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The Big Whale 🐳@TheBigWhale_
Un petit message (et quelques chiffres) pour notre première semaine 🐳🎉 L’aventure ne fait que commencer. Encore merci à tous !
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Dimitri Granger
5.6K posts
Dimitri Granger
@DG2
Happy co-founder @TheBigWhale_ w/ @Raph_Bloch & @gregory_raymond of the #Web3 #media 🐳
France Katılım Mayıs 2008
1.8K Takip Edilen2.1K Takipçiler
Dimitri Granger retweetledi
🟥 @Ingenico (leader mondial des terminaux de paiement) s’apprête à intégrer les stablecoins dans ses appareils.
Le service a commencé à être déployé auprès de certains commerçants, avant une mise à disposition plus large d’ici quelques semaines.
"Les transactions en stablecoins atteignent désormais des niveaux comparables, voire supérieurs dans certains segments, à ceux de Visa et Mastercard réunis. Ce n'est plus une curiosité technologique, c'est une monnaie d'échange qui devient transactionnelle",
👉Arnaud Dubreuil, Head of Innovation d’Ingenico dans un entretien à @TheBigWhale_
Pour les marchands, la promesse est radicale : Ingenico s’est fixé pour objectif d’offrir des frais de transaction environ 10 % inférieurs aux paiements par carte traditionnels.
Pour le client, c’est très simple.
Il n’a pas à télécharger de nouvelle application : il scanne un QR code et peut payer depuis n’importe quel wallet (custodial ou non-custodial).
Tout cela est possible grâce à l’API de @WalletConnect, qui est bien connu depuis pas mal de temps dans l’écosystème crypto.
Les blockchains prises en charge : @Base et @Polygon.
Pourquoi ?
"Un client ne peut pas attendre dix minutes devant un terminal. (…) En utilisant des infrastructures capables de confirmer une transaction en quelques secondes, nous supprimons ce frottement", explique Arnaud Dubreuil.
Pour l’instant, les stablecoins que l’on peut utiliser sont l’USDC et l’EURC de @Circle, ainsi que l’USDT de @Tether
👉 Lisez l’interview d’Arnaud Dubreuil en intégralité sur la plateforme The Big Whale : app.thebigwhale.io/fr/article/arn…
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Dimitri Granger retweetledi
Proud to announce the release of the "2026 Digital Asset Banking Report - Switzerland", co-produced by @thecryptovalley and @TheBigWhale_ and published during the Web3 Banking Symposium, in Zurich.
Download the report (free): cryptovalley.typeform.com/BankingReport
Switzerland has moved from a pioneering “Crypto Valley” ecosystem to broad, bank-led adoption of digital assets. This report examines the drivers behind that shift, custody and staking, Lombard lending, tokenization of real-world assets, the growing role of stablecoins and deposit tokens, Project Helvetia and CBDC experiments, and the regulatory crossroads that will shape the next phase of adoption. We complement analysis with first-hand interviews from leaders across banks, tech providers and legal advisers to capture concrete perspectives and figures from the Swiss market.
