Spot bitcoin ETPs have now faced their first major stress test.
Despite a ~50% BTC drawdown, assets have declined only ~14% from peak levels.
We'll be watching whether this dynamic continues as the asset class encounters future volatility.
BTC diverged from stocks, gold, and global liquidity.
The question: Has BTC changed, or is global liquidity flowing elsewhere?
Explore the data in @ChrisJKuiper's latest research: go.fidelity.com/xfZRBr
As digital assets mature, the conversation is increasingly shifting beyond the assets themselves.
Market structure. Custody. Liquidity. Regulation.
Understanding how these pieces fit together is essential for investors evaluating the space.
Interested in learning more? Get in touch: go.fidelity.com/vQsFeh
Digital assets aren't all trying to achieve the same goal.
Some focus on payments. Others center on programmability, scalability, or price stability.
Here's a quick look at the assets currently available through Fidelity Digital Assets and the different roles they're designed to play. 🧵
As digital asset markets evolve, so do the ways value moves across them.
FIDD is designed to combine the efficiency of blockchain networks with our longstanding focus on operational rigor, risk management, and transparency.
Understanding the distinctions across each unique asset is becoming increasingly important for investors, institutions, and developers alike.
Interested in discussing the digital asset ecosystem as it continues to mature? Get in touch: go.fidelity.com/C79vZB
Four years ago today, Ethereum’s Merge completed the network’s transition from proof-of-work to proof-of-stake, reducing energy consumption by ~99.95% and laying the foundation for Ethereum’s scaling roadmap.
"Why is your bitcoin allocation zero?"
The key question from @ChrisJKuiper's recent report surfaced throughout today's digital asset discussions at @FutureProof_HQ.
For many advisors, the debate is no longer simply whether to consider digital assets, but how to evaluate their role within a portfolio through the lens of position sizing, due diligence, and long-term investment objectives.
Excited for Day 2️⃣ at @FutureProof_HQ!
We've enjoyed connecting with advisors and discussing how Fidelity Crypto for Wealth Managers can help streamline access to digital assets by bringing them alongside traditional assets.
Interested in learning more? Get in touch: go.fidelity.com/ldoZeE
One takeaway from today's panels at @FutureProofHQ: Advisors are navigating a market where higher yields, AI-driven growth, and evolving policy are all influencing portfolio decisions.
At the same time, several panelists suggested the opportunity set may be broadening. ⬇️
Speakers pointed to several potential growth drivers across the economy, including:
• AI investment
• Infrastructure spending
• Manufacturing reshoring
• Resilient consumer demand
Together, these trends could support growth across a wider range of sectors and industries.
The key takeaway: As potential growth drivers broaden, advisors may find opportunities emerging in areas that have received less investor attention in recent years.
We're excited to be at @FutureProof_HQ this week in Huntington Beach alongside thousands of advisors, asset managers, and innovators helping shape the future of finance.
Follow along over the next two days as we share standout insights and perspectives from across the wealth management industry.
"Zero is not neutral. Zero is a position."
VP of Research @ChrisJKuiper joined @BTCtreasuries & @pete_rizzo_ to discuss:
• Potential hurdles for institutional adoption
• Two macro signals our Research team is monitoring closely
• Why Treasury market dynamics matter for Bitcoin
• Whether this cycle just hit a turning point
🎤 Listen now: piped.video/zWB5BKyVMF0?si=m3PN…
Our team will be at @BtcCorpDay in London!
Looking forward to connecting with institutional investors, operators, and leaders on the growing role of Bitcoin in an increasingly digital financial ecosystem.
Get in touch ahead of the event: go.fidelity.com/K4g98U