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My conversation w/ BlackRock's Robbie Mitchnick... It's all here. We discuss: -IBIT demand, incl recent $2.5bil surge -Advisor & inst’l investor adoption -Individual in-kind creations -Can BlackRock hold too much btc -Current btc investment thesis -Btc premium income ETF -ETHA & ETHB -Investment case for eth -Other crypto ETF... show more

Nate Geraci

74,245 subscribers

125,488 views • 16 days ago •via X (Twitter)

Finance News & Politics

Anya Rossi• Live Now

Private livecam show

27 Comments

KP1316 days ago

@BlackRock And you don’t want me to..

Nate Geraci16 days ago

Full podcast...

Saul 🏴‍☠️16 days ago

@BlackRock This was a great piece by Mitchnick and Athey back in ‘18.

Ripple Bull Winkle | Crypto Researcher 🚀🚨16 days ago

@BlackRock The question is when xrp

HockeyZaddy16 days ago

@BlackRock Robbie literally worked for Ripple. He will never be honest why there is no xrp etf

XXX16 days ago

@BlackRock You didn’t ask him about an XRP ETF? What a tool 🤡

Mark - Ripple/XRP will shock the world.16 days ago

@BlackRock Well done Nate.

Nav16 days ago

@BlackRock Great to see you had a conversation with a person directing BlackRock's digital-assets strategy has first-hand Ripple experience and actually researched cryptoasset valuation while there.

KryptoD16 days ago

@BlackRock Just give us a hint that XRP OR Sol are next

CryptoML16 days ago

@BlackRock Pull the response from fink interview with Gasperino “you know I can’t talk about that”

KNDI13716 days ago

@BlackRock Is this the XRP calculator Robbie ?😏

Nexus Prime16 days ago

@BlackRock The part worth watching is whether Bitcoin positioning changes positioning, not just the headline cycle.

Campshot 🫡16 days ago

@BlackRock Should have asked why he left Blackrock to work for Lubin, decided it was a bad career move, and went back to Blackrock 😂

Torchbearer News16 days ago

@BlackRock Not sure if it is an optimistic verbiage! Still acting like it’s happening slowly We know it is not !

Rhea12 days ago

@BlackRock

JL ゼウス 🏴‍☠️16 days ago

go nate! @NateGeraci 😌

Jhonatan Fabi Jiménez16 days ago

@BlackRock ETF DE XRP SERIA MUY GRANDE

Bitcoin Long16 days ago

@BlackRock XRP 를 더 사야해

CalculatedRisk16 days ago

@BlackRock Certainly strange & head scratchingly intriguing how he used to work for Ripple, yet doesn't seem to support XRP.

ONE BIT16 days ago

@BlackRock In-kind creations may be the sleeper topic. They can improve tax and operational efficiency, but investors still need clarity on custody concentration, authorized participants and what ETF ownership does—and does not—provide compared with holding BTC directly.

Rhea12 days ago

@BlackRock

Rhea11 days ago

@BlackRock

DEUS16 days ago

@xrpcoupe74 @BlackRock 👀👀

NovaCrypto589 🚀🚀🚀16 days ago

@BlackRock 🚀🚀🚀

BTC.HODLer- ∞/21M ⚡16 days ago

@BlackRock Bitcoin is the digital asset, crypto is 99% digital scam.

ONCHAIN-FREEDOM14 days ago

@BlackRock You could of given us a moment to remember... Instead 😂

ZeeSX BTC16 days ago

@BlackRock “Too much BTC for BlackRock?” That might be the wrong question. The real question: how much more are they going to absorb? 👀

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True North

47,727 views • 2 days ago

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venture

71,873 views • 4 months ago

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🚨 EXCLUSIVE INTERVIEW: “ETH TO $60K, BITCOIN TO $1M, AND STABLECOINS WILL FUND THE U.S. GOVERNMENT” He called Bitcoin at $25K in 2017 – and was laughed at. Fundstrat’s Tom Lee is one of the most followed macro minds in crypto, with deep ties to Wall Street, CNBC, and the largest players in finance. He says the new financial system is already being built – and crypto will anchor it. Thomas (Tom) Lee (not drummer) FundstratDirect.com isn’t guessing. He was JPMorgan’s Chief Equity Strategist. He’s advised global funds, predicted market cycles, and published one of the earliest institutional theses on Bitcoin in 2017. In this interview, we discuss Crypto’s future, explain why billions are flowing into Digital Asset Treasuries’, and how AI, sovereigns, and Wall Street will drive the next bull run The herd isn’t coming. The herd is here. 01:09 – Why Tom left JPMorgan to publish the Bitcoin thesis 03:45 – Bitcoin to $25K: clients canceled, Wall Street mocked 05:22 – The 4-year cycle: broken or reflexive? 08:48 – Will sovereign buyers put a floor under BTC? 12:11 – The new story arc: AI, institutions, and crypto convergence 14:00 – “Crypto is already UBI.” The forgotten benefit of early adoption 20:01 – How stablecoins will fund U.S. treasuries – permanently 23:47 – ETH’s underperformance and what changed in 2024 25:36 – Ethereum, AI agents & the rise of authenticated instructions 27:43 – “ETH has been dead for 5 years, but it’s not dead tech” 28:46 – ETH vs TON vs Tether: who wins the stablecoin war? 32:53 – Gaming, Pudgy Penguins, and crypto’s IP revolution 34:29 – What are Digital Asset Treasuries? Why they matter 37:10 – BitMNR: how ETH/share went from $4 to $23 in weeks 42:00 – Why BitMNR avoided convertibles – and outperformed 46:29 – ETH down, but ETH/share up – thanks to treasury velocity 53:48 – Price targets: BTC $200K, ETH $60K, and the path to $1M 55:15 – “ETH has a 50% chance of flipping Bitcoin” 56:24 – RWAs and tokenizing the real world – how we hit $100T 58:35 – “Crypto is democratized wealth. Anyone can join.” 59:02 – One chain to rule them all? Or multichain future? 01:00:45 – “Hard work is 2%. Luck is 98%.” 01:01:40 – Why crypto treasuries may become Wall Street’s new hedge This episode is sponsored by BTQ. BTQ is driving the future of post-quantum solutions, delivering a neutral-atom quantum computing platform and quantum-safe security. Backed by a broad patent portfolio and the first commercially significant quantum advantage, BTQ serves finance, telecom, logistics, and defense. (Cboe CA: BTQ | FSE: NG3 | OTCQX: BTQQF) Disclaimer: This content was produced in collaboration with the client and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions, especially in highly volatile markets like crypto.