Huge thanks to everyone who contributed their time and insights:
- Carlos Martin Doncel — Lead Digital Assets, @Swissquote
- Peter Hubli — Lead Digital Assets, @zkb_ch
- Serge Kaulitz — Head of Digital Assets, @LuzernerKB
- Franz Bergmueller — CEO, @AMINABankGlobal
- Alexander Metzger — Digital Assets Lead, @SYZ_Group
- Milko Hensel — Head TechBanking, @MaerkiBaumann
- Fabian Dori — Chief Investment Officer, @sygnumofficial
- @RaniJabban — Deputy CEO, @arabbankCH
- Alexander Thoma — Head of Digital Assets, @PostFinance
- Stijn Vander Straeten — CEO, @CryptoFinanceAG
- Victor Busson — CMO, @taurus_hq
- @SebasBadault — VP Enterprise, @ledger_business
- Andreas Glarner — Legal Partner, @MME_Switzerland
- @Ilya_YouHodler — Board Member, Crypto Valley Association; CEO, @YouHodler
- @niki_csanyi — Executive Director, @thecryptovalley
- The whole @TheBigWhale_ team: @gregory_raymond, @Raph_Bloch, @DG2, @BukovskiBuko3
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Christal clear
Aleksandar Bukovski@BukovskiBuko3
Bitcoin miners are quietly exiting the mining game and pivoting to AI. This is the shift we've been covering extensively at @TheBigWhale_ for months. Here's what's happening beneath the surface: For over a month, production costs have exceeded revenue for many miners. The post-halving squeeze is real. This urged a structural shift toward AI model training and High-Performance Computing (HPC). The numbers tell the story: → 15,000+ BTC liquidated since October 2025 to fund the transition → Core Scientific sold 1,900 BTC in January alone, raising $175M → Marathon Digital is eyeing its 53,822 BTC treasury to service debt and pivot Even when Bitcoin hit $126K last October, gross margins peaked at 50% with some firms in negative territory. HPC offers something mining never could: predictable, annuity-like cash flows that aren't tied to BTC price volatility. This makes the renewed business model so compelling. IREN is the poster child here. Its margin collapsed from 95% → 24% in a single quarter. After committing to HPC, it stabilized at ~65%. The market initially loved these pivots: IREN surged 700%, TeraWulf 350%. But enthusiasm has cooled as Capex overruns and shareholder dilution hit hard. The bigger picture? This isn't miners abandoning Bitcoin. It's them leveraging existing energy contracts and infrastructure to survive. If margins stabilize through AI revenue, miners may finally build BTC reserves organically, without constant debt or dilution. That's a healthier long-term dynamic for the entire ecosystem.
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Dimitri Granger retweetledi
Vous pouvez retrouver les données que j'évoque dans le dashboard Bitcoin @TheBigWhale_
app.thebigwhale.io/dashboard-focu…
La Martingale Podcast@MartingaleLa
Bitcoin : le bon moment pour acheter ? Crypto : la nouvelle stratégie - Allo La Martingale #48 Dans ce nouvel épisode, @adetonquedec reçoit @gregory_raymond, Co fondateur de @TheBigWhale_, pour un épisode spécial Crypto !
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Dimitri Granger retweetledi
Sabine Keller-Busse, President UBS Switzerland: La blockchain, la tokénisation et le stablecoin «seront encore plus disruptifs que les droits de douane».
via @schmuckpascal pour @Ageficom
agefi.com/actualites/ent…
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Proud to see @thecryptovalley and @TheBigWhale_ working together 😊🚀
Raphaël Bloch 🐳@Raph_Bloch
I’m incredibly proud to announce that I’ll be delivering the closing keynote at the Web3 Banking Symposium in Zurich on March 2! It’s a true honor to share the stage with @Ilya_YouHodler, CEO of @YouHodler and one of the leading local figures shaping Switzerland’s digital asset ecosystem. @TheBigWhale_ is the official research partner of @thecryptovalley. Our Market Intelligence team - led by @gregory_raymond & @BukovskiBuko3 - has conducted a deep dive into the Swiss banking landscape and its strategic moves in digital assets. I’ll be unveiling this report exclusively, live on stage, in front of 300+ industry leaders: cryptovalley.swiss/web3-banking-s… I can’t reveal the details just yet… but Switzerland is an absolute global leader in one specific area. Care to guess which one?
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Dimitri Granger retweetledi
🇫🇷 @EthCC Cannes - Exclusive Morning Event powered by @TheBigWhale_!
On March 31st (8:30–11:30 AM), we’re gathering in one of Cannes’ most prestigious hotels for a high-level conversation on onchain finance - its opportunities, its limits, and what’s next.
Featuring exceptional speakers:
- @clarisse_hagege (@dfnsHQ)
- @hongkim__ (@bitwise)
- @CharlesJansen (@SPGlobal)
- Dan Ross (@nativeinsurance)
- @randhindi (@zama)
- @Raph_Bloch (@TheBigWhale_)
Top-tier operators. Institutional leaders. Builders shaping the future of finance.
