This episode examines institutional capital flows through Bitcoin and Ethereum ETFs, with BlackRock contributing two hundred eighty seven million dollars on January second. We cover PwC’s expansion into stablecoin infrastructure and real-world asset tokenization, driven by anticipated regulatory clarity under the Genius Act. The episode breaks down Vitalik Buterin’s ZK-EVM and PeerDAS roadmap for Ethereum, detailing protocol-layer changes to transaction verification and data availability sampling. We analyze two point four billion dollars in whale deposits to Binance exchange without corresponding buy pressure, and review Fundstrat’s Tom Lee projections for Bitcoin and Ethereum through twenty twenty six. The briefing connects ETF activity, accounting infrastructure buildout, protocol upgrades, and exchange liquidity dynamics across current market structure.
