cplwatch

Evan Cheng and Stephen Mackintosh said 2025 marked a turning point for institutional adoption, with tokenization and agentic commerce emerging as the next frontier.
Post the Genius Act, we’ve seen so much more institutional demand and awareness for what the promise of crypto could deliver,” he said, particularly around tokenization and stablecoins.
While sentiment has fluctuated, Mackintosh argued the structural shift is clear. “The market, despite all of the sentiment being low, has never been greater,” he said, citing record options volumes and the entrance of major firms such as Citadel and Jane Street into crypto markets. He described a long-term trend in which “the biggest institutions in finance in the world” are investing in infrastructure and talent to capture market share.
Mysten Labs CEO Evan Cheng framed the next phase as convergence rather than competition between traditional finance and decentralized finance. In his view, TradFi products often operate on “T+1 or T+whatever,” while DeFi is “T+0”—a “strictly better product” in settlement terms.
The convergence, he suggested, will emerge through tokenization. “You acquire [an asset] and immediately you can collateralize and borrow against it,” Cheng said, enabling DeFi strategies layered on traditional exposure.
On whether ETFs compete with DeFi, Cheng said products will evolve. Institutional on-ramps may begin conservatively but could incorporate yield or other on-chain mechanics over time.
Both executives emphasized infrastructure as Sui’s differentiator. Mackintosh described Sui as “a differentiated proposition” built by former Facebook engineers behind Libra, offering low latency and high throughput suited for emerging use cases such as “agentic commerce”, the intersection of AI and onchain transactions.
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#TheGenius
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Crypto market is waqt CPI data ka wait kar raha hai. CPI inflation ka main indicator hota hai aur isi par Fed ke interest rate decisions depend karte hain.$BTC
Agar CPI expected se low aata hai to Bitcoin aur crypto market me bullish move aa sakta hai. Aur agar CPI high raha to short-term pressure possible hai.$BTC
Abhi Bitcoin strong support ke upar hold kar raha hai aur panic selling nahi ho rahi, jo ye signal deta hai ke market big move ke liye ready hai.
Conclusion:
CPI ke baad crypto market ki direction clear hogi.

Crypto market is waqt CPI data (Consumer Price Index) ko bohat closely watch kar raha hai. CPI inflation ka clear indicator hota hai aur isi data par Fed ke interest rate decisions depend karte hain.
Jab CPI expected se low aata hai, to market me relief rally dekhne ko milti hai. Aur jab CPI high ya sticky hota hai, to risk assets jaise Bitcoin aur altcoins par pressure aa jata hai.
🔍 CPI Ka Crypto Se Kya Relation Hai?
CPI ↓ → Inflation control me → Rate cuts ki umeed
Rate cuts → Liquidity increase
Liquidity increase → Crypto bullish reaction
Isi liye CPI days par market me high volatility hoti hai.
📈 Market Abhi Kya Signal De Raha Hai?
Bitcoin strong support ke upar hold kar raha hai
Panic selling limited hai
Smart money CPI se pehle aggressively sell nahi kar rahi
Market ek decisive move ka wait kar raha hai
Ye behavior usually tab aata hai jab traders data ka wait karte hain aur big move CPI ke baad expect kiya jata hai.
🚀 CPI Ke Baad Kya Ho Sakta Hai?
Agar CPI expectations se better raha → BTC upside breakout try kar sakta hai
Agar CPI hot raha → Short-term pullback possible
Long term me trend macro data par depend karega
🧠 Smart Approach Kya Hai?
Emotions se door reh kar:
Leverage kam rakho
Key support & resistance follow karo
CPI ke baad confirmation ka wait karo
Conclusion:
CPI sirf ek data nahi, balkay crypto market ke liye direction-deciding event hai. Agla major move CPI ke baad clear hoga.