CoinShares

Thank you @NasdaqExchange and @Nasdaq for an unforgettable day. A major milestone for CoinShares and the beginning of a new chapter. Proud to share this moment with our Co-founder, President and CEO @jmmognetti, alongside our Board members and Co-founder @dannylmasters, @CarolineDPham, Paul Grinberg and Christopher D. Myers.

A tougher backdrop for @Bitcoin, but not necessarily a broken market. @jbutterfill, Head of Research at CoinShares, looks at the Fed, Iran and Strategy in the latest Market Update. Read the full update: coinshares.com/insights/resea…

The Node sits down with Guy Young, founder of @ethena. From USDe and yield-bearing stablecoins to regulation, distribution and the challenge of reaching users beyond crypto-native audiences, the conversation explores what the next phase of stablecoin adoption could look like. $ENA Watch the interview: coinshares.com/insights/the-n…

As announced by its Founder & Chairman @sailor, @Strategy sold 3,588 BTC over the last two weeks. CoinShares’ Alexandre Schmidt looks at the pressure building around STRC, dollar reserves and dividend confidence. Small share of holdings. Bigger signal for the capital structure.

TON has become faster and cheaper to use. But lower fees have also weakened L1 revenue capture. The technical progress is clear. The economic trade-off matters just as much. @telegram @ton_blockchain $GRAM Read @jbutterfill’s full research: coinshares.com/insights/resea…

On @Monocle_Radio’s The Entrepreneurs with Tom Edwards, @jmmognetti reflects on CoinShares’ early discovery of @Bitcoin, and the rabbit hole that followed. More than a decade later, it keeps getting deeper. Full episode here: monocle.com/radio/shows/th…

Soft June payrolls (57k vs 115k) bounced Bitcoin off its $57,000 low, proof it still trades on rates. But the Fed's dot plot moved the other way (3.8% vs 3.4%), pushing the catalyst further out. And this year's $2.7B of Bitcoin ETP outflows mostly rotated into AI ETFs, around $5.5B. Rotation, not rejection. Full analysis: coinshares.com/insights/resea…

TON’s valuation case is not just about Telegram’s reach. It depends on conversion, economic activity, fee generation and value capture. Our latest framework tests how those variables shape the bear, base and bull scenarios. @telegram @ton_blockchain $GRAM Read @jbutterfill’s full research: coinshares.com/insights/resea…

Bitcoin briefly traded down to US$58,000 before recovering convincingly. Risk-off sentiment, higher-for-longer rates and Strategy-related concerns continue to weigh on digital assets. But whale selling has cooled sharply. Pressure, but not capitulation. Read the latest market update: coinshares.com/insights/resea…

TON’s distribution advantage is clear. Its conversion challenge is just as important. @telegram reaches around 1 billion monthly users, but active @ton_blockchain wallets represent only a small fraction of that audience. $GRAM Read @jbutterfill’s full research: coinshares.com/insights/resea…

Our Co-Founder, President and CEO, @jmmognetti brings a builder’s perspective from one of the longest-standing digital asset firms on the latest episode of @Monocle_Radio ’s The Entrepreneurs podcast with Tom Edwards. Listen to the full episode: monocle.com/radio/shows/th…

Some currencies survive for centuries. Others lose 99.99% of their value in a matter of weeks. Hyperinflation happens faster than most people think. #DoubleSpending

Price swings are only part of the story. For investors, volatility is also a tool: it informs positioning, hedging and portfolio construction. With BVX, @Bitcoin now has a forward-looking benchmark for expected 30-day volatility. More here: coinshares.com/insights/knowl…

MiCA brings crypto services inside a single EU framework. It does not control what markets do, or remove the risk of investing. What changes on 1 July, and what remains unresolved: coinshares.com/insights/knowl…

A hawkish Fed hold, less forward guidance, and still no clear risk-on catalyst. Yet @Bitcoin absorbed the reset better than anticipated, while digital asset ETP outflows across all issuers slowed to US$149M. Restrictive backdrop. No capitulation signal. More in @jbutterfill’s latest update: coinshares.com/insights/resea…

Most crypto tokens are hard to value. HYPE is different: @HyperliquidX’s usage flows directly into token demand through an on-chain buyback mechanism. Our latest research by Luke Nolan (@eazygambit) introduces a 5-year valuation framework for hyperliquid:native, built across seven revenue streams. Base case: ~$147 by 2031. Bull case? More below. Hyperliquid. coinshares.com/insights/resea…

Delighted to be attending the @FundForumEvent in Monaco, 22–24 June 2026. If you’re at The Grimaldi Forum, come meet the team at our booth to discuss digital assets, institutional adoption, and the future of investment infrastructure. Register here: informaconnect.com/impower-fundfo…

Delighted to have been named to the inaugural @FortuneMagazine Crypto 100. Recognised in the Asset Management category, this marks another step in our journey as a regulated, publicly listed digital asset manager building at the intersection of traditional finance and crypto. More here: coinshares.com/news/coinshare…

Introducing The Node. Our first print magazine dedicated to the people, ideas and stories shaping digital assets. Last week, during @proofoftalk, we presented the first edition at a special evening hosted by Monocle in Paris. A few moments from the launch pictured by Fred Lahache.