In a pivotal moment for the crypto industry, Seth Ginns, Managing Partner and Head of Liquid Investments at CoinFund, shared his perspective on how digital assets are increasingly colliding with traditional finance. Speaking from the New York Stock Exchange, Ginns outlined the major shifts underway as momentum builds in Washington around crypto market structure legislation. As 2026 unfolds, these developments are becoming more consequential for institutions, investors, and the broader financial system.
Ginns noted that recent bipartisan legislative efforts, while still dependent on Democratic support, signal a meaningful change in the regulatory tone toward cryptocurrency. The Senate committee’s openness to measures that support decentralized finance points to a growing willingness to engage with innovation rather than resist it. Even with ongoing volatility in crypto prices, Ginns believes a clearer regulatory framework could unlock the stability institutions have been waiting for.
One milestone Ginns highlighted was the public debut of BitGo, which he views as a strong signal of the market’s readiness for tokenized assets. He also pointed to protocols like Ondo enabling tokenized equity listings and to Superstate, which recently raised $80 million to advance primary tokenization. Together, these moves suggest the industry is approaching an inflection point, where tokenization transitions from concept to standard market practice.
Access to crypto is also expanding rapidly. Ginns observed that major financial institutions such as UBS and Morgan Stanley are beginning to offer crypto exposure to wealth management clients, while firms like BlackRock are broadening participation through crypto ETFs. As traditional finance integrates more deeply with digital assets, liquidity improves, setting the stage for stronger price performance across the sector.
On Bitcoin specifically, Ginns acknowledged that it has recently lagged gold and global liquidity measures. Still, he expressed confidence that this gap could close. As institutional participation stabilizes and the market continues to recover from past shocks, he expects Bitcoin to realign more closely with traditional macro assets.
Ginns also credited favorable regulatory signals from the current administration with supporting crypto’s growth. He pointed to initiatives like the GENIUS Act, which focuses on stablecoins, as evidence that policymakers are laying groundwork for scale. With the Treasury Department reportedly envisioning a future that includes more than $2 trillion in stablecoins, regulation is becoming a catalyst rather than a constraint.
Looking ahead, Ginns drew parallels between crypto today and the internet 25 years ago. Just as the internet reshaped commerce and communication, he believes crypto technologies will become foundational across payments, capital formation, and data privacy. Companies are already experimenting with these use cases, hinting at how deeply integrated digital assets could become.
Ginns’s outlook underscores how quickly the crypto landscape is changing. As traditional finance and digital assets continue to converge, and as regulatory clarity improves, the coming years could redefine how capital moves and how markets function. For investors and institutions alike, 2026 is shaping up to be a defining period in crypto’s evolution into the financial mainstream.