Mario Nawfal

1,945,519 views • 1 year ago

$🚨 HERE'S WHY BITCOIN IS DUMPING RIGHT NOW Bitcoin no longer trades like a supply-and-demand asset. What you're seeing right now is NOT normal. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. If you hold crypto today, you MUST read this: This decline didn't start just now. It's been building quietly beneath the surface for years. And now it's accelerating. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Gold and Silver. And now it's happening to Bitcoin. The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point forward, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer responds to demand. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively transformed Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. But that's only half the story. The other side of this collapse is the AI bubble. The largest liquidity magnet in modern market history. For the last two years, capital has been sucked into ONE narrative. AI → AI infrastructure → AI chips → AI data centers → AI software → AI everything Trillions in market value were created almost overnight. And every speculative dollar has a destination. Money doesn't appear from nowhere. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.$

🚨 HERE'S WHY BITCOIN IS DUMPING RIGHT NOW Bitcoin no longer trades like a supply-and-demand asset. What you're seeing right now is NOT normal. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. If you hold crypto today, you MUST read this: This decline didn't start just now. It's been building quietly beneath the surface for years. And now it's accelerating. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Gold and Silver. And now it's happening to Bitcoin. The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point forward, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer responds to demand. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively transformed Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. But that's only half the story. The other side of this collapse is the AI bubble. The largest liquidity magnet in modern market history. For the last two years, capital has been sucked into ONE narrative. AI → AI infrastructure → AI chips → AI data centers → AI software → AI everything Trillions in market value were created almost overnight. And every speculative dollar has a destination. Money doesn't appear from nowhere. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.

0xNobler

41,155 views • 2 months ago

$🚨 HERE'S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW If you still think $BTC trades like a supply-and-demand asset, you MUST read this carefully. Because that market no longer exists. What you're witnessing right now is not normal price action. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. Most people have no idea what's actually happening. And by the time it becomes obvious, the damage is already done. This collapse didn't begin today. It's been developing quietly beneath the surface for months. And now it's gaining traction. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Bitcoin. And it's the same structural shift that already happened to: → Gold → Silver → Oil → Equities The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered this on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer reacts to demand. It reacts to positioning, hedging, and liquidation flows. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively turned Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade now, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.$

🚨 HERE'S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW If you still think $BTC trades like a supply-and-demand asset, you MUST read this carefully. Because that market no longer exists. What you're witnessing right now is not normal price action. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. Most people have no idea what's actually happening. And by the time it becomes obvious, the damage is already done. This collapse didn't begin today. It's been developing quietly beneath the surface for months. And now it's gaining traction. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Bitcoin. And it's the same structural shift that already happened to: → Gold → Silver → Oil → Equities The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered this on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer reacts to demand. It reacts to positioning, hedging, and liquidation flows. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively turned Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade now, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.

0xNobler

135,523 views • 3 months ago

🚨EVERYONE THINKS ETHEREUM IS DEAD That's exactly why I'm paying attention The market is treating $ETH like it's just another altcoin It isn't Ethereum has already fallen almost 70% from its all-time high, while Bitcoin has held up much better That underperformance is exactly why the narrative has become so one-sided "ETH is dead" "The cycle is over" "Just buy BTC" I've heard this before The easiest way to see what's happening is the ETH/BTC chart The ratio has been crushed for years and is sitting near levels we haven't seen in a long time After months of underperformance, people stopped comparing Ethereum to Bitcoin and started comparing it to every failing altcoin That's the mistake $BTC and $ETH are still the only two crypto assets with more than a decade of history, no insider unlocks, no VC emissions and real institutional adoption The difference is that their economics are no longer the same Around a third of all $ETH is staked, earning native yield while remaining locked inside the network Bitcoin doesn't do that New $BTC is still issued every day, and miners regularly sell part of it to cover electricity, hardware and operating costs Then look at the corporate treasuries Companies holding Bitcoin own an asset that doesn't generate cash flow on its own Companies building Ethereum treasuries can stake their $ETH and earn yield while they wait It's the difference between holding an asset... And holding an asset that pays you to stay patient That's why I think the market is pricing Ethereum like a broken asset while ignoring how much its structure has changed over the last few years Could ETH still go lower? Of course. Markets always overshoot. That's why my interest starts between $1,400 and $1,050 Not because I know the exact bottom, but because that's where the risk/reward finally becomes asymmetric Last cycle everyone was calling for $10,000 $ETH It never happened This cycle everyone is calling Ethereum dead Markets have a funny habit of disappointing the majority I'm not bearish on both I just think the asset everyone has already given up on often becomes the one that surprises the most That's why I'm buying fear instead of chasing strength Maybe I'm early But I'd rather accumulate when everyone hates Ethereum than fight the crowd after it starts making new highs again Follow and turn notifications on Next few months could completely change the narrative

🚨EVERYONE THINKS ETHEREUM IS DEAD That's exactly why I'm paying attention The market is treating $ETH like it's just another altcoin It isn't Ethereum has already fallen almost 70% from its all-time high, while Bitcoin has held up much better That underperformance is exactly why the narrative has become so one-sided "ETH is dead" "The cycle is over" "Just buy BTC" I've heard this before The easiest way to see what's happening is the ETH/BTC chart The ratio has been crushed for years and is sitting near levels we haven't seen in a long time After months of underperformance, people stopped comparing Ethereum to Bitcoin and started comparing it to every failing altcoin That's the mistake $BTC and $ETH are still the only two crypto assets with more than a decade of history, no insider unlocks, no VC emissions and real institutional adoption The difference is that their economics are no longer the same Around a third of all $ETH is staked, earning native yield while remaining locked inside the network Bitcoin doesn't do that New $BTC is still issued every day, and miners regularly sell part of it to cover electricity, hardware and operating costs Then look at the corporate treasuries Companies holding Bitcoin own an asset that doesn't generate cash flow on its own Companies building Ethereum treasuries can stake their $ETH and earn yield while they wait It's the difference between holding an asset... And holding an asset that pays you to stay patient That's why I think the market is pricing Ethereum like a broken asset while ignoring how much its structure has changed over the last few years Could ETH still go lower? Of course. Markets always overshoot. That's why my interest starts between $1,400 and $1,050 Not because I know the exact bottom, but because that's where the risk/reward finally becomes asymmetric Last cycle everyone was calling for $10,000 $ETH It never happened This cycle everyone is calling Ethereum dead Markets have a funny habit of disappointing the majority I'm not bearish on both I just think the asset everyone has already given up on often becomes the one that surprises the most That's why I'm buying fear instead of chasing strength Maybe I'm early But I'd rather accumulate when everyone hates Ethereum than fight the crowd after it starts making new highs again Follow and turn notifications on Next few months could completely change the narrative

