#q2 2026

[rwatimes]

Q2 2026 Digital Asset Review

ETFs face record outflows

➤ Q2 2026 saw significant outflows from digital asset ETFs, with institutional capital rotating into AI-driven equities amidst geopolitical uncertainty. ➤ Despite price declines, on-chain infrastructure development continued, with Solana showing strength in tokenized equity DEX volume and XRP Ledger surpassing Ethereum in stablecoin supply. ➤ Looking ahead, regulatory progress (CLARITY Act) and potential inflows from US retirement capital are key factors to watch for a potential digital asset recovery in Q3.

[thefreecheese]

The Free Cheese Episode 668: Second Quarter, 2026

This week on The Free Cheese, the year is half full. We look back over the past ninety days at the video games we’ve played on and off air, then discuss some video game headlines from the past quarter. We also check in with each of the major platforms and see how Nintendo Switch 2 holds up one year later. https://youtu.be/QJF4Pz6vWLk

The Free Cheese Episode 668: Second Quarter, 2026

[roddandtodd]

RODD AND TODD NEWS LETTER – ISSUE No. 6

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[rwatimes]

Crypto Lending’s Reality Check Has Arrived. What Changed?

➤ Q2 2026 saw crypto lending markets stress-tested by macro pressures and significant exploits, yet the system demonstrated resilience and a shift towards risk-managed structures. ➤ Key events included Strategy's Bitcoin sale, the unwind of the carry trade, and a major DeFi exploit (KelpDAO), which collectively pushed the market towards more sophisticated credit solutions. ➤ Tokenized real-world assets (RWAs), particularly equities, emerged as a major growth area, signaling a convergence between traditional finance and on-chain markets.

[rwatimes]

The 6 Fastest-Growing Tokenized Asset Classes in Q2 2026

Tokenized Treasuries hit $7B AUM, private credit $14B in loans, and gold breaks out. The six fastest-growing tokenized asset classes ranked for Q2 2026.

➤ In Q2 2026, the tokenized asset market is experiencing rapid growth, with six key asset classes exceeding $21 billion in combined on-chain AUM and loan volume. ➤ Tokenized Treasuries lead by AUM at over $7 billion, driven by yield advantages and stablecoin reserve migration, while tokenized private credit shows the highest percentage growth with $14 billion in loans offering attractive APYs. ➤ Tokenized gold is a breakout category due to geopolitical demand and DeFi utility, with tokenized equities, real estate debt, and corporate bonds also showing significant institutional adoption and scaling potential.

[rwatimes]

Bitcoin is ‘undervalued,’ Ethereum shows ‘hope’ in Q2 – Report

In addition to Coinbase and Glassnode, Goldman Sachs had also anticipated the rise of cryptocurrency on the horizon.

➤ A Q2 2026 crypto report by Coinbase and Glassnode suggests the market may be nearing a bottom, despite an 18% capitalization drop in Q1 2026, with stablecoins showing growth. ➤ Investors perceive Bitcoin as undervalued, while sentiment around Ethereum has shifted to 'hope,' with both assets showing modest price increases. ➤ Geopolitical tensions, regulatory developments (CLARITY Act), and AI emergence were key factors in Q1, with a neutral outlook for Q2 and expectations of recovery later in 2026.

[rwatimes]

Schwab to Launch Direct Bitcoin and Ethereum Trading by Q2 2026

Charles Schwab announced plans to offer direct Bitcoin and Ethereum trading by Q2 2026, bringing crypto access to its massive retail and institutional client base.

➤ Charles Schwab plans to launch direct Bitcoin and Ethereum trading by Q2 2026, expanding its crypto offerings beyond ETFs. ➤ This move aims to provide access to millions of Schwab's retail and institutional clients through their existing accounts. ➤ The expansion is influenced by a more accommodating regulatory environment and competitor offerings in the digital asset space.

[rwatimes]

4 Sector ETFs for 2Q 2026

Geopolitics and AI are reshaping markets in Q2 2026. Energy, tech, consumer and utilities emerge as key sector ETF plays amid rising uncertainty.

➤ Geopolitical tensions, particularly the Iran conflict and its impact on the Strait of Hormuz, are creating market uncertainty for Q2 2026. ➤ Energy and technology sectors are highlighted as key ETF plays due to supply disruptions affecting oil prices and the ongoing AI boom, respectively. ➤ Defensive sectors like utilities are also recommended for their safety, while consumer discretionary may benefit from a contained inflationary backdrop and growth among higher earners.