Simply Bitcoin TRILLION DOLLAR GIANTS EXPOSED FOR BUYING MICROSTRATEGY & METAPLANET | EP 1336
Sep 19, 2025
Mitchell Hoddle, a Bitcoin and crypto analyst with Blockware Solutions, delves into the evolving landscape of institutional Bitcoin adoption. He reveals how major players like Natixis and Vanguard are strategically buying shares of MicroStrategy and MetaPlanet instead of directly investing in Bitcoin. Additionally, he discusses how the traditional four-year Bitcoin cycle may be shifting, highlighting lowered volatility and increased institutional inflows. The conversation also touches on the implications of regulatory views in the crypto market, especially concerning Bitcoin's uniqueness.
AI Snips
Chapters
Transcript
Episode notes
Institutions Favor Bitcoin Stocks Over Spot
- Institutions are adopting bitcoin exposure via bitcoin stocks rather than spot bitcoin.
- They prefer familiar equity interfaces, creating indirect but large capital inflows into Bitcoin's ecosystem.
Institutions Seek Price, Not Ideals
- Institutional buying is driven by price appreciation and capital preservation, not ideals.
- Their participation makes Bitcoin a mainstream store-of-value asset class like real estate or gold.
RCMP Seized $56M And Announced On-Chain
- The RCMP seized over $56 million from TradeOgre and announced it on-chain before a press release.
- Authorities claimed "reason to believe" funds were criminal without filing charges, illustrating regulatory overreach risks.