BLADE

27,548 views • 2 months ago

6/24/2026 Daily Recap: MU saves growth!? - Micron $MU massive earnings report and a gap right back towards an all time high. Taking $SNDK $WDC $STX with it. - $MAGS continue to do nothing. $AMZN $GOOGL $TSLA $MSFT $NVDA $META have stopped acting like leadership for several weeks and even months now. - $XBI has been where we have seen recent leadership $APGE $SYRE $ORKA $RYTM - $ARKG out to 3 year highs $TWST $CRSP $TXG $TEM $PSNL - $ITB $XHB $TOL woke up over the last few days. - $JETS $AAL $UAL $DAL have been fantastic since crude oil peaked. - $UFO continues to be in rough shape. Looking to possibly take a stab on $RKLB against the 200sma but can't say that I love the way that group along with $SPCX have been acting. - $EWY the ETF to watch here on the back of this move for memory names. - $BTC $ETH continue to act very poorly. $MSTR $STRC seeing the full effect of a crypto bear. - $KRE continues to act well and another reason why the $IWM outperforms the Nasdaq and much less volatile. - Money is flowing to many other places which is very healthy to see! $RSP .7% on the day!

6/24/2026 Daily Recap: MU saves growth!? - Micron $MU massive earnings report and a gap right back towards an all time high. Taking $SNDK $WDC $STX with it. - $MAGS continue to do nothing. $AMZN $GOOGL $TSLA $MSFT $NVDA $META have stopped acting like leadership for several weeks and even months now. - $XBI has been where we have seen recent leadership $APGE $SYRE $ORKA $RYTM - $ARKG out to 3 year highs $TWST $CRSP $TXG $TEM $PSNL - $ITB $XHB $TOL woke up over the last few days. - $JETS $AAL $UAL $DAL have been fantastic since crude oil peaked. - $UFO continues to be in rough shape. Looking to possibly take a stab on $RKLB against the 200sma but can't say that I love the way that group along with $SPCX have been acting. - $EWY the ETF to watch here on the back of this move for memory names. - $BTC $ETH continue to act very poorly. $MSTR $STRC seeing the full effect of a crypto bear. - $KRE continues to act well and another reason why the $IWM outperforms the Nasdaq and much less volatile. - Money is flowing to many other places which is very healthy to see! $RSP .7% on the day!

Ariel Hernandez

23,296 views • 2 months ago

🚨 MOST PEOPLE AREN'T READY FOR WHAT HAPPENS BELOW $58K I’ve been trading crypto for 9 years and have never seen anything like this Everyone is screaming that bottom is in, or we're going to 30k, but it won't be either of these Reversals never happen without shaking out majority The chart won’t follow the same pattern forever If this macro pattern continues, Bitcoin must eventually drop to around 30-32k in a few months, despite macro and global demand But at some point, every pattern has to break When? When the fundamentals and market sentiment no longer support it A pattern should confirm reality - not contradict it. If it does, forget the pattern. It has outlived its usefulness, just like every pattern before it If you look at previous cycles, every major bottom took time to form. You had months to buy near the lows And that's exactly why almost nobody did Everyone was waiting for lower prices Everyone wants to buy the capitulation wick But what if that wick never comes? Then nobody buys $16k was obviously a great BTC entry last cycle I think everyone in crypto knew that... Yet almost nobody bought. Not because it wasn't cheap, but because everyone was waiting for a nice round number: $10k/$15k Or they bought too early, just like many are doing now, deployed all their capital, lost conviction, or even sold because they were convinced BTC had much further to fall That's how bottoms are formed My base case is that we'll spend the summer ranging, then slowly bleed toward $50k After that, maybe one final flush to ~$42k, just enough to convince everyone another capitulation, "the final dump to 30k" is coming But it never comes, just like it never came last cycle or the one before it Many things about BTC price action change over time, but one thing never does When it's the top, almost nobody believes it's the top. When it's the bottom, almost nobody believes it's the bottom. Today 50% think that the bottom is in Other 40% wait for 30-40k That's why I think it's not a bottom, and we won't bottom at 30-40k But if you read the sentiment differently, or read this later, and you already think today's price is attractive but believe it'll go even lower, don't overthink it Most likely everybody thinks so So just buy and hold until $240k It's much better to buy at $50k than wait for $30k that may never come and end up not buying at all. That's why I've already bought 30% here Will DCA at 58K, 55K, 52K, and 50% at 42k Want to remind you that I called each major top and bottom of the last 7 years, including exact 126K BTC top: And soon i will make this account private If you read this, you probably get the biggest informational edge in your lifetime So make sure to follow me and turn notifs on

