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Research

The latest research from the AMINA team

Access a comprehensive collection of industry research, knowledge, and updates available in a single location.

Featured research

13.08.2026

/

Crypto Market Monitor

Macro analysis July 2026: Why markets repriced the risk of a US Fed rate hike

US CPI fell 0.4% in June, yet three Fed officials voted to hike. Inside July 2026: the Hormuz toll, $4 petrol, a 40-year JPY low and a record S&P 500.

Read more

30.07.2026

/

Crypto Market Monitor

Bitcoin Fork August 2026: BIP-110, eCash, Covenants and the Quantum Clock

Bitcoin hasn't changed since Taproot in 2021. BIP-110, an eCash fork, the covenants debate, and a shrinking quantum timeline could decide what's next.

Read more

Latest research

  • 22.07.2026

    /

    Crypto Market Monitor

    Hyperliquid HYPE ETF: Buyback, Staking Yield & Institutional Access (2026)

    Hyperliquid cleared $493B trading volume in Q1 2026, buys back 97-99% of fees as HYPE. Institutions still can't access it directly despite three live US spot ETFs.

    Read more
  • 17.07.2026

    /

    Crypto Market Monitor

    Gold and Silver in 2026: The structural shift investors are missing

    Gold reclaimed its role as a reserve asset while silver became critical to solar, EVs, and AI. Here's the 2016 to 2026 structural shift and what it means for 2026.

    Read more
  • 10.07.2026

    /

    Crypto Market Monitor

    Crypto Market Q2 2026 Review: Liquidity Migration and ETF Outflows

    Q2 2026 is best understood as a quarter of liquidity migration rather than a simple drawdown. The market did not reject risk. It chose a different risk trade. Bitcoin gave back its April recovery and finished the quarter down roughly 14 percent, while the S&P 500 rose about 16 percent and the NASDAQ 100 rose about 28 percent.

    Read more
  • 01.07.2026

    /

    Crypto Market Monitor

    MiCA Grandfathering Ends in 2026: What it changes for institutional investors

    MiCA's transitional period closed on July 1, 2026. Read on to know what changes in the EU and EEA for crypto users, and why self-custody and stablecoins are affected.

    Read more
  • 25.06.2026

    /

    Crypto Market Monitor

    Ethereum Strawmap and Glamsterdam: Can They Restore ETH’s Value Accrual?

    Ethereum has the roadmap but not yet the demand. Inside the Strawmap, Glamsterdam, and the ETH value-accrual problem shaping Ethereum's next chapter.

    Read more
  • 19.06.2026

    /

    Crypto Market Monitor

    Institutional Crypto Custody: How Cold Custody Secures Digital Assets

    Learn the difference between cold storage and cold custody, and how regulated institutions secure digital assets through governance, operational controls, and advanced custody infrastructure.

    Read more
  • 18.06.2026

    /

    Crypto Market Monitor

    Crypto in June 2026: Prices Down, Adoption Up

    The first week of June 2026 highlighted an increasingly important divergence across financial markets. On one side, macroeconomic conditions continue to challenge expectations for monetary easing, forcing investors to reassess valuations across technology equities and digital assets.

    Read more
  • 08.06.2026

    /

    The Bridge

    Agentic Payments Explained: How AI Agents Use Crypto, Stablecoins, x402 and MPP

    Agentic payments, meaning transactions initiated and executed entirely within software without real-time human approval, have moved from theoretical discussion into active infrastructure build-out. For years, the debate around crypto and artificial intelligence was narrowed to a single provocation: does AI need crypto? That question is now being rethought.

    Read more
  • 01.06.2026

    /

    Crypto Market Monitor

    Crypto Market Update May 2026: Markets Begin Pricing Infrastructure Over Narratives

    Markets rarely announce structural transitions while they are happening. At a surface level, May 2026 appeared relatively uneventful. Bitcoin traded between approximately US$76,300 and US$82,164, while Ethereum remained between US$2,097 and US$2,369.

