Ethereum's Proof-of-Stake boosts institutional staking market

Staking is bringing technical crypto and financial/Defi infrastructure together for the first time and will do more to drive crypto adoption at scale than any other crypto-product in the past. Pepper this with AI, and 80% of financial transactions will occur on-chain in the next 3 years. Blockdaemon ensures the tech-infra and liquidity stack is secure for prime-time.

Institutions want staking that’s secure, compliant, and optimized for real rewards. This new report breaks down what’s working (and what’s next) — from MEV strategies to ReStaking and DeFi. If staking is on your 2H roadmap? Let’s connect. Schedule a time: https://lnkd.in/emtSgwT8

Franklin Templeton expands Benji to BNB Chain — What does it signal for tokenized finance? 1️⃣ Franklin Templeton is expanding its Benji Technology Platform to BNB Chain, aiming to broaden access to tokenized investment products via a lower-cost, compliance-focused network. I think this is very telling about how serious traditional finance is about expanding the space. 2️⃣ Benji, the firm’s proprietary tokenization stack, has powered several onchain offerings since launching the first U.S.-registered mutual fund on blockchain in 2021: the Franklin OnChain U.S. Government Money Fund (FOBXX). Each share is represented by a BENJI token, with total locked value around $732M across multiple chains (notably Ethereum, Solana, Base, Stellar, Polygon, Arbitrum, Avalanche, and Aptos), and a significant share reportedly on Stellar. 3️⃣ BNB Chain has positioned itself as a hub for real-world asset (RWA) tokenization, supporting money market funds and credit instruments. This move follows Franklin Templeton’s recently announced collaboration with Binance, reinforcing its multi-chain strategy and intent to meet investors where they are while keeping security and compliance front-and-center. 4️⃣ Zooming out, tokenization’s momentum in traditional finance is building: from faster settlement and broader access to improved transparency. We’re also seeing early regulatory signals—like Nasdaq’s proposed rule change to enable tokenized versions of listed securities to trade alongside traditional ones as early as 2026 (pending approval). Yet material institutional adoption still faces hurdles: fragmented regulations, legal uncertainty around onchain assets, and concerns about enforceability and protocol reliability. Questions for the community: 1️⃣ Does a multi-chain approach (now including BNB Chain) meaningfully accelerate institutional adoption of tokenized funds? 2️⃣ How important are low fees and compliance-focused infrastructure versus network effects and interoperability? 3️⃣ Which barriers—regulatory harmonization, legal clarity, or tech maturity—must be solved first to unlock scale? Curious to hear how others see this shaping the next phase of RWAs and tokenized funds. Is this an inflection point or another incremental step? ***See more RWA breaking news and market insights on our telegram channel https://t.me/TokenizedRWA

💥 Strongly Recommended Post & Perspective #FranklinTempleton: Today, less than 10% of 8 billion consumers have ever interacted with anything remotely connected to digital asset wallets to store their tokens or cryptocurrencies such as bitcoin, Ethereum, or our AMF-EU approved 4IR utility token. Likewise, most humans don’t know what a stable coin is and what purpose it serves in money transfers or swaps. Heck, most people are still yet to understand what blockchain is and to be honest, most people still don’t know how to utilise generative AI either. I had to explain generative ai tools the editor of a major UK magazine only 2 months ago. Even largest institutions became laggard in adopting novel technologies, so all this idea of being behind is understandable because technology is no longer linear, it is now exponential! Let me explain-we have entered the “4th Industrial Revolution “ 4IR where novel technologies such as AI, blockchain, IoT, 3d printing, genetic engineering, quantum computing, health, food, fintech, agritech and other technologies are all converging. The ultimate layer of this convergence is the Blockchain & AI. From here onwards, every human will ultimately own a wallet that stores all kinds of digital assets and even data, as we move towards only 2030. It maybe you could use a genetic engineering tool and store your health data in your wallet and use another asset such as 4IR tokens to pay for your health data from the genetic engineering tool. The possibilities from here onwards and how we will all make and leverage our incomes and daily financial transactions is still incomprehensible today, but will dramatically change tomorrow. For instance, we believe every neuron in our brains actually carries a knowledge of value that you can trade. Meaning trillions of neurons can ultimately be traded as assets too! That’s why we’ve created 4IRGPT.com. Like YouTube for video, we believe billions of prompts will be traded exponentially and the underlying token digital asset is 4IR. Just one of its utility applications. You can learn about more utilities of 4IR at 4IRtoken.com. Everything around us is all going to change 🤓 Morpheus thinks 🌿 differently 🌷