🚨 MOST PEOPLE AREN'T READY FOR WHAT HAPPENS BELOW $58K I’ve been trading crypto for 9 years and have never seen anything like this Everyone is screaming that bottom is in, or we're going to 30k, but it won't be either of these Reversals never happen without shaking out majority The chart won’t follow the same pattern forever If this macro pattern continues, Bitcoin must eventually drop to around 30-32k in a few months, despite macro and global demand But at some point, every pattern has to break When? When the fundamentals and market sentiment no longer support it A pattern should confirm reality - not contradict it. If it does, forget the pattern. It has outlived its usefulness, just like every pattern before it If you look at previous cycles, every major bottom took time to form. You had months to buy near the lows And that's exactly why almost nobody did Everyone was waiting for lower prices Everyone wants to buy the capitulation wick But what if that wick never comes? Then nobody buys $16k was obviously a great BTC entry last cycle I think everyone in crypto knew that... Yet almost nobody bought. Not because it wasn't cheap, but because everyone was waiting for a nice round number: $10k/$15k Or they bought too early, just like many are doing now, deployed all their capital, lost conviction, or even sold because they were convinced BTC had much further to fall That's how bottoms are formed My base case is that we'll spend the summer ranging, then slowly bleed toward $50k After that, maybe one final flush to ~$42k, just enough to convince everyone another capitulation, "the final dump to 30k" is coming But it never comes, just like it never came last cycle or the one before it Many things about BTC price action change over time, but one thing never does When it's the top, almost nobody believes it's the top. When it's the bottom, almost nobody believes it's the bottom. Today 50% think that the bottom is in Other 40% wait for 30-40k That's why I think it's not a bottom, and we won't bottom at 30-40k But if you read the sentiment differently, or read this later, and you already think today's price is attractive but believe it'll go even lower, don't overthink it Most likely everybody thinks so So just buy and hold until $240k It's much better to buy at $50k than wait for $30k that may never come and end up not buying at all. That's why I've already bought 30% here Will DCA at 58K, 55K, 52K, and 50% at 42k Want to remind you that I called each major top and bottom of the last 7 years, including exact 126K BTC top: And soon i will make this account private If you read this, you probably get the biggest informational edge in your lifetime So make sure to follow me and turn notifs on

𝗰𝘆𝗰𝗹𝗼𝗽

745,441 views • 2 months ago

Thinking about $ETH and the current state of crypto... there's two interesting facts that keep popping into my head... 1) Defi on Bitcoin never took off This really surprises me honestly because I always thought it would (I assumed via EVM or SVM L2's), but it hasn't, not even a little bit. 2) No other L1 has really staged a significant challenge to it either Like seriously... its pretty much just Ethereum now... is it not? Solana has had tremendous success obviously (and I like $SOL and own some), but its all sort of Solana-specific, if that makes sense... And beyond that, no other chain has even come close to matching Ethereum... At one point in 2021 there were other chains that got really popular for a time- first BSC, then Fantom, then Avalanche, etc- but really none of those were able to sustain the momentum. And today, if you want to do anything serious in crypto, you are going to build it on Ethereum (or on something else that is itself built on top of Ethereum). Steve Pack aka Steven Pack | RockSolid- from RockSolid Network- talks about this in the below clip. Its an older video but I was re-watching it and the segment struck me, as it really sums up what I think is the biggest bull case in Ethereum's favor... Which is that for all intents and purposes, Ethereum IS crypto at this point. Bitcoin has fully moved into its "store of value" era, which is awesome and which I support, but the fact is that there is nothing built on top of Bitcoin. And indeed only a tiny minority of $BTC holders actually hold it on chain. And I'm not even saying this is bad- it just is what it is. I actually disagree with those who lament the Bitcoin ETF's and the Saylor accumulation and institutional adoption and etc - I think these developments are a net positive and were always bound to happen. But Bitcoin is definitely not "crypto" at this point (the BTC maxi's were right about that in the end, interestingly). And then yeah, in terms of on-chain stuff, Solana has had a lot of success with memecoins and the sort of degen trencher world (and for a time I thought they were going to see breakout success via livestreaming on PumpFun, but then it pretty much died out)... But for any serious "crypto" stuff its going to be Ethereum. So yeah... if, like me, you are still bullish $ETH for the above reasons (or just a masochist, depending on how you want to look at it), and if you want to earn yield on it and support its decentralization, then I highly recommend RockSolid Network. I've been an advisor to them for awhile now- hence will use this partnership tag thing, although these are just my thoughts and me trying to support them in general, not a specific advertisement or something- and I really view them as the best of the best as far as Ethereum and its roll in crypto goes. They are hardcore idealists in every sense, and have tried to do everything right in building the project, abiding by the original OG Etherean ethos and the spirit of decentralization and permissionlessness and etc at every turn (they've also built their vaults without token incentives or points programs or hints of an airdrop or anything else, interestingly)... In this regard, right now there are three RockSolid vaults... a) the Rocksolid $rETH Vault b) the RockSolid AutoPlus Looped $ETH Vault, and c) the new RockSolid MegaETH USDm Vault (will link to this one below!) Highly recommend checking them out! And also highly recommend following the RockSolid Network account, as well as co-founders Ben Ward and Steven Pack | RockSolid 💪 And yeah... I really do believe that crypto will get its time in the sun... and that eventually all these assets will get the valuations they deserve... And at that point there's honestly nothing in crypto that I think should be valued as high as $ETH 🫡

Thinking about $ETH and the current state of crypto... there's two interesting facts that keep popping into my head... 1) Defi on Bitcoin never took off This really surprises me honestly because I always thought it would (I assumed via EVM or SVM L2's), but it hasn't, not even a little bit. 2) No other L1 has really staged a significant challenge to it either Like seriously... its pretty much just Ethereum now... is it not? Solana has had tremendous success obviously (and I like $SOL and own some), but its all sort of Solana-specific, if that makes sense... And beyond that, no other chain has even come close to matching Ethereum... At one point in 2021 there were other chains that got really popular for a time- first BSC, then Fantom, then Avalanche, etc- but really none of those were able to sustain the momentum. And today, if you want to do anything serious in crypto, you are going to build it on Ethereum (or on something else that is itself built on top of Ethereum). Steve Pack aka Steven Pack | RockSolid- from RockSolid Network- talks about this in the below clip. Its an older video but I was re-watching it and the segment struck me, as it really sums up what I think is the biggest bull case in Ethereum's favor... Which is that for all intents and purposes, Ethereum IS crypto at this point. Bitcoin has fully moved into its "store of value" era, which is awesome and which I support, but the fact is that there is nothing built on top of Bitcoin. And indeed only a tiny minority of $BTC holders actually hold it on chain. And I'm not even saying this is bad- it just is what it is. I actually disagree with those who lament the Bitcoin ETF's and the Saylor accumulation and institutional adoption and etc - I think these developments are a net positive and were always bound to happen. But Bitcoin is definitely not "crypto" at this point (the BTC maxi's were right about that in the end, interestingly). And then yeah, in terms of on-chain stuff, Solana has had a lot of success with memecoins and the sort of degen trencher world (and for a time I thought they were going to see breakout success via livestreaming on PumpFun, but then it pretty much died out)... But for any serious "crypto" stuff its going to be Ethereum. So yeah... if, like me, you are still bullish $ETH for the above reasons (or just a masochist, depending on how you want to look at it), and if you want to earn yield on it and support its decentralization, then I highly recommend RockSolid Network. I've been an advisor to them for awhile now- hence will use this partnership tag thing, although these are just my thoughts and me trying to support them in general, not a specific advertisement or something- and I really view them as the best of the best as far as Ethereum and its roll in crypto goes. They are hardcore idealists in every sense, and have tried to do everything right in building the project, abiding by the original OG Etherean ethos and the spirit of decentralization and permissionlessness and etc at every turn (they've also built their vaults without token incentives or points programs or hints of an airdrop or anything else, interestingly)... In this regard, right now there are three RockSolid vaults... a) the Rocksolid $rETH Vault b) the RockSolid AutoPlus Looped $ETH Vault, and c) the new RockSolid MegaETH USDm Vault (will link to this one below!) Highly recommend checking them out! And also highly recommend following the RockSolid Network account, as well as co-founders Ben Ward and Steven Pack | RockSolid 💪 And yeah... I really do believe that crypto will get its time in the sun... and that eventually all these assets will get the valuations they deserve... And at that point there's honestly nothing in crypto that I think should be valued as high as $ETH 🫡