👉 Expect sharp insights and premium networking with a curated crowd of founders, investors, and decision-makers.
Limited seats. Register now! luma.com/thebigwhale-et…
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Dimitri Granger retweetledi
Next week in Zurich, we’re going inside the bank-grade digital asset infrastructure stack.
At the Web3 Banking Symposium by @thecryptovalley (Kunsthaus Zürich | March 2), I’ll be moderating a panel with:
- Irina Kessel (Babich), @Avaloq
- Philipp E. Dettwiler, @CryptoFinanceAG
- Christian Bock, @talostrading
We’ll get practical on what it really takes to run digital assets at institutional standards, from execution & liquidity, to custody / key management, to integration with core banking, controls, and the operating model that makes it work.
And this panel is just one part of a full day packed with:
- Keynotes and perspectives from leaders across banking, asset management and market infrastructure
- Deep dives on payments, tokenized assets, and stablecoins / tokenized deposits
- Hands-on workshops on topics like secure custody and compliance reporting
- A closing networking apero at the museum (“Night at the Museum”) to connect with the community
This is a unique edition: it’s the first time Crypto Valley Association is organizing a major event in Zurich, and we’re doing it in a special venue: the @KunsthausZurich. Beyond the content, the setting matters: we’ll close with a networking apero at the museum, creating a different kind of conversation, around art, ideas, and the people building the next era of financial infrastructure.
Tickets are still available, join us in Zurich on March 2nd.
And a big thank you to the Organizing Committee for making this event possible: @niki_csanyi, @Ilya_YouHodler, @EmiMoonsoon, Paolo Bortolin, Olga Corval
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Dimitri Granger retweetledi
🔴 Exclusive @TheBigWhale_ : @qivaliseu’ CEO on building Europe’s on-chain euro - his first ever public interview.
Jan-Oliver Sell: "We are building the European infrastructure for the on-chain euro."
Backed by a consortium of major European banks, Qivalis aims to launch a euro stablecoin capable of challenging the dominance of the U.S. dollar.
In this long first public interview, Jan-Oliver Sell shares insights on technology, market ambition, the project’s business model, and Europe’s chance to reclaim its monetary influence.
👉 Why Ethereum?
"Our position is clear: we are building an open token, a public euro stablecoin designed for broad usage across the ecosystem. This is not a closed token restricted to a handful of institutions on a private network. So yes, @ethereum and the EVM ecosystem are a natural starting point, because that is where most liquidity and live use cases currently exist - particularly in DeFi and crypto markets. If you want to create a meaningful on-chain euro, you need to be where activity already happens."
But Qivalis is thinking beyond Ethereum:
"We want Qivalis to be an omni-chain token. If a shareholder bank or an institutional player has a large-scale use case on a network like Canton, or another permissioned infrastructure, we will obviously consider it."
👉 Ambition to overtake Circle quickly
"Probably, yes. EURC is currently the most visible euro stablecoin internationally. But @circle remains a private American company. In the current geopolitical context, many European actors see strategic value in a strong European alternative."
"A robust, widely used euro stablecoin is a pillar of European strategic autonomy. If blockchain rails become dominant and the euro lacks credible on-chain presence, the risk is gradual digital dollarization."
👉 The euro vs. the dollar: a growth opportunity
"Today, the euro accounts for roughly 0.2% of global stablecoin flows - an extremely small share. By contrast, in fiat flows like cross-border payments, reserves, and digital asset purchases, the euro represents closer to 20–25%. The gap is massive.
For me, it is not a question of ‘if,’ but ‘when.’ European actors, European users, and European companies need to operate in euros. And the more finance becomes tokenized, the more euro-denominated settlement will assert itself."
"Economically, it is more profitable to place capital in euros than in dollars when you consider FX risks and yields in on-chain finance. The euro can catch up - and even overtake - the dollar in this ecosystem."
