Akshay Naheta@Akshay_Naheta
🔔 A few key updates @Bakkt: Momentum is accelerating 🚀
1. Bakkt Markets: projecting >$2.5B YE’26 volume, driven by the massive stablecoin on/off-ramp opportunity. Pipeline conversion is in full swing now that the tech + talent are fully in-house.
2. Leadership boost: thrilled to welcome Daniel Ishag as Chief Commercial Officer. Our go-to-market engine just got materially stronger; execution against the sales pipeline is everything.
3. Unified platform unlocked: DTR’s stack is now fully inside Bakkt. One platform = better economics, stronger compliance/control, and meaningful operating leverage at scale.
4. Bakkt Agent: Significant partnerships pipeline. We hope to make announcements when ready. As distribution is secured, we’ll provide clearer visibility into MAUs and monetization.
5. Bakkt Global: India regulatory approval expected, with meaningful near-term earnings impact. @bitcoincojp’s June AGM will be a key milestone as the company unveils its roadmap.
6. Cost discipline: Legacy systems and outdated overhead are being dismantled rapidly, driving a cleaner, more efficient operating model.
We’re building next-generation financial infrastructure at the intersection of stablecoins, AI agents, and programmable money.
Nothing @Bakkt is incremental.
As I said yesterday: “We believe we are positioning $BAKKT to lead one of the most important financial infrastructure shifts of our generation.”