Markets are caught between weak jobs data, dovish Fed expectations, and a wave of institutional bets on tokenized infrastructure that could redefine where capital flows next.

ETF flows and corporate treasuries are shaping a new phase of institutional crypto adoption, with Bitcoin holding steady, Ethereum accelerating, and Solana quietly building its base.

Crypto is no longer just being traded. It’s being accumulated, institutionalized, and enshrined on balance sheets around the world.

Treasury yields are climbing and the effects are being felt across markets. What does this mean for investors?