Fidelity Digital Assets✓

RT @ChrisJKuiper: What macro regime is actually best for crypto? This was the title of the panel I was a part of yesterday in NYC at The Bridge, a great event put on by The Tie! (@TheTieIO) I discussed my work on this topic as it relates to bitcoin and how we find global money growth and inflation expectations have been two of the primary drivers (see article below for more). Somewhat to my surprise, the rest of the panel had similar views when it came to bitcoin, viewing it as a store of value and one that will continue to be supported by the current macro regime of increased debt and deficits. Thanks to the moderator, John Darsie (@SkyBridge) and fellow panelists Melvin Deng (@QCPgroup), CK Zheng (@zx2capital), and @WakemJV (@WakemCapital) for a great session!

Looking beyond the headlines? Short-term narratives can shift quickly. Our research focuses on the fundamentals and structural trends shaping the digital asset ecosystem over the long term. Discover our latest insights:

Do you think the cycle has already turned? Momentum improved. Profitability recovered. Market breadth expanded. 🔗 Our Q4 2026 Signals Report explores what these shifts may signal for the path ahead:

Bitcoin's price remains focused on rates, yields, and oil. Meanwhile, the network just hit a 7-month high in hash rate. Different signals. Different horizons. The market is looking for the next catalyst. Miners are committing capital.

BTC & gold: competitors or complements? We’re looking forward to The Link next month, where @ChrisJKuiper will join @GoldCouncil to explore the role of gold and digital assets in institutional portfolios. 📩 Interested in connecting with our team? Get in touch ahead of the event:

BTC is up nearly 50% from its June lows, but the bigger story may be what comes next. While returns have diminished across cycles, a move from $100K to $200K could happen faster than the initial road to $100K. Research Analyst Zack Wainwright explores why in the latest Chart Chatter. ⬇️

A new source of BTC demand is emerging. BTC-focused perpetual preferred stocks have accumulated more than 135,000 BTC in just over a year, despite representing only a fraction of the global fixed income market. What could happen if adoption expands? 🔗 Read our latest research:

From 12.8 seconds to ~100 milliseconds. ️ Today's Alpenglow upgrade is expected to dramatically reduce Solana's consensus latency. The real story isn't speed alone. It's what becomes possible when finality moves from seconds to milliseconds: better execution and new possibilities for on-chain financial markets.

Curious about Solana beyond Alpenglow? Our About Solana video series provides a 101-style intro to the network, covering its design, competitive strengths, and key trade-offs. 🎥 Watch now:

For most of BTC's history, U.S. real rates and BTC moved independently. Now, their relationship is stronger than ever as the correlation between BTC's market cap and 10-year real Treasury rates has risen to its highest level on record. What may be driving the shift? 📊 See our latest analysis:

Where is institutional digital assets adoption headed next? VP of Research @ChrisJKuiper will take the stage at @TheTieIO's The Bridge on Oct. 27, joining leaders across TradFi and digital assets to explore the trends shaping the industry's next chapter. Attending? Get in touch ahead of the event:

📊 BTC's latest signal is bigger than price. The momentum signal has turned positive, with trend and volatility now aligned behind recent price strength. Historically, that combination has been associated with more sustained advances. The key question now: Will capital flows and participation validate the signal?

Following the digital asset market’s Q3 rally, advisors may be seeing renewed client interest in the asset class. Fidelity Crypto for Wealth Managers helps advisors access digital assets within a single ecosystem, backed by the support needed to move forward with confidence. Interested in learning more? Get in touch:

🚨 Live tomorrow at 12:00 p.m. ET: What's moving today's digital asset market? Join Fidelity Digital Assets Research Analysts Max Wadington and Matt Hogan for the next Covering Crypto Livestream as they break down the economic forces shaping digital asset prices and answer your questions live. Can't make it? Register to receive the on-demand replay:

As financial activity continues moving on-chain, the role of stablecoins is evolving. Learn what led to the creation of Fidelity Digital Dollar (FIDD) and how we're preparing for the next stage of digital finance:

The latest quantum-related headlines have sparked renewed discussion about the future of digital assets. An important distinction: Building for long-term resilience is different from anticipating near-term disruption. Researchers are already evaluating quantum-resistant cryptography for Bitcoin, including hash-based signature schemes and the trade-offs they may introduce around security, scalability, and usability. ➡️ Our recent research takes a closer look:

Q3 demonstrated the importance of looking beyond near-term narratives. Despite rising bond yields, a Fed rate hike, geopolitical uncertainty, and other headwinds, BTC gained 43% and ETH rose 71% in Q3. Which signals are you watching as the market enters the final stretch of 2026?

Interested in our Research team's outlook for Q4? Subscribe to receive our upcoming Q4 Signals Report and see which trends we're watching most closely as 2026 draws to a close:

Four events. Three cities. Meet members of our team at: 📍 Digital Assets Week 📍 The Digital Asset Conference 📍 Plan ₿ Forum | @LuganoPlanB 📍 Merge Madrid | @mmerge_io Attending any of these events in Europe? Get in touch:

Happy 15 years, Litecoin! 🎉 Since its initial launch, Litecoin remains one of the longest-running digital asset networks, with nearly 79 million LTC in circulation and a global ecosystem of users, developers, miners, and businesses.