Even as the “crypto winter” is thawing, the narrative continues to miss the point.
In @FortuneMagazine today, I make the case that what really matters is happening beneath the market’s surface:
--> Unlike 2014, 2018 and 2022, this cycle has institutional-backing, and the drawdown was materially shallower because of it.¹
--> 73% of institutional investors plan to increase their digital assets allocations in 2026.²
--> 60% of Fortune 500 executives report active blockchain initiatives.³
Short-term price volatility and institutional adoption are two different stories.
Only one tells you where we're heading.
Read the full piece:
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