BTC recently hit $120K. Perfect timing to sit down with @olivierfrancois & @sazanne_ at X Summit. TLDR:
• Institutional crypto FOMO is real — and accelerating
• Corporates, asset managers, and sovereigns are stacking BTC with long term investment horizons
• Equity deal floodgates are open: CRCL, COIN, MSTR proxies everywhere
• M&A/consolidation heating up — infra, exchanges, wallets
• Tokenization = biggest shift in capital markets in 10+ years, with very favorable regulatory landscape
• Stablecoins having its 'ChatGPT' moment for crypto; US govt sees it as a way to support the dollar hegemony
The traditional 4-year cycle is losing relevance. Next few months will be chaotic and full of opportunity.
Best time to lock in.
3/ Next up: a high-alpha discussion between @olivierfrancois (CEO, @BTQ_Tech & @DeFiTechGlobal) and @sazanne_ (Co-Founder, @EchelonMarket & @ThalaLabs) on institutional digital asset strategy.
Topics covered:
• Bitcoin treasury plays
• Crypto IPO & M&A activity
• Stablecoin and DeFi regulation
• Digital asset reserves for sovereigns
One of the most relevant panels for today’s evolving crypto landscape.




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