NEW: @Arc, the L1 chain developed by @circle, launches on mainnet with Chainlink services live from day 1.
Through Chainlink Scale, Arc is making a substantial capital commitment to provide its ecosystem cost-efficient access to institutional-grade oracle infra:
โข CCIP โข Data Feeds โข Data Streams โข Proof of Reserve #LINK
BlackRock, Vanguard, SharpLink, the Federal Reserve Bank of Philadelphia, and Chainlink in the same discussion on the future of blockchain in traditional finance.
On September 24, Sergey Nazarov will join William Su from BlackRock, John Evans from Vanguard, Joseph Chalom from SharpLink, and moderator Josh Lipsky from the Atlantic Council at the Philadelphia Fedโs Fintech Conference. The institutional side of blockchain is getting increasingly serious when firms of this scale are spending time discussing how the technology fits into traditional markets.
For Chainlink, this is another example of how deeply it is moving into institutional finance. The conversation around blockchain adoption is increasingly being shaped by asset managers, banks, market infrastructure providers, policymakers, and regulators, and Chainlink keeps appearing in those rooms.#link #btc
The reason is worse: Wyoming says its review found loss of control over a critical production key, a failed production-authorization transfer, and inadequate incident disclosures.
After KelpDAO, this is getting very hard to dismiss as a one-off. Wyoming removed LayerZero and moved FRNT to Chainlink CCIP. #LINK
The crypto market is like the ocean โ sometimes the waves are calm, and other times there's a storm. The current bearish trend is a cleansing phase, helping the market mature. Those who are patient and have a clear strategy will seize the big opportunities when the new cycle begins.
Reasons for the bearish trend There are many macro factors and cycles driving this trend: 1. Bitcoin's 4-year cycle: History shows that after a strong rally post-halving, the market typically enters a bear market. Many analyses predict that the real bottom could hit in Q3 or late 2026, with Bitcoin potentially testing levels of $40,000 - $50,000 in a worst-case scenario. 2. Macroeconomic factors: Prolonged high interest rates, a strong USD, and capital flowing into other assets (like AI and tech stocks) have led to crypto โ a high-risk asset โ being sold off. Bitcoin ETFs have seen significant outflows, indicating that institutional money is being cautious. 3. The altcoin market was too hot before: Many meme projects and DeFi without real fundamentals exploded and then collapsed, leading to a loss of trust and poor liquidity. 4. Regulation and systemic risks: Despite legal progress in the U.S., liquidation events, hacks, or policy changes can still cause strong volatility. Near future: Opportunity within risk A bearish trend doesn't mean the market is 'dead'. Crypto history shows that after every deep bear market, thereโs a stronger bull run. Many experts forecast that the bottom might appear by late 2026, followed by a recovery phase with stronger institutional participation, asset tokenization, and the growth of stablecoins. #btc #ETH
Not Random BTC, ETHโฆ Rise: Here is the information to note
BTC surged above $90k after hitting a low of $83k yesterday, while ETH is also heading towards $3k again after the dump. Here is some of the latest hot news based on the data:
1. Fed pumped massive money + Rate cut expectations Fed just injected $13.5 billion USD into the banking system โ the largest since 2020, shifting from Quantitative Tightening (QT) to more easing. This makes the market risk-on, cheap money flows into crypto. Additionally, the probability of a rate cut in December is up to 87%, benefiting BTC/ETH from institutional cash flow.
2. Ethereum's Fusaka Upgrade is about to go live. On December 3rd (tomorrow), Ethereum will activate Fusaka โ the largest upgrade since Dencun, doubling blob capacity (from 6 to 14/block), reducing L2 fees by ~30%, increasing scalability, and burning more ETH. This makes ETH undervalued (according to Santiment), with $312M inflow ETF last week. It is predicted that ETH could reach $3,900-$4k by the end of the month.
3. Institutional FOMO + ETF inflows reverse Vanguard (the $11T fund) has just allowed clients to buy BTC directly, BlackRock/Fidelity ETF BTC inflow of $165M today after outflow last week. Grayscale predicts BTC will break ATH in 2026 thanks to institutional lead (no retail FOMO needed). ETH ETF is also strong: $461M inflow in August, now buying the dip. Altseason could start when ETH >$3k, pulling SOL/BNB along.
4. Yen carry trade unwind stabilizes, short squeeze The dump yesterday was due to JGB yield increase + strong yen (carry trade unwind), but is now stabilizing, leveraged shorts were wiped out โ pump rebound. Fear & Greed Index is at 24 (extreme fear) which is often a bottom, historically tends to rebound after 2-5 days. CZ (Binance) tweet: "Many more ATHs coming soon" โ market pump right away!
Overall, this is #ReboundBuy after #Macro shock, but fundamentals are solid (institutional + upgrade). If Fusaka goes smoothly and the Fed cuts rates, it could moon further.
Not Random BTC, ETHโฆ Rise: Here is the information to note
BTC surged above $90k after hitting a low of $83k yesterday, while ETH is also heading towards $3k again after the dump. Here is some of the latest hot news based on the data:
1. Fed pumped massive money + Rate cut expectations Fed just injected $13.5 billion USD into the banking system โ the largest since 2020, shifting from Quantitative Tightening (QT) to more easing. This makes the market risk-on, cheap money flows into crypto. Additionally, the probability of a rate cut in December is up to 87%, benefiting BTC/ETH from institutional cash flow.
2. Ethereum's Fusaka Upgrade is about to go live. On December 3rd (tomorrow), Ethereum will activate Fusaka โ the largest upgrade since Dencun, doubling blob capacity (from 6 to 14/block), reducing L2 fees by ~30%, increasing scalability, and burning more ETH. This makes ETH undervalued (according to Santiment), with $312M inflow ETF last week. It is predicted that ETH could reach $3,900-$4k by the end of the month.
3. Institutional FOMO + ETF inflows reverse Vanguard (the $11T fund) has just allowed clients to buy BTC directly, BlackRock/Fidelity ETF BTC inflow of $165M today after outflow last week. Grayscale predicts BTC will break ATH in 2026 thanks to institutional lead (no retail FOMO needed). ETH ETF is also strong: $461M inflow in August, now buying the dip. Altseason could start when ETH >$3k, pulling SOL/BNB along.
4. Yen carry trade unwind stabilizes, short squeeze The dump yesterday was due to JGB yield increase + strong yen (carry trade unwind), but is now stabilizing, leveraged shorts were wiped out โ pump rebound. Fear & Greed Index is at 24 (extreme fear) which is often a bottom, historically tends to rebound after 2-5 days. CZ (Binance) tweet: "Many more ATHs coming soon" โ market pump right away!
Overall, this is #ReboundBuy after #Macro shock, but fundamentals are solid (institutional + upgrade). If Fusaka goes smoothly and the Fed cuts rates, it could moon further.