Read these 7 points carefully, important in the Crypto ecosystem.
1. Accelerated institutionalization:
Major financial firms (BlackRock, Fidelity, JPMorgan) are increasingly involved in cryptocurrencies, especially in Bitcoin and Ethereum, with approved ETFs and direct participation in staking and public blockchains.
2. Regulation underway (but uneven):
While the U.S., Europe, and some Asian countries advance with clearer regulatory frameworks, others maintain ambiguous or restrictive stances. The SEC and MiCA are key players in this game.
3. Rise of new narratives:
Narratives such as AI + Blockchain, tokenized Real World Assets (RWA), DePIN (decentralized physical infrastructure), and GameFi 2.0 are gaining traction.
4. Consolidation of Layer 1 and Layer 2:
Ethereum continues to dominate, but Solana, Near, BNB Chain, and Avalanche are competing strongly. Scaling solutions (L2) like Arbitrum, Optimism, and Base are essential for mass adoption.
5. Crypto as a store and alternative of value:
Bitcoin solidifies as 'digital gold', driven by institutional adoption, and is considered a safe haven against inflation and distrust in fiat currencies.
6. Decentralization vs. convenience:
The tension between self-custody and centralization (exchanges like Binance, Coinbase) remains a dilemma for many new users. The UX is still a barrier to entry.
7. Latam and Africa emerge:
Regions like Latin America and Africa show strong adoption out of necessity, leading in actual use of stablecoins, payments, and remittances.
