Gally Sama

The White House@WhiteHouse

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Rumi@rumilyrics·1d

The highest form of existence is to have no desire to be understood, admired, pitied, or known.

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Luminaries@luminaries·2d

SOON.

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Gally Sama@hdcharting·1d

@andyyy @BitGo of course!!

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Andy@andyyy·1d

Who should we host for The Great Tokenization Debate???

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Gally Sama@hdcharting·1d

@Incainvests

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QME

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Inca Investments📊@Incainvests·1d

@hdcharting I also agree, managed to snag some before close, it would be rude not to

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Gally Sama@hdcharting·1d

I Agree with Daniel $BTGO vs BTC vs SPX Dips = Opportunities

Daniel@dmu1313

I think $BTGO at $7.70 is pretty cheap. The earnings report and call yesterday also seemed positive. I think it's just low because of the Iran war and overall negative crypto sentiment.

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Sean Ristau 🥞@SeanRistau·1d

@BitGo $BTGO FY’25: Revenue $16.2B +423% y-o-y | Net loss $14.8M | aEBITDA $32.4M +904% y-o-y Congrats to @mikebelshe and the entire team! 🤝 Proud to be partnered with you at @InvestiFi_CUSO

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Gally Sama@hdcharting·1d

BitGo is setup to benefit from institutions, Governments & high net worth individuals adopting Digital assets x.com/hdcharting/sta…

How is BitGo set to benefit from the institutional adoption of digital assets? Before digging into $BTGO 's earnings, I think it's important to look into BitGo's technology platform & what they do to understand how they are uniquely positioned to benefit from the institutional appetite for digital assets. BitGo's technology platform is structured into four distinct layers designed to provide comprehensive solutions for the secure storage, management & utilization of digital assets for a diverse range of clients ☑️Self-custody wallets ☑️Qualified custody ☑️Liquidity & Prime ☑️Infrastructure-as-a-service solutions 🧵with the details, mostly from BitGo's earnings filings 1/

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Gally Sama@hdcharting·1d

BitGo = Growth $BTGO x.com/hdcharting/sta…

Updated BitGo's Key Business metrics to include the figures from the last ER (up to Dec 31st vs Sept 30th 2025) Growth amid digital assets' volatility Assets on Platform AoP 🔹2022 ➡️ $16.9B 🔹2023 ➡️ $30.8B 🔹2024 ➡️ $89.9B 🔹2025 ➡️ $103.9B (As of Sept 30th, 2025) 🔹2025 ➡️ $81.6 B (As of Dec 31st, 2025) (Note for perspective, 80.7% of BitGo's assets on Platform are Bitcoin, Sui, Solana, XRP and Ethereum. From October 1st to December 31st, BTC price in USD dropped by ~32%, SOL ~ 47%, ETH ~34%, XRP ~39% & SUI ~61% while the value of BTGO's assets on platform dropped by just ~21.46% ) Assets Staked 🔹2022 ➡️ $0.028B 🔹2023 ➡️ $6.01B 🔹2024 ➡️ $31.8B 🔹2025 ➡️ $28.6B (As of Sept 30th, 2025) 🔹2025 ➡️ $15.6B (As of Dec 31st, 2025) (Note for perspective, 88% of the value of BTGO's staked assets were derived from SUI, SOL & ETH. From October 1st to December 31st, SOL price dropped by ~ 47%, ETH ~ 34% & SUI ~61% decline while the value of BTGO's staked assets dropped by about 45% ) Number of Users 🔹2022 ➡️ 939,614 🔹2023 ➡️ 959,813 🔹2024 ➡️1,042,353 🔹2025 ➡️1,171,598 (As of Sept 30th, 2025) 🔹2025 ➡️1,188,699 (As of Dec 31st, 2025) Number of Clients (Institutional & high Net Worth Individuals) 🔹2022 ➡️ 1045 🔹2023 ➡️ 1367 🔹2024 ➡️ 2615 🔹2025 ➡️ 4988 (As of Sept 30th, 2025) 🔹2025 ➡️ 5320 across more than 100 countries (As of Dec 31st, 2025)