SyambhuAI+ Veda.fin+ October 2025 Crypto Strategy — Catalyst-First Summary (No ROI Figures)Here’s a clean, ROI-free synthesis of the strategy and timelines, focused on catalysts, positioning, and risk controls.Core ThesisInstitutional adoption is driving this cycle: multi-day surges in Bitcoin and Ethereum ETF inflows, record derivatives open interest, and expanding bank-grade infrastructure indicate deep, sustained demand.Regulatory clarity has accelerated: SEC “generic listing standards” opened a fast lane for altcoin spot ETFs (notably Solana and XRP) through October.Market structure is maturing: CME’s move toward 24/7 crypto futures and options on major altcoins improves hedging, liquidity, and institutional access.A rare supply catalyst exists: Bittensor’s first halving on December 11 cuts daily issuance in half, creating a clear, time-bound scarcity event.Portfolio Structure (Diversified, Catalyst-Aligned)Solana (SOL): ETF decision window around October 10; CME options around October 13; strong ETP and futures activity.XRP: Spot ETF decisions October 18–19; expanding bank/payment integrations.Bittensor (TAO): December 11 halving (issuance 7,200 → 3,600/day); AI + decentralized compute narrative.Ethereum (ETH): Staking ETF decision timing around late October; ongoing Layer 2 scale and DeFi leadership.Chainlink (LINK): CCIP expansion across EVM and non-EVM networks; cross-chain data and messaging backbone.Arbitrum (ARB), zkSync (ZK): Layer 2 adoption and DeFi throughput; narrative benefits from fee reductions and liquidity growth.Stellar (XLM): Enterprise use with major fintech and asset managers; payments and tokenization rails.USDC reserve: Small buffer to buy dislocations near critical BTC liquidation levels, without forced selling.Phased Exit Logic (Date- and Event-Driven)October 6–15: Harvest initial momentum on SOL (ETF + options window) and early XRP moves into ETF decisions; lock partial gains and reduce timing risk.October 16–31: Continue paced exits post-SOL decision and XRP ETF outcomes; incorporate ETH events around staking ETF; avoid overexposure into month-end options dynamics.November: Focus on infrastructure legs (ETH/LINK) and Layer 2s (ARB/zkSync) as DeFi TVL and cross-chain flows expand; keep sizing disciplined.December 1–15: TAO pre- and at-halving phases; scale out into strength around the issuance cut.December 16–31: Final event tailwinds (post-halving, year-end flows); trim remaining high-beta altcoin exposures as liquidity thins seasonally.Q1 2026: Hold minimal residual allocations for potential cycle extension; reassess after major January macro prints and ETF flow persistence.Risk ControlsNo leverage: Elevated market-wide leverage increases liquidation risk; spot-only keeps downside manageable.Enforce time-based exits: Execute against event dates rather than chasing extended moves; avoids slippage from crowded trades.Use stops on catalyst failure: Examples—SOL if approval delayed

I believe Digital Asset Treasuries (DATs) will play a pivotal role in driving institutional adoption of crypto. Beyond stable coins and RWAs. Here’s why: 👇 DATs are structured as acquisition vehicles that allow institutions to gain exposure to digital assets without directly holding or managing them, simplifying access to the crypto market. Instead of building complex custody systems or navigating on-chain operations, institutions can simply acquire shares in a DAT giving them proportional ownership of the underlying crypto assets. These companies actively manage their treasuries to increase the coins-per-share for investors. They may deploy strategies such as issuing equity when stock is above NAV, staking yield on defi protocols, mergers and acquisitions, or other yield-generating methods to grow their holdings. This active management model sets DATs apart from passive holders, allowing them to outperform traditional investors who simply store crypto in their wallets It’s basically the ETF model, but allows equity funds to have access to crypto without buying the crypto directly. Some funds aren't allowed to buy crypto assets directly but by buying shares in these DAT companies they gain exposure to this crypto. Amongst existing DATs, Bitcoin, Ethereum, $Solana, $BNB, $TON $HyperLiquid, $Sui, and $TRON are the most popular. The top Digital Asset Treasury firms command about $130 billion in crypto. The largest being Strategy (formerly MicroStrategy), which pioneered the crypto treasury strategy model as far back as 2020 and now holds over 631,460 BTC worth $72.64 billion. As this structure matures, it will lower the barrier to entry for funds, corporates, and even governments to allocate capital into crypto safely, transparently, and compliant. Here are some existing DATs you might want to check out: Bitcoin -Strategy Formerly MicroStrategy (MSTR) -Marathon Digital Holdings, Inc (MARA) -Metaplanet (MTPLF) Ethereum DATs: -SharpLink (SBET) -BitMine Immersion Technologies (BMNR) -The Ether Machine (ETHM) Solana DATs -Forward Industries (Nasdaq: FORD) -DeFi Development Corp. (NASDAQ: DFDV) -Sharps Technology, Inc., In -Solana Company - a Digital Asset Treasury Company TON & Hyperliquid DATs -TON Strategy Co. -Lion Group -Hyperliquid Strategies Inc Other DATs include: Upexi, Inc (NASDAQ: UPXI), Brera Holdings PLC (Solmate), SOL Strategies Inc. Inc., Lion Group AirNet Technology Inc., DigitalX Limited (ASX:DCC), Torrent Capital Ltd, Neptune Digital Assets As more companies adopt this model, DATs could become the bridge between traditional balance sheets and the crypto economy. I will be covering them extensively as they emerge and scale. Here are the top ETH DATs today 👇