rektdiomedes

12,291 views • 2 months ago

Most people think about Bitcoin treasury companies incorrectly Here is why I think they are good for Bitcoin & why they are misunderstood: 1) Treasury companies are capitalizing the Bitcoin industry for a century to come 2) They are future Bitcoin Banks 3) However, they are developing in the reverse order compared to everything else - monetization first and then later on core business activities -- Bitcoin has traditionally received $1 for every $100 in funds that Crypto took in - it has historically been challenging to raise money for Bitcoin focused businesses. My view is that Treasury companies are changing this, and while the first phase will simply be acquiring as much Bitcoin as possible - they will later need to ensure the value of Bitcoin grows and find ways to use BTC as capital in a larger marketplace. These firms will become the future Bitcoin Banks and also Bitcoin conglomerates. In this exact moment in time the best use of capital is simply buying Bitcoin. It's hard to meaningfully outperform BTC, and as such all these businesses will do for a while is acquire BTC. But eventually that shifts, and these firms will see more incentive to both grow and deploy Bitcoin. They then will provide capital which, among other things, supports Bitcoin businesses and projects. Many people struggle to contextualize the current "land rush" phase with what will come later. You need to take a longer view to understand these firms. The order of operations is also reversed here. Typically you build a business or technology and then as a final step monetize it via an IPO. With Bitcoin, stage 1 is looking more like direct monetization prior to creating value via products, etc. This is deeply counter intuitive to many people in traditional finance, and also to many Bitcoiners. However, because Bitcoin is primarily money at a base level it makes sense the developmental path it is taking differs significantly from other tech. The amount of time it will take for other investors to understand this presents an opportunity for those who see it sooner. More thoughts below 👇

Most people think about Bitcoin treasury companies incorrectly Here is why I think they are good for Bitcoin & why they are misunderstood: 1) Treasury companies are capitalizing the Bitcoin industry for a century to come 2) They are future Bitcoin Banks 3) However, they are developing in the reverse order compared to everything else - monetization first and then later on core business activities -- Bitcoin has traditionally received $1 for every $100 in funds that Crypto took in - it has historically been challenging to raise money for Bitcoin focused businesses. My view is that Treasury companies are changing this, and while the first phase will simply be acquiring as much Bitcoin as possible - they will later need to ensure the value of Bitcoin grows and find ways to use BTC as capital in a larger marketplace. These firms will become the future Bitcoin Banks and also Bitcoin conglomerates. In this exact moment in time the best use of capital is simply buying Bitcoin. It's hard to meaningfully outperform BTC, and as such all these businesses will do for a while is acquire BTC. But eventually that shifts, and these firms will see more incentive to both grow and deploy Bitcoin. They then will provide capital which, among other things, supports Bitcoin businesses and projects. Many people struggle to contextualize the current "land rush" phase with what will come later. You need to take a longer view to understand these firms. The order of operations is also reversed here. Typically you build a business or technology and then as a final step monetize it via an IPO. With Bitcoin, stage 1 is looking more like direct monetization prior to creating value via products, etc. This is deeply counter intuitive to many people in traditional finance, and also to many Bitcoiners. However, because Bitcoin is primarily money at a base level it makes sense the developmental path it is taking differs significantly from other tech. The amount of time it will take for other investors to understand this presents an opportunity for those who see it sooner. More thoughts below 👇

Steven Lubka ☀️

29,287 views • 1 year ago

#HappyDiwali Crypto Fam! Here are my TOP 10 picks for this Diwali: 👇 ( FREE $500 INSIDE ) 1️⃣ Bitcoin ( $BTC) Bitcoin remains the front-runner, and for good reason. With a proven track record, it's more than just the first crypto; it’s digital gold. And with a hard cap of 21 million BTC, the scarcity factor is huge. With hash rates soaring and forecasts hitting $90K by year-end, BTC remains the go-to anchor for crypto portfolios. 2️⃣ TRON DAO ( $TRX ) TRON is bringing decentralized applications (dApps) into the mainstream. With recent partnerships and growing adoption in DeFi & now a hub for memecoin creation, TRX is positioned for significant traction. If you're looking for a crypto with a strong user base and robust network, Tron is worth your attention 3️⃣ Aptos ( $APT) Aptos is built for scalability. Even though it’s faced market challenges, Aptos has a solid foundation and a loyal community. The team is dedicated to continuous development, and many believe it’s on the verge of a strong comeback, especially if the alt season trend picks up momentum. 4️⃣ Sui ( $SUI) Sui’s architecture is purpose-built for high throughput—ideal for gaming and apps that need low latency. It's one of those projects with a clear use case that aligns with real-world demand. As gaming on blockchain gains traction, Sui could be an early leader. 5️⃣ TON Coin ( $TON ) The Telegram connection gives Toncoin a serious advantage: instant access to Telegram’s massive user base. This integration could turn Ton into a favourite for easy, fast crypto transactions. Major investors are eyeing it, making it one of the more intriguing assets this season. 6️⃣ THORChain ( $RUNE ) One of the most exciting aspects of crypto today is the idea of interoperability, and that’s where THORChain comes in. RUNE powers a system where you can swap assets across different chains directly—no need for a centralized exchange. With DeFi picking up steam, THORChain is well-positioned to be a leader in cross-chain liquidity. 7️⃣ Propy ( $PRO ) Propy is making real estate transactions seamless with blockchain tech. It’s bringing transparency and efficiency to an industry ripe for disruption. For those who believe in real-world applications of blockchain, Propy has solid fundamentals and a clear growth path. 8️⃣ QORPO WORLD ( $QORPO ) As blockchain gaming grows, QORPO World is creating something that gamers have been waiting for—a unified platform that integrates gaming, NFTs, and esports in a single ecosystem. Whether you’re there for the games, the tokens, or the community, QORPO World has something different to offer— that’s why it’s worth paying attention to. 9️⃣ MANTRA | The EVM L1 for RWAs ( $OM ) MANTRA offers DeFi that’s simple, accessible, and community-governed. OM holders get a direct say in decisions, from staking options to project development. Recent price rebounds and a community-first model make it one of the most appealing DeFi projects right now. 🔟 Liberland Dollar ( $LLD ) The Liberland Dollar is the official currency of Liberland, a micronation built on libertarian values. This one’s a bold play, driven by a unique community vision. It’s a niche asset, but if you’re interested in freedom-oriented projects, LLD is a compelling option. Check the comments for the $500 Giveaway! Make sure to follow me Evan Luthra for more such content!

