The SEC’s proposed custody rules could make it easier for investment advisors to help clients own Bitcoin directly. Coinbase’s Ryan VanGrack explains why institutional capital tends to flow where there are clearer rules, and why he sees direct ownership and ETFs as “both and, not either or.” He also shares why traditional finance is accelerating its push into Bitcoin and digital assets.

Chapters:00:00 Coinbase Wins CFTC Approval for Its Own Clearinghouse01:29 Can SEC Guidance Last Without the Clarity Act?02:40 SEC Custody Proposal: Helping Advisors Hold Bitcoin Directly04:14 Tokenization: The Biggest Upgrade Since Electronic Trading05:41 How Tokenization Cuts Out Wall…

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New SEC rules could open the door for financial advisors to hold Bitcoin for their clients, and Coinbase is already at the center of that custody story. Shan Aggarwal, Coinbase’s first-ever Chief Business Officer, explains how Coinbase custodies most of the Bitcoin ETFs and supports the advisor community. He sees the advisor rule as expanding the pie for Bitcoin access, with Coinbase providing the infrastructure behind it.

Chapters:00:00 How the SEC’s New Advisor Rules Could Bring Bitcoin to Wealth Managers01:13 What BlackRock and JPMorgan Want From Bitcoin Infrastructure02:16 What Will Drive the Next Wave of Bitcoin Adoption03:28 Can the Coinbase One Card Turn Spenders Into…

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Institutions are no longer debating whether to own Bitcoin. Now the question is how. TD Cowen Managing Director Lance Vitanza explains why Bitcoin is evolving from a standalone asset into a capital markets ecosystem of common stock, preferreds, bonds and income products. He shares what he heard at the Bitcoin Treasuries conference in New York and why institutional investors increasingly evaluate Bitcoin within a portfolio.

Chapters:00:00 Bitcoin Is Evolving From an Asset Into a Capital Markets Ecosystem01:36 Bitcoin Preferreds, Bonds and Dividend-Paying Instruments03:25 How Analysts Are Evaluating Digital Credit05:23 Which Bitcoin Treasury Companies Survive a Downturn07:28 Strive,…

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Silicon Valley promises an AI-driven age of abundance, but does that mean an end to inflation? Lyn Alden separates AI price deflation from monetary inflation. AI can make white-collar services radically cheaper without slowing money printing or lowering the price of truly scarce assets like Bitcoin. She also explains how a peak in AI stocks could rotate capital back into Bitcoin.

Chapters:00:00 Nothing Stops This Train: Why US Fiscal Deficits Can’t Be Stopped01:30 Fiscal Dominance and Why the Fed Can’t Control Inflation03:18 AI Age of Abundance vs. Monetary Inflation07:00 What Would Force the Fed to Support the Treasury Market09:10 Lyn Alden’s Gold Outlook After the Pullback…

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Are investors putting cash back to work in Bitcoin? Kevin Maloney, CEO of iTrustCapital, says about $1 billion went to work on his platform last quarter, including a couple hundred million dollars from clients’ cash positions. He explains what he’s seeing from what he says are more than 100,000 clients, why he says investors aren’t “chasing candles,” and what the shift tells him about the cycle.

Chapters:0:00 Meet iTrustCapital’s Kevin Maloney: $1 Billion Went to Work Last Quarter2:01 Is October the Low? What Client Behavior Shows2:43 Investor Fatigue and the Clarity Act’s Failed Vote4:09 How Retirement Investors Allocate: 5 to 15% and “Stickier Capital”5:13…

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Is the next Bitcoin move a 10x or a 3 to 5x? CryptoQuant founder Ki Young Ju says he expects about 3 to 5x from the lows, not another 10x, because institutional ETF and custody flows dampen volatility. He explains why he thinks the bear market ended this summer and what on-chain data is showing right now.

Chapters:0:00 What On-Chain Data Shows: Fresh Capital and No More Whale Selling1:44 The Bear Market Is Over: 3 to 5x, Not Another 10×3:19 The PNL Index and ETFs as the Cycle’s Liquidity Channel5:39 ETF Cost Basis in the Low-to-Mid $80Ks: The Institutional Bull-Bear Line6:18 How Institutions Changed On-Chain Analysis: Custodial and Accumulation Wallets9:18 Nearly $700 Billion in…

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Bitcoin Magazine

Jim Rickards: Stabelcoins “Dangerous” for Bond Market – $10,000 Gold Outlook

Why could gold hit $10,000 sooner than most analysts expect? Jim Rickards says it is “fifth grade math”: going from $9,000 to $10,000 is only an 11% move, much smaller than the jump from $3,000 to $4,000. He also explains why central bank buying puts a floor under gold, and why a strong dollar and a falling gold price do not mean what the debasement crowd thinks.

Chapters:0:00 Jim Rickards and the 1998 LTCM Rescue0:31 What Breaks First: Why Crises Start a Year Before They Hit3:10 Where’s the Leverage? The Yen Carry Trade vs. Private Credit5:13 Gold as a Dollar Signal: Why “King Dollar”…

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What’s Coinbase’s asset manager’s Bitcoin price target? Anthony Bassili, president of Coinbase Asset Management, says his team’s target is north of $300,000 by 2030. He also explains why he expects Bitcoin’s cycle returns to shrink from a larger base, and why gold parity is a longer-term trend.

Chapters:0:00 What Does Coinbase Asset Management Do?1:01 How Pensions, Endowments, and Sovereigns Approach Bitcoin3:29 Wealth Advisors and the 1–5% Bitcoin Allocation4:04 The Coinbase Bitcoin Yield Fund: Who Uses It and Why7:34 Bitcoin Price Target and Why Cycle Returns Keep Shrinking10:08 Tokenization: Tokenized Funds and the iCapital Feeder12:10 Why Tokenization Will Take…

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Investors bought over $241 million in U.S. bitcoin exchange-traded funds last week, the third consecutive week of inflows that has helped keep the leading cryptocurrency’s price up during the start of so-called “Uptober.” 

Data from Farside Investors shows that money hit the popular funds every day — apart from on Wednesday, when speculators pulled out nearly $149 million from the vehicles. 

The price of bitcoin now is up close to 7% over a 30-day period, and was recently priced at $85,605. 

JUST IN: 🇺🇸 U.S. Spot Bitcoin ETFs took in $241.1 million last week, completing the third consecutive week of positive net inflows 🚀 pic.twitter.com/imYO76nqvd

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It may have sold some of its stash last quarter, but Japanese bitcoin giant Metaplanet has said it was just to demonstrate to investors that it could if it wanted to. 

In a filing Monday, the Tokyo Stock Exchange-listed firm said that it bought a total of 1,000 bitcoin in the third quarter of this year — landing it a spot as the second biggest bitcoin treasury. 

JUST IN: 🇯🇵 Japan’s Metaplanet announces a net increase of 1,000 Bitcoin worth $86 million in Q3 🚀

They just became the 2nd-largest corporate BTC holder on Earth 👏 pic.twitter.com/ZjSBkRWdvc

— Bitcoin Magazine (@BitcoinMagazine) October 5, 2026

“The transaction was intended to strengthen confidence…

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