XBTO

Bitcoin is no longer a question of “if” it’s a question of “how much.” And we’ve run the analysis. The results are nothing short of predictable 👇

Momentum continues to build as traditional finance deepens its commitment to crypto infrastructure and treasury exposure. Here’s what you need to know: ✅ 𝗧𝗿𝘂𝗺𝗽 𝗠𝗲𝗱𝗶𝗮 𝗯𝘂𝘆𝘀 $𝟮𝗕 𝗶𝗻 𝗕𝗧𝗖, now a top-5 public holder. 18,000+ BTC secured-backing a utility token launch and a directional bet on policy shifts. ✅ 𝗖𝗵𝗮𝗿𝗹𝗲𝘀 𝗦𝗰𝗵𝘄𝗮𝗯 𝘁𝗼 𝗹𝗮𝘂𝗻𝗰𝗵 𝗕𝗧𝗖 & 𝗘𝗧𝗛 𝘀𝗽𝗼𝘁 𝘁𝗿𝗮𝗱𝗶𝗻𝗴 - clients already hold 20% of crypto ETPs. Target: Coinbase. ✅ 𝗕𝗶𝘁𝗚𝗼 𝗳𝗶𝗹𝗲𝘀 𝗳𝗼𝗿 𝗜𝗣𝗢 𝗶𝗻 𝘁𝗵𝗲 𝗨.𝗦., managing $100B+ in assets. One of the first custodians stepping into public markets. ✅ 𝗪𝗶𝗻𝗱𝘁𝗿𝗲𝗲 𝗮𝗹𝗹𝗼𝗰𝗮𝘁𝗲𝘀 $𝟱𝟮𝟬𝗠 𝘁𝗼 𝗕𝗡𝗕, aiming to build the largest altcoin treasury in the public company space. ✅ 𝗦𝗵𝗮𝗿𝗽𝗟𝗶𝗻𝗸 𝗻𝗼𝘄 𝗵𝗼𝗹𝗱𝘀 $𝟭.𝟯𝗕 𝗶𝗻 𝗘𝗧𝗛 after acquiring 80,000 ETH, making it the biggest ETH treasury holder. ✅ 𝗝𝗣𝗠𝗼𝗿𝗴𝗮𝗻 𝗽𝗹𝗮𝗻𝘀 𝗰𝗿𝘆𝗽𝘁𝗼-𝗯𝗮𝗰𝗸𝗲𝗱 𝗹𝗼𝗮𝗻𝘀 𝗯𝘆 𝟮𝟬𝟮𝟲, signaling evolution from ETF exposure to direct lending. ✅ 𝗔𝗿𝗰𝗵𝗮𝘅 𝗮𝗰𝗾𝘂𝗶𝗿𝗲𝘀 𝗗𝗲𝘂𝘁𝘀𝗰𝗵𝗲 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗔𝘀𝘀𝗲𝘁𝘀 - $70M AUM + BaFin licenses, expanding its European regulated footprint. #CryptoMarkets #InstitutionalCrypto #Bitcoin #Ethereum #DigitalAssets #CryptoETFs #CryptoTreasury #Blockchain #Stablecoins #Tokenization #XBTO

Just a reminder: Crypto isn’t only about chasing moonshots. It’s about surviving the drawdowns. The difference between chasing returns and compounding them? Risk management. Trend discipline. Asymmetry over hype. Welcome to the era of risk-adjusted performance. https://xmrrwallet.com/cmx.plnkd.in/dRz_Knih #DigitalAssets #CryptoStrategy #RiskManagement #PortfolioConstruction #InstitutionalCrypto #AssetManagement

My take on the PNC<>Coinbase partnership announced yesterday on the back of the crypto bills passed in the US. PNC Bank, the 7th largest in the U.S., just teamed up with Coinbase to roll out digital asset services to its 12M+ clients. This supports a clear shift we have been seeing throughout 2025 so far: traditional finance is getting serious about crypto. Why is this important? 1. PNC instantly plugs into proven crypto infrastructure without reinventing the wheel 2. Coinbase expands its institutional reach through a regulated, trusted bank 3. More importantly, the customer wins: seamless access to crypto directly via their bank Now the bigger question we often get asked by banks we speak to: should we build in-house or partner? Building internally: gives full control—but it demands time, budget, and talent that may be hard to attract as well as retain, especially in a fast-evolving space. Partnering: fast-tracks product delivery and leverages expert providers—without compromising on brand, client relationship, or compliance. This is exactly the model we’ve been building at XBTO. We partner with forward-thinking banks, like our recent launch with Arab Bank (Switzerland) Ltd. They rely on our structured BTC yield strategy and institutional infrastructure, while keeping, in this case, the custody and advisory relationship with their clients. If you're a bank or wealth management platform looking to offer digital asset solutions without compromising on compliance or client trust, let’s talk.

