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What’s Next for 2025 and Beyond Gupta sees a new phase beginning: 📌 1. Explosive Growth in RWA Tokenization Treasuries, funds, real estate, and financial products moving fully on-chain. 📌 2. More Stability, Less Hype Institutional liquidity is slow
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Why Big Finance Is Diving Into Crypto in 2025 — and Why Retail Isn’t Crypto in 2025 looks nothing like the hype-driven cycles of the past. Institutions have taken over, pouring serious capital into blockchain while retail quietly steps back. Polygon Labs’ Head of Payments & RWAs, Aishwary Gupta, breaks down why Wall Street is moving in—and why everyday investors aren’t. Institutions Now Control the Flow Institutional money now makes up ~95% of all crypto inflows, while retail has dropped to 5–6%. This shift comes as giants like BlackRock, Hamilton Lane, and Apollo allocate 1–2% of their portfolios to crypto through ETFs, tokenized assets, and on-chain fund structures. The difference? Infrastructure finally caught up. Polygon’s partnerships with JPMorgan, Ondo, and AMINA Bank proved that public blockchains can support real finance—fast settlement, low fees, regulatory clarity, and audit-friendly architecture. “Institutions don’t need sandboxes anymore. They can transact on real public rails,” Gupta says. Why Institutions Are Entering Two major forces are driving the shift: 1. Yield & Diversification Tokenized treasuries, regulated staking, and on-chain credit markets give institutions steady, compliant returns. 2. Efficiency Programmable assets, shared liquidity, and near-instant settlement reduce operating costs and unlock new financial models. Why Retail Stepped Back Retail investors were burned by: • Meme coin volatility • Unrealistic profit expectations • Heavy losses and scams Trust collapsed—but Gupta says retail isn’t gone for good. Regulated, transparent products will eventually pull them back. $BTC $ETH $POL
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🚨 Market Alert: The countdown is basically over — the Fed is widely expected to cut rates tomorrow, with Polymarket pricing in a massive 95% probability. A 0.25% cut is the favorite outcome, marking the third rate cut of 2025, and traders are already pos
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🔥 Fed Shockwave: Markets Now Price a 90% Chance of Rate Cuts — Wall Street Scrambles Overnight The Federal Reserve dropped a late-night bombshell: policymakers are ready to keep lowering interest rates. Markets instantly exploded with optimism, and major banks rushed to rewrite their forecasts — rate cuts this week are now seen as almost guaranteed. Kevin Hassett, a top contender for the next Fed Chair, publicly backed continued cuts, hinting that “major good news” from Trump is coming soon. He also said the 10-year Treasury yield has “plenty of room to fall,” adding fuel to the market’s bullish pivot. 📊 Market Expectations: Rate-Cut Probability Nears 90% Fresh CME data shows a dramatic shift: • 89.6% chance of a 25 bps cut this week • 10.4% chance rates stay unchanged • 92.2% chance of at least one cut before January 🏦 Wall Street U-Turn: Analysts Are Tearing Up Their Reports In a rare moment, major banks changed stance together: • JPMorgan & Morgan Stanley: Now expect a cut this week. • Nomura: Revised twice — calling for a cut now, and more in June & September 2026. • Standard Chartered: Moved from “hold” to “cut.” The November jobs data forced this pivot — private sector jobs posted the biggest drop since March, far weaker than forecasts. A weakening labor market leaves the Fed little room to wait. 🔍 What Matters Most Now Rate cuts may be locked in. The real battle is inside the Fed: • 4 hawks are expected to oppose cuts • Governor Milan may push for a bold 50 bps cut Goldman Sachs projects cuts resuming in March and June next year, pulling the benchmark rate toward 3.00%–3.25%. $BTC $ETH $ZEC
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#CryptoNarratives #Web3 #Neobanking #Robotics #PredictionMarkets #TokenizedAssets #TokenizedMetals #PrivacyCoins #Zcash #Railgun #CryptoTrends #2026Crypto #BlockchainInnovation
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