GOLDMAN SACHS SEES REGULATION DRIVING CRYPTO ADOPTION

Summary from the TLDR Crypto newsletter

Goldman Sachs research identifies regulatory clarity as the primary catalyst for institutional crypto adoption. Survey data shows 35% of institutions cite regulatory uncertainty as the biggest barrier, while 32% view clarity as the top catalyst. Institutional allocations currently sit at 7% of AUM, but 71% plan increased exposure over the next 12 months. Bitcoin ETFs reached $115B and ether ETFs surpassed $20B by the end of 2025, while stablecoins grew to nearly $300B following recent oversight legislation.