Bitwise Europe Lists Avalanche Staking ETP on Xetra, Further Adding to Its Suite of Regulated Staking Products https://ow.ly/SVCg50X4RcM #financialtechnology #Fintech #financial #finance #InsurTech #FintechNews #AIinFinance

Katana Foundation is reshaping DeFi with automated yield optimization and Ethereum-based strategies. Its focus on staking, interoperability, and smart contract innovation drives sustainable growth in decentralized finance. https://lnkd.in/gUxbS8sd

"Standard Chartered-custodied AlloyX launches tokenized fund on Polygon. AlloyX debuts a tokenized money market fund on Polygon, merging bank-custodied assets with DeFi strategies amid growing demand for real-world assets. Tokenization infrastructure company AlloyX has launched a tokenized money market fund on Polygon, designed to combine bank-custodied assets with DeFi-native strategies — a move that highlights the accelerating growth of real-world assets (RWAs) on the blockchain. The fund, called the Real Yield Token (RYT), represents shares in a traditional money market fund whose underlying assets are held in custody by Standard Chartered Bank in Hong Kong and subject to regulatory compliance and audits, the company announced. Like a conventional money market fund, RYT invests in short-term, low-risk instruments such as US Treasurys and commercial paper. Tokenization makes these shares tradable onchain, allowing holders to use them within decentralized finance ecosystems. Notably, RYT can be used as collateral across DeFi protocols — enabling users to borrow against their holdings and reinvest proceeds to boost yields, a strategy known in DeFi as looping."... Cointelegraph https://lnkd.in/eGeMpsNz tokenization

Institutions are no longer sitting on the sidelines. There is a clear demand for Solana staking from institutions. But why is this shift happening now? 🧵 1 | Attractive Native Yield: Solana staking APY currently averages ~7%. Ethereum offers only ~3–4%. Compare that with U.S. Treasuries, which yield 4–5% and carry inflation risk, offering no upside. Staking offers protocol-native returns with asset exposure in a single move. 2 | Crypto ETFs Paved the Way: U.S. Bitcoin ETFs pulled in $25B+ Assets Under Management in their first year. Solana ETFs are next. Institutions are now familiar with crypto, and staking is the logical next layer of yield capture. 3 | Regulatory & Compliance Progress: SOC 2 audits for validators (like Sentinel) are now underway. SEC memos acknowledge non-custodial staking in ETF structures. Custodians like Anchorage and Coinbase Custody are adding staking dashboards. This reduces operational risk for funds. 4 | Better Infrastructure: Validator uptime now exceeds 99.9% across top operators. Clients demand enterprise-grade controls: redundant DCs, HSM key storage, 24/7 monitoring. The validator market has professionalized, a requirement for institutional capital. 5 | Demand: Beyond BTC & ETH, institutions are looking at Solana. ☑️ $SOL is top 5 by market cap (~$100B) ☑️ Solana's daily active users surpassed 1.5M+ in 2025 ☑️ Ecosystem TVL back above $15B Institutions see and are looking for a growing chain with real activity. 6 | Perspective Scale: Crypto staking already secures over $150B in assets across various networks. Institutional inflows could double this number within a few years, while adding value and funds into the ecosystem and new sectors for growth. 7 | At Sentinel, we've built for this: • Non-custodial validator infra • SOC 2 audit in progress • 0% commission, 99.95% uptime Institutional staking, built with certainty. — Sentinel Stake