Digital asset markets are shifting towards institutional capital flows and strategic positioning. Binance Research noted a structural pivot, with Morgan Stanley filing for Bitcoin and Solana ETFs. The risk of DAT companies being excluded from the MSCI Index has eased. Macro forces and rotation could further support digital asset markets in 2026.

Diversification away from large-cap tech stocks could benefit digital assets in investment portfolios. Concentration of returns in the top S&P 500 companies raises crowding risk concerns. Investors may seek diversification, potentially boosting digital asset accumulation. The debate continues on Bitcoin’s trajectory post-October peak of $126,000.

Read more at Cointelegraph: Crypto Enters Second Phase of Institutional Adoption, Binance Research Says