Institutional desks tracking two things right now:
1. $BTC entry windows and where we sit in the cycle. Timing matters when you're deploying size.
2. New chain infrastructure plays—$HYPE (Hyperliquid) getting attention as a potential infra bet.
Grayscale's research head covered this on Barron's pod. Worth noting when the largest digital asset manager signals what their clients are asking about.
1. $BTC entry windows and where we sit in the cycle. Timing matters when you're deploying size.
2. New chain infrastructure plays—$HYPE (Hyperliquid) getting attention as a potential infra bet.
Grayscale's research head covered this on Barron's pod. Worth noting when the largest digital asset manager signals what their clients are asking about.