#HappyDiwali Crypto Fam! Here are my TOP 10 picks for this Diwali: 👇 ( FREE $500 INSIDE ) 1️⃣ Bitcoin ( $BTC) Bitcoin remains the front-runner, and for good reason. With a proven track record, it's more than just the first crypto; it’s digital gold. And with a hard cap of 21 million BTC, the scarcity factor is huge. With hash rates soaring and forecasts hitting $90K by year-end, BTC remains the go-to anchor for crypto portfolios. 2️⃣ TRON DAO ( $TRX ) TRON is bringing decentralized applications (dApps) into the mainstream. With recent partnerships and growing adoption in DeFi & now a hub for memecoin creation, TRX is positioned for significant traction. If you're looking for a crypto with a strong user base and robust network, Tron is worth your attention 3️⃣ Aptos ( $APT) Aptos is built for scalability. Even though it’s faced market challenges, Aptos has a solid foundation and a loyal community. The team is dedicated to continuous development, and many believe it’s on the verge of a strong comeback, especially if the alt season trend picks up momentum. 4️⃣ Sui ( $SUI) Sui’s architecture is purpose-built for high throughput—ideal for gaming and apps that need low latency. It's one of those projects with a clear use case that aligns with real-world demand. As gaming on blockchain gains traction, Sui could be an early leader. 5️⃣ TON Coin ( $TON ) The Telegram connection gives Toncoin a serious advantage: instant access to Telegram’s massive user base. This integration could turn Ton into a favourite for easy, fast crypto transactions. Major investors are eyeing it, making it one of the more intriguing assets this season. 6️⃣ THORChain ( $RUNE ) One of the most exciting aspects of crypto today is the idea of interoperability, and that’s where THORChain comes in. RUNE powers a system where you can swap assets across different chains directly—no need for a centralized exchange. With DeFi picking up steam, THORChain is well-positioned to be a leader in cross-chain liquidity. 7️⃣ Propy ( $PRO ) Propy is making real estate transactions seamless with blockchain tech. It’s bringing transparency and efficiency to an industry ripe for disruption. For those who believe in real-world applications of blockchain, Propy has solid fundamentals and a clear growth path. 8️⃣ QORPO WORLD ( $QORPO ) As blockchain gaming grows, QORPO World is creating something that gamers have been waiting for—a unified platform that integrates gaming, NFTs, and esports in a single ecosystem. Whether you’re there for the games, the tokens, or the community, QORPO World has something different to offer— that’s why it’s worth paying attention to. 9️⃣ MANTRA | The EVM L1 for RWAs ( $OM ) MANTRA offers DeFi that’s simple, accessible, and community-governed. OM holders get a direct say in decisions, from staking options to project development. Recent price rebounds and a community-first model make it one of the most appealing DeFi projects right now. 🔟 Liberland Dollar ( $LLD ) The Liberland Dollar is the official currency of Liberland, a micronation built on libertarian values. This one’s a bold play, driven by a unique community vision. It’s a niche asset, but if you’re interested in freedom-oriented projects, LLD is a compelling option. Check the comments for the $500 Giveaway! Make sure to follow me Evan Luthra for more such content!

Evan Luthra

94,127 views • 1 year ago

$521.50 per MSTR. This is my current base case for Strategy's price by March 31, 2028, calculated using Strategy Simulator. The calculation is based on 7 input assumptions used to produce the price. I provide each of my assumptions and the rationale for each below. 1) Bitcoin price: $126,000 I chose March 2028 because I assume BTC will return to its old all-time high at or before this date, as it did in March 2024 in the previous cycle. Bull and bear cycles are muting, but also accelerating. The bulk of a bull cycle's gains and losses are now happening well before the post-halving year. Given we're at the cycle 200WMA, the power law floor, and we tend to bottom near midterms, I believe we will make an accelerated return to the previous high within the next 18 months, aided by capital rotation out of AI. This will be followed by months of chop close to that level, like in 2024. 2) mNAV: 2.0 This is in the realm of Strategy's bull market EV mNAV based on data from last cycle. In the particular months when it broke all-time highs, EV mNAV could expand as high as 2.5X. I do not doubt that people will buy in at 1.5X to 2.5X premiums again as BTC continues ripping: in a bull market, FOMO is a helluva drug. 3) Fully Diluted Shares Outstanding: 696.7M Since the start of 2023, Strategy has increased MSTR's share count at a rate of 40.5% per year. I assume this rate continues, moving from 402M shares today to 696M by March 2028. 4) Cost of Capital: 12% I assume Strategy will return STRC to par and begin heavy issuance again in the near future. I predict they will use proceeds from STRC to retire their convertible debt and all other preferred instruments, as was alluded into in Strategy's last earnings call, bringing their overall cost of capital to a blended, uniform 12%, as reflected by the current STRC dividend rate. I don't expect this rate to change soon. 5) The Balance Sheet Senior Claims: $95.79B Bitcoin Reserve: 2,058,409 BTC USD Reserve: $28.79B Here it gets really crazy. We have two clues from management as to how much STRC they'd like to issue at any given time. Firstly, they'd like to target a 90/10 BTC-to-USD split. Secondly, they'd like to target a range 2 to 3 years of USD coverage. Based on these clues, we can calculate how much STRC Strategy will issue based on how big we expect their balance sheet to get - using my previous assumptions of Bitcoin price, mNAV, and share issuance. It gets rather complex after that, since the amount of STRC issued also impacts the balance sheet assets - so it's a reflexive relationship. Running the numbers through Claude, these figures work out to the above. The numbers may seem astronomical now, but I daresay they're likely given how fast Strategy has proven it can accumulate BTC now - even in a bear market. Strategy is becoming a "MonSTR" and will likely be a growing method by which people get their BTC exposure going forward. I expect the business model to grow and continue to be validated (yet misunderstood) with time.

