Institutional desk Sell-side卖方

GS Nestarcova Digital Assets Need to Know 14Aug2026

Aug 14, 20262 pages页

From the report报告摘录Market Liquidity: BTC dominance 54.5% (651k addresses, $4.7bn volume) and ETH 9.7% (827k addresses, $1.8bn volume) signal concentrated liquidity and core market structure dynamics.

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

Digital Assets Need to Know Dominika Nestarcova · Goldman Sachs · Vice President, FICC & Equities Fri 14 Aug 2026, 3:37am ET

Read: GS Crypto: Weekly recap + midweek catchup.

CMBI Total Market 467.44, −1% WoW. BGCI Index $1,661, −1% WoW.

BTC — CMBI Bitcoin $63,349, −2% WoW. Market cap 54.5%. Active addresses (24hr) 651k. Reported spot volume (24hr) $4.7bn.

ETH — CMBI Ethereum $1,886, −1% WoW. Market cap 9.7%. Active addresses (24hr) 827k. Reported spot volume (24hr) $1.8bn.

HEADLINES THIS WEEK — Cryptocurrency / Stablecoins

Tether says KPMG has completed its long-promised audit. Robinhood is bringing crypto trading to its main UK app through Bitstamp. BlackRock says bitcoin sentiment is turning as decoupling from stocks takes hold. Vitalik Buterin says Ethereum is betting its future on quantum security and AI. Robinhood Chain hit 11.6 million daily transactions as USDe fuels TVL growth. Standard Chartered-backed Anchorpoint has begun an HKDAP stablecoin rollout. Mirae Asset is set to inject an additional $35 million into Korbit following its July acquisition.

HEADLINES — Blockchain / Tokenization

Broadridge’s distributed ledger repo processed $8.0tn in July. Japan’s MUFG will launch instant JGB transactions via blockchain. xStocks has gone live on Hyperliquid. Bullish has launched tokenized equity trading. Prospectors are staking bets on a metals-crypto fusion in digital gold, copper and uranium. The SEC has cleared Franklin Templeton funds to use the onchain BENJI system for cash management.

HEADLINES — Government / Regulation

The US securities regulator cancelled a meeting to vote on crypto rules. The White House will host crypto and prediction-market executives next week. The UK regulator is preparing a framework for tokenised gold. The Bank of Korea has formed a tokenization task force as it eyes tokenized government bonds. The New York City Council has opened a probe into prediction-market platforms.

What is the BTC to Gold Ratio with 3M Rolling Average?

Source: Coinmetrics, CMBI Indices, Bloomberg, Goldman Sachs FICC & Equities, as of 14 August 2026.

Read the full report + PDF阅读全文与 PDF

The full summary (3 key points) and the original Institutional desk PDF are for MastermindX Pro members. 完整摘要(3 个要点)与 Institutional desk 原始 PDF 为 MastermindX Pro 会员专享。

Read on MastermindX前往 MastermindX 阅读

Related institutional research相关机构研报

Not investment advice. MastermindX hosts third-party institutional research for reference and education; ratings and views are the authors', not ours. Browse the full Research Vault → 非投资建议。MastermindX 仅收录第三方机构研究,供参考与学习;其中评级与观点均属作者本人。浏览完整研报库 →