Fidelity Digital Assets

If you’re only watching price, you’re missing the full story. Our expanded Q2 2026 Signals Report breaks down what profitability, momentum, and usage data are signaling for BTC, ETH, and—for the first time—SOL. Read the full report: go.fidelity.com/sIX24n

@ChrisJKuiper @TheBitcoinConf @samcallah @GregCipolaro @brandon_gentile What could these trends potentially mean for institutional allocators? Get in touch with our team: fidelitydigitalassets.com/get-in-touch?c…

VP of Research @ChrisJKuiper just wrapped his panel at @TheBitcoinConf alongside @samcallah, @GregCipolaro, & @brandon_gentile. Key takeaways: 1️⃣ Allocation conversations are evolving: A 0% bitcoin position may fit some strategies—but increasingly calls for clear portfolio rationale. 2️⃣ Volatility works both ways: Bitcoin’s profile reflects meaningful upside participation alongside downside risk. 3️⃣ Adoption is evolving: Growing engagement may be linked to newer, digitally native cohorts. 4️⃣ Stablecoins as an on‑ramp: Everyday digital payments and wallet usage may help bridge toward broader adoption.

Happy Day 2 of @TheBitcoinConf! At 4:30 p.m. PST, our VP of Research @ChrisJKuiper joins @samcallah and @GregCipolaro in a panel moderated by @brandon_gentile to discuss how macro forces, institutional participation, and investor behavior may shape what comes next. We’ll share key takeaways later today. In the meantime, our Research team is on the ground—what speakers or themes from #Bitcoin2026 would you like to hear more about? ⬇️

For a high‑level overview of our report and its key themes (including BTC’s role in early market stabilization) see @CoinDesk’s coverage: coindesk.com/markets/2026/0…

BTC dominance is rising again. After declining through late 2025, BTC’s capital concentration is forming higher lows—signaling ongoing capital concentration amid selective risk appetite. Historically, this dynamic has tended to persist until broader participation returns. More in our Q2 2026 Signals Report: fidelitydigitalassets.com/research-and-i…

Research Analyst Zack Wainwright shares key takeaways from @CryptoHayes “21 Weeks Later” panel from Day 1 at @TheBitcoinConf: 1️⃣ AI as a developing macro variable: Hayes touched on the potential for AI‑driven labor shifts to influence consumer trends, warranting ongoing observation. 2️⃣ Fiscal policy as a key consideration: Hayes noted that current spending patterns have yet to show clear evidence of sustained fiscal tightening, with deficit dynamics continuing to shape issuance expectations. 3️⃣ Implementation over signaling: Hayes suggested that future monetary policy adjustments may emphasize system‑level balance sheet tools. 4️⃣ Evolution in Treasury market participation: Hayes referenced changes in the composition of Treasury buyers, with institutions potentially playing a greater role as global demand patterns adjust.

A proposed Bitcoin hard fork called "eCash" has revived discussions around how long‑inactive or potentially lost coins should be treated. The plan has drawn attention for its funding mechanism, which would reassign ownership coins tied to Satoshi’s long‑dormant addresses on the new chain—which are often cited in conversations around coins that may be lost or otherwise inaccessible. That raises a wider question for the ecosystem: Should any proposal have the power to reassign, retire, or otherwise alter ownership? Share your thoughts below ⬇

We’ve arrived at @TheBitcoinConf! Our team is excited to explore what’s next for bitcoin—and we’ll be sharing live updates throughout the week. In town? Let’s connect: go.fidelity.com/ogkFMU

Interested in how quantum may affect your digital assets strategy? Get in touch to connect with team members across Fidelity Investments who specialize in quantum research: fidelitydigitalassets.com/get-in-touch?c…

Quantum computing is advancing—but its impact on digital assets isn’t as simple as the headlines suggest. In the latest FCAT Crypto Brief, Senior Research Analyst Max Wadington joins quantum specialists from across Fidelity Investments to explore quantum and understand how the broader ecosystem is preparing. ▶️ Listen now: crypto-brief.castos.com/episodes/count…

$311B in stablecoin supply as of Mar. 31. $24T+ in adjusted transfer value in 2025. $2.8T in monthly settlement on Ethereum at peak usage. In the third installment of “Stablecoins Explained,” we explore the story behind the numbers and why stablecoins increasingly resemble short‑term digital money markets. Read now: fidelitydigitalassets.com/research-and-i…

Is bitcoin at a key turning point? Next week at @TheBitcoinConf, @ChrisJKuiper will explore how macro forces, institutional participation, and investor behavior may shape what comes next. Connect with us ahead of Bitcoin 2026: fidelitydigitalassets.com/get-in-touch?c…

The key question is no longer “Why bitcoin?” Instead, it’s “What is the case for zero?” In our latest research, VP of Research @ChrisJKuiper explores how: • Bitcoin has delivered the highest long‑term returns of any asset • Risk‑adjusted returns have also ranked highest—despite volatility • Even modest allocations historically changed portfolio outcomes • Position sizing matters more than funding or rebalancing details • 60/40 portfolios may face growing structural pressure Read the full report: fidelitydigitalassets.com/research-and-i…

Institutions need digital asset solutions built to last. Fidelity Digital Assets is designed to support investors as their strategy evolves—now and into the future. Explore our custody and trading experience: go.fidelity.com/lvBbGU

➡️ Today at #ParisBlockchainWeek: Senior Research Analyst Martha Reyes takes the Master Stage to explore the convergence of macro liquidity and crypto cycles. Get in touch with our team to discuss the latest digital asset trends: go.fidelity.com/lRhtMa

How does Solana maintain fast, low‑cost transactions as network activity grows? Senior Research Analyst Max Wadington breaks down the network’s core design principles in the third episode of our new video series, “About Solana.” ▶️ Watch now: youtu.be/o-UB-7IbIDc?si…

That same dynamic shows up across bitcoin’s broader cycle. As bitcoin has grown larger and more liquid, volatility has declined—even as prices reached new highs. Zack explores the trend further in his recent blog: go.fidelity.com/H4cFp7

Bitcoin’s market value reflects price. Realized value reflects invested capital. In this cycle, those two have stayed unusually close—suggesting weaker speculative excess than past bull markets. Research Analyst Zack Wainwright analyzes the shift on the latest “Chart Chatter.” ️▶️ Watch now: go.fidelity.com/evlBTD

How are stablecoins reshaping global finance? Join Fidelity’s Covering Crypto Livestream on April 14, 12:00 p.m. ET as Research Analyst Matt Hogan discusses adoption trends, investor implications, and our new stablecoin, Fidelity Digital Dollar (FIDD). Register now: fidelityevents.com/covering-crypt…