$521.50 per MSTR. This is my current base case for Strategy's price by March 31, 2028, calculated using Strategy Simulator. The calculation is based on 7 input assumptions used to produce the price. I provide each of my assumptions and the rationale for each below. 1) Bitcoin price: $126,000 I chose March 2028 because I assume BTC will return to its old all-time high at or before this date, as it did in March 2024 in the previous cycle. Bull and bear cycles are muting, but also accelerating. The bulk of a bull cycle's gains and losses are now happening well before the post-halving year. Given we're at the cycle 200WMA, the power law floor, and we tend to bottom near midterms, I believe we will make an accelerated return to the previous high within the next 18 months, aided by capital rotation out of AI. This will be followed by months of chop close to that level, like in 2024. 2) mNAV: 2.0 This is in the realm of Strategy's bull market EV mNAV based on data from last cycle. In the particular months when it broke all-time highs, EV mNAV could expand as high as 2.5X. I do not doubt that people will buy in at 1.5X to 2.5X premiums again as BTC continues ripping: in a bull market, FOMO is a helluva drug. 3) Fully Diluted Shares Outstanding: 696.7M Since the start of 2023, Strategy has increased MSTR's share count at a rate of 40.5% per year. I assume this rate continues, moving from 402M shares today to 696M by March 2028. 4) Cost of Capital: 12% I assume Strategy will return STRC to par and begin heavy issuance again in the near future. I predict they will use proceeds from STRC to retire their convertible debt and all other preferred instruments, as was alluded into in Strategy's last earnings call, bringing their overall cost of capital to a blended, uniform 12%, as reflected by the current STRC dividend rate. I don't expect this rate to change soon. 5) The Balance Sheet Senior Claims: $95.79B Bitcoin Reserve: 2,058,409 BTC USD Reserve: $28.79B Here it gets really crazy. We have two clues from management as to how much STRC they'd like to issue at any given time. Firstly, they'd like to target a 90/10 BTC-to-USD split. Secondly, they'd like to target a range 2 to 3 years of USD coverage. Based on these clues, we can calculate how much STRC Strategy will issue based on how big we expect their balance sheet to get - using my previous assumptions of Bitcoin price, mNAV, and share issuance. It gets rather complex after that, since the amount of STRC issued also impacts the balance sheet assets - so it's a reflexive relationship. Running the numbers through Claude, these figures work out to the above. The numbers may seem astronomical now, but I daresay they're likely given how fast Strategy has proven it can accumulate BTC now - even in a bear market. Strategy is becoming a "MonSTR" and will likely be a growing method by which people get their BTC exposure going forward. I expect the business model to grow and continue to be validated (yet misunderstood) with time.

Strategy Simulator

19,434 views • 1 month ago

2025 reflected a year of coordinated execution. As products expanded and new markets came online, the underlying platform continued to strengthen in step. Here’s what we built in the past 365 days 👇 Launching New Products The Gemini Credit Card evolved with the release of the Bitcoin, Solana, XRP, and American Business versions of the card, allowing our US customers to earn rewards in crypto, and additional benefits for businesses.* We launched the Gemini Wallet, giving users a powerful self-custody wallet to have more control over their digital assets and manage their finances onchain. In the European Union (EU), Gemini launched Tokenized Stocks**, bringing the world’s leading equities onto the blockchain with zero trading fees. We added Gemini Perpetuals** in the EU, putting the power of crypto derivatives with up to 100x leverage in the hands of advanced traders, and have continued to expand the number of perpetual contracts available – opening up new trading opportunities in memecoins, DeFi, and beyond. In Europe, users gained the ability to stake*** their ETH and SOL, unlocking the potential to earn rewards of up to 6% APR**** on their holdings. In Singapore, we launched Index Perpetual Contracts and expanded the available cross collateral funding options. We also made funding faster for Singapore users by adding PayNow and FAST. We introduced USD rails to our UK institutional customers, giving them more flexibility in the ways they can trade. Institutional Leadership We strengthened our leadership in institutional custody, including custodying Empery Digital’s $500 million BTC placement and facilitated their bitcoin purchases and derivatives trades. We also introduced the ability to stake SOL from custody for our institutional partners. We worked with Glassnode to produce the Bitcoin Adoption, Volatility, and Market Cap report, showing that bitcoin treasuries now control nearly a third of Bitcoin’s total supply. Company Milestones & Regulation After an IPO on the Nasdaq stock exchange in September, Gemini became a publicly traded company. This year also marked a turning point for Gemini’s global ambitions. In October, Gemini launched in Australia and became AUSTRAC registered to bring industry-leading crypto tools to users down under. We also expanded further into the country by adding AUD banking rails for faster payments and deposits. We opened new offices around the world, including London, hosting an opening party with people from across the industry to celebrate. We also grew our customer service operations with a new office in Scottsdale, Arizona. In the EU, we obtained our Markets in Crypto Assets (MiCA) and Markets in Financial Instruments Directive II (MiFID II) licences, allowing us to bring our services to millions more across the region. Fostering a Global Community From DAS New York and Paris Blockchain Week, to TOKEN2049 in Singapore and the Australian Crypto Convention in Sydney, the Gemini team met local communities around the world. In March, we set a Guinness World Record for the largest aerial display of a currency symbol with a drone show at South by Southwest in Texas. In May, we teamed up with MARA Holdings to mine the Bitcoin “pizza block”, a tribute to the first real-world purchase using bitcoin. At BTC Vegas, we gave orange Tesla Cybertrucks to two lucky winners, while at BTC Amsterdam, we awarded a custom Bitcoin Apex Flare 4 Bike to a new customer. We left our mark on Amsterdam too, by biking around the city in the shape of a Bitcoin “₿” and decking out the city’s trams with our signature colors. The Gemini team also headed to Real Bedford football club to give out free pizza and merch to fans at the final match of the season, and celebrated the team’s promotion to Premier Division Central. Looking to the Future As we look to 2026, our focus has never been clearer. We plan to build on the successes of this year and continue offering secure and reliable access to digital assets, by pushing further with new product launches, deepened institutional ties, and an expanded presence in the EU and APAC. We’re proud of what we built and scaled in 2025 – and this was just the beginning. Onward and upward, Team Gemini Full recap here: * Gemini-branded credit products are issued by WebBank. ** Perpetuals and Tokenized Stocks are offered by Gemini Intergalactic EU Artemis, Ltd, which is authorised and regulated by the MFSA under the Investment Services Act to offer certain services under the Markets in Financial Instruments Directive (MiFID II) to institutions and traders. Perpetuals and tokenized stocks are complex instruments that carry a high risk of loss and are not appropriate for all investors. You should consult a licensed advisor before engaging in any transaction. Tokenized stocks are manufactured by Dinari, Inc. *** Staking services are offered by Gemini Intergalactic EU, Ltd., but are not regulated activities and are not subject to regulatory oversight, conduct of business rules, or investor protection requirements established under Markets in Crypto Assets Act. **** APRs are indicative only and may change at any time. All investments involve risk, including possible loss of capital. For more information, please refer to your User Agreement with the relevant Gemini entity.

