BlockSpaceForce ▫️

Insights from @Strategy’s Q3 Earnings: 🟠 Bitcoin-backed debt (“Digital Credit”) anchors their growth model 🟠 $19.8B raised YTD supports a 30% Bitcoin yield target for 2025 🟠 Now owns 3.1% of all Bitcoin in circulation 🟠 S&P ‘B-’ rating almost doubles their addressable market 🟠 Signals a potential path toward S&P 500 inclusion Full review by our VP, @charleschong_ here ↓ blockspaceforce.com/research/insig…

Our VP of Strategy @charleschong_ joins the stage at @consensus_hk, exploring the Bitcoin L2 landscape and bringing next-gen scaling to the masses with @citrea_xyz, @RootstockLabs, and @MessariCrypto. 📅 Feb 12 | 10:00 AM 📍 HKCEC Convergence Stage See you there! 🇭🇰

@spenceryang weighs in on why institutional capital keeps flowing into crypto infrastructure in @dlnews dlnews.com/articles/marke…

VCs poured $1.4B into crypto companies in January - 14% more than last year.

@spenceryang's take on @cryptodotnews: The hype era is over. The business era begins. DATs must deploy capital productively: staking, running infrastructure, generating real revenue.

The buy-and-hold DAT model is breaking. Nearly 40% of crypto treasury companies now trade below net asset value, up from 15% in mid-October.

@spenceryang breaks down in @Newsweek why this phase is about consolidation and fundamentals — not hype.

Crypto looks quiet. What’s really happening underneath?

Our VP of Strategy, @charleschong_, shares his view with @dlnews on how crypto fundraising in 2025 reflects a market that’s maturing - with capital moving toward more durable, fundamentals-driven companies. dlnews.com/articles/marke…

@pudgypenguins here to report for christmas duty

Anybody who posts a Pudgy Penguins GIF is going on big bird’s nice list.

▫️ Our VP of Strategy, @charleschong_, shares his insight with @WIRED on the growing shift of Bitcoin miners into AI infrastructure. A must-read for anyone seeking deeper context into this emerging trend. x.com/wired/status/1…

What do @coinbase, @visa, and @jpmorgan have in common? They are all blockstocks. Rooibos explains more here↓

Just in on @dlnews: @charleschong_ shares his take on today’s shifting crypto startup landscape

Highest conviction predictions for 2026 by @spenceryang: ✦ Hobbies moving onchain (e.g., @magiceden’s card pack streams) ✦ Content built to resonate with Gen Z ✦ A surge in crypto content driven by micro-influencers

Privacy is back in town. 🔏 @naval and @mert are talking about privacy. Check out what zcash is about ↓

🔮 Prediction markets are having a moment: @polymarket and @kalshi are hitting huge valuations. 🔮🔮 New platforms like @42space are surfacing just as fast. 🔮🔮🔮 Curious how prediction markets work? Rooibos explains ↓

Show me your diamond hands 💎🙌 @blockspaceforce

2026 is approaching, and our Managing Director, @spenceryang, highlights the most obvious narratives for the year ahead. One of them: operating companies breaking into even broader mainstream adoption 💡 Think @coinbase growing its monthly transacting users to 100 million.

As the year comes an end, @spenceryang shares the top narratives of 2025: ✦ Intersection of crypto and TradFi e.g. DATs ✦ Bitcoin ecosystem e.g. @babylonlabs_io ✦ Prediction markets e.g. @Kalshi & @Polymarket