Tag: CRYPTOS FoxBusiness

The Numbers

As of now, Cosmos is trading at $0 with no reported trading volume in the last 24 hours. This lack of volume indicates a relatively quiet market despite the significant news surrounding Blockdaemon’s recent partnership. Such developments may lead to increased interest in Cosmos as institutional adoption grows, potentially impacting future trading activity.

Blockdaemon provides institutional blockchain infrastructure, focusing on services like staking and node management. Cosmos, known for its interchain capabilities, seeks to facilitate a decentralized network that allows different blockchains to communicate with one another, making it an ideal partner for enhancing blockchain services.

Key Levels to Watch

Traders are advised to monitor developments within the Cosmos ecosystem following this partnership. The growing institutional backing may indicate a shift in market dynamics, particularly regarding Bitcoin dominance and overall crypto cycles. With increasing institutional interest, traders should watch for potential upticks in trading volume and price action in the coming weeks.

This article is for informational purposes only and does not constitute financial advice.

The CryptoJobsList data for 2025 also shows no comparable August-September surge as would be expected if the end of summer was such a prominent factor. That said, 2025 was a subdued year for crypto hirings from start to finish. The most active month was October, with a mere 373 listings. The figures were flat throughout July, August and September.

While listings may have surged in September this year, applications have not. CryptoJobsList recorded 25,700 applications in July, 24,631 in August and just under 20,000 in September.

The platform interprets this divergence as evidence that competition for specialist workers is tightening, though its data alone doesn’t establish why application numbers have gone the opposite way to listings.

The comparison of listings nevertheless provides some indication of where demand lies. Finance was the largest job category over the past three months, followed by engineering and trading, with stablecoins, AI, security and compliance all also in the top 10. Bitcoin was the most frequently sought blockchain familiarity, followed by Ethereum and Solana, as would be expected being the three largest networks in the crypto industry.

CryptoJobsList’s data suggests the crypto job market enters the fourth quarter with a lot more openings than any time previously this year, but not necessarily more applicants chasing them for the time being.

Gambardello also noted that strong inflows into spot ETFs, expectations of a crypto-friendly political environment, and high market interest played a significant role in Bitcoin previously surpassing its all-time high. However, the analyst stated that he does not consider this rise to be the “true crypto bull market,” arguing that a stronger movement could begin in the coming period as economic expansion accelerates.

The analyst supported his thesis not only with Bitcoin but also with assets sensitive to economic growth, such as the copper-gold ratio and the Russell 2000. According to Gambardello, these assets weaken during periods of economic contraction and strengthen during periods of expansion. The cryptocurrency market, however, is located at the more extreme end of the risk curve, and therefore reacts to economic recovery more slowly than other asset classes. Gambardello believes that the sideways movement seen in the altcoin market, particularly outside of major cryptocurrencies, throughout 2026 can be explained by this delay.

Another point Gambardello highlighted was the end of the monetary tightening process. According to the analyst, after the Fed’s quantitative tightening ends in December 2025, a normalization process will begin in the markets, and the economic cycle will turn back towards expansion. Gambardello stated that their self-developed US Business Cycle Index also recently signaled expansion. He said that the index combines the monthly manufacturing surveys of five regional Fed banks and generates a signal of economic expansion if it remains above certain thresholds for three consecutive months.

The analyst also believes that AI-driven productivity increases could accelerate economic growth in the coming years. Gambardello stated that an economic environment similar to the strong productivity period of the 1990s could emerge, and that Bitcoin and crypto assets could play a significant role in this process with trends such as institutionalization, tokenization, and the AI economy moving onto the blockchain.

*This is not investment advice.

Visser stated that macroeconomic conditions could also become more supportive of Bitcoin, noting that interest rates don’t necessarily need to fall sharply. According to the analyst, the key is the end of a period of consistently rising bond yields. Visser suggested that the weaker-than-expected core PCE data and weakening labor and wage data could help offset the upward pressure on interest rates. He believes such an environment could support appetite for risky assets.

Another point Visser highlighted is the potential rotation of capital from AI investments to cryptocurrencies. Recalling his previous statement that gains from AI stocks could eventually return to Bitcoin, Visser noted that this rotation may have already begun on a small scale. According to the investor, the AI theme will not disappear, but market participants may simultaneously begin to show renewed interest in Bitcoin and cryptocurrencies.

Visser also believes that AI agents could significantly expand the use cases of blockchain technology. Arguing that the current financial infrastructure may be insufficient for AI agents to perform fast and automated transactions, Visser states that blockchain-based payments, stablecoins, and tokenization could play a crucial role in this. According to the analyst, the widespread adoption of AI agents could lead to a significant increase in token transaction volumes.

