1/ IMHO, @osf_rekt’s POV is coming from a trader who does not care about the long term viability of digital stores of value
If $ZEC is able take substantial market share from $BTC, global markets will never adopt digital stores of value to the level $BTC is adopted today
If $ZEC is able take substantial market share from $BTC, global markets will never adopt digital stores of value to the level $BTC is adopted today
@DGMD22lways felt like i could buy btc and hold it forever and last year i really felt like i couldn’t with the quantum threats
a big problem here is the satoshi wallet
- if there is a “fix” which requires wallet holders to take action, then if satoshi wallet does something its bearish, and if it doesn’t do anything then it’s bearish as it’s at risk
- privacy i don’t care as much about but there is a reasonable argument there
- but if zec does solve for quantum i do think that’s quite meaningful
i shared your sentiments much of last year but when it came down to “what major do i want to rotate profits into this cycle” i felt like this had the best narrative after looking into it - and im very late to the party on it but after much thought i agree with the thesis
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Packformoon retweeted
Kalshi has been hiring an amazing team to take their products to market the right way - excited to be a small part of it and looking forward to what's coming next!
I am super excited to announce Kalshi Prime has launched "HODL Margining" - partnering with @BitGo first in a new network of custodians to let customers unlock liquidity from their crypto while staying on chain.
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Packformoon retweeted
What's missing in this headline is $BTGO 's role & how BitGo's infrastructure is trusted even by competitors
"AnchorWatch Trust Company offers two custody options. Under its flagship model, ATC holds the keys required for qualified custody, while clients, trustees, or executives can hold additional keys.
The other model distributes key control among ATC, BitGo in the U.S., and CoinCorner in the Isle of Man, according to the statement (❌single point of failure)."
AnchorWatch is a bitcoin custody & insurance firm
BitGo = Inevitable
"AnchorWatch Trust Company offers two custody options. Under its flagship model, ATC holds the keys required for qualified custody, while clients, trustees, or executives can hold additional keys.
The other model distributes key control among ATC, BitGo in the U.S., and CoinCorner in the Isle of Man, according to the statement (❌single point of failure)."
AnchorWatch is a bitcoin custody & insurance firm
BitGo = Inevitable
JUST IN: AnchorWatch Trust Company launches a Bitcoin custody service with up to $370 million in insurance per client 🚀
"Its clients include fiduciaries, public companies, trusts, and high-net-worth individuals requiring qualified bitcoin custody." — The Block
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Packformoon retweeted
GM 🌞
Roundtable 100 ranking update
🔹September 25th $BTGO #87 Top growth asset on roundtable 100's ranking
🔹October 2nd BTGO #52 Top growth asset on roundtable 100's ranking
🔹October 17th BTGO #46 Top growth asset on roundtable 100's ranking
What is Roundtable 100?
alyst-driven ranking system for U.S.-accessible public equities, crypto assets, and commodities across twelve future-facing categories.
"We have designed Roundtable100 to answer a simple question: which assets have the strongest combination of durability, leadership, innovation, growth potential, and category power right now?"
It is built to surface assets that matter in the next-generation economy across: Semiconductors, Cloud, Energy, Cybersecurity, Fintech, Defense, Healthcare, Transportation, Media, Commerce, Operations, and Commodities.
The framework combines structural business analysis with weekly evidence review so rankings are grounded in both long-term economics and new developments
Roundtable 100 ranking update
🔹September 25th $BTGO #87 Top growth asset on roundtable 100's ranking
🔹October 2nd BTGO #52 Top growth asset on roundtable 100's ranking
🔹October 17th BTGO #46 Top growth asset on roundtable 100's ranking
What is Roundtable 100?
alyst-driven ranking system for U.S.-accessible public equities, crypto assets, and commodities across twelve future-facing categories.
"We have designed Roundtable100 to answer a simple question: which assets have the strongest combination of durability, leadership, innovation, growth potential, and category power right now?"
It is built to surface assets that matter in the next-generation economy across: Semiconductors, Cloud, Energy, Cybersecurity, Fintech, Defense, Healthcare, Transportation, Media, Commerce, Operations, and Commodities.
The framework combines structural business analysis with weekly evidence review so rankings are grounded in both long-term economics and new developments
GM
Last month, Roundtable & the TheStreet .com launched "Roundtable100", an analyst-driven ranking of the top 100 publicly traded technology assets
Roundtable 100 bumped up Solana 55 spots higher to be a Top 7 growth asset on Roundtable 100
& in a notable move bumped up BitGo $Bgrowth asset on roundtable 100's ranking
John Slazas on BitGo a couple weeks ago
"Clients grew 26% year over year in the second quarter, but BitGo still reported a loss. Adoption is expanding; that growth has not yet produced stronger earnings."
"For now, I read the price weakness as base building for potential expansion."
The last sentence is also how the chart is setting up for BTO, an IPO base that wants higher
Roundtable 100's ranking's focus is growth & the list covers companies focused on semiconductors, cloud and AI software, energy, cybersecurity, fintech, defense, healthcare tech, transportation, media, e-commerce, and robotics.