    Read more
  • 25.05.2026

    /

    Crypto Market Monitor

    The Quantum Clock Is Ticking — Is Crypto Ready?

    Quantum based attacks are not an immediate threat to blockchain cryptography, but recent advances have shortened perceived timelines and pushed the industry from passive monitoring to active preparation.

    Read more
  • 15.05.2026

    /

    Crypto Market Monitor

    Crypto ESG 2026: Governance, Energy and Capital Reshape Digital Assets

    Crypto ESG in 2026 is reshaping institutional digital assets through MiCA, governance risk, Bitcoin mining, and tokenized infrastructure.

    Read more
  • 08.05.2026

    /

    Crypto Market Monitor

    CLARITY Act Stablecoin Yield Rules: Winners, Losers, and What Changes Next

    CLARITY Act Section 404 ends passive stablecoin yield and forces a structural shift in crypto business models. Circle surged 30%. Bitcoin ETFs hit $630M inflows. Full analysis of winners, losers, and what comes next.

    Read more
  • 30.04.2026

    /

    Crypto Market Monitor

    Stablecoin Use Cases for Banks: A Practical Playbook for Regional and Community Institutions

    Stablecoin use cases for banks explained through real workflows. Learn how cross-border payments, treasury, and payouts are evolving

    Read more
  • 28.04.2026

    /

    Crypto Market Monitor

    Crypto Lending in 2026: How Borrowing Against Bitcoin Is Reshaping Global Credit

    What began as a niche experiment in decentralised finance has evolved into a parallel credit system, operating at the intersection of traditional finance, institutional capital, and programmable infrastructure. This is not a side narrative. It is a structural redefinition of global lending.

    Read more
  • 27.04.2026

    /

    The Bridge

    How to Value Crypto Assets in 2026: A Framework Beyond Cash Flows

    Crypto assets do not fit into traditional valuation frameworks. They do not produce stable cash flows, do not represent enforceable ownership, and rarely offer a clear terminal value.

    Read more
  • 17.04.2026

    /

    Crypto Market Monitor

    DeFi Security Has a Human Problem

    Digital asset markets continue to experience persistent and structurally recurring security failures, despite increased adoption, capital inflows, and growing institutional participation. The critical insight is that most losses do not originate from failures in audited smart contract code, but from weaknesses in surrounding systems, such as operational processes, infrastructure, and human behaviour.

    Read more
  • 10.04.2026

    /

    Crypto Market Monitor

    Q1 2026: The Regime Reset

    The first quarter of 2026 marks a structural reset in digital asset markets, rather than a continuation of the late-2025 expansion cycle.

    Read more
  • 06.04.2026

    /

    Crypto Market Monitor

    Crypto Taxation 2026: From Arbitrage to Transparency

    The taxation of digital assets has crossed a threshold. What was once a fragmented, jurisdiction-by-jurisdiction patchwork is now converging into a coordinated, transparency-first system, shaped by the OECD’s Crypto-Asset Reporting Framework and the EU’s eighth Directive on Administrative Cooperation.

    Read more
  • 06.04.2026

    /

    Crypto Market Monitor

    Crude Oil’s New Home Is on Blockchain

    How a crypto derivatives platform became the world's most active venue for crude oil trading and what it says about where markets are going. On a Saturday morning in late March, while the New York Mercantile Exchange was closed and CME traders were at brunch, $1.2 billion worth of crude oil changed hands on a blockchain.

    Read more
  • 06.04.2026

    /

    Crypto Market Monitor

    Private Credit 2026: Growth and Risks

    Private credit has spent a decade scaling into a $2 trillion asset class. Between late 2025 and March 2026, it faced its first genuine stress test. Redemption pressure surged across several flagship funds.

