Explore Fidelity Digital Assets' industry-leading research to gain a deeper understanding of digital assets, blockchain technology, and institutional investment strategies. This comprehensive guide organizes key insights from their 2024-2025 publications into actionable knowledge.
Core Research Categories
Bitcoin Market Dynamics
- Ancient Supply Impact: Analysis of how Bitcoin's fixed supply influences market behavior (June 2025)
- Volatility Trends: Navigate Bitcoin's price phases with institutional frameworks (February 2025)
- Halving Effects: One-year retrospective on the 2024 halving event (May 2025)
Ethereum Ecosystem Developments
- Pectra Upgrade: Investor implications of Ethereum's latest protocol update (April 2025)
- Layer 2 Scaling: Evolution of Ethereum's transaction capacity solutions
- Validator Concerns: Addressing decentralization challenges in PoS systems
👉 Discover institutional-grade crypto analysis
Quarterly Market Intelligence
Signals Reports provide institutional investors with essential metrics:
- Q1 2025: Key drivers of price discovery and sentiment
- Q4 2024: Year-end market positioning strategies
- Q3 2024: Post-halving market adjustments
Investment Frameworks
Portfolio Allocation Strategies
- Bitcoin as a macro asset alternative (November 2024)
- Ethereum's yield-bearing potential in diversified portfolios
- Lightning Network use cases beyond payments (February 2025)
Comparative Analyses
- Monolithic vs. modular blockchain architectures
- Bitcoin and Ethereum supply mechanisms contrasted
- Proof-of-Work vs. Proof-of-Stake security models
Educational Resources
For Institutional Investors
- Digital assets sub-custody solutions
- Omnibus model applications in crypto custody
- Prime brokerage services evolution
For Financial Advisors
- Top 3 client FAQs about digital assets
- Bitcoin vs. altcoins decision framework
- Identifying phishing and fraud attempts
👉 Explore crypto investment vehicles
FAQ: Institutional Digital Assets
Q: How does Bitcoin fit into traditional portfolios?
A: Research shows potential as both an alternative investment and macro hedge, with distinct correlation properties.
Q: What are the main risks with Ethereum investments?
A: Validator centralization and smart contract vulnerabilities remain key considerations.
Q: How do halvings impact Bitcoin's price?
A: Historical data suggests supply shocks create long-term appreciation pressure, though timing varies.
Q: Is institutional adoption growing?
A: 2025 data shows accelerating corporate treasury allocations and investment product development.
Q: How secure are digital asset custodians?
A: Leading providers now offer SOC-certified solutions comparable to traditional finance standards.