The ranking is distributed across dozens of financial publications, reaching hundreds of millions of investment viewers across the globe
Links to some sources/reads in the replies
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Packformoon retweeted
If you read between the lines, this clip with Nadine Chakar, the Global Head of Digital Assets for the DTCC highlights the importance of $BTGO 's battle tested infrastructure in the tokenization of RWAs
"A lot of innovation has been done via press releases over these years and now that we are ready to move forward I think a lot of firms are taking a step back and going are we truly ready? Do we have the right infrastructure for wallet management? do we have the right infrastructure for trading risk management?
We (the DTCC) are fiduciaries we are managing on behalf of others so our risk management has to be super clear our compliance capabilities must be super clear holding these wallets safe is going to be, so that's why we broke our go to market approach into two (phases)"
🔹Phase 1 July 2026 - Soft launch of the DTCC's tokenization service to allow participants to test the waters
🔹Phase 2 October 2026 - Big Launch & full service rollout
My takeaways
🔹Wallet management is a big deal for institutional players (rightfully so) & Institutional grade Digital assets Wallet management is a core business for BTGO. Its platform allows institutions to create, control, monitor and operate digital asset wallets at scale
🔹"Press release innovation" is one thing, 13 years of battle tested infrastructure is another => Reinforces my believe that BTGO & its platform are miles ahead of the competition even from TradFi giants
BitGo's confirmed role in the DTCC's tokenization service as of July 2026:
"BitGo Bank & Trust, National Association provided the regulated infrastructure behind the movement of tokenized securities. As the only OCC regulated, full-service qualified custodian integrated with the DTCC Tokenization Service, BitGo Bank & Trust enabled institutions to securely custody, move, and settle tokenized U.S. Treasuries and equities collateral within existing, regulated workflows." Link to the Blog post in the replies
Worth also looking into BitGo & Canton's solid partnership & very early ties
BitGo was an early partner to Canton's Network: As a super validator, a Canton Foundation member & an infrastructure provider x.com/SMQKEDQG/statu…
"A lot of innovation has been done via press releases over these years and now that we are ready to move forward I think a lot of firms are taking a step back and going are we truly ready? Do we have the right infrastructure for wallet management? do we have the right infrastructure for trading risk management?
We (the DTCC) are fiduciaries we are managing on behalf of others so our risk management has to be super clear our compliance capabilities must be super clear holding these wallets safe is going to be, so that's why we broke our go to market approach into two (phases)"
🔹Phase 1 July 2026 - Soft launch of the DTCC's tokenization service to allow participants to test the waters
🔹Phase 2 October 2026 - Big Launch & full service rollout
My takeaways
🔹Wallet management is a big deal for institutional players (rightfully so) & Institutional grade Digital assets Wallet management is a core business for BTGO. Its platform allows institutions to create, control, monitor and operate digital asset wallets at scale
🔹"Press release innovation" is one thing, 13 years of battle tested infrastructure is another => Reinforces my believe that BTGO & its platform are miles ahead of the competition even from TradFi giants
BitGo's confirmed role in the DTCC's tokenization service as of July 2026:
"BitGo Bank & Trust, National Association provided the regulated infrastructure behind the movement of tokenized securities. As the only OCC regulated, full-service qualified custodian integrated with the DTCC Tokenization Service, BitGo Bank & Trust enabled institutions to securely custody, move, and settle tokenized U.S. Treasuries and equities collateral within existing, regulated workflows." Link to the Blog post in the replies
Worth also looking into BitGo & Canton's solid partnership & very early ties
BitGo was an early partner to Canton's Network: As a super validator, a Canton Foundation member & an infrastructure provider x.com/SMQKEDQG/statu…
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Packformoon retweeted
Big news for institutions: BitGo Bank & Trust is extending native ETH staking via Lido to its US clients.
Institutions can now stake ETH, hold and redeem stETH, all from the regulated custody platform they already trust.
Institutions can now stake ETH, hold and redeem stETH, all from the regulated custody platform they already trust.
US access to ETH staking via Lido is expanding 🇺🇸
Eligible clients of @BitGo Bank & Trust can now stake ETH and receive stETH through their existing BitGo
account.
Read more: blog.lido.fi/bitgo-extends-…
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Packformoon retweeted
SoFi Bank went live with SoFiUSD based settlement across its full card program on Mastercard's network. Bank charters and stablecoin settlement are converging.
Custody, reserve management, and compliance built for this exact moment are what make it possible.
SoFiUSD infrastructure, powered by BitGo.
bitgo.com/products/stabl…
Custody, reserve management, and compliance built for this exact moment are what make it possible.
SoFiUSD infrastructure, powered by BitGo.
bitgo.com/products/stabl…
SoFi is the first national bank to go live with stablecoin settlement across Mastercard’s global payments network.