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Gally Sama@hdcharting·1d

Still looking forward to hearing investors takeaways from BitGo's 1st earnings call & will be sharing what got my attention in this thread so it's all in one spot (Bookmark for reference) If I was to sum up my takeaways in a quote, it would be @standuquesne 's quote below "He taught me that you have to visualize the situation 18 months from now, and whatever that is, that's where the price will be, not where it is today," said Druckenmiller Bull case 🐂 🔹Top Digital infrastructure provider as institutions are rushing to adopt & offer digital assets 🔹13 years in the trenches => Solid head start 🔹Digital assets, notably Bitcoin, set to recover & thrive, just a matter of time 🔹Infrastructure for AI => Look up multi-sig for Bots 🔹Solid Growth The Ticker is $BTGO

Curious what everyone's thoughts / highlights / concerns were following BitGo's first ER yesterday $BTGO

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Gally Sama@hdcharting·1d

Updated BitGo's Key Business metrics to include the figures from the last ER (up to Dec 31st vs Sept 30th 2025) Growth amid digital assets' volatility Assets on Platform AoP 🔹2022 ➡️ $16.9B 🔹2023 ➡️ $30.8B 🔹2024 ➡️ $89.9B 🔹2025 ➡️ $103.9B (As of Sept 30th, 2025) 🔹2025 ➡️ $81.6 B (As of Dec 31st, 2025) (Note for perspective, 80.7% of BitGo's assets on Platform are Bitcoin, Sui, Solana, XRP and Ethereum. From October 1st to December 31st, BTC price in USD dropped by ~32%, SOL ~ 47%, ETH ~34%, XRP ~39% & SUI ~61% while the value of BTGO's assets on platform dropped by just ~21.46% ) Assets Staked 🔹2022 ➡️ $0.028B 🔹2023 ➡️ $6.01B 🔹2024 ➡️ $31.8B 🔹2025 ➡️ $28.6B (As of Sept 30th, 2025) 🔹2025 ➡️ $15.6B (As of Dec 31st, 2025) (Note for perspective, 88% of the value of BTGO's staked assets were derived from SUI, SOL & ETH. From October 1st to December 31st, SOL price dropped by ~ 47%, ETH ~ 34% & SUI ~61% decline while the value of BTGO's staked assets dropped by about 45% ) Number of Users 🔹2022 ➡️ 939,614 🔹2023 ➡️ 959,813 🔹2024 ➡️1,042,353 🔹2025 ➡️1,171,598 (As of Sept 30th, 2025) 🔹2025 ➡️1,188,699 (As of Dec 31st, 2025) Number of Clients (Institutional & high Net Worth Individuals) 🔹2022 ➡️ 1045 🔹2023 ➡️ 1367 🔹2024 ➡️ 2615 🔹2025 ➡️ 4988 (As of Sept 30th, 2025) 🔹2025 ➡️ 5320 across more than 100 countries (As of Dec 31st, 2025)

BTGO IPOed on Jan 22nd this year & boasted some impressive growth numbers Here is a snapshot of some of those Key Business Metrics 👀 1st earnings call after the close today Note the figures for 2025 are for the period ending Sept 30th. We should get the full picture for 2025 on the call today Also interesting that only 40% of the participants in the quoted poll got the number of clients for BitGo right. Bullish actually Assets on Platform AoP 🔹2022 ➡️ $16.9B 🔹2023 ➡️ $30.8B 🔹2024 ➡️ $89.9B 🔹2025 ➡️ $103.9B (As of Sept 30th, 2026) Assets Staked 🔹2022 ➡️ $0.028B 🔹2023 ➡️ $6.01B 🔹2024 ➡️ $31.8B 🔹2025 ➡️ $28.6B (As of Sept 30th, 2026) Number of Users 🔹2022 ➡️ 939,614 🔹2023 ➡️ 959,813 🔹2024 ➡️1,042,353 🔹2025 ➡️1,171,598 (As of Sept 30th, 2026) Number of Clients (Institutional & high Net Worth Individuals) 🔹2022 ➡️ 1045 🔹2023 ➡️ 1367 🔹2024 ➡️ 2615 🔹2025 ➡️ 4988 (As of Sept 30th, 2026) Earnings today after the close ⌛️

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Gally Sama@hdcharting·1d

@Incainvests @BitGo Thank you Incainvests ! & many thanks to Team @BitGo for the well written & detailed 10-K 🔥 Will there be a presentation as well or did I miss it?

