After bitcoin fell below its estimated production cost, the bank said stronger fundamentals and rising institutional inflows could lift crypto in 2026.
With capital tightening, investors are backing “what’s working,” like stablecoins and tokenization, while selectively betting on AI and prediction markets.
In this week’s Crypto Long & Short Newsletter, Haider Rafique of OKX shares a firm study on the generational perspectives of crypto investing. Then, Sky defies 2026 downturn in Chart of the Week.
The South Korean crypto exchange’s CEO Le Jae-won said the lack of proper controls led to the erroneous transfer of bitcoin worth more than $40 billion to customers. Most has been recovered.
Last week’s downturn was driven by yen carry trades and macro leverage, highlighting how deeply digital assets are now tied to traditional markets, panelists at Consensus Hong Kong 2026 said.