Institutions Are Still Slow to Crypto Adoption

November 24, 2025 • 1 minute read

It’s been over 18 months since the first bitcoin ETFs launched. But institutions have yet to embrace these new products:

Turn Your Images On

Markets dropped after opening nearly 2% higher, for only the third time. (Source: BeinCrypto)

Institutional investors are more interested in the crypto technology ecosystem – stablecoins and blockchain technology.

Rapid retail-driven four-year cycles are slowly giving way to longer cycles tied to market liquidity and economic trends.

~ Addison

P.S. Last week’s Grey Swan Live! with Mark Jeftovic and Ian King may prove one of our more timely episodes.

Mark and Ian covered key developments in stablecoins and how the current selloff impacts our “Dollar 2.0” digital asset thesis, including specific guidance on the stocks in the Dollar 2.0 research report available to paid-up members.

While this is a holiday-shortened week, we’ve arranged for a special video presentation on Thursday with Tim Sykes.

Tim is one of the top traders in the game today – and he’s sharing details on a strategy he uses to find stocks ready to pop higher after markets reopen after the weekend.

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If you have requests for new guests you’d like to see join us for Grey Swan Live!, or have any questions for our guests, send them here.

Ripple Effect

Institutions Are Still Slow to Crypto Adoption

Addison Wiggin

November 24, 2025 • 1 minute read

bitcoin ETF

It’s been over 18 months since the first bitcoin ETFs launched. But institutions have yet to embrace these new products:

Turn Your Images On

Markets dropped after opening nearly 2% higher, for only the third time. (Source: BeinCrypto)

Institutional investors are more interested in the crypto technology ecosystem – stablecoins and blockchain technology.

Rapid retail-driven four-year cycles are slowly giving way to longer cycles tied to market liquidity and economic trends.

~ Addison

P.S. Last week’s Grey Swan Live! with Mark Jeftovic and Ian King may prove one of our more timely episodes.

While this is a holiday-shortened week, we’ve arranged for a special video presentation on Thursday with Tim Sykes.

Tim is one of the top traders in the game today – and he’s sharing details on a strategy he uses to find stocks ready to pop higher after markets reopen after the weekend.

Turn Your Images On

If you have requests for new guests you’d like to see join us for Grey Swan Live!, or have any questions for our guests, send them here.

Grey Swan #2: The Crack-Up Boom Reaches Terminal Velocity

January 1, 2026 • Addison Wiggin

The crack-up boom does not signal immediate collapse. Monetary policy gets a new master… inflation rages… and investors chase stocks as a means of keeping pace with their savings.

Markets may even finish 2026 higher than they begin. Many investors will still lose purchasing power along the way. Terminal velocity will feel like momentum… until reality hits.

In 2026, expect breathtaking advances, with the AI narrative remaining dominant, and sudden reversals to occur quickly. Expect liquidity to remain plentiful and erode discipline even more.

Grey Swan #2: The Crack-Up Boom Reaches Terminal Velocity

Grey Swan #3: The Midterms Deliver a Socialist Majority in the House

December 31, 2025 • Addison Wiggin

If the socialist agenda lands, the reaction matters as much as the results of the initial vote.

A hostile House gridlocks legislation. Investigations proliferate. Impeachment chatter returns. Executive authority stretches to compensate.

The political goal of the reactionary strategist will be to muck up the Trump realignment as much as possible to regain power in the House, the Senate (eventually), fortify the courts and ultimately take back the Oval Office.

Trump will not face a midterm defeat like past lame-duck presidents. We’ll see a host of creative efforts to assert executive authority and override the people’s House. The checks and balances bestowed by Montesquieu at the very root of the Republic will be tested as never before.

Grey Swan #3: The Midterms Deliver a Socialist Majority in the House

Grey Swan #4: America’s Covert Resource War in South America

December 30, 2025 • Addison Wiggin

If the U.S. can no longer afford to police the world, it will prioritize what sits closest to home. Oil, lithium, copper, rare earths, food, and shipping lanes in the Western Hemisphere matter more to America’s economic resilience than abstract security guarantees signed eight decades ago.

The Financial Times captured this shift late in 2025, noting that U.S. foreign policy is “increasingly transactional, geographically compressed, and resource-oriented.” Bloomberg went further, describing a “hemispheric retrenchment” underway beneath the noise of global diplomacy.

We have observed passively that empires of the past, burdened by debt, stop expanding ideologically and start contracting strategically. If nothing else, this is a guide that helps decipher Trump’s comedic efforts at the podium on the second-term victory tour he’s on.

Grey Swan #4: America’s Covert Resource War in South America

Grey Swan #5: The European Union Fractures Under the Weight of War, Debt, and Bureaucracy

December 29, 2025 • Addison Wiggin

By 2026, all four supports will demonstrate that they’ve weakened simultaneously. As true as it may or may not be, it’s not likely to be understood, let alone covered by old-school national media.

Debt narrows choices. War hardens politics. False bureaucratic authority substitutes for something, trust, maybe. Nationalists will be more than willing to fill the vacuum.

Europe’s fracture will feel gradual. Policy coherence will erode further. Markets will adapt and look to the Middle and/or Far East to finance the Ponzi finance on display in New York and London.

Grey Swan #5: The European Union Fractures Under the Weight of War, Debt, and Bureaucracy

Grey Swan #2: The Crack-Up Boom Reaches Terminal Velocity

January 1, 2026 • Addison Wiggin

The crack-up boom does not signal immediate collapse. Monetary policy gets a new master… inflation rages… and investors chase stocks as a means of keeping pace with their savings.

Markets may even finish 2026 higher than they begin. Many investors will still lose purchasing power along the way. Terminal velocity will feel like momentum… until reality hits.

In 2026, expect breathtaking advances, with the AI narrative remaining dominant, and sudden reversals to occur quickly. Expect liquidity to remain plentiful and erode discipline even more.

Grey Swan #3: The Midterms Deliver a Socialist Majority in the House

December 31, 2025 • Addison Wiggin

If the socialist agenda lands, the reaction matters as much as the results of the initial vote.

A hostile House gridlocks legislation. Investigations proliferate. Impeachment chatter returns. Executive authority stretches to compensate.

Grey Swan #4: America’s Covert Resource War in South America

December 30, 2025 • Addison Wiggin

Grey Swan #5: The European Union Fractures Under the Weight of War, Debt, and Bureaucracy

December 29, 2025 • Addison Wiggin

Debt narrows choices. War hardens politics. False bureaucratic authority substitutes for something, trust, maybe. Nationalists will be more than willing to fill the vacuum.

Europe’s fracture will feel gradual. Policy coherence will erode further. Markets will adapt and look to the Middle and/or Far East to finance the Ponzi finance on display in New York and London.