@hillery_dan @JoshMandell6 I would imagine that STRC will be the primary funding source for Bitcoin purchases during bear markets while MSTR ATM will be primary funding source during bull markets. Very complimentary
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Chris Matta
71 posts
Chris Matta
@chriscryptonite
CEO at Liquid Collective @liquid_col - building institutional liquid staking infrastructure
United States Beigetreten Eylül 2017
862 Folgt314 Follower
@JoshMandell6 I agree that a pattern of doing this would over time lead to a persistant discount,
however,
STRC is the first instrument which has clearly demonstrated MSTR's abiliity to raise capital at BTC prices below those which are breaking through all time highs.
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Please read the last point at least.
1. Sharpe Ratios Identify low volatility Assets as being superior
2. Indeed, STRC employs mechanisms to target near zero volatility
3. STRC pays a HIGH dividend and the large IPO was SOLD at a discount.
4. Strategy Launched the IPO of STRC to buy Bitcoin at levels which have turned disadvantageous. Over time, A pattern of doing this could lead to a justification for the stock trading below spot NAV of Bitcoin itself.
Andy Constan@dampedspring
The sharpe ratio is of course utter nonsense BUT whatever sharpe ratio is realized it comes directly from $MSTR share holders via MNAV compression or the coin itself.
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A New Year and an exciting new path forward!
I'm eager to join @sethginns and the incredible @coinfund liquid team as we lead these strategies into the future.🚀
Thank you to the team at @coinfund for your support, and I look forward to continued collaboration in the future.
CoinFund@coinfund
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@Grayscale's ZCash Trust ($ZCSH) is trading at a 25%+ discount to NAV. With the current SEC, I'd expect Grayscale's ETF application to make it through, which would collapse the discount. Seems like a great way to play the privacy theme with some extra juice.
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@Grayscale @bitwise @CoinDeskMarkets Conclusion – instl rails still haven’t embraced the theme. It feels to me like the gap between crypto-native enthusiasm and inst’l adoption is unusually wide here, which makes for interesting investment opportunities. NFA, DYOR as always
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@Grayscale @bitwise @CoinDeskMarkets Regulated Futures are similar: no privacy coins on Coinbase’s CFTC-regulated futures platform, and obviously none on the CME.
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@mert has me thinking seriously about the privacy investment theme for the first time since 2017.
Price momentum is obvious with $ZEC and $XMR, but what’s more interesting to me is how little of this has shown up in regulated / instl infrastructure.🧵
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It’s super interesting to see the real time convergence of crypto and tradfi. Who wins?
TradFi - crypto ETFs, treasury companies, crypto company IPOs, crypto-backed mortgages, crypto-backed credit products, stables-powered payments
Crypto - 24/7 tokenized equity trading, high yield savings accounts, lending markets, stables/payment platforms, prediction markets
Coinbase 🛡️@coinbase
Everything we announced at the Coinbase System Update in under two minutes.
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@chriscryptonite @bitwise Fully Agree with this take. Heck there’s gonna be massive dispersion in crypto basket ETPs too for similar reasons
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I'm in 100% agreement with @bitwise here. I also think we're going to see a lot of liquidations in crypto ETP products. Might happen at tail end of 2026 but likely by the end of 2027. Issuers are throwing A LOT of product at the wall -- there's at least 126 filings
Bitwise@Bitwise
2026 PREDICTION: More than 100 crypto-linked ETFs will launch in the U.S. In October 2025, the SEC published generic listing standards, allowing ETF issuers to launch crypto ETFs under a general set of rules. A clearer regulatory roadmap in 2026 is why we see the stage being set for “ETF-palooza.” @JSeyff, how’s that list looking? 👀
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The build up to Bitcoin and Ether ETPs felt monumentous. It drove the entire crypto market narrative with all eyes watching. Although subsequent launches have had material inflows, it's felt surprisingly low energy. 1.5 years ago we couldn't have dreamed of 100+ crypto ETFs !
