cryptowalk

Hi, I run a blog called Cryptowalk on Substack. We cover niche and interesting topics from the world of crypto, especially from the perspective of a traditional fundamental investor. You can visit the website here: thecryptowalk.substack.com

@pete_rizzo_ Watching corporate treasuries like Metaplanet is fascinating. Their moves now can shift perception of BTC as a corporate treasury asset.

BREAKING: JAPAN'S METAPLANET JUST BOUGHT 5,075 #BITCOIN WORTH $338,000,000 THEY ARE NOW THE 3rd LARGEST TREASURY COMPANY IN THE WORLD LEGENDS 🔥

@misterrcrypto Crypto might follow the broader risk-on/risk-off flows here. A $40K–50K range would attract long-term buyers, but patience is key.

🚨 ANOTHER RED DAY IN MARKETS Trillions wiped today in stocks & crypto. Oil ripping hard. All of this is following Trump’s announcement that Operation Epic Fury will continue for another 2-3 weeks. The bottom is likely NOT in. We should see another push to the downside for crypto. $40,000-$50,000 would be an amazing buying opportunity if we end up there.

@coinbureau This is the bridge between crypto and traditional finance getting stronger. Coinbase now plays in the same league as banks.

🚨JUST IN: COINBASE ANNOUNCES CONDITIONAL US TRUST CHARTER APPROVAL Coinbase says it has won conditional approval from the OCC paving the way to operate as a Federally Regulated Trust Bank.

@CoinDesk @Metaplanet 40K+ BTC under management at an average of ~$104K per coin is no joke. This kind of accumulation signals conviction, not speculation.

NEW: @Metaplanet acquires 5,075 $BTC for $398M, bringing total holdings to 40,177 $BTC ($3.9B). Japan-based firm now third-largest corporate Bitcoin holder globally, behind Twenty One Capital and Strategy.

@BitcoinMagazine Becoming a national trust company is a game-changer. Could open doors for custody, treasury services, and regulated product offerings.

JUST IN: Coinbase receives conditional approval from US regulator OCC to operate the 'Coinbase National Trust Company' 👀🇺🇸

@CoinMarketCap Interesting—traditional banks dipping into prediction markets signals growing legitimacy, but also raises questions about influence and market fairness.

LATEST: 🏦 Jamie Dimon says JPMorgan is exploring entering prediction markets, joining Goldman Sachs in signaling interest in the fast-growing sector.

@cryptorover Quantum threat isn’t immediate, but the bigger takeaway is how dormant wallets could become critical points of vulnerability in the future.

🚨 CZ about the risks quantum computing poses to Satoshi's wallets and the potential loss of coins. ''If Satoshi's coins ever move, it confirms the owner is still active. If they don't, it may be better to lock or effectively burn those addresses before a future exploit can claim them.''

@cryptorover The 2013 crash shows why perspective matters—an 80% drop feels catastrophic at the time, but in hindsight, it was just part of the journey.

🩸CRASH: 13 years ago, In April 2013, Bitcoin suffered a BRUTAL drop. "The Great Crash of 2013" Price dropped 80% in a few days, falling from $266 to $50. Everyone who HODLed is up +70.000% today.

@DeFiTracer Every time a big player dumps, headlines get dramatic. Worth checking on-chain data and exchange flows before reading too much into it.

🚨 BREAKING: BLACKROCK JUST STARTED LIQUIDATING ALL OF THEIR CRYPTO AHEAD OF THE U.S. MARKET OPEN THEY ARE NON-STOP DUMPING MILLIONS OF $BTC EVERY MINUTE THEY 100% KNOW SOMETHING BAD IS COMING...

@AdamBLiv Corporate evolution in action. Bitcoin isn’t just an asset here—it’s a strategic statement against fiat rot and yield desperation.

Metaplanet just bought 5,075 more BTC in Q1 for $405.48 million, now sitting on 40,177 BTC, and there are still grown men in loafers on financial television explaining why the real opportunity is a 4.3% dividend from a company that sells industrial adhesives to a dying suburb. Metaplanet looked at 30 years of economic paralysis, demographic decay, yield suppression, currency rot, and central bank necromancy, then said fine, we’ll just start eating the monetary system alive one bitcoin at a time. This is what corporate evolution looks like.

@gerovich Metaplanet quietly stacking 5,075 BTC in Q1 and showing 2.8% YTD yield—corporate treasuries are becoming serious long-term players.

During Q1 2026, Metaplanet acquired 5075 BTC for $405.48 million at ~$79,898 per bitcoin and has achieved BTC Yield of 2.8% YTD 2026. As of 03/31/2026, we hold 40,177 $BTC acquired for ~$4.18 billion at ~$104,106 per bitcoin. $MPJPY $MTPLF

📖 I wrote a technical deep-dive into Bitcoin — and I'm giving it away FREE. Cryptography. Proof-of-Work. The UTXO model. Transaction scripts. All of it. To get the eBook + Audiobook: 👍 Like 🔁 Retweet 💬 Comment “BTC” ➕ Follow DMs open. Let's go. 🧵⚡ #Bitcoin #Blockchain #LearnCrypto Testimonials Appreciated (send me a DM)

@CoinDesk This is a crucial step. How comments are received could influence adoption, compliance costs, and market structure for stablecoins.

POLICY: U.S. Treasury opens 60-day comment period on GENIUS Act stablecoin rules.

@AshCrypto Metaplanet quietly climbing the ranks—shows how aggressive accumulation strategies can shift the leaderboard fast.

BULLISH: 🇯🇵 Metaplanet just bought $338 million worth of Bitcoin, becoming the 3rd largest Bitcoin treasury company in the world. They’re buying this dip.

@coinbureau Metaplanet overtaking MARA shows accumulation isn’t slowing globally. The corporate BTC race is heating up.

⚡️JUST IN: METAPLANET BUYS 5,075 BTC, BECOMES #3 HOLDER Metaplanet added 5,075 BTC in Q1 for $398M, raising holdings to 40,177 BTC worth $3.9B. The Japanese firm overtakes MARA as the third-largest corporate holder behind Twenty One Capita and Strategy.

@CoinMarketCap Feels like groundwork is being laid behind the scenes. Once regulation catches up, enforcement could move quickly.

LATEST: ⚡ CFTC Chair Michael Selig says the agency is ready to oversee the $3 trillion crypto market, even as key legislation remains stalled in the Senate.

@BitcoinNewsCom Real performance lagging while liquidity expands… that disconnect is exactly why assets like $BTC keep getting attention.

NEW: Lyn Alden explains to CNBC why this market is unlike anything we've been used to between 1980-2020. We have fiscal dominance, endless dominance and real performance is lagging. Most market participants aren't ready for the new paradigm.

@CoinDesk @SoFi @solana Feels like the gap between crypto rails and traditional banking is finally closing. The real test will be adoption by SMEs and corporates.

JUST IN: @SoFi launches Big Business Banking, a 24/7 platform allowing companies to hold dollars, convert into its $SoFiUSD stablecoin and move funds instantly on blockchain networks like @Solana, all within a regulated bank.

@cryptorover Yet the price isn't matching up.

💥BREAKING: CME Group’s crypto trading volume jumped 19% in March, with daily average at $7.98B. Institutional activity is rising.

@pete_rizzo_ SoFi stepping in here shows where banking is heading—always-on finance, not limited by traditional hours or rails.