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Crypto firms are going public, fast. Hereโs what Iโm watching:
Despite weak liquidity, public market crypto proxies, especially compliant, cash-flow-generating firms, have outperformed most altcoins. That says a lot.
However, the โcrypto treasuryโ trend seems to be growing too fast. Itโs giving SPAC dรฉjร vu. Great narrative, but shaky fundamentals.
My ideal sustainable play would be: stablecoin issuers/exchanges with audited reserves + profits + strong governance + regulatory alignment.
Zooming out, Bitcoin and global risk assets are now in a narrative vacuum. The market lacks fresh catalyst and strong momentum. Weโre all waiting on one thing: macro alignment on rate cuts (and Powell is still stalling).
Until then, alpha lives where credibility meets compliance.
Despite weak liquidity, public market crypto proxies, especially compliant, cash-flow-generating firms, have outperformed most altcoins. That says a lot.
However, the โcrypto treasuryโ trend seems to be growing too fast. Itโs giving SPAC dรฉjร vu. Great narrative, but shaky fundamentals.
My ideal sustainable play would be: stablecoin issuers/exchanges with audited reserves + profits + strong governance + regulatory alignment.
Zooming out, Bitcoin and global risk assets are now in a narrative vacuum. The market lacks fresh catalyst and strong momentum. Weโre all waiting on one thing: macro alignment on rate cuts (and Powell is still stalling).
Until then, alpha lives where credibility meets compliance.
ๅจ่ฟๅปๅ ๅนด๏ผๆไปฌไน ๆฏไบโๅคง้ฅผๆถจ๏ผ่ฑช่กจไนๆถจโ็็ฏๅฅ๏ผ็่ณๆไบๅธๅไธ็ง้ป่ฎค้ป่พใไฝ2025ๅนด็่ฟไธ่ฝฎ็ๅธๅดๆ็นไธไธๆ ทใๅ ๅฏ่ตๆฌ็่ตฐๅใๅธๅบ็ๅฟๆใๅฎ่ง็ฏๅข็ๅๅ๏ผ้ฝๅจ้ๅกๆดไธชๅธๅ็ๆใ