2025 reflected a year of coordinated execution. As products expanded and new markets came online, the underlying platform continued to strengthen in step. Here’s what we built in the past 365 days 👇 Launching New Products The Gemini Credit Card evolved with the release of the Bitcoin, Solana, XRP, and American Business versions of the card, allowing our US customers to earn rewards in crypto, and additional benefits for businesses.* We launched the Gemini Wallet, giving users a powerful self-custody wallet to have more control over their digital assets and manage their finances onchain. In the European Union (EU), Gemini launched Tokenized Stocks, bringing the world’s leading equities onto the blockchain with zero trading fees. We added Gemini Perpetuals in the EU, putting the power of crypto derivatives with up to 100x leverage in the hands of advanced traders, and have continued to expand the number of perpetual contracts available – opening up new trading opportunities in memecoins, DeFi, and beyond. In Europe, users gained the ability to stake* their ETH and SOL, unlocking the potential to earn rewards of up to 6% APR** on their holdings. In Singapore, we launched Index Perpetual Contracts and expanded the available cross collateral funding options. We also made funding faster for Singapore users by adding PayNow and FAST. We introduced USD rails to our UK institutional customers, giving them more flexibility in the ways they can trade. Institutional Leadership We strengthened our leadership in institutional custody, including custodying Empery Digital’s $500 million BTC placement and facilitated their bitcoin purchases and derivatives trades. We also introduced the ability to stake SOL from custody for our institutional partners. We worked with Glassnode to produce the Bitcoin Adoption, Volatility, and Market Cap report, showing that bitcoin treasuries now control nearly a third of Bitcoin’s total supply. Company Milestones & Regulation After an IPO on the Nasdaq stock exchange in September, Gemini became a publicly traded company. This year also marked a turning point for Gemini’s global ambitions. In October, Gemini launched in Australia and became AUSTRAC registered to bring industry-leading crypto tools to users down under. We also expanded further into the country by adding AUD banking rails for faster payments and deposits. We opened new offices around the world, including London, hosting an opening party with people from across the industry to celebrate. We also grew our customer service operations with a new office in Scottsdale, Arizona. In the EU, we obtained our Markets in Crypto Assets (MiCA) and Markets in Financial Instruments Directive II (MiFID II) licences, allowing us to bring our services to millions more across the region. Fostering a Global Community From DAS New York and Paris Blockchain Week, to TOKEN2049 in Singapore and the Australian Crypto Convention in Sydney, the Gemini team met local communities around the world. In March, we set a Guinness World Record for the largest aerial display of a currency symbol with a drone show at South by Southwest in Texas. In May, we teamed up with MARA Holdings to mine the Bitcoin “pizza block”, a tribute to the first real-world purchase using bitcoin. At BTC Vegas, we gave orange Tesla Cybertrucks to two lucky winners, while at BTC Amsterdam, we awarded a custom Bitcoin Apex Flare 4 Bike to a new customer. We left our mark on Amsterdam too, by biking around the city in the shape of a Bitcoin “₿” and decking out the city’s trams with our signature colors. The Gemini team also headed to Real Bedford football club to give out free pizza and merch to fans at the final match of the season, and celebrated the team’s promotion to Premier Division Central. Looking to the Future As we look to 2026, our focus has never been clearer. We plan to build on the successes of this year and continue offering secure and reliable access to digital assets, by pushing further with new product launches, deepened institutional ties, and an expanded presence in the EU and APAC. We’re proud of what we built and scaled in 2025 – and this was just the beginning. Onward and upward, Team Gemini Full recap here: * Gemini-branded credit products are issued by WebBank. Perpetuals and Tokenized Stocks are offered by Gemini Intergalactic EU Artemis, Ltd, which is authorised and regulated by the MFSA under the Investment Services Act to offer certain services under the Markets in Financial Instruments Directive (MiFID II) to institutions and traders. Perpetuals and tokenized stocks are complex instruments that carry a high risk of loss and are not appropriate for all investors. You should consult a licensed advisor before engaging in any transaction. Tokenized stocks are manufactured by Dinari, Inc. * Staking services are offered by Gemini Intergalactic EU, Ltd., but are not regulated activities and are not subject to regulatory oversight, conduct of business rules, or investor protection requirements established under Markets in Crypto Assets Act. **** APRs are indicative only and may change at any time. All investments involve risk, including possible loss of capital. For more information, please refer to your User Agreement with the relevant Gemini entity.

Gemini

45,190 views • 9 months ago