    Read more
  • 06.04.2026

    /

    Crypto Market Monitor

    Conflict, Crude and Crypto

    The financial week between 4 March and 11 March 2026 unfolded under a rare convergence of geopolitical escalation and macroeconomic deterioration. Global markets moved rapidly from the initial shock phase of the U.S.–Israel–Iran conflict (covered in detail in our previous edition of the Crypto Market Monitor ) into a complex volatility regime in which traditional correlations were repeatedly challenged.

    Read more
  • 06.03.2026

    /

    Crypto Market Monitor

    Beyond the Downturn: How Institutional Capital is Quietly Reshaping Digital Assets

    The early months of 2026 have delivered the first genuine stress test of the institutional digital asset ecosystem. Bitcoin currently trades roughly 50% below its October 2025 peak of USD 126,200, yet the structural foundations of the industry continue to strengthen.

    Read more
  • 03.03.2026

    /

    Crypto Market Monitor

    Markets on Edge as Middle East Escalation Sends Oil and Gold Soaring

    Over the weekend, coordinated U.S. and Israeli strikes inside Iran escalated into the most serious regional confrontation in decades. The operation targeted nuclear facilities, military command centers and senior leadership infrastructure, including the reported killing of Iran’s Supreme Leader Ayatollah Ali Khamenei.

    Read more
  • 27.02.2026

    /

    Crypto Market Monitor

    Institutional Crypto Infrastructure: The Canton Context

    Institutional blockchain adoption has moved well beyond proof-of-concepts. Asset managers, banks, and infrastructure operators are actively deploying real-world asset tokenisation and cross-institution settlement workflows. But a critical gap persists: most enterprise-grade networks solve for privacy and compliance at the cost of interoperability, resulting in operational silos that limit their utility at scale.

    Read more
  • 24.02.2026

    /

    Crypto Market Monitor

    Beyond RWA Tokenization: Real-Time Settlement in Infrastructure Finance

    Financial systems historically process events in batches. Tokenised systems process events as they occur. When finance operates at the speed of production, liquidity ceases to be a market condition and becomes an infrastructural property.

    Read more
  • 17.02.2026

    /

    The Bridge

    The Current State of Staking: Institutional Adoption at Scale

    Institutional participation in staking reached a watershed moment in early 2026. Over $58 billion in capital now flows through liquid staking protocols, whilst an additional $19 billion has moved into restaking, according to DeFi Llama.

    Read more
  • 13.02.2026

    /

    Crypto Market Monitor

    Three Numbers Behind $24.7 Billion in Tokenised Assets

    In early 2026, markets delivered the first genuine stress test of tokenised financial infrastructure. Sovereign bond volatility rippled through the crypto market.

    Read more
  • 05.02.2026

    /

    Crypto Market Monitor

    January 2026 Crypto Market Analysis: The First Real Stress Test of Institutional Crypto

    January 2026 presented with a paradox: crypto prices fell 25% yet the infrastructure supporting institutional adoption sped up.

    Read more
  • 30.01.2026

    /

    Crypto Market Monitor

    Digital Asset Treasuries Start Strong in 2026

    By early 2026, digital asset treasuries (DATs) have fully transitioned from a niche corporate experiment into a mainstream capital-markets strategy with growing institutional legitimacy.

    Read more
  • 23.01.2026

    /

    The Bridge

    Staking: The Foundation of Modern Blockchain Infrastructure

    Staking has become a foundational mechanism in the design of modern blockchain networks. Rather than serving as an auxiliary feature or optional enhancement, staking is embedded directly into protocol architecture and plays a central role in how decentralised systems achieve security, coordination, and operational continuity.

    Read more
  • 16.01.2026

    /

    Crypto Market Monitor

    Five Institutional Takeaways from PREDICT 2026

    When people talk about crypto in 2026, the conversation has changed. It’s no longer about experimentation, proof-of-concepts, or whether the technology works.