ๆจๅคฉๆๅจ@CryptoSlateไธๅ่กจไบไธ็ฏ่ฑๆๆ็ซ ๏ผๅฐฑ่ฎจ่ฎบไบ่ฟไธชๆบๆ่ถฃ็็ฐ่ฑกใ่ฝ็ถๅๆๆฏ่ฑๆ็๏ผไฝๆ็ฅ้ๅพๅคๅ่ฏญๅบ็จๆทไนๅ ณๅฟ่ฟไธช่ฏ้ข๏ผๆไปฅ็นๅซๆด็ไบไธไธชไธญๆๆ่ฆ๏ผ่ทๅคงๅฎถไธ่ตทๆข่ฎจ่ฟ่ฝฎๅจๆไธไธๆ ท็ๅฐๆนใ
่ฟ่ฎฐๅพ2021ๅนด้ฃไผๅฟ๏ผๆฏ็นๅธๅฒไธ$69,000็ATH๏ผๅพๅคไบบ็ฌฌไธๅๅบๆฏๅปๆ้ไนฐๅณๅๅฃซใPPใ็่ณLamboใ้ฃๆถ็่ดขๅฏๆฅๅพๅฟซ๏ผๅคงๅฎถไน่ฑๅพ็ ๏ผๅคง้ฅผๅ่ฑช่กจ็ไปทๆ ผ่ถๅฟๅ ไนๆฏๆญฃ็ธๅ ณ็ใไฝๅฐไบ2025ๅนด๏ผๅฐฝ็ฎกBTC็ช็ ดๆฐ้ซ๏ผๅฅขไพๅ็่กๆ ๅดๆฒก่ทไธใๆ นๆฎWatchChartsๆฐๆฎ๏ผ้ซ็ซฏๆ่กจไปทๆ ผไป2023ๅนดๅบๅผๅงๅฐฑๅ ไนๆจช็ใๆๆ่ฟ็ง็ฐ่ฑก็งฐไธบโๆฏ็นๅธไธๅฅขไพๅ็่ฑ้ฉโใ
ไธบไปไนไผ่ฟๆ ท๏ผๆ่งๅฏๅฐๅ ็น่ถๅฟ๏ผ
1. ๆ่ต่ ็ปๅๅไบ
ETF็ๆจๅบๅธฆๆฅไบๅคง้ๆบๆ่ต้๏ผ่ฟไบๆฐ็ฉๅฎถไธๆฏๆฅ็memecoinๆไนฐNFT็ใไปไปฌๅ ณๆณจ็ๆฏ้ ็ฝฎใ้ฃ้ฉ็ฎก็ๅ้ฟ็บฟๅธๅฑใๆไปฌๅนณๅฐไธ็ไบงๅไฝฟ็จ่กไธบไนๅไบ๏ผ็จๆท็้ฎ้ขไธๅๆฏโไธไธไธชๆดๆถจๅธๆฏๅฅโ๏ผ่ๆฏๆไนๅจTradFiๅCryptoไน้ดๅๆฃ้ฃ้ฉใ
2. ๆฏ็นๅธไธๅๆฏ็ซๅฏๅทฅๅ ท๏ผ่ๆฏๆ็ฅ่ตไบง
ๅฆไป๏ผ่ตๅฐ้ฑ็ๆ่ต่ ๆดๅคๆฏๆๆถ็ๆพๅ ฅๅค็ญพ้ฑๅ ใไนฐ่็นใ้ ็ฝฎETF๏ผ่ไธๆฏๅฒๅปไนฐ่กจไนฐ่ฝฆใๅฅขไพๅไพ็ถๆๅธๅผๅ๏ผไฝๆๆบๆณกๆฒซๅทฒ็ป่ขซๆคๅบ๏ผๅธๅบๅจๅๅพๆด็ๆงใ
3. ๅฎ่ง็ฏๅข็ดง็ผฉ๏ผๆตๅจๆงไธๅๆณๆปฅ
ๅ จ็ๅคฎ่ก่ฟๅจๆธ็ดขๅฉ็ๆฟ็ญ๏ผ้่ๅๅไปๅจ๏ผๆตๅจๆงๅ็ดงใๅจ่ฟ็ง็ฏๅขไธ๏ผๅคงๅฎถๆดๆฟๆไนฐ่ฝไฟๅผ็่ตไบง๏ผ่ไธๆฏ้ซ่ฐๆถ่ดนใ
4. ๆฏ็นๅธ่ถๆฅ่ถๅ้ป้
ๆฐๆฎๆพ็คบ๏ผๆฏ็นๅธๅ้ป้็่ตฐๅฟ็ธๅ ณๆงๆๆพๆๅใๅฝ่กๅธไธ็จณ๏ผ้ป้ๆถจ๏ผๆฏ็นๅธไนๅผๅงๆ็ฑปไผผ่ตฐๅฟใ่ฟ่ฏดๆๆฏ็นๅธ็่ง่ฒๆญฃไป้ฃ้ฉ่ตไบงๅๅฏนๅฒๅทฅๅ ท่ฝฌๅใ
ๆ็ธไฟก่ฟๆฏไธ็งๅฅๅบท่ๆ็็ๆนๅ๏ผ่ฟไปฃ่กจๅธๅๅฟ ้กป่ทไธๆฐ็่ๅฅใ้คไบๅไบคๆ๏ผๆไปฌไน้่ฆ้ขๅๆชๆฅ๏ผๆ้ ๆดๅ่งใๅฎๅ จใๆ้ฟๆไปทๅผ็้่ๅบ็ก่ฎพๆฝใ
ๅๆ ๐
ๆจๅคฉๆๅจ@CryptoSlateไธๅ่กจไบไธ็ฏ่ฑๆๆ็ซ ๏ผๅฐฑ่ฎจ่ฎบไบ่ฟไธชๆบๆ่ถฃ็็ฐ่ฑกใ่ฝ็ถๅๆๆฏ่ฑๆ็๏ผไฝๆ็ฅ้ๅพๅคๅ่ฏญๅบ็จๆทไนๅ ณๅฟ่ฟไธช่ฏ้ข๏ผๆไปฅ็นๅซๆด็ไบไธไธชไธญๆๆ่ฆ๏ผ่ทๅคงๅฎถไธ่ตทๆข่ฎจ่ฟ่ฝฎๅจๆไธไธๆ ท็ๅฐๆนใ
