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This episode examines BlackRock’s characterization of stablecoins as systemically significant financial infrastructure, South Korea’s one hundred sixty trillion won outflow to offshore platforms driven by domestic regulatory constraints, and the structural foundations behind institutional Bitcoin price targets from Standard Chartered, JPMorgan, and Citi. We cover the narrowing of credible neutrality to Bitcoin and Ethereum, XRP ETF inflows through regulated wrappers, Bitmine’s five hundred forty four thousand ETH validator position, WLFI’s treasury deployment to USD one ecosystem incentives, and how the end of quantitative tightening combined with regulatory clarity is reshaping institutional capital allocation frameworks and sell side forecasting models.