Bitcoin & Crypto Daily Digest – 2025-08-15
Market Sentiment: mixed
TradFi's blockchain playbook is misaligned; efficiency vs. power redistribution. JPMorgan & Citi's systems miss the point; public chains crush them on volume. Tokenized deposits target the wrong audience; the unbanked need public infrastructure. BlackRock, Franklin, Apollo leading with hybrid instruments; DeFi composability is key. Fintech verticalization trend gaining traction; owning sequencers = transaction economics. PayPal's L2 with PYUSD creates strong network effects; integration boosts velocity. Winners will leverage public chains, not just build better permissioned ones. Panic selling vibes today, charts not helping.
Key Narratives
- Institutional adoption of blockchain
- AI tech advancements
- DeFi composability
- Stealth mode projects gaining traction
- Market recovery potential amidst panic
Coins in Focus
SERV, ETHY, DREAD BONGO, DAI, USDC