According to @CryptoMichNL, a Coinbase Research report indicates a constructive outlook for crypto markets in the second half of the year, fueled by an improving macroeconomic backdrop, growing corporate adoption, and significant regulatory progress. The report highlights that stronger U.S. growth, potential Federal Reserve rate cuts, and the advancement of crypto bills like the GENIUS and CLARITY Acts are creating tailwinds for Bitcoin (BTC). While BTC is positioned to benefit, the report suggests altcoins may lag without specific catalysts. This analysis comes as the market shows signs of short-term fatigue, with traders taking profits on major altcoins. Data shows Dogecoin (DOGE), Tron (TRX), Solana (SOL), and Cardano (ADA) have experienced losses between 3% and 5.5%. Analysts like Augustine Fan of SignalPlus note that mainstream sentiment has improved, driven by crypto company IPOs and corporations adding BTC to their treasuries. Kraken economist Thomas Perfumo adds that the adoption of spot ETFs in a more favorable U.S. regulatory environment is a key factor absorbing supply.

According to @AltcoinGordon, a constructive outlook for crypto markets is emerging for the second half of 2025, driven by an improved macroeconomic backdrop and significant regulatory progress. A Coinbase Research report highlights that the Atlanta Fed’s GDPNow tracker has surged to 3.8% QoQ, easing recession fears and boosting investor sentiment. This, combined with expectations of Federal Reserve rate cuts and clearer crypto legislation like the GENIUS and CLARITY Acts, provides strong tailwinds for Bitcoin (BTC). The report also notes growing corporate adoption of crypto, aided by new mark-to-market accounting rules, and the SEC's consideration of over 80 crypto ETF applications. In protocol news, Polygon (MATIC) is undergoing a major strategic revamp under co-founder Sandeep Nailwal, focusing on its new AggLayer protocol while retiring its zkEVM network. Additionally, the Ethereum Foundation has introduced a new treasury policy, capping annual operational expenses at 15% to ensure long-term sustainability.

According to Omkar Godbole (@godbole17), when global economic growth rankings are adjusted for Debt-to-GDP ratios, India emerges as the top performer. This shift highlights India's fiscal strength and sustainable growth trajectory, which can boost investor confidence in emerging markets. For cryptocurrency traders, the stronger macroeconomic outlook in India may drive increased adoption and regulatory clarity, potentially benefiting local crypto exchanges and token projects. Source: Omkar Godbole via Twitter, May 25, 2025.