Bitcoin Cycle Evolves, China Crypto Reopening Looms, CoinList Unveils Passage

TL;DR

• Bitwise's CIO Matt Hougan suggested a new framework for Bitcoin's market cycles, moving beyond the traditional four-year pattern.
• The prospect of China reopening access to crypto markets was highlighted as a potential catalyst for a new "supercycle" by The Wolf Of All Streets.
• Certik discussed the expansion of the security playbook, emphasizing a shift from solely code audits to broader infrastructure and operational security.
• CoinList unveiled Passage, a platform designed to facilitate the widespread distribution of tokenized assets across multiple partner applications.
• Nexchain promoted its EVM-compatible network, aiming to provide developers with a familiar environment while offering underlying architectural differences.

These developments signal a market where analytical approaches are evolving, and infrastructure is adapting to support more sophisticated financial instruments and broader developer engagement. Geopolitical factors, particularly concerning major economies like China, continue to be presented as significant drivers for future market sentiment and growth. Concurrently, the discourse around blockchain security is broadening to encompass a wider range of potential vulnerabilities beyond just smart contract code.

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Influencer voices

Bitcoin cycle analysis by Bitwise CIO

That Martini Guy ₿ shared insights from Bitwise CIO Matt Hougan, who published an article in The Wall Street Journal. Hougan argues that Bitcoin's current market cycle should not be strictly evaluated against the historical four-year boom-and-bust playbook.

Bitwise's analysis points to factors such as spot ETFs, increased institutional adoption, and improving regulatory clarity as key differentiators for the current cycle. This perspective suggests a maturation of the Bitcoin market, where traditional cyclical patterns may be less definitive due to new structural influences.

China's potential crypto supercycle

The Wolf Of All Streets highlighted comments from Joseph Chee, former UBS Asia Investment Banking Head. Chee suggested that a potential reopening of China's access to crypto markets could trigger another "supercycle" in the industry.

This perspective underscores the significant impact that regulatory shifts in major economies like China could have on global crypto market dynamics. The notion of a "supercycle" implies a period of sustained and accelerated growth, driven by renewed institutional and retail participation from a previously restricted market.

Canton Network's featured apps directory

Canton Network announced its Featured Apps directory, designed to showcase applications building on its platform. The directory aims to provide visibility into each application's purpose, the problems it addresses, and its integration within the broader network.

This initiative seeks to foster ecosystem growth by making it easier for builders and users to discover and understand the utility of various applications on Canton Network. Such directories are common tools for blockchain projects to highlight their development progress and attract further participation.

Bitcoin and Altcoins: Calm Before the Storm

Ivan on Tech published a video discussing the current state of Bitcoin and altcoins, framing it as a "calm before the storm." This type of commentary often suggests an anticipation of significant market movements following a period of relative stability or consolidation.

Such analyses frequently explore technical indicators, on-chain metrics, and broader market sentiment to predict potential shifts. While not offering specific price predictions, the narrative implies that investors should prepare for increased volatility or directional trends in the near future.

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Project moves

Nexchain's EVM compatibility

Nexchain emphasized its EVM-compatible architecture, highlighting that developers can build on the network using standard Solidity, common wallets, and existing workflows. This approach aims to reduce the learning curve typically associated with new blockchain environments.

The network positions itself as a familiar development landscape, allowing teams to leverage their current skill sets and tools. Nexchain states that the core difference lies in its underlying native transaction mechanisms, which are designed to operate beneath the familiar EVM layer.

Bmic AI on Quantum Resistant Wallets

Bmic AI shared a resource discussing how to acquire Quantum Resistant Wallets, framing them within the context of crypto presales. This highlights an emerging area of interest in blockchain security, addressing potential future threats from quantum computing.

The promotion of quantum-resistant solutions reflects a forward-looking approach to safeguarding digital assets against advanced computational attacks. Projects in this space are attempting to position themselves for long-term security in a rapidly evolving technological landscape.

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Launchpads & infra

CoinList launches Passage

CoinList announced Passage, a new platform designed to streamline the distribution of tokenized assets. The service aims to allow issuers to integrate once and achieve distribution across all partner applications simultaneously.

Passage is positioned as a solution for tokenizing various asset classes, including yield, funds, or stocks. This initiative by CoinList reflects a focus on simplifying the infrastructure for institutional and enterprise-grade tokenization, aiming for broader market access and liquidity for digital assets.

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Exchanges

BingX on Filecoin's performance

BingX provided an update on $FIL (Filecoin), noting its climb in value due to increased attention on its supply dynamics and upcoming upgrades. The exchange highlighted vesting completion and plans for the Solstice upgrade as factors influencing positive market sentiment.

This analysis by BingX points to how specific project milestones and supply-side events can impact asset performance on exchanges. Such updates are crucial for traders monitoring fundamental developments alongside technical price action.

KuCoin's welcome rewards

KuCoin issued a promotional tweet targeting new users, inviting them to claim welcome rewards upon signing up. This is a common strategy employed by exchanges to attract and onboard new participants to their platforms.

The emphasis on "welcome rewards" serves as an incentive for individuals considering entering the crypto market or switching exchanges. KuCoin's campaign aims to lower the barrier to entry and encourage initial engagement with its trading services.

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Auditors & security

Certik on evolving security playbook

Certik shared insights from its CBO, Jason Jiang, at the Institutional Onchain Finance Summit 2026. The discussion centered on the evolving security playbook, noting that attacks are now extending beyond code vulnerabilities to include infrastructure, identities, and operational aspects.

This perspective from Certik underscores a broadening understanding of security risks within the blockchain space. It highlights the need for organizations to adopt a more holistic security strategy that accounts for a wider range of potential attack vectors in complex on-chain financial systems.

SolidProof congratulates AevaChain

SolidProof extended congratulations to its client, AevaChain, without providing specific details on the achievement. This type of endorsement is common in the auditing sector, where auditors publicly acknowledge the progress or success of projects they have worked with.

While the exact nature of AevaChain's milestone is not disclosed, such announcements by SolidProof serve to highlight their client relationships and implicitly endorse the security or quality of the audited project.