Polymarket traders now see almost no chance of the U.S. launching a functional national cryptocurrency reserve in 2025, as enthusiasm surrounding March’s executive order gives way to doubts over funding, infrastructure, and feasibility.
VanEck’s Matthew Sigel warns that Marathon Digital’s capital structure distorts its Bitcoin exposure, arguing that MicroStrategy remains the cleaner, more reliable BTC-beta play.
Anthony Scaramucci tells CNBC that Solana is poised to become one of a few dominant blockchains within five years, calling this crypto’s “Google moment.”
Dollar liquidity has turned net-positive for crypto for the first time since 2022, with Fed policy shifts positioning 2026 as a key inflection point for digital assets