👉 Business model & distribution
"The main challenge for a stablecoin, beyond the technology itself, is distribution. How do you drive adoption of a new on-chain euro in a market dominated by dollar-denominated stablecoins? A single institution - even a large bank - has limited distribution capacity. A consortium, by contrast, allows us to aggregate channels, use cases, and balance sheets."
"Each member bank develops its own use cases on top of shared rails: cross-border payments, delivery-versus-payment for tokenized assets, treasury management, and so on. This creates a far more powerful and organic distribution engine than a single issuer could achieve."
"Yield on reserves is your main revenue source… The only sustainable path is to help build a sufficiently deep euro DeFi ecosystem that generates native yield. This is a collective effort involving other issuers, protocols, and market makers."
Qivalis is building an open, MiCA-compliant European infrastructure, with a stablecoin ready to be used immediately upon licensing, while ensuring operational independence and robustness.
🧠 A must-read for anyone who wants to understand how Europe can reclaim the euro’s global relevance, while asserting monetary sovereignty and offering a more profitable on-chain alternative to the dollar.
The full interview 👇 app.thebigwhale.io/article-en/jan…
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🫣
Grégory Raymond 🐳@gregory_raymond
🟥 Info @TheBigWhale_ Alors que la vague d'agressions de détenteurs de cryptos s'accélère, la start-up @Get_Waltio a été victime de plusieurs intrusions dans son système. Nous sommes en mesure de révéler qu'une d'entre elles, intervenue au 1er trimestre 2025, n'a jamais été communiquée. Elle a également permis aux hackers de dérober un peu plus de 6 BTC. Selon nos informations, son fichier client alimente activement des groupes criminels. Chaque utilisateur de ce service est actuellement à risque. Particulièrement ceux dont le compte Waltio établit un important patrimoine crypto. Ces derniers sont vivement incités à se rapprocher de la police ou la gendarmerie. [Compte tenu du contexte, nous avons mis cette investigation en accès libre 🔓] thebigwhale.io/article/exclus…
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Dimitri Granger retweetledi
Great Report from @TheBigWhale_ on 2026 Predictions.
Thanks @gregoryraymondr for including me!
app.thebigwhale.io/reports/ce-qui…
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💡💡💡
Grégory Raymond 🐳@gregory_raymond
C'était un secret de polichinelle et nous en parlons dans @TheBigWhale_ depuis plusieurs semaines : @Ledger devrait s'introduire en Bourse en 2026. Et l'opération devait avoir lieu à New York. On apprend ce matin dans le @FT que le spécialiste de la conservation d'actifs numériques aurait mandaté Goldman Sachs, Jefferies et Barclays en vue d'une IPO. Le listing pourrait intervenir en 2026. Une valorisation de 4 milliards de dollars serait envisagée. Même si les business de @BitGo et Ledger ne sont pas les mêmes (BitGo est un custodian régulé, tandis que Ledger fournit de l'infrastructure), l'autre géant de la conservation crypto s'est introduit hier avec succès en Bourse aux États-Unis pour une valorisation de 2,1 milliards de dollars. Selon les documents fournis à la SEC, BitGo a enregistré un chiffre d'affaires de 15 milliards de dollars en 2025. (⚠️ ils comptent les volumes de transaction des clients dans le CA ⚠️) En comparaison, selon nos informations, Ledger serait également rentable en 2025 et son chiffre d'affaires se compterait en "centaines de millions d'euros". Si Ledger pourrait être deux fois plus valorisé, c'est surtout car l'entreprise repose sur une offre très diversifiée. En plus de ses hardware wallets, Ledger propose également une offre entreprise (Ledger Enterprise, avec un standard HSM) et surtout Ledger Wallet (ex-Ledger Live), une interface sécurisée pour acheter, vendre et générer du rendement à partir de ses actifs (via des partenaires comme @Kiln_finance, @Figment_io, @Lombard_Finance ou @LidoFinance). Ledger Wallet représenterait 50 % de l'activité. Pourquoi New York et pas Paris ? En novembre dernier, @_pgauthier, PDG de Ledger, confiait au FT: "Pour la crypto, les capitaux sont aujourd'hui à New York, nulle part ailleurs. Certainement pas en Europe." Nous vous proposons une analyse financière comparative des deux géants de la custody à partir des données disponibles. 👉 app.thebigwhale.io/article/ipo-le…
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Dimitri Granger retweetledi
C'était un secret de polichinelle et nous en parlons dans @TheBigWhale_ depuis plusieurs semaines : @Ledger devrait s'introduire en Bourse en 2026.
