Last Friday, two of traditional finance’s pillars lent credibility to the broad crypto market. UBS, with more than $7 trillion in assets, said it will soon offer crypto trading to private clients. PwC followed, declaring that institutional adoption of crypto is now irreversible, underscoring a shift from crypto as a niche to a structural feature in traditional finance.
This shift cements crypto as a structural feature in traditional finance rather than a cyclical trend, and it underlines how institutions can influence price action and liquidity. The evolution signals that mass adoption is no longer a pipe dream but an inevitability being prepared by some of TradFi’s oldest names.
Retail investors could be left behind if the wave advances before they participate. The trend also implies a longer-term liquidity outlook for 2026, suggesting stronger rallies and fewer meaningful corrections over the year. Juan Villaverde’s Crypto Timing Model points to the best window for Bitcoin purchases in 2026, with recent market updates emphasizing a stronger liquidity backdrop. Jurica Dujmovic’s three Crypto Predictions for 2026 connect the market shifts to opportunities in AI and DeFi, including regulatory debates around AI agents trading on blockchain.
Observers note that as regulatory rails take shape, AI agents could extend beyond DeFi, offering broader benefits to large financial institutions. Davos discussions highlighted AI’s potential role in crypto trading as regulators begin to address this frontier. Jurica’s approach also emphasizes extracting value from crypto’s predictive market beyond sheer sentiment. Taken together, these signals suggest a lasting structural shift as traditional finance increasingly embraces crypto, with institutional participation likely to shape price action and liquidity for years to come.
Leave a Reply