    Read more
  • 06.01.2026

    /

    Crypto Market Monitor

    Crypto in 2026: From Speculation to Financial Infrastructure

    Crypto in 2026: From Speculation to Financial Infrastructure

    Read more
Showing 32 of 32
  • 13.08.2026

    /

    Crypto Market Monitor

    Macro analysis July 2026: Why markets repriced the risk of a US Fed rate hike

    US CPI fell 0.4% in June, yet three Fed officials voted to hike. Inside July 2026: the Hormuz toll, $4 petrol, a 40-year JPY low and a record S&P 500.

    Read more
  • 30.07.2026

    /

    Crypto Market Monitor

    Bitcoin Fork August 2026: BIP-110, eCash, Covenants and the Quantum Clock

    Bitcoin hasn't changed since Taproot in 2021. BIP-110, an eCash fork, the covenants debate, and a shrinking quantum timeline could decide what's next.

    Read more
  • 22.07.2026

    /

    Crypto Market Monitor

    Hyperliquid HYPE ETF: Buyback, Staking Yield & Institutional Access (2026)

    Hyperliquid cleared $493B trading volume in Q1 2026, buys back 97-99% of fees as HYPE. Institutions still can't access it directly despite three live US spot ETFs.

    Read more
  • 17.07.2026

    /

    Crypto Market Monitor

    Gold and Silver in 2026: The structural shift investors are missing

    Gold reclaimed its role as a reserve asset while silver became critical to solar, EVs, and AI. Here's the 2016 to 2026 structural shift and what it means for 2026.

    Read more
  • 10.07.2026

    /

    Crypto Market Monitor

    Crypto Market Q2 2026 Review: Liquidity Migration and ETF Outflows

    Q2 2026 is best understood as a quarter of liquidity migration rather than a simple drawdown. The market did not reject risk. It chose a different risk trade. Bitcoin gave back its April recovery and finished the quarter down roughly 14 percent, while the S&P 500 rose about 16 percent and the NASDAQ 100 rose about 28 percent.

    Read more
  • 01.07.2026

    /

    Crypto Market Monitor

    MiCA Grandfathering Ends in 2026: What it changes for institutional investors

    MiCA's transitional period closed on July 1, 2026. Read on to know what changes in the EU and EEA for crypto users, and why self-custody and stablecoins are affected.

    Read more
  • 25.06.2026

    /

    Crypto Market Monitor

    Ethereum Strawmap and Glamsterdam: Can They Restore ETH’s Value Accrual?

    Ethereum has the roadmap but not yet the demand. Inside the Strawmap, Glamsterdam, and the ETH value-accrual problem shaping Ethereum's next chapter.

    Read more
  • 19.06.2026

    /

    Crypto Market Monitor

    Institutional Crypto Custody: How Cold Custody Secures Digital Assets

    Learn the difference between cold storage and cold custody, and how regulated institutions secure digital assets through governance, operational controls, and advanced custody infrastructure.

    Read more
  • 18.06.2026

    /

    Crypto Market Monitor

    Crypto in June 2026: Prices Down, Adoption Up

    The first week of June 2026 highlighted an increasingly important divergence across financial markets. On one side, macroeconomic conditions continue to challenge expectations for monetary easing, forcing investors to reassess valuations across technology equities and digital assets.

    Read more
  • 01.06.2026

    /

    Crypto Market Monitor

    Crypto Market Update May 2026: Markets Begin Pricing Infrastructure Over Narratives

    Markets rarely announce structural transitions while they are happening. At a surface level, May 2026 appeared relatively uneventful. Bitcoin traded between approximately US$76,300 and US$82,164, while Ethereum remained between US$2,097 and US$2,369.

    Read more
  • 25.05.2026

    /

    Crypto Market Monitor

    The Quantum Clock Is Ticking — Is Crypto Ready?

    Quantum based attacks are not an immediate threat to blockchain cryptography, but recent advances have shortened perceived timelines and pushed the industry from passive monitoring to active preparation.

