The cryptocurrency market is witnessing a significant shift in narrative from volatility to financial infrastructure, according to Maksym Sakharov of WeFi. As of December 29, 2025, the focus is moving towards corporate finance and settlement systems, with CFOs and risk teams increasingly adopting stablecoin settlements and tokenized assets. This transition is supported by advancements in custody solutions and regulatory clarity, highlighted by the GENIUS Act and MiCA.
Major financial institutions like JPMorgan, Goldman Sachs, and BNY Mellon are entering the tokenized funds space, while BlackRock's BUIDL fund is now operational. The SEC's new regulatory approach and Basel's updated capital rules are facilitating the adoption of on-chain operations. Stablecoins have become a financial stability issue, processing $9 trillion in payments this year with a market cap of $309 billion.
Crypto Focus Shifts to Financial Infrastructure as Market Matures
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