่ฟ่ฎฐๅพ2021ๅนด้ฃไผๅฟ๏ผๆฏ็นๅธๅฒไธ$69,000็ATH๏ผๅพๅคไบบ็ฌฌไธๅๅบๆฏๅปๆ้ไนฐๅณๅๅฃซใPPใ็่ณLamboใ้ฃๆถ็่ดขๅฏๆฅๅพๅฟซ๏ผๅคงๅฎถไน่ฑๅพ็ ๏ผๅคง้ฅผๅ่ฑช่กจ็ไปทๆ ผ่ถๅฟๅ ไนๆฏๆญฃ็ธๅ ณ็ใไฝๅฐไบ2025ๅนด๏ผๅฐฝ็ฎกBTC็ช็ ดๆฐ้ซ๏ผๅฅขไพๅ็่กๆ ๅดๆฒก่ทไธใๆ นๆฎWatchChartsๆฐๆฎ๏ผ้ซ็ซฏๆ่กจไปทๆ ผไป2023ๅนดๅบๅผๅงๅฐฑๅ ไนๆจช็ใๆๆ่ฟ็ง็ฐ่ฑก็งฐไธบโๆฏ็นๅธไธๅฅขไพๅ็่ฑ้ฉโใ
ไธบไปไนไผ่ฟๆ ท๏ผๆ่งๅฏๅฐๅ ็น่ถๅฟ๏ผ
1. ๆ่ต่ ็ปๅๅไบ
ETF็ๆจๅบๅธฆๆฅไบๅคง้ๆบๆ่ต้๏ผ่ฟไบๆฐ็ฉๅฎถไธๆฏๆฅ็memecoinๆไนฐNFT็ใไปไปฌๅ ณๆณจ็ๆฏ้ ็ฝฎใ้ฃ้ฉ็ฎก็ๅ้ฟ็บฟๅธๅฑใๆไปฌๅนณๅฐไธ็ไบงๅไฝฟ็จ่กไธบไนๅไบ๏ผ็จๆท็้ฎ้ขไธๅๆฏโไธไธไธชๆดๆถจๅธๆฏๅฅโ๏ผ่ๆฏๆไนๅจTradFiๅCryptoไน้ดๅๆฃ้ฃ้ฉใ
2. ๆฏ็นๅธไธๅๆฏ็ซๅฏๅทฅๅ ท๏ผ่ๆฏๆ็ฅ่ตไบง
ๅฆไป๏ผ่ตๅฐ้ฑ็ๆ่ต่ ๆดๅคๆฏๆๆถ็ๆพๅ ฅๅค็ญพ้ฑๅ ใไนฐ่็นใ้ ็ฝฎETF๏ผ่ไธๆฏๅฒๅปไนฐ่กจไนฐ่ฝฆใๅฅขไพๅไพ็ถๆๅธๅผๅ๏ผไฝๆๆบๆณกๆฒซๅทฒ็ป่ขซๆคๅบ๏ผๅธๅบๅจๅๅพๆด็ๆงใ
3. ๅฎ่ง็ฏๅข็ดง็ผฉ๏ผๆตๅจๆงไธๅๆณๆปฅ
ๅ จ็ๅคฎ่ก่ฟๅจๆธ็ดขๅฉ็ๆฟ็ญ๏ผ้่ๅๅไปๅจ๏ผๆตๅจๆงๅ็ดงใๅจ่ฟ็ง็ฏๅขไธ๏ผๅคงๅฎถๆดๆฟๆไนฐ่ฝไฟๅผ็่ตไบง๏ผ่ไธๆฏ้ซ่ฐๆถ่ดนใ
4. ๆฏ็นๅธ่ถๆฅ่ถๅ้ป้
ๆฐๆฎๆพ็คบ๏ผๆฏ็นๅธๅ้ป้็่ตฐๅฟ็ธๅ ณๆงๆๆพๆๅใๅฝ่กๅธไธ็จณ๏ผ้ป้ๆถจ๏ผๆฏ็นๅธไนๅผๅงๆ็ฑปไผผ่ตฐๅฟใ่ฟ่ฏดๆๆฏ็นๅธ็่ง่ฒๆญฃไป้ฃ้ฉ่ตไบงๅๅฏนๅฒๅทฅๅ ท่ฝฌๅใ
ๆ็ธไฟก่ฟๆฏไธ็งๅฅๅบท่ๆ็็ๆนๅ๏ผ่ฟไปฃ่กจๅธๅๅฟ ้กป่ทไธๆฐ็่ๅฅใ้คไบๅไบคๆ๏ผๆไปฌไน้่ฆ้ขๅๆชๆฅ๏ผๆ้ ๆดๅ่งใๅฎๅ จใๆ้ฟๆไปทๅผ็้่ๅบ็ก่ฎพๆฝใ
ๅๆ ๐
The GENIUS Act is a pivotal move by the US to institutionalize stablecoins, and by extension, globalize dollar demand.
With strict reserve requirements tied to Treasuries, it reinforces USD dominance and helps stabilize bond market fragility.
In a world craving safety and predictability, this regulatory clarity is a greenlight for institutions and a trust layer for investors.
Assuming optimism holds, we could see USDC/USDT market caps grow 20โ30% annually.
