Japan’s crypto tax reform, which aimed to treat digital assets like stocks and lower taxes, is now expected to be delayed until 2028. Currently, crypto gains are taxed as miscellaneous income, with rates up to 55% and no ability to offset losses. The reform would simplify reporting and reduce taxes to around 20%. Industry leaders warn that the slow process could leave Japan behind other markets. #crypto
MSCI is reviewing whether to remove public companies that hold large amounts of crypto on their balance sheets from its major stock indices.
If this change goes through, some funds that track these indices may be forced to sell crypto-related holdings, with estimates ranging from $10B to $15B.
The discussion started in October, when MSCI proposed excluding companies with over 50% of their assets in digital assets from benchmarks like the MSCI USA Index.
This matters because these indices guide how many institutional portfolios are built and managed.
Brazil’s largest private bank, Itaú Unibanco, recently shared guidance on using Bitcoin in portfolios.
The bank suggests a small allocation, around 1%–3%, mainly for diversification. It’s described as a complementary asset, not something to build a portfolio around.
The idea is long-term positioning rather than short-term timing. Bitcoin’s value often moves independently from local economic cycles, which can help manage currency risk.
This view aligns with how some global institutions are starting to treat Bitcoin as a structured risk management tool, especially in emerging markets.
Do you think small BTC allocations like this will become standard for institutions?
Coinbase is outlining its next steps with a focus on infrastructure and scaling. Expectations are high following MONAD, but some analysts are cautious about how quickly these plans can be executed. Institutional participants typically look for delivered results rather than long-term roadmaps.
This highlights a common theme in crypto: strong vision needs consistent follow-through. #blockchain
Here’s a calm overview of what’s shaping the market today 👇
• Bitcoin’s hash rate dropped after reports of mining raids in China. This can cause short-term network stress, but historically the system adjusts through difficulty changes ⚙️
• Strategy remaining in the Nasdaq 100 keeps Bitcoin indirectly linked to traditional equity markets 🏦
• Broader markets remain optimistic, with major institutions still forecasting growth in risk assets over the next few years 📈
• Institutional accumulation continues. Large companies added more BTC and ETH to their balance sheets last week, showing steady long-term positioning 🧾
• Nvidia released new open-source AI models, adding momentum to the ongoing AI and crypto infrastructure conversation 🤖
• MetaMask now supports Bitcoin, making BTC access easier for everyday users 🔑
• One risk to note: exchange liquidity is currently low, which can increase volatility during sudden market moves ⚠️
• Stablecoins are expanding across more blockchains, supporting wider multi-chain usage 🌐
📌 Overall, development and adoption are moving forward, while liquidity and network conditions remain important to monitor.
🇺🇸 US Congress hits pause on crypto regulation $BTCregulation
US lawmakers have opted to postpone progress on the crypto market structure legislation until next year. As investors look for constructive signals, Capitol Hill appears in no rush—no deadlines, no momentum, just standard Washington pacing.
In the meantime, the crypto sector remains without updated regulatory frameworks, leaving the market in a holding pattern.