BlackRock’s Explosive Crypto × AI Prediction

Chart of the Day — Hyperliquid the revenue leader
Trade of the Day — A swing trade on TAO
Alpha Leaks — First LIT ETP launches in Europe
News Roundup — BlackRock on Crypto and AI, CFTC calls for mass tokenization, Bitwise reports on institutional crypto adoption

Hyperliquid Leads on Crypto Revenue

According to this chart from CoinGecko, Hyperliquid is the top crypto revenue generator so far this year, with a total of $429 million generated, which is 12.62% of the top fifteen listed.

Note that this research excludes the two major stablecoin-issuers, so Tether and Circle–which would otherwise be in the top two positions–are not ranked. Among the top fifteen shown, there is a wide range of protocol functions, including perps venues, trading terminals, smaller stablecoin issuers, and a launchpad, among others.

CoinGecko’s full report also shows that crypto revenues have been steady this year, averaging $1.1 billion a month despite bearish conditions during the period tracked.

TAO at Resistance

Today we’re looking at the TAO chart, and this is one to keep monitoring for an entry signal, it’s not an immediate entry.

You can see how price is currently pushing up against a resistance level that traces all the way back to November 2024. It hasn’t broken through yet–and may take some time before it does–but if it can break above that level and flip it to support, then there is a big opportunity for a swing trade.

Go Premium to get our recommended entry conditions, along with stop losses and take profit targets. Inner Circle members are stacking profits from our regularly updated trade set ups, so go Premium today to catch our signals.

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BlackRock Predicts AI × Crypto Convergence

BlackRock just released a research paper titled The Machine-Native Economy, and it details a convincing case for why AI agents and crypto will converge.

The main points include:

● AI agents performing real-world tasks: Autonomous agents are starting to make real-world transactions, and this kind of commerce requires machine-native payment rails.

● Tokenization In Common: Both AI and blockchains use forms of tokenization. For AI, it’s about breaking down language, while for blockchains, it’s about representing value. As the report puts it: “AI represents machine-native intelligence, digital assets represent machine-native money”.

● Programmable Payments: Stablecoins allow always-on, micro-sized payments between machines. Protocols such as x402 and ACP make transactions instant and programmable.

● Compute Power as a Tradeable Asset: With demand for AI compute exploding, tokenized claims on compute capacity could soon be traded like any other digital asset, opening new markets for traders.

● Bitcoin underpins value storage: While stablecoins can be used for transactions, BTC can act as a foundational store of value within an AI-native monetary system.

Overall, BlackRock predicts that AI adoption will drive demand for digital assets, programmable payments, and new markets trading in compute.

CFTC: Prepare for “Mass Tokenization”

CFTC Chair Michael Selig is making it clear where the regulator stands with regard to onchain finance, stating this week:

“Given changes like tokenization, onchain finance, and 24-hour trading, the next 10 years will bring greater financial market transformation than the past several decades combined”.

He was speaking at the Federal Reserve Bank of New York for a US Treasury market conference, and also explained that regulators are in a position where they must now prepare the market for “mass tokenization”.

Selig also stated in a CNBC interview, “it’s go time, we’re going to continue to ship rules to make sure that we’re ready to go for the new frontier of finance”.

That all is about as strong a signal as you can get about the direction in which mainstream finance is heading, and it comes very soon after the SEC issued a five-year Innovation Exemption aimed at clearing a regulatory path for tokenized stock trading.

Bitwise Reports Sticky Institutional Crypto Adoption

Bitwise has published a new report titled Institutional Crypto Adoption, in which it surveyed fifteen of the world’s largest financial institutions–including pension funds, sovereign wealth funds, and public companies–to find out about their crypto allocation strategies.

The survey took place in March and April this year, and some key findings were:

● Every crypto-holding institution held BTC, often as a store-of-value alongside gold.

● If other tokens, such as SOL or ETH, were held, then they were technology bets with shorter-term targets.

● When the crypto market fell after October 2025, holders did not reduce their crypto positions, and several increased their crypto holdings.

● Crypto allocations take up from 0.5% to 13% of investable assets, with most falling between 1% and 2%.

● Potential exit-triggers are thesis-driven rather than price-driven.

● Current barriers to entry are both reputational and operational.

Overall, the report concludes that institutional adoption is accelerating–it predicts that a majority of institution investors will hold crypto within the next five years–and it suggests that adoption is a reflexive process, with every new allocation lowering the barrier for others to follow.

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