As TradFi moves into crypto lending, the battle lines are being drawn. J.P. Morgan is eyeing BTC and ETH-backed loans, but as George Mihail Mandres points out in Cointelegraph, traditional lenders may dominate regulated markets for blue-chip assets, while DeFi keeps its edge in long-tail opportunities and open access. “Ultimately, DeFi may need to evolve into two tracks. One for retail, one for institutions.” It’s not a matter of DeFi vs TradFi. It’s about specialization, interoperability, and building a future where both models thrive. Read full article: https://xmrrwallet.com/cmx.plnkd.in/d9Gw4-T5 #CryptoLending #DeFi #TradFi #InstitutionalCrypto #XBTO #Bitcoin

𝗪𝗵𝗮𝘁 𝗶𝗳 𝘆𝗼𝘂 𝗰𝗼𝘂𝗹𝗱 𝘁𝗿𝗮𝗱𝗲 𝗮 𝘀𝗹𝗶𝗰𝗲 𝗼𝗳 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗹𝗶𝗸𝗲 𝗮 𝘀𝘁𝗼𝗰𝗸?  𝗢𝗿 𝗼𝘄𝗻 𝗮 𝗽𝗶𝗲𝗰𝗲 𝗼𝗳 𝗮 𝗣𝗶𝗰𝗮𝘀𝘀𝗼 - 𝗳𝗿𝗼𝗺 𝘆𝗼𝘂𝗿 𝗽𝗵𝗼𝗻𝗲? That’s not a thought experiment anymore. It’s tokenization- and it’s already reshaping $20B+ of global markets. In this edition of The Wire, we go beyond the buzz to explore: ✅ Why tokenization is not just digitization ✅ What’s needed to unlock deep liquidity and institutional flows ✅ The real-world deals pointing to what’s coming next This isn’t theoretical. It’s already live, and growing fast. Read more: https://xmrrwallet.com/cmx.plnkd.in/dNwuQWZE

One of the most pivotal weeks for crypto in 2025 - from landmark policy wins in the U.S. to major institutional moves across Ethereum and Bitcoin. 𝗨.𝗦. 𝗣𝗼𝗹𝗶𝗰𝘆: 𝗥𝗲𝗮𝗹 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 𝗮𝗿𝗿𝗶𝘃𝗲𝘀 ✅ GENIUS Act signed into law → stablecoins must be 1:1 backed, audited, and regulated ✅ CLARITY Act passed House → shifts oversight from SEC to CFTC, defines digital assets as commodities ✅ Anti-CBDC Act passed House → blocks retail CBDC rollout over privacy concerns 📝Trump eyes executive order → allow crypto & gold in 401(k)s 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗺𝗼𝘃𝗲𝘀 Fidelity Investments: Calls Ethereum a “digital economy,” strengthening ETH’s macro narrative Grayscale Investments: Quietly files for IPO as markets heat up Cantor Fitzgerald x Blockstream: $4B SPAC deal to launch Bitcoin treasury firm (30K BTC + $1.5B buying power) • GameStop: Adds $500M BTC to treasury, exploring crypto payments Peter Thiel: Takes 9% stake in ETH treasury firm Bitmine

🇺🇸 Policy as the next catalyst? Bitcoin just broke new all-time highs above $123K, and attention is shifting to what could unlock the next leg up: U.S. digital asset policy. In Forbes, our CIO Javier Rodriguez Alarcon weighs in: “U.S. policy is the next big catalyst. With Trump’s digital asset task force report due on July 22, we could see sweeping policy changes, including speculation around a federal bitcoin reserve strategy. Investors are watching closely for signals that could unleash the next wave of inflows.” From the GENIUS Act and Clarity Act to a possible Treasury-managed crypto reserve, the U.S. may be on the verge of defining the long-term rules of engagement. Read full article: https://xmrrwallet.com/cmx.plnkd.in/dR5gnUdx

From real estate to treasuries to bonds, assets once buried in paperwork and locked behind gatekeepers are becoming programmable, liquid, and accessible - in real time. In our latest whitepaper, we break down: ✅ How tokenization enables faster issuance, streamlined distribution, and broader investor access ✅ Why tokenized assets are emerging as a scalable solution for modern capital markets ✅ The key benefits for issuers: from global reach and cost efficiency to programmable capital formation ✅ How investors gain exposure to new markets through fractional ownership and improved liquidity If you care about where the next wave of financial infrastructure is being built, you’ll want this. Download the whitepaper: https://xmrrwallet.com/cmx.plnkd.in/gHRvczHm

As Congress kicks off “Crypto Week,” XRP’s implied volatility has surged to 96%, pointing to potential double-digit swings as markets brace for critical legislation: the GENIUS Act and the CLARITY Act. Our CIO, Javier Rodriguez Alarcon, shared perspective with CoinDesk on why this moment matters: 🗨️ “These bills address one of the core barriers to institutional participation: legal uncertainty. Clear rules unlock long-term capital.” Read full article 👉 https://xmrrwallet.com/cmx.plnkd.in/dz-5MTNv