Bitcoin, Solana & Crypto equities
Canada
Joined August 2017
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- Following3.7K
- Followers4K
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Pinned Tweet
Many lost their life savings or businesses with FTX. It could have been avoided
Bitgo's Belshe specifically warned about the danger of the current market structure. Why not involve these real experts more? Why not act faster?
How did the SEC probe FTX in Oct yet no red flags?
Gally Sama retweeted
It does not seem widely understood how severe today's equity market sell-off was.
Not on the front page of wsj or nyt.com
Gally Sama retweeted
Even the best-built key could have a flaw, that’s exactly why BitGo doesn’t rely on just one.
In a BitGo wallet, every key uses an entirely separate implementation for how it’s generated.
@mikebelshe explains the thinking behind it.
Gally Sama retweeted
plot twist
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
Gally Sama retweeted
Please go for it Pack!
FYI guys $BTGO earnings Nov 9th
& the team will be presenting the next day @ Cantor I think it's a good sign 👀
"Cantor Convergence is the premier conference at the intersection of Crypto, FinTech, AI Infrastructure, Energy & Power, Quantum, Robotics, and Space & Defense, bringing together the leaders defining the next era of the global economy."
Gally Sama retweeted
BitGo $BTGO
🔹~ $540M Market cap today
🔹2523 BTC on the balance sheet ~$190M @ 75k
🔹Open $50 Million for share repurchase program (unused as of June 30th, PA from organic demand)
🔹Earnings next week:
- Institutional clients up
- Partnerships up
- Digital assets prices up since Q2
( BTC Q2 $58k ; Q3 $83k )
( SOL Q2 $73 ; Q3 $118 )
( ETH Q2 $1560 ; Q3 $2600 )
=> All positives for BTGO's bottom line
=> $BTGO undervalued
Gally Sama retweeted
$BTGO - Looks like this is actually playing out from my post back in June, however slight correction, I am now a little annoyed lol
@crypdough123 @hdcharting
$BTGO - A possible outcome I would not be annoyed about
You may full send from current levels tho if you want
Gally Sama retweeted
NEW: ETFs are likely going to surpass mutual funds in AUM within the next 2-3 years. Their growth is only accelerating. If we stay on the same trend we've been on since the summer it will happen in ~two years.
Gally Sama retweeted
Excited to announce @OpenAssets' partnership with @DigitalAsset to bring our markets-in-a-box infrastructure to the Canton Network.
Great to join forces with @YuvalRooz and his team to help build the next generation of global financial markets.
nitter.gq/OpenAssetsInc/status/2…
OpenAssets has partnered with @digitalasset to bring its markets-in-a-box platform to @CantonNetwork as an implementation partner for DA Registry.
Institutions will be able to issue and manage tokenized assets on Canton through OpenAssets’ platform and DA Registry.
Full announcement: prnewswire.com/news-releases…
Gally Sama retweeted
BitGo $BTGO holders
Are earnings next week likely to be
41%Positive catalyst
32%Neutral catalyst
27%Negative catalyst
22 votes • 1 daysBitGo $BTGO holders
Are earnings next week likely to be
41%Positive catalyst
32%Neutral catalyst
27%Negative catalyst
22 votes • 1 dayssome thoughts
nitter.gq/hdcharting/status/2118…
Reminder BitGo's earnings next week on November 9th 5pm ET
Looking forward to seeing how the jump in digital assets prices specifically BTC is reflected on $BTGO 's financials (hint, very positive)
🔹BTC Q2 $58k ; Q3 $83k
🔹SOL Q2 $73 ; Q3 $118
🔹ETH Q2 $1560 ; Q3 $2600
& how the initiatives, partnerships & the build BitGo launched are trending
For those following BTGO, there is a dedicated BitGo investors relations handle & team
Along with a chat group link in the replies
Gally Sama retweeted
As digital assets become increasingly integrated into everyday payments, secure custody remains foundational.
We're pleased to provide the regulated custody infrastructure supporting @ustarpay's payment ecosystem.
UstarPay is Expanding Custody Infrastructure with @BitGo Bank & Trust as Banking Partner.
As crypto cards move into everyday life, the market is asking for more than speed. It wants a defined path from top-up to tap: how assets are held, how funds move, and how each step can be verified.
UstarPay is expanding its custody infrastructure with BitGo Bank & Trust as banking partner so that framework sits under our card and wallet experience. Clear rights. Defined movement of funds. Compliance by design.
Core principle: customer assets stay customer assets. Customers retain ownership and beneficial interest in their assets. Customer assets are not intended to become the custodian’s proprietary assets.
For users, that means a more reliable path from supported digital assets to real-world spending.
For partners, that means clearer custody arrangements under the payment stack.
Real Crypto, Real Life.
Staked Injective ETF lists on the Nasdaq
BitGo Bank & Trust, N.A, Inc. $BTGO is the custodian for the Trust, and will hold all of the Trust’s INJ on the Trust’s behalf
Gally Sama retweeted
JUST IN: JD Vance is seeking to build a “new right” coalition of dissatisfied Trump voters ahead of 2028. — Fox News
Shout out to my friend Phil who called the dip $BTGO
I thought the mid channel support holds
Well done 🦾
GM $BTGO
🔹Bottom of the channel
🔹Fundamentals better than ever
🔹The need for BitGo's expertise & products higher than ever
🔹Earnings next week
🔹Best management & leadership Team
So I bought again here
Keep it simple 🎯
GM BitGo $BTGO Daily chart update
Been a volatile week, BTC still holding the 80k area & BTGO back in the accumulation channel after losing the 6.5 & ascending channel
Fundamentals better than ever, with at least 2 key catalysts ahead for this OG Infrastructure builder
- Earnings, likely mid-november & with BTC around 80k (if not higher) most net losses from unrealized loss on digital assets likely wiped out in addition to the savings on costs mentioned in Q2
- BTGO's infrastructure key in the DTCC tokenization project, set to launch end of October. If on track, it should be this week
Top value play, with infrastructure powering the most successful & talked about projects
🔹SoFiUSD
🔹Robinhood chain
🔹USD1
🔹Canton (Key role, DTCC tokenization project)
🔹OKX
🔹OTC markets
Long BTGO, thankful for the opportunity to accumulate at these levels & the disconnect
& by the time the analysts get BitGO's story, BTGO will be at $50 🦾
