🚨13F Update: Ivy Leagues All-In on BTC Harvard University reported holding $116.6M as of 6/30 through Blackrock's BTC ETF. This is a NEW position and makes it their fifth largest holding after Microsoft, Amazon, Booking Holdings, and Meta. Additionally, Brown University reported DOUBLING their BTC ETF position QoQ as of 6/30, now valued at over $13M. The combined endowments of these two universities exceeds $60B, and could result in significant more inflows as they ramp up their crypto allocations. Moreover, as leading institutions, their adoption of crypto provides strong signaling for other endowments to follow.

@RareEvo valiantly forges on with “Bridging the Gap: ETFs, Institutions and the Future of Digital Assets” @btcjvs @Peterlane1985 and “ Fastest growing ETF ever … 88% of financial managers wanted access to bitcoin, but couldn’t … the rest is history” @singularity7x Guy Malone for @RDRNews @BuckazoidsWorld & @buckasquad

$4K+

In case you needed another reason to hedge against dollar debasement…

1/ A short story on crypto, 401k plans, and the U.S. Department of Labor's efforts to block crypto from 401k plans. 📜👇

NEW: Institutions have bought 545,579 bitcoin while miners have only mined 97,082 new bitcoin in 2025 👀 Demand is far exceeding supply 🚀

Asset class returns since the start of 2020 tell you a very clear story: What's worked best is "tech" (ETH + QQQ) and "hard assets" (BTC + GOLD). Feels like this story will last the entire decade.

When Larry Fink says all stocks, bonds, and real estate can be tokenized, believe him.

I wrote my CIO Memo this week on SEC Chair Paul Atkins' "Project Crypto." There's a lot to say -- I'll post more tomorrow -- but one thing is this: It's not priced in.

Transformative week in crypto