Describing these developments as the “Micron moment” of the crypto market, Visser believes that investors underestimate how quickly technological change can occur. He states that stablecoin payments, tokenization, and the impact of AI agents could lead to strong growth in token volumes, and that the acceleration of this process by AI agents is one of the main reasons for his optimism towards crypto.

According to Visser’s assessment, the convergence of all these factors makes the last quarter of 2026 a remarkable period for Bitcoin and the broader cryptocurrency market.

*This is not investment advice.

Matthew Sigel, Head of Digital Asset Research at VanEck, stated that Bitcoin could continue to increase its share of the investment market in the long term, but added that quantum computing is not currently a threat close enough to warrant investors selling BTC.

In an interview, Sigel pointed out that the rapid growth in the AI sector has made the electrical infrastructure and long-term energy contracts owned by Bitcoin mining companies more valuable. He noted that in the past, mining companies’ core assets were primarily valued based on computing power and Bitcoin production capacity, but the high and continuous electricity demand of AI data centers is beginning to change this approach.

Sigel noted that some Bitcoin miners have signed 10 to 20-year electricity contracts with counterparties that have investment-grade credit ratings, adding that these agreements offer companies additional value that isn’t solely tied to the Bitcoin price. He stated that with the growth of the AI sector, affordable and stable electricity sources may become increasingly scarce, and mining companies with long-term energy access could capitalize on new business opportunities, such as transforming their facilities into AI and high-performance computing infrastructure.

Cathie Wood has spent years telling investors to “follow the developers” when trying to figure out where technology is headed next. Now the ARK Invest CEO thinks investors may need to follow something else: the agents.

“We’re probably going to be talking more and more about ‘follow the agents,’” Wood said during a panel at Robinhood’s Summit in Houston on Wednesday. She was referring to AI agents, software that can carry out tasks on a person’s behalf rather than simply answering a question or generating text.

Wood’s comment was brief, coming near the end of a wider discussion about AI, private markets and technology investing. But it points to a question that is becoming more important as companies race to build AI agents: What happens when AI stops simply giving people answers and starts spending their money?

Developers have long helped show which technologies are gaining momentum because engineers tend to gravitate toward tools they find useful. If millions of AI agents begin making their own choices about which software, services and networks to use, their activity could offer another way to see where demand is going.

But those agents will also need a way to pay.

For most investors, building a portfolio still means either buying a collection of stocks, bonds and funds themselves or handing the job to an asset manager.

Tokenization may eventually blur that distinction.

BlackRock, the world’s largest asset manager, offered a glimpse of what that could look like with Ondo Finance via Intelligent Portfolios, packaging professionally constructed investment strategies into individual tokens on the blockchain.

The three portfolios, developed by BlackRock for Ondo, combine different assets into strategies focused on high income, diversified growth and high growth. Instead of buying and rebalancing the underlying investments separately, an investor can hold a single token representing the portfolio.

That may sound like a small change. After all, mutual funds and ETFs have bundled investments into single products for decades.

But putting the portfolio itself onchain potentially gives it characteristics that traditional structures don’t have. It can move between wallets and platforms, be visible onchain and potentially be used as collateral for borrowing or plugged into other financial products.

That starts to move tokenization beyond simply creating blockchain versions of individual stocks, bonds and funds.

Why this matters

Most of the tokenization boom so far has focused on individual assets: Treasury funds, private credit, stocks and ETFs.

If enacted, the bill would have unlocked crypto’s considerable potential, including its ability to expand financial inclusion and reduce the costs of cross-border payments. Realizing any of that at scale takes more than technical ingenuity, because regulated institutions naturally hesitate to commit capital while the rules remain unwritten, and everyday Americans have little reason to trust a market that no one fully oversees.

Congress has long understood the need for a comprehensive regulatory framework. Legislative efforts date back to the Token Taxonomy Act of 2018, and successive attempts across four Congresses have all faltered, though none came as close as the Clarity Act.

Progress will effectively reset when the new Congress is sworn in, because key senators who quarterbacked the bill will not be on the ballot again. Cynthia Lummis (R-WY), who chairs Senate Banking’s Subcommittee on Digital Assets, is retiring, and so is Thom Tillis (R-NC), who helped broker the bipartisan compromise on stablecoin rewards that cleared the Clarity Act’s path out of committee.

What makes the bill’s defeat all the more exasperating is that the hardest part was already done. The fundamental questions concerning market structure had largely been resolved, which explained the uniquely broad coalition that assembled behind the bill. Wall Street and the crypto industry made for unlikely bedfellows, yet firms such as Goldman Sachs and BlackRock also endorsed the Clarity Act.