Bitwise@Bitwise
2026 PREDICTION: More than 100 crypto-linked ETFs will launch in the U.S. In October 2025, the SEC published generic listing standards, allowing ETF issuers to launch crypto ETFs under a general set of rules. A clearer regulatory roadmap in 2026 is why we see the stage being set for “ETF-palooza.” @JSeyff, how’s that list looking? 👀
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I can't think of a better steward for Liquid Collective! Let's go 🚀🚀🚀
Chris Matta@chriscryptonite
I’m excited to share two big updates. First, I’m stepping into a new role as the CEO for the Liquid Collective (@liquid_col)! Second, @galaxyhq has acquired @alluvialfinance and is now the development company for the Liquid Collective. This partnership will strengthen the protocol through Galaxy’s depth of technical expertise, institutional distribution, and alignment across the digital asset ecosystem. The thesis is straightforward - all staking will ultimately become liquid staking, and institutions are only just beginning to adopt on-chain infrastructure. Liquid Collective is the enterprise standard for liquid staking with over $1B in assets, and with Galaxy’s institutional capabilities across liquidity, staking, asset management, and DeFi, we’re uniquely positioned to scale this ecosystem together. My focus will be to expand the Collective and bring the next wave of institutional platforms on-chain. Time to build !
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We backed @alluvialfinance on the belief that liquid staking needed institutional-grade infrastructure.
Congrats to the team on joining @galaxyhq to scale the mission even further.
Liquid Collective@liquid_col
1/ Today marks an important milestone for Liquid Collective: @galaxyhq has acquired @alluvialfinance, and will now assume the role as the Development Company for the protocol.
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I'll be on @therollupco today at 1:30ET to discuss the @galaxyhq acquisition of Alluvial and the partnership with Liquid Collective
The Rollup@therollupco
Gm. Today's Rollup TV line-up is in: 12:00p ET @cindyleowtt - @DriftProtocol 12:30p ET AI Supercycle @ilblackdragon - @NEARProtocol 1:30p ET Zane Glauber - @galaxyhq & @chriscryptonite - @liquid_col 2:00p ET @roham - @flow_blockchain Tune in below.
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I’m excited to share two big updates.
First, I’m stepping into a new role as the CEO for the Liquid Collective (@liquid_col)!
Second, @galaxyhq has acquired @alluvialfinance and is now the development company for the Liquid Collective. This partnership will strengthen the protocol through Galaxy’s depth of technical expertise, institutional distribution, and alignment across the digital asset ecosystem.
The thesis is straightforward - all staking will ultimately become liquid staking, and institutions are only just beginning to adopt on-chain infrastructure.
Liquid Collective is the enterprise standard for liquid staking with over $1B in assets, and with Galaxy’s institutional capabilities across liquidity, staking, asset management, and DeFi, we’re uniquely positioned to scale this ecosystem together.
My focus will be to expand the Collective and bring the next wave of institutional platforms on-chain.
Time to build !
Galaxy@galaxyhq
We’re proud to announce that Galaxy is now the Development Company for @liquid_col through our acquisition of @alluvialfinance Read the press release here: hubs.ly/Q03WRl8N0 See 👇for more
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DATs are a natural fit to serve as the primary public market on-ramp and exit path for higher quality crypto startups. Will give the DATs more resiliency and legitimacy too through diversified revenue streams.
Hunter Horsley@HHorsley
Most DATs are going to wind up becoming operating companies — As part of that, they will likely acquire and consolidate some of the many of smaller crypto companies that are currently private. We're in the early innings of what DATs will become.
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Chris Matta retweetet
Canada is readying spot Solana ETFs to launch this week after regulator gave green light to multiple issuers incl Purpose, Evolve, CI and 3iQ. ETFs will include staking via TD
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Chris Matta retweetet
🎙️Next week we will be hosting a discussion with @StakeETH, @_dshap, @evweiss1, and @chriscryptonite to explore the results of our institutional ETH staking survey!
✍️ Sign up here: docsend.com/view/xasbu8drh…
You can review the results of the survey below 🧵
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