Smaller issuers will face compliance hurdles, though. Expect consolidation.
Regulation isnโt always fun. But itโs necessary. ๐ค๐
With strict reserve requirements tied to Treasuries, it reinforces USD dominance and helps stabilize bond market fragility.
In a world craving safety and predictability, this regulatory clarity is a greenlight for institutions and a trust layer for investors.
Assuming optimism holds, we could see USDC/USDT market caps grow 20โ30% annually.
Smaller issuers will face compliance hurdles, though. Expect consolidation.
Regulation isnโt always fun. But itโs necessary. ๐ค๐
Had the pleasure of speaking at a startup comp at @hkust last week. The participating projects were ambitious, especially in AI and life science, but web3 was absent.
It got me thinking: maybe weโre not doing enough to bridge the gap between web3 and universities. Better education, stronger mentorship, and real-world use cases matter.
The next wave of builders is already here. Any bold ideas to bring them into web3?
It got me thinking: maybe weโre not doing enough to bridge the gap between web3 and universities. Better education, stronger mentorship, and real-world use cases matter.
The next wave of builders is already here. Any bold ideas to bring them into web3?
Earlier today, I took part in a media interview that felt a bit offโand this afternoon, I lost access to my Telegram. Some friends also received suspicious DMs from my X account.
We've regained control of this X account, but my Telegram is still in the process of recovery. If you received any strange DMs from me today on X or Telegram, please ignore them and stay alertโdo not click on any suspicious links. Apologies for the confusion caused.
This June, Bitget is running its #BitgetAntiScamMonth campaign to raise awareness around security. As hackers and scammers grow more sophisticated, staying safe is an ongoing effort. Iโll be learning and growing with all of youโkeep studying, stay safe. ๐
We've regained control of this X account, but my Telegram is still in the process of recovery. If you received any strange DMs from me today on X or Telegram, please ignore them and stay alertโdo not click on any suspicious links. Apologies for the confusion caused.
This June, Bitget is running its #BitgetAntiScamMonth campaign to raise awareness around security. As hackers and scammers grow more sophisticated, staying safe is an ongoing effort. Iโll be learning and growing with all of youโkeep studying, stay safe. ๐
During the MIT Sloan reunion last month, I finally got to attend a seminar by Professor Andrew Lo. He's one of the sharpest minds in finance and innovation. I had tried (and failed!) to get into his class during my MBA, so this was a full-circle moment.
His talk on Financing Deep Tech hit home. He spoke about the โvalley of deathโ, the risky gap between breakthrough research and real-world application. It reminded me of what many crypto projects face today: strong tech, but struggling to survive without the right capital, ecosystem, and patient backing.
Whether itโs deep tech or web3, itโs mission-aligned capital and long-term conviction that ultimately bridge the gap.
Grateful to be back at Sloan, still learning from the best.
His talk on Financing Deep Tech hit home. He spoke about the โvalley of deathโ, the risky gap between breakthrough research and real-world application. It reminded me of what many crypto projects face today: strong tech, but struggling to survive without the right capital, ecosystem, and patient backing.
Whether itโs deep tech or web3, itโs mission-aligned capital and long-term conviction that ultimately bridge the gap.
Grateful to be back at Sloan, still learning from the best.
A lovely surprise from @CoinDesk ๐ฉต Grateful to be among this list of incredible women in web3 & AI.
The future is collaborative. Letโs keep building. ๐ฑ
https://www.coindesk.com/web3/2025/06/05/top-50-women-in-web3-and-ai
The future is collaborative. Letโs keep building. ๐ฑ
https://www.coindesk.com/web3/2025/06/05/top-50-women-in-web3-and-ai
The Trump vs Musk fight is just another meme. Big egos are gonna ego anyway.
Cryptoโs still on track. Fundamentals are still bullish.
Cryptoโs still on track. Fundamentals are still bullish.
Many in the community are hyped about FTXโs $5B payout tomorrow (May 30).
The number sounds big, but I donโt think it represents a direct, massive capital injection into the market.
To put it in perspective, $5B equals:
๐ 0.14% of crypto market cap ($3.5T)
๐ 3.97% of daily trading volume ($126B)
๐ 2% of circulating stablecoin supply ($250B)
It sounds large, but it wonโt move the entire market. That said, liquidity still matters.
I donโt expect a full-on bull breakout, as a significant portion of FTX claims were bought by TradFi funds like Baupost, Oaktree, and Attestor, who are unlikely to ape memecoins, but to exit. Some funds may rotate into crypto, but a good chunk will likely just cash out.
