Crypto Prime

Giang Bui, Head of Issuer Growth at Securitize and former market-structure leader at Nasdaq and NYSE, explains Securitize’s NYSE collaboration. Short takes cover tokenized securities, how transfer agents and ATS fit, exchange participation’s impact on adoption, and tokenized assets as institutional tools across blockchains.

Alex Morris, CEO of F/m Investments, leads the firm’s push to offer tokenized share classes for its TBIL ETF. He explains how tokenized shares change operational mechanics, why a permissioned blockchain matters for compliance, and what trading, settlements, and regulatory work could look like as securities go on-chain.

Zach Pandl, Head of Research at Grayscale, unpacks the recent crypto downturn, outlines the longer-term value proposition of bitcoin and digital assets, and highlights several of the firm’s ETFs – including the recently launched Grayscale Chainlink Trust ETF (GLNK).

After a brutal crypto selloff, Adrian Fritz, Chief Investment Strategist at 21shares, breaks down what went wrong – and the catalysts that could reignite momentum.

David Dziekanski, CEO and Chief Investment Officer of Quantify Funds, discusses the firm’s expanding lineup of crypto-related ETFs, including the IncomeSTKd 1X Bitcoin & 1X Gold Premium ETF (ISBG) and the Quantify 2x Alt Season Crypto ETF (QXAS).

James Seyffart, a Senior Research Analyst at Bloomberg Intelligence, dives into the current state of crypto ETFs. He discusses the recent lull in excitement surrounding ETF flows and debates whether these products have truly proven their long-term value. With over 150 filings currently, James predicts that more than 100 ETFs could launch by 2026, though many may struggle. He also explores how regulatory clarity could potentially spark institutional interest and shares insights on his upcoming Bitcoin book targeting traditional finance audiences.

Alex Thorn, Head of Firmwide Research at Galaxy, provides an update on the CLARITY Act, a bill designed to establish a clear regulatory framework for digital assets. He covers the legislation’s background, why it matters, key sticking points, and what comes next.

Matt Hougan, Chief Investment Officer at Bitwise, breaks down 10 crypto predictions for the year ahead, including why he believes more than 100 crypto-linked ETFs could launch in the U.S.

Michael Willis, CEO & Co-Founder of Cyber Hornet ETFs, spotlights the firm’s S&P 500 and Bitcoin 75/25 Strategy ETF (BBB) and discusses the investment case for bitcoin and broader crypto assets.

Samir Kerbage, Chief Investment Officer at Hashdex, explains crypto’s “new normal” and outlines three key themes shaping the future of digital assets heading into 2026.