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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:
Crypto was down 50%, but not one of the institutions we interviewed cut its allocation. Several bought more.
Here’s what else we learned:
Institutions are generally reluctant to announce their crypto positions.
So we asked 15 of the world’s largest investment firms how they’re allocating to crypto today.
Introducing the first-ever Bitwise Institutional Crypto Adoption Report.
bitwiseinvestments.com/crypto-market-…
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Ryan Rasmussen retweeted
Tokenization is evolving beyond issuance toward how financial assets are owned, traded, transferred and used.
On our Q3 earnings call last night, we walked through what we built for each of those steps in our first full quarter as a public company.
On our Q3 earnings call last night, we walked through what we built for each of those steps in our first full quarter as a public company.
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Ryan Rasmussen retweeted
1/ Perp traders value Anthropic at ~$98 a share, roughly 26% above the top of its $70 to $78 range.
The two prior US listings with perps (SpaceX and SK Hynix) both priced below them (by 19% and 9%), so the gap may suggest more abt demand for Anthropic than the final price.
The two prior US listings with perps (SpaceX and SK Hynix) both priced below them (by 19% and 9%), so the gap may suggest more abt demand for Anthropic than the final price.
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If you’ve ever wondered what the benefits of taking spot bitcoin and moving it into spot bitcoin ETFs through in-kind creations…
You should take 3 minutes to watch this video of @teddyfuse breaking it down.
You should take 3 minutes to watch this video of @teddyfuse breaking it down.
In-kind transactions into bitcoin ETFs are exploding in popularity.
@teddyfuse gives 8 reasons why. (No. 4 is particularly relevant before year-end.)
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Ryan Rasmussen retweeted
In-kind transactions into bitcoin ETFs are exploding in popularity.
@teddyfuse gives 8 reasons why. (No. 4 is particularly relevant before year-end.)
@teddyfuse gives 8 reasons why. (No. 4 is particularly relevant before year-end.)
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Securitize ($SECZ) is up ~12% after hours on revenue beat, record tokenized assets, and River One acquisition (all % changes vs. Q3'25):
- Revenue: $18.6M (+13%)
- Tokenization revenue: $11.5M (+28%)
- Asset servicing revenue: $7.2M (-6%)
- Avg. tokenized assets (record): $5.0B kenized assets: $4.8B (+9%)
- Transaction volume: $4.3B (+20%)
- Net loss: $66.3M (mostly non-cash)
- EPS missed: -$0.41 vs. -$0.26 est.
- Adj. EBITDA: -$2.0M vs. +$3.6M in Q3'25
- Revenue: $18.6M (+13%)
- Tokenization revenue: $11.5M (+28%)
- Asset servicing revenue: $7.2M (-6%)
- Avg. tokenized assets (record): $5.0B kenized assets: $4.8B (+9%)
- Transaction volume: $4.3B (+20%)
- Net loss: $66.3M (mostly non-cash)
- EPS missed: -$0.41 vs. -$0.26 est.
- Adj. EBITDA: -$2.0M vs. +$3.6M in Q3'25
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Tokenization expands accessibility, bringing new demand and liquidity, while also enabling shareholders to more easily lend/borrow/trade shares.
Why would any public company CEO be anti tokenization?
Why would any public company CEO be anti tokenization?
As a public company CEO, I'm pro tokenization of our stock for a simple reason: I want more people to own it.
Why would I alienate a potential new category of shareholders? It's just bad business. Meet the customer where they are.
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Why won’t data center buildouts just move to other countries that are more AI-friendly than the U.S. post-midterms?
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This is good
JUST IN: SOLANA LABS LAUNCHES LEAP ON SOLANA $SOL, A MOBILE APP FOR TOKENIZED STOCKS, ETFS AND CRYPTO
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Ryan Rasmussen retweeted
🇺🇸 NOW: Bitwise Head of Research Ryan Rasmussen says 51 senators across 31 states are pro-crypto after the midterms, with 19 states now home to two pro-crypto senators.
Will this Senate finally push major crypto bills through?
Will this Senate finally push major crypto bills through?
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Post-Midterms: 51 senators across 31 states are pro-crypto.
One day and 33 called races later, 51 senators have a pro-crypto rating vs. 52 before (counting Alaska where both candidates are pro-crypto)
Dems flipped 7 Republican-held seats -> 4 of those winners have an A from @standwithcrypto
Another sign crypto's becoming bipartisan.
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Ryan Rasmussen retweeted
How does the largest hack in crypto history affect the bitcoin market?
Historically, it doesn’t. @Matt_Hougan breaks it down in this week’s CIO Memo.
Historically, it doesn’t. @Matt_Hougan breaks it down in this week’s CIO Memo.
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Ryan Rasmussen retweeted
There are no sellers left in crypto.
* 3.7% inflation print >> Doesn't matter
* AI bubble bursting >> Doesn't matter
* Binance hack >> Doesn't matter
* Election tsunami >> Doesn't matter
* 3.7% inflation print >> Doesn't matter
* AI bubble bursting >> Doesn't matter
* Binance hack >> Doesn't matter
* Election tsunami >> Doesn't matter
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Love this graphic by @CamKhosravi
35 Senate seats are up for grabs today, including vacated seats in Florida and Ohio.
In 19, at least one major candidate has a clear public stance on crypto, so results could carry near-term implications for crypto policy.
Crypto super PACs spent in 5 of today's races.
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The $6.3B Binance hack on Oct. 29 started in June.
- June: Engineer A, who works on Binance's crypto wallet systems, accidentally installs malware while downloading an AI coding tool. Binance catches it and replaces his computer, but the hackers learn who works on the wallet team.
- September: Engineer B is contacted through a job-hunting site and has two fake job interviews. At the end of the second interview, the engineer downloads a test "assignment" onto his work computer. It contains new malware that Binance's security software fails to catch.
- Oct. 20: Hackers use his computer and an internal Binance AI tool to take over the computers of two engineers on the wallet team. On one, they find an access key that lets them install software inside the wallet system.
-Oct. 29: Hackers log into the other engineer's computer and use the stolen key to install their own software, giving them the ability to approve transactions from Binance's wallets. They steal $6.3 billion.
- Oct. 31: Binance announces that 98% of the impacted token assets have been replenished, with plans to replenish the remaining 2%.
- June: Engineer A, who works on Binance's crypto wallet systems, accidentally installs malware while downloading an AI coding tool. Binance catches it and replaces his computer, but the hackers learn who works on the wallet team.
- September: Engineer B is contacted through a job-hunting site and has two fake job interviews. At the end of the second interview, the engineer downloads a test "assignment" onto his work computer. It contains new malware that Binance's security software fails to catch.
- Oct. 20: Hackers use his computer and an internal Binance AI tool to take over the computers of two engineers on the wallet team. On one, they find an access key that lets them install software inside the wallet system.
-Oct. 29: Hackers log into the other engineer's computer and use the stolen key to install their own software, giving them the ability to approve transactions from Binance's wallets. They steal $6.3 billion.
- Oct. 31: Binance announces that 98% of the impacted token assets have been replenished, with plans to replenish the remaining 2%.
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Ryan Rasmussen retweeted
35 Senate seats are up for grabs today, including vacated seats in Florida and Ohio.
In 19, at least one major candidate has a clear public stance on crypto, so results could carry near-term implications for crypto policy.
Crypto super PACs spent in 5 of today's races.
In 19, at least one major candidate has a clear public stance on crypto, so results could carry near-term implications for crypto policy.
Crypto super PACs spent in 5 of today's races.
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