Bitcoin & Crypto Is Assaulting Wall Street

To investors,

Bitcoin and crypto believers are assaulting Wall Street. Here are headlines from just the last 24 hours:

Coinbase joins the S&P 500

David Bailey launches Nakamoto, a bitcoin treasury company that raised more than $700 million

DeFi Technologies started trading on the Nasdaq

Microstrategy purchased 13,390 bitcoin

Metaplanet purchased 1,241 bitcoin

American Bitcoin Mining announced they are doing an RTO with Gryphon Digital Mining

This list is not exhaustive, but it highlights how quickly the traditional finance world is embracing digital assets. This makes sense when you remember that Wall Street investors and firms have been looking for a new shiny toy to play with.

Bitcoin and crypto bring more clients, more assets, more revenue, and more profit. Wall Street loves all four of those things. As we continue to see the forward-thinking traditional players who are profiting from this new industry, we should expect there to be many followers who want to recreate the success.

There will be more Bitcoin treasury companies. There will be more IPOs, SPACs, and RTOs. There will be hedge funds buying ETFs or finding the next asymmetric bet in the sector. And there is a plethora of private companies that are ready to enter the public markets.

Crypto is assaulting Wall Street.

But this is less a story of Wall Street being disrupted and more a story about bitcoin and crypto growing up. Guess who is making money on the RTOs? Wall Street banks. Guess who is making money every time Strategy buys more bitcoin and has their stock price appreciate? Wall Street hedge funds. And guess who is making money when Coinbase enters the S&P? Wall Street asset managers and index fund investors.

See here is the thing — Wall Street is no dummy. They see this tidal wave coming and they have paddled their way into position to make sure they will profit from it. Blackrock and Fidelity have two of the largest bitcoin ETFs. That isn’t by accident.

So every time I see headlines like we saw yesterday, I can’t help but smile. All the market participants for the most part, regardless of whether they are an upstart or a challenger, is making money as bitcoin and crypto grow up. There are a few dummies still shorting the asset, but they usually don’t survive long. The only real loser in this situation is the people who have chosen to sit this revolution out.

They are sitting on the sidelines while trillions of dollars in value is being created for the people smart enough to learn about this new technology. That is exactly how the system is supposed to work. Those who take the risk should get the reward.

And the beauty is that anyone can participate. You don’t need to be wealthy, have a fancy degree, or be born into a certain family. You simply need an internet connection and a little personal agency to act.

What a beautiful time to be alive. Our decentralized community of bitcoiners is slowly, but surely, ascending to the highest positions in finance and society. We are in the S&P. We are sucking capital into our hands. And we are even in the White House.

Satoshi would be so proud. Just imagine what we will do in the next 15 years…

Hope you all have a great day. I’ll talk to everyone tomorrow.

- Anthony Pompliano

Founder & CEO, Professional Capital Management

Jordi Visser Says Bitcoin’s Price May Be Setting Up For A Short Squeeze

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos.

In this conversation we discuss a potential bitcoin short squeeze, current macro environment, public vs private markets, trade deals, inflation, AI, and where he sees opportunity.

Enjoy!

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