🚨 Institutions are loading up. Every major name - BlackRock, JPMorgan, Fidelity, Deutsche Bank, Citi, even Visa - now has crypto exposure across trading, custody, ETPs, and tokenization. The 2021 “maybe” has become a 2025 “we’re all in.” 🧵

Full integration is here and it’s coming at the crypto markets with force. 🟩 Tokenization is real: institutional frameworks now allow tokenized versions of money-market funds, treasuries and real-world assets. 🟩 Custody & regulated rails getting built for large-scale flows. 🟩 Result: institutional gateways are here and live

Now zoom in on the on-chain side: conviction moves. 🔥 Over $1.4 billion in buybacks so far this year. Leaders: $HYPE (≈ $645 m) $ZRO (≈ $150 m) $PUMP (≈ $138 m) Projects are rotating treasury/fees → buybacks → supply reduction. That’s classic confidence.

Global buybacks are quietly back on the rise. 📈 Corporates have been steady on repurchases since 2022, a sign of confidence returning at the macro level. Now layer that with crypto projects buying back tokens and reducing supply… Macro conviction + on-chain conviction = the same playbook repeating across systems. ⚙️ That’s how new cycles start, capital believing in itself again. 🔁

Macro adoption builds the highways. Micro conviction fills the tanks. When you’ve got both - huge liquidity + genuine supply discipline - you’ve got the setup for a bull market to flex. The real question is. Are your bags positioned for when the floodgates open? 🌊