Consensus Hong Kong 2026: The Institutional Turn

TL;DR:

“With each ETF that’s gone live, the money’s a lot more sticky,” in the words of Canary Capital’s CEO Steven McClurg. This idea represents one of the clearest takeaways from Consensus Hong Kong this year: we’ve finally reached the era of long-term allocation.

Key Points:

Background:

Exchange-Traded Funds (ETFs) are investment vehicles that track cryptocurrency prices and trade on traditional stock exchanges. Bitcoin and Ethereum ETF approvals have been major milestones for crypto adoption, allowing institutional and retail investors to gain exposure without directly holding digital assets.

Why It Matters:

ETF approvals are significant because they provide regulated access to cryptocurrency investments for traditional finance investors, potentially bringing billions in new capital to the crypto market. They also signal regulatory acceptance and legitimization of digital assets as an investment class.