During a recent exclusive interview, Yuval Rooz, current CEO and co-founder of Digital Asset, stated that recent corrections are forcing a deep restructuring, where the institutional crypto market is finally beginning to penalize those token models considered “empty shells.” This trend favors networks that prioritize utility and technical predictability.
According to the executive of the company behind Canton Network, the ecosystem is maturing to reward infrastructures with real business models, allowing value flow to directly benefit users. Rooz maintains that volatility has not intimidated his client base, mostly composed of entities seeking financial systems with transparent value flows.
Technical evolution and the rejection of empty speculation
Network architecture and asset design have become critical differentiators for large investors, who are increasingly rejecting traditional bridges. Rooz argues that bridges do not represent true interoperability, as these tools are often vulnerable to cyberattacks by locking assets in vulnerable source contracts.
Due to these security gaps, highly relevant entities such as Euroclear or the DTCC demand infrastructures that guarantee privacy and operational costs that are predictable, elements that conventional public chains can hardly ensure simultaneously. In this regard, the Canton network has recorded growth of 25% over the last month, consolidating its institutional proposal.
How are large asset managers adapting to the new environment?
Despite criticisms of public chains, giants like BlackRock have maintained their presence through the BUIDL fund, integrating various ecosystems. However, the focus is shifting toward solutions where regulatory compliance is native, avoiding the systemic risks associated with exchange services and the lack of traceability.
Moreover, JPMorgan has demonstrated a hybrid strategy by deploying JPM Coin on networks like Base, while also planning its native integration into Canton for the year 2026. This expansion suggests that banks are beginning to evaluate cryptocurrencies as strategic collateral, minutely analyzing the risk of each available payment method.
The industry seems to be heading toward a convergence where privacy and bridge-less interoperability will dictate the long-term success of projects. Thus, the institutional crypto market is moving away from speculative narratives to focus on operational efficiency, driving assets that offer real technical solutions in the face of global regulatory demands.