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Inca Investments📊@Incainvests·1d

Great thread on @BitGo here by @hdcharting 👌 $BTGO

How is BitGo set to benefit from the institutional adoption of digital assets? Before digging into $BTGO 's earnings, I think it's important to look into BitGo's technology platform & what they do to understand how they are uniquely positioned to benefit from the institutional appetite for digital assets. BitGo's technology platform is structured into four distinct layers designed to provide comprehensive solutions for the secure storage, management & utilization of digital assets for a diverse range of clients ☑️Self-custody wallets ☑️Qualified custody ☑️Liquidity & Prime ☑️Infrastructure-as-a-service solutions 🧵with the details, mostly from BitGo's earnings filings 1/

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Gally Sama@hdcharting·1d

The model described in this thread is already working BitGo $BTGO boasts the largest collection of institutional clients 5320 clients As of December 2025 in over 100 countries, including ☑️Digital asset ecosystem companies ☑️Financial institutions ☑️Technology platforms ☑️Corporations ☑️Government agencies ☑️High Net Worth Individuals They supports over 1,770 digital assets and approximately $81.6 billion in Assets on Platform ( as of December 31, 2025) Principal Markets are the United States and other major financial centers in North America, Europe, and Asia.

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Gally Sama@hdcharting·1d

So to answer the question from above: How is BitGo setup to benefit from the institutional adoption of Digital assets? The answer is simple, Each of the 4 layers on BitGo's platform is highly complementary, which provides clients a safe and seamless access to the digital asset ecosystem & provides BitGo with organic cross-selling opportunities What does that looks like? ☑️Onboarding Ecosystems and Institutions: Capture entire blockchain ecosystems by becoming the token infrastructure for protocols, their investors, and end users. ☑️Grow Users and Assets: Attract market makers, exchanges, and partners with additional users and assets. ☑️Deepen Liquidity and Activity: Build liquidity by attracting market makers, traders, and exchanges to our settlement and financing network. ☑️Expand Platform Utility: Capture more protocols, Fin Techs, and issuers, as product offerings expand.

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Gally Sama@hdcharting·1d

How is BitGo set to benefit from the institutional adoption of digital assets? Before digging into $BTGO 's earnings, I think it's important to look into BitGo's technology platform & what they do to understand how they are uniquely positioned to benefit from the institutional appetite for digital assets. BitGo's technology platform is structured into four distinct layers designed to provide comprehensive solutions for the secure storage, management & utilization of digital assets for a diverse range of clients ☑️Self-custody wallets ☑️Qualified custody ☑️Liquidity & Prime ☑️Infrastructure-as-a-service solutions 🧵with the details, mostly from BitGo's earnings filings 1/

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Gally Sama@hdcharting·1d

Update $STKE - (Form 62-103F1, March 27th) Repayment of the Credit Facility with Former Board Chairman Tony Guoga (announcement - December 2025) & insider transactions March 5, 2026, SOL Strategies issued & Tony acquired from the Company 2,300,726 common shares @ CAD$2.41 a share (Debt settlement & termination agreement ) In addition, between March 5 & March 27, 2026, Mr. Guoga disposed of an aggregate of 725,581 Common Shares through the CSE & the NASDAQ Prior to the Settlement, he owned 3,844,634 Common Shares ( ~11.89% of the issuance & outstanding ) He now owns & controls an aggregate of 6,145,360 Common Shares (~ 18.85% of the issuance and outstanding ) After the recent disposition, he owns & controls an aggregate of 5,419,778 Common Shares ( ~ 16.31% of the issuance and outstanding ) TLDR Increased share count but he is already selling + CTO leaving. Note both were the "concerned shareholders"