For family offices, wealth and asset managers
Digital asset research for wealth and asset managers
When your committee or your clients ask about digital assets, we have the research ready: which peers moved in, where institutional money is going, and what changed in policy, and what it means for your firm.
Research starts with a private market map. It reaches you as a report, with no access to your systems.
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Coinbase · Q2 2026
- Q1 2026
- 44%
- Q2 2026
- 48%
Revenue mix
Coinbase reported that 88% of net revenue came from activities beyond BTC spot trading.
Stablecoin balances
Average USDC held in Coinbase products reached $20 billion.
3 sources
[1] Coinbase · Q2 earnings release30 Jul 2026[2] Coinbase · earnings presentation, slide 2630 Jul 2026[3] Coinbase Q2 call · transcript30 Jul 2026Company-reported figures. Revenue beyond BTC spot includes trading in other assets. Revenue share can rise while absolute revenue falls; read the full results for context.
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Illustrative chat. Saved research · 23 Sep 2026
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The Perception app
Read one briefing on the market
The briefing in the Perception app puts the day’s stories next to the Perception Index, BTC, gold, and the S&P 500, with the companies each story involves.
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25 entities · Stories active in the last 24 hours
View entity list- Galaxy Digital
- Sky Protocol
- Solana
- Aave
- Apple
- Tether
- Pave Bank
- Bybit
- Bitget
- Coinbase
- Bitcoin
- CryptoQuant
- Bitwise
- XRP
Portfolio Intelligence
Put the current narrative in context
Trace how a company’s public position changed over time. Keep the dates and original statements in view when preparing an investment committee update.
How has BlackRock’s public position on Bitcoin changed? Build a dated timeline with original sources.
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From client demand to portfolio research
2018 · demand
Larry Fink says he has heard no client demand for cryptocurrency exposure.
January 2024 · access
BlackRock launches IBIT on Nasdaq, bringing Bitcoin exposure into brokerage accounts.
December 2024 · portfolio research
BlackRock publishes a framework for assessing Bitcoin’s contribution to portfolio risk.
3 sources
[1] Bloomberg · original Larry Fink interview16 Jul 2018[2] BlackRock · IBIT launch release on Nasdaq11 Jan 2024[3] BlackRock Investment Institute · portfolio researchDec 2024Selected public statements and company publications, 2018–2024. The 2018 interview concerns cryptocurrency generally. This timeline describes public positioning.
Open related promptClaude is AI and can make mistakes. Please double-check responses.
Illustrative chat. Saved research · 23 Sep 2026
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Two letters clarify the banking framework
March · prior approval
Letter 1183 removed the prior supervisory nonobjection requirement for permitted custody, certain stablecoin activities, and distributed ledger participation.
May · execution and outsourcing
Letter 1184 confirmed banks may trade assets held in custody at customers’ direction and outsource permissible crypto activities.
Scope · risk controls remain
The letters address national banks and federal savings associations. Applicable laws, sound risk management, and third-party oversight still apply.
2 sources
[1] OCC · Interpretive Letter 1183 announcement7 Mar 2025[2] OCC · Interpretive Letter 1184 announcement7 May 2025Historical research on two 2025 letters. Any implementation decision requires the full letters, subsequent guidance, and advice specific to the institution.
Open related promptClaude is AI and can make mistakes. Please double-check responses.
Illustrative chat. Saved research · 23 Sep 2026
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Investment Committee
Bring policy context to your committee
Summarize a regulatory change with its jurisdiction, effective scope, and original documents. Keep unresolved questions visible for your policy review.
What did the OCC change for US banks offering crypto services in 2025? Cite the original guidance and explain its scope.
Regulatory Intelligence
Track regulatory narratives across jurisdictions
Ask how a policy development is being covered across jurisdictions. Follow the dated sources, identify the companies mentioned, and bring that context to your policy review.
What are the most significant regulatory developments affecting digital assets in the past 30 days? How is the sentiment shifting across jurisdictions?
Keep an evidence trail for each portfolio update, from the reporting period and company list to the articles behind the findings.
Tell us what your committee is asking about
Answer a few questions, pick a time, and Fernando shows you what a market map of your part of the market would cover.