Matt retweeted
Let me make one more thing crystal clear. We do not support Clarity with the stripped version of BRCA proposed by Sen. Cortez Masto. For other members of the committee, this is a with us or against us moment. Stand up for developer rights or vote no.
Matt retweeted
Institutional adoption of @Bitcoin is accelerating.
Our analysis of Q4 2025 shows growing exposure to spot Bitcoin ETFs from endowments, pensions, and governments, while hedge funds, asset managers, and wealth advisors have trimmed theirs.
The data reveals who is allocating and how institutional positioning is evolving.
Read @bc1matt’s full report: coinshares.com/insights/rese…
Gold is far too volatile to be taken serious in portfolios
Probably still has high criminal usage, too
Environmental impact is nuts as well
The government could truly ban it any day now..
"H1 2025 was the S&P 500's second-most volatile half-year since 2012. This contrasts sharply with BTC, which recorded the third-lowest half-year volatility in the same period" - great from @K33Research
FUD breaking down, door widening for instos
Everything is coming up BTC
Lots of corporate treasury adoption this year, but Strategy still holds more than double (2.4x) the combined BTC of all other public companies
Strategy's purchases YTD are larger than the total btc holdings of the next 13 public companies combined.
..now over 150k coins
“With a unified platform, connecting Privy’s wallets to the money movement capabilities in Stripe and Bridge, we’re enormously excited to enable a new generation of global, Internet-native financial services,”
- Patrick Collison, Stripe’s CEO
what a baller
Bloomberg reports that Stripe acquired crypto wallet provider Privy for an undisclosed amount, following its $1.1 billion acquisition of stablecoin infrastructure firm Bridge. By integrating Privy and Bridge, Stripe is accelerating its push into stablecoin and crypto payment infrastructure. Privy will continue operating as a standalone product. In March, Privy raised $15 million in a funding round led by Ribbit Capital. bloomberg.com/news/articles/…
Circle’s market cap has hit 50% of USDC in circulation and over 4x the IPO price in less than a week of trading
I’m getting the sense that “Stablecoins, not Bitcoin” could be fashionable soon, giving shades of the old “Blockchain, not Bitcoin” era.
That would be even sillier, the two are so complimentary.
Matt retweeted
📚 The Institutional Investors Rebalance: Inside the 13F Filings of Bitcoin ETFs Q1 2025
Those filing SEC Form 13F must report their ownership of securities when managing over $100 million of Bitcoin ETFs.
Matthew Kimmell, @bc1matt, digital asset analyst at CoinShares, shares his insights on the first report of 2025 and explains why numbers only tell part of the story.
Very passionate online yelling is coming from the same word ‘Bitcoin’ meaning different parts of the system (asset, network, protocol).
It’s this confusion that leads to more all caps tweets and podcasts. How do I long all caps tweets and podcasts??
This is very important.
Matt retweeted
⚡️How long will the bitcoin primary last?
In this new article, Matthew Kimmell, @bc1matt, Digital Asset Analyst at CoinShares, examines @Bitcoin's dominance in a maturing crypto market. Through history and analysis of previous cycles, he answers questions such as: Why is bitcoin so different from other cryptos?
Read our new article to discover his insights for bitcoin in the short and long term: coinshares.com/insights/rese…
Gold is still over 10x larger than bitcoin
Even a partial closing of the gap leaves plenty of upside on the table
ALT Area chart (_not_ stacked) showing monthly gold (blue) and bitcoin (orange) market capitalizations from 2011 to May 2025, with a dashed line tracking bitcoin’s share of gold’s market cap. Gold remains dominant, but bitcoin’s share rises from near 0 % to about 9 %. Source: Metals Focus, Refinitiv, GFMS, World Gold Council, Bloomberg, CoinShares, data available as of May 2025.