msts

❄️ Crypto Winter or Institutional Shift? Cantor Fitzgerald Weighs In
Is $BTC entering a prolonged downturn? Cantor Fitzgerald analyst Brett Knob launch suggests we are in the early stages of a "Crypto Winter," but it's not all bad news.
The Key Takeaways:
Price Pressure: BTC is ~85 days past its peak and could test MicroStrategy’s ($MSTR) average breakeven near $75,000.
Institutional Guardrails: Unlike 2022, this downturn is driven by institutions, not retail liquidations. No structural failure is expected.
The "Under the Hood" Boom: While prices cool, RWA tokenization is exploding—tripling to $18.5B this year, with a path to $50B+ by 2026.
DEX Dominance: Decentralized exchanges (especially Perpetual DEXs) are gaining market share as infrastructure matures.
Regulatory Win: The CLARITY Act is a game-changer, providing the legal framework banks need to enter the space safely.
The Bottom Line: We might not see a "breakout" year in 2026, but the transition from a speculative market to a stable, institutional industry is officially underway. 🏛️
What do you think? Are we bottoming out at $75k or going lower? 👇
#bitcoin oin #Crypto news #DeFi #InstinctsNoLuck #MSTs #RWA #BinanceSquare $BTC