According to @QCompounding, the crypto market is seeing increased integration with public equities, highlighted by several major IPOs. The source notes that Circle Internet Group Inc. (USDC issuer) raised $1.05 billion, with its market cap surging to $43.9 billion post-IPO. Aaron Brogan, founder of Brogan Law, suggests this success may be due to factors like the premium investors pay for crypto exposure via public stocks (similar to MicroStrategy), potential regulatory clarity from the GENIUS Act for stablecoins, and lucrative Treasury yields for issuers. In contrast to this integration, Anthony Scaramucci of SkyBridge Capital predicts the trend of companies holding Bitcoin (BTC) in their treasuries, pioneered by MicroStrategy (MSTR), will fade. Scaramucci argues investors may question paying a premium for a company to hold an asset they could buy directly. Additionally, Jean-Marie Mognetti, CEO of CoinShares, reports that nearly 90% of crypto investors plan to increase their allocations and are seeking advisors who can provide guidance on risk management and secure vehicles like ETFs.

According to @BitMEXResearch, analysts are pointing to slowing demand as the primary reason for Bitcoin's (BTC) current price consolidation, despite high-profile institutional buys. A report from CryptoQuant highlights that purchases from MicroStrategy (MSTR) and spot Bitcoin ETFs are not making up for a broader decline in spot demand, noting a contraction of 895,000 BTC in demand over the last 30 days. The report also shows that institutional buying has slowed, with ETFs purchasing 40,000 BTC and MSTR buying 16,000 BTC in the last month, down significantly from previous periods. Adding to this sentiment, SkyBridge Capital's Anthony Scaramucci stated in a Bloomberg interview that he believes the trend of companies adopting a BTC treasury strategy will fade. This contrasts with Standard Chartered, which maintains its bullish $200,000 price target for BTC. Currently, BTC is consolidating above $108,500.

According to @rovercrc, SkyBridge Capital founder Anthony Scaramucci believes the corporate trend of adding Bitcoin (BTC) to company treasuries is temporary and will 'fade' as investors can purchase the asset directly. In an interview with Bloomberg, Scaramucci contrasted this outlook with the unique success of Michael Saylor's MicroStrategy (MSTR), which has other business lines. Despite this prediction, the trend continues to expand beyond pioneers like MSTR and Semler Scientific (SMLR). In a recent development, Lingerie Fighting Championships (BOTY) announced plans to add up to $2 million in BTC to its treasury, with its CEO citing a belief in Bitcoin's significant growth potential. This strategy of converting cash holdings to BTC mirrors approaches by other firms aiming to capitalize on the digital asset market.

According to @saylor, a significant divergence in Bitcoin (BTC) strategy is emerging. SkyBridge Capital's Anthony Scaramucci stated in a Bloomberg interview that the corporate trend of holding BTC in treasury, popularized by Michael Saylor's MicroStrategy (MSTR), is a "replicative treasury company idea" that "will fade." Scaramucci suggests investors will question paying a premium for companies to hold an asset they can buy themselves. In sharp contrast, Michael Saylor himself is engaging with Pakistan's government, discussing the use of Bitcoin as a sovereign-grade asset to bolster the nation's "long-term national resilience," as stated by Saylor. Pakistan's Finance Minister Muhammad Aurangzeb expressed ambitions for the nation to lead in digital asset adoption. This highlights a critical debate for traders: whether Bitcoin's primary institutional value lies in corporate balance sheets, a trend Scaramucci sees declining, or as a strategic asset for national economies. As of the latest data, BTCUSDT is trading around $108,163.46.

According to @AltcoinGordon, SkyBridge Capital's Anthony Scaramucci predicts the trend of companies holding Bitcoin (BTC) as a treasury asset will fade, as stated in a Bloomberg interview. He argues investors may soon question paying a premium for a company to hold an asset they could buy themselves. This corporate treasury strategy was popularized by MicroStrategy (MSTR) and later adopted by firms like Semler Scientific (SMLR) and Metaplanet (3350), with some even expanding to Ether (ETH) and XRP. However, despite Scaramucci's warning, data cited by CNBC from Bitcoin Treasuries.net shows that publicly traded companies have purchased more BTC than U.S. ETFs for the third consecutive quarter. In the most recent quarter, corporations reportedly added approximately 131,000 BTC, compared to about 111,000 BTC added by ETFs, presenting conflicting signals for traders about the long-term viability versus the current institutional demand for Bitcoin.

According to @saylor, while he champions national Bitcoin (BTC) adoption by meeting with Pakistani officials to discuss BTC as a sovereign-grade asset, a contrasting view has emerged from SkyBridge Capital's Anthony Scaramucci. In a Bloomberg interview, Scaramucci predicted the corporate BTC treasury strategy, pioneered by Saylor's MicroStrategy (MSTR), will fade because investors can buy the asset directly. Despite this skepticism, Saylor praised Pakistan's innovative approach, calling Bitcoin the 'strongest asset for long-term national resilience,' as other firms like Semler Scientific (SMLR) continue to follow MicroStrategy's lead by adding BTC to their balance sheets.

According to Anthony Scaramucci and Katalin Tischhauser, Bitcoin (BTC) faces conflicting market signals. Scaramucci, founder of SkyBridge Capital, stated in a Bloomberg interview that the corporate trend of holding BTC as a treasury asset, popularized by Michael Saylor's MicroStrategy (MSTR), is likely to fade as investors may prefer to buy the asset directly. Conversely, Sygnum Bank's Katalin Tischhauser acknowledged that a potential "double top" technical pattern for BTC above $100,000 warrants caution, with a breakdown below $75,000 potentially leading to a severe correction. However, Tischhauser believes a 2022-style crash is unlikely barring a black swan event. She argues the market is more resilient due to sticky, long-term institutional capital flowing through spot ETFs, which have amassed over $48 billion in net inflows. Tischhauser suggests these flows are creating significant price support and may even render the traditional four-year halving cycle obsolete, as institutional demand now outweighs miner selling pressure.

According to Michael Lau (@mikelaujr), a recent Twitter post spotlighted Anthony Di Iorio, cofounder of Ethereum and CEO of Decentral Inc., Brandon Lutnick, chairman of Cantor Fitzgerald, Anthony Scaramucci, founder of Skybridge Capital, and Tom Lee, cofounder of Fundstrat, as key industry leaders to watch in 2025. Their involvement signals continued institutional interest and potential strategic moves in the cryptocurrency market, which could influence Ethereum, Bitcoin, and altcoin trading activity as institutional adoption grows and new products are developed (Source: @mikelaujr, Twitter, May 12, 2025).

According to Crypto Rover, hedge fund manager Anthony Scaramucci has predicted that Bitcoin could reach $180,000 by the end of the year. This forecast is reportedly supported by significant investments from major market players, often referred to as 'whales,' which could drive the cryptocurrency's price upwards. Such substantial bets by large investors typically indicate strong market confidence and could influence trading strategies going forward. (Source: Crypto Rover)