Et l'opération devait avoir lieu à New York.
On apprend ce matin dans le @FT que le spécialiste de la conservation d'actifs numériques aurait mandaté Goldman Sachs, Jefferies et Barclays en vue d'une IPO.
Le listing pourrait intervenir en 2026.
Une valorisation de 4 milliards de dollars serait envisagée.
Même si les business de @BitGo et Ledger ne sont pas les mêmes (BitGo est un custodian régulé, tandis que Ledger fournit de l'infrastructure), l'autre géant de la conservation crypto s'est introduit hier avec succès en Bourse aux États-Unis pour une valorisation de 2,1 milliards de dollars.
Selon les documents fournis à la SEC, BitGo a enregistré un chiffre d'affaires de 15 milliards de dollars en 2025.
(⚠️ ils comptent les volumes de transaction des clients dans le CA ⚠️)
En comparaison, selon nos informations, Ledger serait également rentable en 2025 et son chiffre d'affaires se compterait en "centaines de millions d'euros".
Si Ledger pourrait être deux fois plus valorisé, c'est surtout car l'entreprise repose sur une offre très diversifiée.
En plus de ses hardware wallets, Ledger propose également une offre entreprise (Ledger Enterprise, avec un standard HSM) et surtout Ledger Wallet (ex-Ledger Live), une interface sécurisée pour acheter, vendre et générer du rendement à partir de ses actifs (via des partenaires comme @Kiln_finance, @Figment_io, @Lombard_Finance ou @LidoFinance).
Ledger Wallet représenterait 50 % de l'activité.
Pourquoi New York et pas Paris ?
En novembre dernier, @_pgauthier, PDG de Ledger, confiait au FT: "Pour la crypto, les capitaux sont aujourd'hui à New York, nulle part ailleurs. Certainement pas en Europe."
Nous vous proposons une analyse financière comparative des deux géants de la custody à partir des données disponibles.
👉 app.thebigwhale.io/article/ipo-le…
Français
Deux salles, deux ambiances
Gareth Jenkinson@gazza_jenks
JUST IN: @brian_armstrong challenges France central bank governor on Bitcoin at World Economic Forum in Davos 🔥 François Villeroy de Galhau says "I trust more independent central banks with a democratic mandate than private issuers of Bitcoin". Armstrong hits back: "Bitcoin is a decentralized protocol. There's actually no issuer of it. So in the sense that central banks have independence, Bitcoin is even more independent. There's no country or company or individual who controls it in the world."
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Dimitri Granger retweetledi
Dimitri Granger retweetledi
There’s a fundamental problem with global wealth creation:
- Capital markets overwhelming benefit the rich
- Working income growth is massively outpaced by capital income
- Most people are unable to or priced out from participating in the best financial markets
Everyone should have the same opportunities. It shouldn’t be determined by where you're from or how much money you have.
The solution: tokenization, to unlock truly global markets for everyone.
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Dimitri Granger retweetledi
I think this is a very coherent - and rather logical - decision.
Discord - and to some extent X - are highly retail and crypto-focused channels.
Once the sector becomes institutionalized and increasingly B2B, there's no reason to use tools your clients don't use.
What @Morpho is doing today will gradually become the norm. Staying on Discord will soon be the anomaly.
Anton Cheng@antonttc
Morpho's shutting down its public Discord. Didn't see that coming. This could be a trend for other protocols too—scams, bot scraping, or just too much noise might be at play. But maybe its also signals that big DeFi teams are focusing more on institutions and less on "communities". Kinda bittersweet to see DeFi going mainstream.
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