OREL 𝕏Đ retweeted
THE BLOCK: BitGo said eligible institutional clients can now connect their existing self-custody hot wallets to Hyperliquid via WalletConnect, letting them trade perpetuals without creating a separate wallet or approving each trade individually. $BTGO
The setup preserves BitGo’s existing approval controls for deposits and withdrawals while allowing clients to manage Hyperliquid positions without additional wallet signatures or gas payments for each order.
Quantum computers can crack Bitcoin's cryptography...someday. Today's machines run at single digits to 100 qubits. Breaking modern cryptography would take millions.
BitGo CEO @mikebelshe joined Fox Business's Claman Countdown to break down where quantum computing actually stands, and why BitGo is already building for it.
Amazingly productive week in DC:
* 1:1 meetings with @SecScottBessent and @USComptroller
* Discussions with @SECPaulSAtkins and @MichaelSelig
* White House meeting with @realDonaldTrump in the Oval Office
* @CFTC AIC session w/ industry
Grateful for the focus and the serious conversations on market structure.
We may never have an opportunity for digital assets in America as strong as we do right now.
OREL 𝕏Đ retweeted
IPO lockup periods could be better defined in a smart contract than in an S-1.
Most people can't read an S-1 and, for $BTGO, analysts and @MarketBeatCom all got it wrong.
Ask chatgpt, Gemini, or grok when BTGO lockup ends and they all say it's coming up on July 21. But all shares were unlocked ~2 months ago - May 15.
It's time to upgrade the IPO process with modern technology.
OREL 𝕏Đ retweeted
BitGo Holdings, Inc. (NYSE: $BTGO) today announced that its Board of Directors has authorized a share repurchase program of up to $50 million of its common stock.
We believe the fundamental value of the business exceeds the current market price and this buyback reflects our commitment to disciplined capital stewardship.
The Company expects to fund repurchases using existing cash and cash equivalents, and does not expect repurchases to affect the capital positions of its regulated subsidiaries.
Read the full PR: businesswire.com/news/home/2…
OREL 𝕏Đ retweeted
BitGo now integrates @Narvalgmi's DeFi Gateway, giving institutional clients secure access to @Aave, @sparkfinance, and @tesseractcrypto directly from qualified custody.
Zero blind signing. Full transaction verification. Institutional DeFi, done right.
👇
businesswire.com/news/home/2…
OREL 𝕏Đ retweeted
Digital assets infrastructure is the future
& BitGo is the sector leader
The ticker is $BTGO & we are early
OREL 𝕏Đ retweeted
For many institutions, navigating the regulatory environment has been the biggest barrier to entering the stablecoin space.
BitGo's Stablecoin as a Service is built on US licenses and designed to align with frameworks like the GENIUS Act, helping clients work toward a compliant foundation. Having infrastructure designed with regulatory rigor from the ground up is a meaningful place to start.
Build your stablecoin today. bitgo.com/products/stablecoi…
For me, BitGo would be the "hidden infrastructure" play in the group, similar to how AWS became critical infrastructure for the internet or how Visa became critical infrastructure for payments. The thesis is not that BitGo becomes the biggest brand; it's that it becomes one of the most important companies operating behind the scenes. The list is not random.
The themes are becoming increasingly clear:
🤖 AI
🏗️ Data Centers
Bitcoin/Utility Altcoins
🔗 Digital Asset Infrastructure
🤖 Robotics
⚡ Energy
🏦 Institutional Finance
These are the sectors attracting the most capital globally right now.
My highest-conviction core holdings remain:
🥇 NVDA
🥈 MSFT
🥉 META
4️⃣ AVGO
5️⃣ GOOGL
Followed closely by:
🚀 TSLA
🚀 IBKR
🚀 LLY
🚀 NOW
🚀 CRH
But the names I find most interesting for the next phase are:
🔥 BTGO
🔥 CRWV
🔥 MSTR
🔥 MARA
🔥 CLSK
🔥 TSLA
🔥 AVGO
Everyone is watching the assets.
I'm increasingly watching the infrastructure.
The more I research BitGo, the more I see it showing up everywhere:
✅ Ondo
✅ Figure Markets
✅ Canton Network
✅ Tokenized Stocks
✅ Tokenized Treasuries
✅ Stablecoins
✅ Institutional Custody
✅ Digital Asset Settlement
Most people still don't know much about BitGo.
