Two Prime

Is the Saylor playbook cracking? Bitcoin's biggest buyer just became a seller. Two Prime CEO @alexandersblume joins @JennSanasie for @CoinDesk Public Keys to discuss. coindesk.com/video/is-the-s…

Strategy flipped from Bitcoin's biggest buyer to seller. On CoinDesk's Public Keys at the @NYSE, @Two_Prime's Alex Blume unpacks BTC's range and his doubts on the OpenUSD consortium, @Securitize CEO Carlos Domingo on going public and tokenizing its own stock, and @lumidawealth's @ramahluwalia on why MicroStrategy became a marginal seller. Watch with @JennSanasie. 00:00 Welcome to Public Keys 00:22 Two Prime Founder and CEO Alex Blume on Bitcoin's Range 01:26 Strategy Sells 3,588 Bitcoin to Fund Dividends 03:53 How Bitcoin Breaks From the Strategy Narrative 05:46 Circle Drops 15% on OpenUSD Consortium News 09:13 Securitize (SECZ) Goes Public on the NYSE via SPAC 10:56 Why Securitize Chose a SPAC Over an IPO 12:10 Securitize Tokenizes Its Own Stock on Solana and Avalanche 13:33 Bitcoin, Ether and Hyperliquid ETF Flows 14:37 Lumida CEO Ram Ahluwalia on MicroStrategy's Shift to Selling 16:53 The Bull Case for Hyperliquid 17:37 Non-Consensus Picks: Quality Stocks and ICE 19:09 Why Non-Farm Payrolls Are 'Noise' 20:37 Fed Chair Kevin Warsh Won't Hike or Cut 21:44 Can AI Beat the Market? 23:41 Fear & Greed Index at 24

@Pledditor @tether @circle x.com/alexandersblum…

Look at all the legacy companies backing this stablecoin. This is clearly the Old Boys Club coming in and trying to topple the moats the crypto-native companies @Tether and @Circle have built for themselves. I don't like it.

There are three main catalysts in the future: 1⃣ A rotation back to trend 2⃣ The four-year cycle (whether or not it's structurally true) 3⃣ Passage of the CLARITY Act

Two Prime is an SEC-registered investment adviser and a CFTC-registered commodity trading adviser, built specifically for institutions putting capital into bitcoin. That pairing isn’t common in this space. It’s also why most of our conversations start with governance rather than a price chart. hubs.li/Q04m_FxQ0

My latest thoughts on Strategy on @CoinDesk written by @btcjvs “Ironically, the human foibles of arrogance and emotion, and the persuasiveness of a charismatic leader, are what the cold, algorithmic functions of Bitcoin were designed to protect people from” coindesk.com/markets/2026/0…

"With the lines between TradFi and crypto blurring, what positions a firm to benefit most from the ‘great convergence’?" Two Prime CEO @alexandersblume writes for @cfcstmoritz on the convergence of TradFi and Crypto cfc-stmoritz.com/industry-insig…

Important read from @godbole17 and @CoinDesk on the new @BlackRock BTC income ETF. Programmatic covered call selling will end in pain for those trying to accumulate BTC. Volatility is at historic lows at the same time that hordes of call sellers are entering the market. When BTC inevitably regains positive momentum, months or years of incremental returns can be lost in hours. coindesk.com/daybook-us/202…

"Only real operating companies in the digital-asset industry will succeed long-term." Two Prime CEO @alexandersblume speaks with @RyanJamesWeeks at Bloomberg @crypto on the future of DATs bloomberg.com/news/articles/…

We built a bitcoin loan calculator. Plug in your loan size, collateral, and interest rate, and it shows you exactly where your margin call hits, where liquidation happens, and how a price move cascades through the position. Nothing fancy. Just a fast way to run the numbers before you're in the middle of a drawdown wishing you had. twoprime.com/loan-calculator

ICYMI - catch yesterday's webinar with Two Prime and @BitGo, Bitcoin-Backed Loans: What Borrowers Get Wrong youtu.be/EtJudAI8pf4

Tomorrow: Bitcoin-Backed Loans: What Borrowers Get Wrong. @Two_Prime and BitGo break down rehypothecation, collateral safety, and the lessons borrowers learned the hard way from Genesis, BlockFi, and Celsius. 11 AM ET Register now: us02web.zoom.us/webinar/regist…

@mikebelshe Congrats to you and the team!

Fortune just confirmed what our revenue already showed. BitGo is No. 273 on the Fortune 500. In 2013, I believed digital assets would one day need the same infrastructure traditional finance relies on, custody you can trust with billions, security that holds up to state-level adversaries, compliance that satisfies the world's most rigorous regulators. Building that then felt early, because it was. But the institutions didn't stay away forever. Infrastructure doesn't trend, it compounds. And so does the trust of the clients who came early.

The last thing you see before you’re turned into a paperclip

Tomorrow — Two Prime and @BitGo on what borrowers actually get wrong in bitcoin-backed loans. Register now if you haven't already: us02web.zoom.us/webinar/regist…

NEWS: Two Prime Earns SOC 1 Type 2 and SOC 2 Type 2 Designation businesswire.com/news/home/2026…

"A big IPO does not guarantee the continuation of a bull market." Two Prime CEO @alexandersblume writes for @Forbes on the forthcoming @SpaceX IPO and lessons we can learn from $COIN forbes.com/sites/alexande…