The security, integrity, and expertise that institutions need in today’s digital asset ecosystem.
Boston, MA
Joined March 2018
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The headline: Solana briefly surpassed the NYSE in weekly trades executed.
The bigger story: What happens if an increasing share of global financial activity moves on-chain?
🔗 See the long-term implications for SOL's investment thesis: go.fidelity.com/h2MsYZ
Spot bitcoin ETPs accumulated nearly 888K BTC in their first year.
Bitcoin-focused perpetual preferred stocks have accumulated more than 135K BTC since launch.
What could the rise of this new demand source mean for bitcoin's supply-demand dynamics?
Read more: go.fidelity.com/Wado4T
The market spent much of the year asking: "Have we found a bottom?"
The next question may be: "Can fundamentals support expansion?"
Some key observations from our Q4 Signals Report 🧵👇
What's notable isn't just that prices moved higher. It's that strength became more broad-based.
Profitability improved. Momentum improved. Participation improved.
Historically, recoveries tend to become more durable when multiple parts of the market strengthen at the same time rather than relying on a single asset or narrative.
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The bigger question now: Can fundamentals catch up to sentiment? We're watching:
• Adoption trends
• Stablecoin activity
• Mining economics
• On-chain demand
If these continue to strengthen, the conversation could shift from "Was that the bottom?" to "How durable is this expansion?"
🔗 Full report: fidelitydigitalassets.com/re…
As institutions evaluate custody providers, the question isn't just where assets are held, but how they're protected.
Robust custody requires a layered approach designed to reduce risk, minimize single points of failure, and support institutional-scale participation.
Get in touch to learn more about our approach to digital asset custody: go.fidelity.com/mibXQB
Fidelity Digital Assets retweeted
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: go.fidelity.com/3rLozI
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: go.fidelity.com/M0kAjj
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: go.fidelity.com/g46joP
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: go.fidelity.com/ernlPz
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: youtube.com/playlist?list=PL…
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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: go.fidelity.com/H3DLpk
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: go.fidelity.com/RlNxNX