    Read more
  • 15.05.2026

    /

    Crypto Market Monitor

    Crypto ESG 2026: Governance, Energy and Capital Reshape Digital Assets

    Crypto ESG in 2026 is reshaping institutional digital assets through MiCA, governance risk, Bitcoin mining, and tokenized infrastructure.

    Read more
  • 08.05.2026

    /

    Crypto Market Monitor

    CLARITY Act Stablecoin Yield Rules: Winners, Losers, and What Changes Next

    CLARITY Act Section 404 ends passive stablecoin yield and forces a structural shift in crypto business models. Circle surged 30%. Bitcoin ETFs hit $630M inflows. Full analysis of winners, losers, and what comes next.

    Read more
  • 30.04.2026

    /

    Crypto Market Monitor

    Stablecoin Use Cases for Banks: A Practical Playbook for Regional and Community Institutions

    Stablecoin use cases for banks explained through real workflows. Learn how cross-border payments, treasury, and payouts are evolving

    Read more
  • 28.04.2026

    /

    Crypto Market Monitor

    Crypto Lending in 2026: How Borrowing Against Bitcoin Is Reshaping Global Credit

    What began as a niche experiment in decentralised finance has evolved into a parallel credit system, operating at the intersection of traditional finance, institutional capital, and programmable infrastructure. This is not a side narrative. It is a structural redefinition of global lending.

    Read more
  • 17.04.2026

    /

    Crypto Market Monitor

    DeFi Security Has a Human Problem

    Digital asset markets continue to experience persistent and structurally recurring security failures, despite increased adoption, capital inflows, and growing institutional participation. The critical insight is that most losses do not originate from failures in audited smart contract code, but from weaknesses in surrounding systems, such as operational processes, infrastructure, and human behaviour.

    Read more
  • 10.04.2026

    /

    Crypto Market Monitor

    Q1 2026: The Regime Reset

    The first quarter of 2026 marks a structural reset in digital asset markets, rather than a continuation of the late-2025 expansion cycle.

    Read more
  • 06.04.2026

    /

    Crypto Market Monitor

    Crypto Taxation 2026: From Arbitrage to Transparency

    The taxation of digital assets has crossed a threshold. What was once a fragmented, jurisdiction-by-jurisdiction patchwork is now converging into a coordinated, transparency-first system, shaped by the OECD’s Crypto-Asset Reporting Framework and the EU’s eighth Directive on Administrative Cooperation.

    Read more
  • 06.04.2026

    /

    Crypto Market Monitor

    Crude Oil’s New Home Is on Blockchain

    How a crypto derivatives platform became the world's most active venue for crude oil trading and what it says about where markets are going. On a Saturday morning in late March, while the New York Mercantile Exchange was closed and CME traders were at brunch, $1.2 billion worth of crude oil changed hands on a blockchain.

    Read more
  • 06.04.2026

    /

    Crypto Market Monitor

    Private Credit 2026: Growth and Risks

    Private credit has spent a decade scaling into a $2 trillion asset class. Between late 2025 and March 2026, it faced its first genuine stress test. Redemption pressure surged across several flagship funds.

    Read more
  • 06.04.2026

    /

    Crypto Market Monitor

    Conflict, Crude and Crypto

    The financial week between 4 March and 11 March 2026 unfolded under a rare convergence of geopolitical escalation and macroeconomic deterioration. Global markets moved rapidly from the initial shock phase of the U.S.–Israel–Iran conflict (covered in detail in our previous edition of the Crypto Market Monitor ) into a complex volatility regime in which traditional correlations were repeatedly challenged.

    Read more
  • 06.03.2026

    /

    Crypto Market Monitor

    Beyond the Downturn: How Institutional Capital is Quietly Reshaping Digital Assets

    The early months of 2026 have delivered the first genuine stress test of the institutional digital asset ecosystem. Bitcoin currently trades roughly 50% below its October 2025 peak of USD 126,200, yet the structural foundations of the industry continue to strengthen.

