Pinned Tweet
Many lost their life savings or businesses with FTX. It could have been avoided
Bitgo's Belshe specifically warned about the danger of the current market structure. Why not involve these real experts more? Why not act faster?
How did the SEC probe FTX in Oct yet no red flags?
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Gally Sama retweeted
Bitcoin daily chart
Looks like $BTC is breaking out from this Bullish megaphonish structure
Backtesting now
Leg up if it holds, watching in conjunction with the USD (the risk)
Love line charts for clarity & here is the updated daily Bitcoin chart that was pointing to 90K
$BTC consolidating around the volume shelve & the good news is the top boundary is in the 6 digits area (if the megaphonish structure breaks to the upside)
Compare with the chart in the quoted tweet & you'll see why they say "The longer the base, the higher in space"
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Institutional positioning for $BTGO CRCL SECZ COIN tells me institutional appetite for Digital assets infrastructure is just getting started, read massive opportunity ahead for the sector
Stablecoin/Digital assets Infrastructure plays BTGO CRCL SECZ vs COIN & BTC
Overview of % drops since IPO & % increases since Bitcoin bottomed during the summer. Also exploring the institutional positioning for these players, see next post
Infrastructure clearly leading, COIN lagging
$BTGO best fundamentals & risk reward imo
🔹Circle CRCL: IPO June 2025
~82% drop after initial IPO surge
~73% increase following BTC bottom
🔹BitGo BTGO: IPO Jan 2026
~74% drop after initial IPO surge
~77% increase following BTC bottom
🔹Securitize SECZ: July 2026
~60% drop after initial IPO surge
~204% increase following BTC bottom
🔹Coinbase COIN
~42% increase since BTC bottom
🔹Bitcoin BTC
~39% increase since summer 2026 bottom
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Stablecoin/Digital assets Infrastructure plays BTGO CRCL SECZ vs COIN & BTC
Overview of % drops since IPO & % increases since Bitcoin bottomed during the summer. Also exploring the institutional positioning for these players, see next post
Infrastructure clearly leading, COIN lagging
$BTGO best fundamentals & risk reward imo
🔹Circle CRCL: IPO June 2025
~82% drop after initial IPO surge
~73% increase following BTC bottom
🔹BitGo BTGO: IPO Jan 2026
~74% drop after initial IPO surge
~77% increase following BTC bottom
🔹Securitize SECZ: July 2026
~60% drop after initial IPO surge
~204% increase following BTC bottom
🔹Coinbase COIN
~42% increase since BTC bottom
🔹Bitcoin BTC
~39% increase since summer 2026 bottom
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Gally Sama retweeted
Short-form videos are linked to lower memory accuracy and reduced brain synchrony.
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GM
People forget, you get rewarded for the risk you take
But most want the returns without the risk, the drawbacks...
When a stock you own drops 25% it's an "opportunity". When it drops 10% more you call the CEO to verify the thesis and buy more. When it drops 10% more you get annoyed insiders aren't buying. When it drops 10% more you sell your stock to the investors that are going to make money on the stock.
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Gally Sama retweeted
Bitget says ~$351.6 million was drained from some of its hot wallets and that its cold wallets remain secure.
The exchange also said user funds are safe and the full loss is covered by its "User Protection Fund," which holds ~$464 million for incidents like these.
Withdrawals are temporarily paused as the exchange completes a security review, while deposits and trading continue.
Bitget says law enforcement and on-chain security firms have been notified and will issue a full incident report within 24 hours.
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Why $BTGO belongs in every Digital assets Bull's portfolio
🚀Stablecoins take off, BitGo wins
🚀Banks can issue their own stables, BitGo wins
🚀Stocks & TradFi migrate onchain, BitGo wins
🚀Ethereum takes off, BitGo wins
🚀Solana moons, BitGo wins
🚀Bitcoin resumes uptrend, BitGo wins
🚀More Alts ETFs, BitGo wins
🚀Trading volumes up, BitGo wins
Did i forget anything😎
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Gally Sama retweeted
JUST IN: Franklin Templeton's crypto head says crypto is entering a "new bull cycle"
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$BTGO chart update
Broke out of a Bullish base within an even bigger IPO base
Successful retest ☑️
Next stops / Big picture
🎯Gap fill
🎯Retest of former IPO highs
🎯Price discovery (PT1 ~$50 PT2 ~$100)
Price currently around resistance in the $8 USD area
DIPS are opportunities
BitGo remains one of the top value plays in the space right now (Balance sheet, technology, institutional adoption/partnerships, strong leadership..)
BitGo Daily chart / Candles
Range breakout & price bouncing right off a massive volume shelve with volume
For immediate upside continuation, $BTGO needs to clear the area annotated in blue (March lows) & invalidate Friday's ugly candle with a strong green candle today
Price remains in a Bullish IPO base: Dips are opportunities & BTGO in the single digits is a steal
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Since 2010, the median US home has gotten cheaper in bitcoin and gold, even as mortgage rates climbed back toward 7%. In 2010 it took over 2 million BTC to buy a median home.
Today it takes under 10.
Denominate in what can't be printed to understand the real value of hard assets.
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Study BitGo
The ticker is $BTGO
13 years building for this exact moment 🎯
JUST IN: 🇺🇸 CFTC Chair Mike Selig says the agency is preparing for the "era of onchain systems, mass tokenization, 24/7 trading, and agentic finance."
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Gally Sama retweeted
JUST IN: 🇺🇸 U.S. Treasury Department to buy back up to $6 billion in longer-term debt tomorrow. 👀
Buy Bitcoin 🚀
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NEW: @blockchain and @NYSE sign an MOU to distribute tokenized U.S. equities and ETFs to Blockchain's 44M+ accounts via NYSE's planned digital ATS, pending regulatory approval.
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Bitwise Team, my go to source for a pulse on institutional adoption & appetite for Bitcoin & Digital assets
One sovereign wealth fund said: “It was really hard to find managers that meet our minimum requirements for size, established track record, and operational infrastructure. We found around ten names.”
Earlier this year, Bitwise sat down with 15 of the world’s largest institutions: sovereign wealth funds, pensions, endowments, foundations.
Crypto was down 50%, but not one of the institutions we interviewed cut its allocation. Several bought more.
Here’s what else we learned:
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Gally Sama retweeted
8/ Few crypto fund managers clear the institutional bar.
One sovereign wealth fund said: “It was really hard to find managers that meet our minimum requirements for size, established track record, and operational infrastructure. We found around ten names.”
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GM!
SetYourStops' morning brief
Worth adding to your AM routine 👀
Here is an excerpt, link in the quoted tweet for the full brief
Today's SYS Research Morning Brief is live. 📡
Fresh earnings, Meta Connect, and an oil rebound set the tone for the session. Canadian catalysts and the key calendar are inside. 📝
$CTAS $PAYX $META 🔍
Read today's brief 👇
setyourstop.com/sys-research…
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Gally Sama retweeted
Thanks for asking!
BitGo is unique:
* only company with full self-custody & custody offering
* you get institutional trade pricing
* zero custody / self-custody fees
* largest asset selection of any major provider
* always 2-of-3 multi-sig or 2-of-3 MPC; no compromises on security
* custody in the oldest built-for-purpose digital asset custodial bank: BitGo Bank & Trust, regulated by OCC w/ over $75B in assets
* $250m insurance coverage (custody)
* only company w/ digital asset licenses in US, EU, UAE, Singapore, and South Korea!
we believe retail deserves what institutions demand.
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The signs were definitely there lol
If you are not following, this account is awesome & Alex is really talented. Just wow
Also has my favorite Bitcoin song for the season🎶
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