We’re migrating our full $25B card program to blockchain-based settlement.
Learn more: investors.sofi.com/news/news-deta…
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The ticker is $BTGO
@Obfooifieda@BitGo
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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Packformoon retweeted
And SoFiUSD is powered by BitGo 🎯
The ticker is $BTGO
The ticker is $BTGO
NEW: @SoFi and @Mastercard launch live stablecoin settlement, migrating SoFi's $25B card program to SoFiUSD, the first stablecoin issued by a nationally chartered U.S. bank.
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Packformoon retweeted
As crypto trading resumes, come check out @BitGo - better prices than any exchange - get best execution across all exchanges with a fraction of the fees.
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Packformoon retweeted
My biggest flaw as a trader is overextending when I'm on a hot streak
Went up millions on Niu Lai/ZEC and then hit HYPE, LIT, CASHCAT all for mid 6 figures
Then I just start overextending into unnecessary trades because I become liquid
I see the money sitting in my balance his needs to get shoved into the next trade chasing the next high, "What's the next hit, what's the next play"
When in reality half the time there just isn't one
But I failed at that and started shoving my liquid back into trades and lost a million dollars in 3 trades
My trading style has always been 2 steps forward 1 step back 2 steps forward 1 step back
I hit massive wins and take massive losses, but the wins always out weigh the losses
Ik how much further along my trading career I would be already if I could ditch this habit and only take the steps forward while minimizing the back tracking
I really wish I hadn't taken these massive losses, a lot of really good coins look like they are about to be on discount soon :/
I'm still just a work in progress
Went up millions on Niu Lai/ZEC and then hit HYPE, LIT, CASHCAT all for mid 6 figures
Then I just start overextending into unnecessary trades because I become liquid
I see the money sitting in my balance his needs to get shoved into the next trade chasing the next high, "What's the next hit, what's the next play"
When in reality half the time there just isn't one
But I failed at that and started shoving my liquid back into trades and lost a million dollars in 3 trades
My trading style has always been 2 steps forward 1 step back 2 steps forward 1 step back
I hit massive wins and take massive losses, but the wins always out weigh the losses
Ik how much further along my trading career I would be already if I could ditch this habit and only take the steps forward while minimizing the back tracking
I really wish I hadn't taken these massive losses, a lot of really good coins look like they are about to be on discount soon :/
I'm still just a work in progress
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Packformoon retweeted
"Retail deserves what institutions demand."
BitGo now gives individuals what institutions have always required from digital assets.
Best-in-class security, backed by a federally regulated, publicly traded, Fortune 500 bank.
No minimums. No custody fees.
Sign up today: bitgo.com/?utm_source=x&…
BitGo now gives individuals what institutions have always required from digital assets.
Best-in-class security, backed by a federally regulated, publicly traded, Fortune 500 bank.
No minimums. No custody fees.
Sign up today: bitgo.com/?utm_source=x&…
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Packformoon retweeted
BitGo CEO Mike Belshe on the K-shaped economy: "The rich are getting richer, the poor are getting poorer. Why? It's because the poor don't have access to assets and cash is going to zero"
How it compounds:
1️⃣ The wealthy hold assets
2️⃣ They borrow against them instead of selling
shorting the dollar"
4️⃣ The dollar falls, the debt shrinks
How it compounds:
1️⃣ The wealthy hold assets
2️⃣ They borrow against them instead of selling
shorting the dollar"
4️⃣ The dollar falls, the debt shrinks
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Packformoon retweeted
At @BitGo, you can do both custody and self custody. Nobody else gives you that choice.
And it's all multi-sig or MPC; no single machine compromises.
Add your spouse to your account.
Set policies and spending limits.
Free for individual use.
Try it and let us know what you think!
And it's all multi-sig or MPC; no single machine compromises.
Add your spouse to your account.
Set policies and spending limits.
Free for individual use.
Try it and let us know what you think!
Self-custody carries risk. Custodians carry risk. So where should we store our Bitcoin?
@MikeBelshe of @BitGo shared his take on this week's show.
Streaming now on all podcast platforms.
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Packformoon retweeted
Robinhood Chain has been live on BitGo for two months, and today it's all X is talking about. 👀
Activity on the network is growing fast.
TVL has crossed $900M, DEX volume hit a record $1.6B in a single day and has climbed to $10.4B over the past week, and fees have reached $227M over 30 days.
BitGo supported the network from mainnet launch, with wallet creation, key management, eligible ERC-20 assets, and native ETH transactions ready on day one.
Hot and cold wallets are built on multi-sig architecture from regulated cold storage. 🔒
Read more 👇bitgo.com/resources/blog…
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Packformoon retweeted
👀
BitGo built its name custodying Bitcoin for institutions and ETFs.
Now it’s opening that same platform to individuals.
I sat down with CEO Mike Belshe to talk about why they made the shift, the 100 Bitcoin he’s dared anyone to steal, what he heard at the White House, and how ould take the quantum computing threat.
$BTGO
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