 每日幣研

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What opportunities lie ahead in 2026, a year marked by significant divergence in 2025?

My 2026 Action Plan - Pay Attention to Institutional Dynamics, Don't Abandon On-Chain Alpha

Layer 1 & Layer 2 Premiums No Longer Exist, Institutional Value Increases

Franklin, JP Morgan, Citadel, Fidality, and other institutions are making frequent moves. Some, representing institutional power, have even directly circumvented SEC regulatory restrictions and are working with the DTCC to push for on-chain securities trading.

Wall Street bank Morgan Stanley recently officially filed an application with the U.S. Securities and Exchange Commission (SEC) to launch a spot Ethereum ETF, further expanding its strategy to penetrate the market...

Morgan Stanley has filed an application to launch an Ethereum spot ETF.

Author: Yuanshan Insights
Data Source: Farside Investors, SoSoValue, Fed H.4.1 Report, CryptoQuant

On the first trading day of 2026, BTC ETF saw a net inflow of $471 million.

What does this figure mean?

In November and December, the combined net outflow of spot BTC ETFs was approximately $4.57 billion; with a net outflow of approximately $1.09 billion in December alone.

Many people frantically sold at a loss above 93K, and institutions bought back about one-tenth of that amount on January 2nd alone.

Also happening...

Smart money influx! Decoding the three driving forces behind the BTC rebound.

True innovation doesn't necessarily mean reinventing the wheel from scratch; it can also involve recombining existing elements to create products that truly solve problems.