In a very optimistic case, if $2.5B (50%) flows into $BTC (~3.3% of daily volume), that could push $BTC +1โ3% to around $109K.
Altcoins may be the wildcard. Smaller caps could see 5โ10%+ pops if traders rotate into high-beta narratives, but that depends on retail participation.
While I donโt expect price impact across stablecoins, this liquidity may power DeFi flows, RWA narratives, and passive yield demand (think: #BGUSD).
The payout will take 1-3 days. Watch this weekend and next week for short-term volatility. Keep an eye on on-chain stablecoin flows and exchange inflows to track market direction.
#NFA & #DYOR ๐
The number sounds big, but I donโt think it represents a direct, massive capital injection into the market.
To put it in perspective, $5B equals:
๐ 0.14% of crypto market cap ($3.5T)
๐ 3.97% of daily trading volume ($126B)
๐ 2% of circulating stablecoin supply ($250B)
It sounds large, but it wonโt move the entire market. That said, liquidity still matters.
I donโt expect a full-on bull breakout, as a significant portion of FTX claims were bought by TradFi funds like Baupost, Oaktree, and Attestor, who are unlikely to ape memecoins, but to exit. Some funds may rotate into crypto, but a good chunk will likely just cash out.
In a very optimistic case, if $2.5B (50%) flows into $BTC (~3.3% of daily volume), that could push $BTC +1โ3% to around $109K.
Altcoins may be the wildcard. Smaller caps could see 5โ10%+ pops if traders rotate into high-beta narratives, but that depends on retail participation.
While I donโt expect price impact across stablecoins, this liquidity may power DeFi flows, RWA narratives, and passive yield demand (think: #BGUSD).
The payout will take 1-3 days. Watch this weekend and next week for short-term volatility. Keep an eye on on-chain stablecoin flows and exchange inflows to track market direction.
#NFA & #DYOR ๐
I spoke with @JouaidAbdallah from @CNNBusinessAr about whatโs next for crypto in 2025 during @TOKEN2049 Dubai.
My take:
๐ More altcoin spot ETFs will get greenlit in the US
๐ฆ 3xโ6x more public companies will hold Bitcoin by end-2025
๐ Dropped a little Bitget alpha too
And yes, I also bet $BTC hits $1M within the next decade ๐
๐
My take:
๐ More altcoin spot ETFs will get greenlit in the US
๐ฆ 3xโ6x more public companies will hold Bitcoin by end-2025
๐ Dropped a little Bitget alpha too
And yes, I also bet $BTC hits $1M within the next decade ๐
๐
Bitget is actively tracking the stolen funds from Sui's @CetusProtocol and coordinating efforts to support the community.
We'll stand with all builders in the space.
We'll stand with all builders in the space.
๐ Bitcoin just hit a new ATH
๐ @BitgetWallet dropped a fresh rebrand
๐ Bitcoin Pizza Day is tomorrow
What a time to be alive!
๐ @BitgetWallet dropped a fresh rebrand
๐ Bitcoin Pizza Day is tomorrow
What a time to be alive!
At #AVAXSummit today, and itโs clear Avalanche is building with long-term utility in mind โ particularly around asset issuance, infra modularity, and institutional rails.
CEXs, DeFi, L1s and VCs all play a role in onboarding the next wave.
@luigidemeo @perkinscr97
#AVAX #Web3Infra
CEXs, DeFi, L1s and VCs all play a role in onboarding the next wave.
@luigidemeo @perkinscr97
#AVAX #Web3Infra
$40B+ in cumulative flows into spot Bitcoin ETFs. This is shaping up to be the most institutionally anchored and structurally supported cycle in crypto history.
Many friends have recently asked me about @MorphLayer. #Bitget was one of its early investorsโwe invested $2 million in 2023 for a 20% equity stake. Since then, Morph has continued to grow and attract interest from both institutions and individual investors.
https://t.co/05wJjjR0Kh
As one of the few L2 weโve invested in, we were drawn to their vision of building a consumer-grade blockchain, though weโre not involved in daily operations or decision-making. From what Iโve seen, the #Morph team is proactive, tech-driven, and deeply committed to long-term goals. Their 2025 roadmap includes several key milestonesโhope to see how their continued building can drive meaningful progress in the space.
https://t.co/05wJjjR0Kh
As one of the few L2 weโve invested in, we were drawn to their vision of building a consumer-grade blockchain, though weโre not involved in daily operations or decision-making. From what Iโve seen, the #Morph team is proactive, tech-driven, and deeply committed to long-term goals. Their 2025 roadmap includes several key milestonesโhope to see how their continued building can drive meaningful progress in the space.
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