Bitcoin, Solana & Crypto equities
Canada
Joined August 2017
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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
39%Positive catalyst
35%Neutral catalyst
26%Negative catalyst
23 votes • 1 days 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.
Gally Sama retweeted
JUST IN: JD Vance is seeking to build a “new right” coalition of dissatisfied Trump voters ahead of 2028. — Fox News
Gally Sama retweeted
BREAKING: $1,300,000,000,000.00+ wiped from U.S. technology stocks at market open.
Gally Sama retweeted
El Salvador the beacon signal
Gally Sama retweeted
@jpmorgan just put Bitcoin $BTC in its 2027 Long-Term Capital Market Assumptions, forecasting a 10% annualized return.
Bitcoin is gaining institutional attention for its high annual return and low correlation to US large cap stocks of just 33%, a combination that is hard to find.
Read more on The Stack by @charlieperk4: grayscale.com/the-stack/bitc…
Gally Sama retweeted
BitGo Global Markets is now live.
We have expanded our institutional offering to include financing, derivatives, structured solutions, and more — combining BitGo Prime with the expertise, track record, and experience from the NYDIG institutional trading acquisition.
This moves $BTGO from pure digital asset financial infrastructure into a fuller institutional prime brokerage-style platform with the launch of BitGo Global Markets.
investors.bitgo.com/news/new…
Gally Sama retweeted
We created BitGo in 2013 to keep digital assets secure, and our clients’ needs have shaped everything we’ve added since.
Today we’re launching BitGo Global Markets, so we can support more complex strategies and deliver more from one partner.
Pete Janney is leading the business as Head of Global Markets after joining us from @NYDIG.
Today's Global Markets need global infrastructure from BitGo. Excited for the future!
Today, BitGo is launching Global Markets, bringing together global liquidity, execution, financing, derivatives, structured solutions, asset management, and research.
Building on BitGo Prime Services and the expertise added through our acquisition of NYDIG’s institutional trading business, Global Markets combines experienced capital markets professionals with BitGo’s digital asset infrastructure.
Explore the announcement ⬇️
Gally Sama retweeted
Institutions that hold digital assets often split trading, financing, and settlement across separate platforms, and every extra relationship adds work for their teams.
Today they have another option. We just launched BitGo Global Markets, which brings market expertise together with the trusted infrastructure behind our custody and settlement, so clients can work with a single partner from the first trade to the final settlement.
Excited to be a part of this.