That's what makes it interesting.
The biggest winners are often the companies building the rails while everyone else focuses on what moves across them.
Over the next 5–10 years, I believe the major themes will be:
🏦 Tokenization
💵 Stablecoins
🤖 AI
Bitcoin/Utility Altcoins
🌐 Digital Asset Infrastructure
The future of finance is being built in front of us.
I'm paying attention to the builders.
OREL 𝕏Đ retweeted
Inca... BitGo's Future is Bright..
👇must read.. 👇♉️
xitter.cf/mikebelshe/status/2060…
OREL 𝕏Đ retweeted
If you're asking what current high-performing company @BitGo could resemble in the future, I wouldn't compare it to a bank. I'd compare it to the companies that became the infrastructure layer of an industry.
Some interesting parallels:
🏦 @BitGo = Early Visa or Mastercard
Visa and Mastercard don't make the products people buy. ..They own the rails that move money.
If tokenized assets, stablecoins, and institutional crypto become mainstream, BitGo could become one of the major custodians and settlement infrastructure providers behind the scenes.
☁️ BitGo = Early Amazon Web Services (AWS)
Most people think of Amazon as shopping.
AWS became the infrastructure powering a huge portion of the internet.
Similarly, BitGo may become the infrastructure layer powering:
Institutional custody
Stablecoins
Tokenized assets
Treasury settlement
Digital asset banking
The average user may never interact directly with BitGo, but institutions will.
🔒 BitGo = Cybersecurity Giants
A comparison many investors overlook:
Companies like Palo Alto Networks or CrowdStrike became valuable because security became essential infrastructure.
BitGo's moat is security, custody, compliance, and trust.
As trillions move on-chain, custody becomes one of the most important services in finance.
📈 The Bull Case
If the future looks like:
✅ Tokenized stocks
✅ Tokenized Treasuries
✅ Stablecoin banking
✅ Digital asset ETFs
✅ Institutional settlement
✅ Pension fund crypto exposure
then firms such as:
BitGo
Ripple Custody
Coinbase Institutional
Fidelity Digital Assets
could be the equivalent of financial infrastructure providers for digital assets.
My Closest Comparison
If BitGo executes well, the closest comparison may be:
"The Visa + State Street + AWS of digital assets."
Not because the businesses are identical, but because they sit in the background providing critical infrastructure that everyone depends on.
That's why many institutional investors pay close attention to BitGo's partnerships, regulatory licenses, custody growth, and involvement with tokenization initiatives. In infrastructure investing, the biggest winners are often the companies that own the rails, not necessarily the assets moving across them.
Stay 🐂♉️🎯with @BitGo
$BTGO
Great TA, 19 USD first Target ! $BTGO
$BTGO - The price action is currently consolidating following a constructive bounce from the 0.5 Fib retracement level. While the 20-day moving average presents immediate resistance, the broader structure remains bullish as the Inverted Head and Shoulders (IH&S) formation remains intact.
Should we see a retest of the 0.618 Fib support at $9.06, it would offer a high-conviction accumulation zone to cement the IH&S thesis.
With RSI holding firmly above 50, upside momentum is present, though we must monitor the high correlation with Bitcoin; a breakdown in the underlying asset would likely invalidate the setup.
The measured move target based on the IH&S completion sits at approximately $20, aligning closely with the 0.702 Fib level, with a large gap in the VRVP above $13 it would likely move quite rapidly
$BTGO to $18 asap. DYOR
Capital efficiency meets institutional custody.
OKX now integrates @BitGo's Off-Exchange Settlement in the US, giving institutional clients the flexibility to trade on our platform while keeping assets secured in BitGo's qualified custody.
Learn more: okx.com/en-us/learn/bitgo-oe…
OREL 𝕏Đ retweeted
Safety, transparency and trust were non-negotiables for @LanternFi.
Their team knew they needed a platform where assets were managed with the highest standards and regulatory alignment. That's why Lantern chose BitGo.
Now, their team has seen over 3,600% YoY growth in total loans originated due to increased user confidence and adoption.
Read the full case study here: landing.bitgo.com/rs/552-OGK…
$BTGO short-term target: $18.
Still looks massively undervalued to me.
Disclosure: I’m invested. Not financial advice. DYOR.
Learn more about our work with @BitGo and how we jointly power adoption of tokenized deposits 👇
zksync.io/case-studies/bitgo
