Head of Research at Bitwise
703 Followers
What assets should be part of the national digital asset stockpile?
Takeaway from a recent Bitwise roadshow: Clients are no longer asking what crypto is. Instead, we're diving into layer 2s and scaling, liquid staking, tokenization, stablecoins, and 401K product ideas.
A friendly reminder of bitcoin seasonality
What assets should be part of the national digital asset stockpile?
Takeaway from a recent Bitwise roadshow: Clients are no longer asking what crypto is. Instead, we're diving into layer 2s and scaling, liquid staking, tokenization, stablecoins, and 401K product ideas.
Coinbase is a sleeping giant... - Custodian to the U.S. crypto ETF market - Most successful L2 (Base) - Profit-sharing with Circle (USDC) - Fast-growing subscriptions business (Coinbase One) - Scaling staking at institutional level - Acquired Deribit to dominate crypto derivatives - Early-stage crypto investments (Coinbase Ventures) - Owns a top self-custody wallet (Coinbase Wallet) ... And Wall Street still thinks they're just a trading app.
Huge for payments. Huge for bitcoin.