Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast 01/23/2026
Today’s podcast episode was created from the following stories: a wave of IPO momentum, bold market forecasts, regulatory milestones across Asia, and the accelerating push to tokenize traditional finance. Here’s what matters, and why it could shape the next phase of crypto adoption.
BitGo Holdings prices US IPO at $18, Bloomberg News reports
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BitGo priced its U.S. IPO at $18 per share, signaling strong demand for regulated crypto infrastructure. The listing marks another step in bringing digital-asset custody into mainstream markets and could set a benchmark for future crypto-native offerings.
Pantera Capital sees ‘brutal pruning’ for crypto treasuries in 2026
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Pantera forecasts heavy consolidation among digital asset treasury firms this year, with the largest, best-capitalized buyers dominating Bitcoin and Ether accumulation. Examples like Strategy’s major BTC buys and BitMine’s expanding ETH stack highlight the growing concentration—and the pressure on smaller, debt-dependent players.
Crypto could hit $28T by 2030 on Bitcoin, DeFi, tokenization: ARK
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ARK Invest projects digital assets could reach a $28 trillion market by 2030, with Bitcoin potentially nearing $1 million as institutional adoption deepens. The firm sees DeFi, stablecoins, and tokenized real-world assets driving additional growth, forecasting smart contract platforms to scale into multi-trillion-dollar territory.
BitGo sets IPO price at $18 as shares to begin trading on NYSE
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BitGo priced its IPO at $18—above the marketed range—with trading on the NYSE under the ticker BTGO and expected gross proceeds of about $212.8 million. With over $90 billion in assets under custody, the debut underscores institutional demand for secure crypto storage and places BitGo among a small cohort of public crypto custodians.
Vietnam opens licensing window for digital asset trading platforms
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Vietnam officially opened applications for its pilot regime regulating crypto trading platforms, following new laws defining digital assets. The framework is strict—high capital minimums, domestic control requirements, and foreign ownership caps—yet banks and securities firms are preparing to apply, signaling growing institutional interest.
$18B asset manager F/m seeks SEC approval to tokenize US Treasury ETF
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F/m Investments asked the SEC for exemptive relief to record ownership of TBIL, its 3‑month U.S. Treasury ETF, on a permissioned blockchain while retaining its standard ETF structure. The move aims to modernize record-keeping without changing the fund’s economics—potentially enabling seamless movement across both traditional and token-aware platforms.
Stablecoin, capitalizzazione a 310 miliardi di dollari nel 2025 (+50%)
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Research from the Politecnico di Milano’s Blockchain & Web3 Observatory reports stablecoins reached a $310 billion market cap by end‑2025, up 50% year over year, while tokenization remains largely experimental. Across Europe, adoption is rising and banks formed the Qivalis consortium to issue a MiCAR‑compliant euro stablecoin in 2026, pointing to deeper TradFi‑Web3 integration.
Russia-linked A7A5 stablecoin processed $100B before sanctions hit: Elliptic
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Elliptic says the ruble‑linked A7A5 stablecoin facilitated over $100 billion in onchain transfers as a bridge into USDT before sanctions and compliance actions curtailed activity. The case shows how non‑USD stablecoins can be engineered for sanctioned trade but remain vulnerable to enforcement and liquidity restrictions.
Thailand plans crypto ETF rules as institutional interest increases
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Thailand’s SEC is preparing rules to enable crypto ETFs, crypto futures on TFEX, and tokenized investment products, while recognizing digital assets as an official asset class. With a suggested 5% portfolio allocation framework and tighter oversight of financial influencers, the move aims to attract institutions while safeguarding investors.
Strive plans to raise $150M to pay down debt and buy more Bitcoin
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Strive plans to raise up to $150 million via preferred stock to reduce debt linked to Semler Scientific and potentially expand its Bitcoin holdings. The offering, alongside planned debt-for-preferred exchanges, comes as crypto treasury firms confront tougher market conditions and a shakeout of weaker capital structures.
