According to Ai 姨 (@ai_9684xtpa), in 2015 the US stock market capitalization was 24 trillion versus the crypto market’s roughly 40 billion, a gap of about 6000 times (source: Ai 姨 @ai_9684xtpa on X, Aug 11, 2025). According to Ai 姨 (@ai_9684xtpa), by 2025 the US stock market is 63 trillion and crypto about 4 trillion, narrowing the gap to roughly 16 times (source: Ai 姨 @ai_9684xtpa on X, Aug 11, 2025). According to Ai 姨 (@ai_9684xtpa), crypto-concept equities total 3.28 trillion in market cap, BTC reserves sum to 436.6 billion, ETH reserves to 12.6 billion, and 121 US-listed companies are building crypto reserves (source: Ai 姨 @ai_9684xtpa on X, Aug 11, 2025). Based on these figures reported by Ai 姨 (@ai_9684xtpa), the equity-crypto gap compressed from roughly 6000x to roughly 16x over 2015–2025, a trading-relevant benchmark of rising integration between public equities and digital assets (source: Ai 姨 @ai_9684xtpa on X, Aug 11, 2025).

According to @rovercrc, Tether's investment arm has acquired a C$121.6 million ($89.2 million) stake in the gold-focused investment company Elemental Altus (ELE) as a strategic move to diversify its reserves. Tether CEO Paolo Ardoino stated this investment reflects confidence in gold's fundamentals and complements the company's significant Bitcoin (BTC) holdings of over 100,000 BTC, forming a 'dual pillar strategy.' This diversification comes as the U.S. advances the 'GENIUS Act' for stablecoins, which could impose strict compliance hurdles for Tether to operate in the U.S. market. The proposed legislation would require foreign issuers to maintain 1:1 reserves in highly-liquid assets like cash or Treasuries and undergo monthly audits, potentially conflicting with the SEC's view that reserves should not include precious metals or crypto. Consequently, Tether faces a strategic decision: pursue costly U.S. compliance, focus on non-U.S. markets, or launch a separate, fully regulated U.S. stablecoin, while competitor Circle (USDC) stands to gain U.S. market share.

According to Miles Deutscher, America holds approximately 200K $BTC, making it the leading country in BTC reserve holdings. Trump has shown interest in maintaining this lead over China by focusing on crypto innovation.

According to @justinsuntron, the president's choice to use Wrapped Bitcoin (WBTC) for BTC reserves instead of Coinbase or CBBTC is a strategic move to ensure asset security. The reliance on Coinbase's lack of Proof of Reserves (PoR) could lead to risks of asset freezing or confiscation, highlighting the importance of maintaining control over one's own keys in cryptocurrency trading.