    Read more
  • 03.03.2026

    /

    Crypto Market Monitor

    Markets on Edge as Middle East Escalation Sends Oil and Gold Soaring

    Over the weekend, coordinated U.S. and Israeli strikes inside Iran escalated into the most serious regional confrontation in decades. The operation targeted nuclear facilities, military command centers and senior leadership infrastructure, including the reported killing of Iran’s Supreme Leader Ayatollah Ali Khamenei.

    Read more
  • 27.02.2026

    /

    Crypto Market Monitor

    Institutional Crypto Infrastructure: The Canton Context

    Institutional blockchain adoption has moved well beyond proof-of-concepts. Asset managers, banks, and infrastructure operators are actively deploying real-world asset tokenisation and cross-institution settlement workflows. But a critical gap persists: most enterprise-grade networks solve for privacy and compliance at the cost of interoperability, resulting in operational silos that limit their utility at scale.

    Read more
  • 24.02.2026

    /

    Crypto Market Monitor

    Beyond RWA Tokenization: Real-Time Settlement in Infrastructure Finance

    Financial systems historically process events in batches. Tokenised systems process events as they occur. When finance operates at the speed of production, liquidity ceases to be a market condition and becomes an infrastructural property.

    Read more
  • 13.02.2026

    /

    Crypto Market Monitor

    Three Numbers Behind $24.7 Billion in Tokenised Assets

    In early 2026, markets delivered the first genuine stress test of tokenised financial infrastructure. Sovereign bond volatility rippled through the crypto market.

    Read more
  • 05.02.2026

    /

    Crypto Market Monitor

    January 2026 Crypto Market Analysis: The First Real Stress Test of Institutional Crypto

    January 2026 presented with a paradox: crypto prices fell 25% yet the infrastructure supporting institutional adoption sped up.

    Read more
  • 30.01.2026

    /

    Crypto Market Monitor

    Digital Asset Treasuries Start Strong in 2026

    By early 2026, digital asset treasuries (DATs) have fully transitioned from a niche corporate experiment into a mainstream capital-markets strategy with growing institutional legitimacy.

    Read more
  • 16.01.2026

    /

    Crypto Market Monitor

    Five Institutional Takeaways from PREDICT 2026

    When people talk about crypto in 2026, the conversation has changed. It’s no longer about experimentation, proof-of-concepts, or whether the technology works.

    Read more
  • 06.01.2026

    /

    Crypto Market Monitor

    Crypto in 2026: From Speculation to Financial Infrastructure

    Crypto in 2026: From Speculation to Financial Infrastructure

    Read more
Showing 30 of 30
  • 08.06.2026

    /

    The Bridge

    Agentic Payments Explained: How AI Agents Use Crypto, Stablecoins, x402 and MPP

    Agentic payments, meaning transactions initiated and executed entirely within software without real-time human approval, have moved from theoretical discussion into active infrastructure build-out. For years, the debate around crypto and artificial intelligence was narrowed to a single provocation: does AI need crypto? That question is now being rethought.

    Read more
  • 27.04.2026

    /

    The Bridge

    How to Value Crypto Assets in 2026: A Framework Beyond Cash Flows

    Crypto assets do not fit into traditional valuation frameworks. They do not produce stable cash flows, do not represent enforceable ownership, and rarely offer a clear terminal value.

    Read more
  • 17.02.2026

    /

    The Bridge

    The Current State of Staking: Institutional Adoption at Scale

    Institutional participation in staking reached a watershed moment in early 2026. Over $58 billion in capital now flows through liquid staking protocols, whilst an additional $19 billion has moved into restaking, according to DeFi Llama.

    Read more
  • 23.01.2026

    /

    The Bridge

    Staking: The Foundation of Modern Blockchain Infrastructure

    Staking has become a foundational mechanism in the design of modern blockchain networks. Rather than serving as an auxiliary feature or optional enhancement, staking is embedded directly into protocol architecture and plays a central role in how decentralised systems achieve security, coordination, and operational continuity.

    Read more
Showing 4 of 4

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