According to @VanessaGrellet_, Strive urged MSCI to let the market decide how Bitcoin (BTC) treasury companies are treated, emphasizing that DAT companies have materially different corporate structures that warrant case-by-case assessment (source: @VanessaGrellet_ on X, Dec 5, 2025). For traders, the signal is to evaluate equity crypto-beta by company-specific balance-sheet exposure and governance design rather than assuming uniform index treatment across Bitcoin treasury names (source: @VanessaGrellet_ on X, Dec 5, 2025). Any MSCI index methodology decision on classification can influence index eligibility and passive flows, making forthcoming MSCI updates a key catalyst to monitor for crypto-exposed equities (source: MSCI Global Investable Market Indexes Methodology, MSCI).

According to @VanessaGrellet_, digital asset treasury companies are expanding but face governance risks including opaque structures, inflated insider pay, weak disclosure, and misalignment with public shareholders, driving a rapid rise in shareholder activism, source: @VanessaGrellet_. The author cites ongoing campaigns such as YZI Labs pushing to overhaul BNC’s board and Glazer Capital challenging Anthony Pompliano’s Bitcoin-DAT, with shareholders demanding transparency, discipline, and fair economics in crypto-treasury governance, source: @VanessaGrellet_.

According to @VanessaGrellet_, MSCI is considering excluding companies with significant digital-asset treasuries, a move that could reshape how crypto-heavy firms are classified across global indices. Source: @VanessaGrellet_, X, Nov 24, 2025. She states this could influence valuations, market access, and the future of corporate crypto adoption, making index eligibility a key risk factor for equities with material digital-asset balances. Source: @VanessaGrellet_, X, Nov 24, 2025. A market consultation is open for input at x.com/GVAResearch/status/1991877326880358685, which traders can monitor for scope and timeline updates. Source: @VanessaGrellet_, X, Nov 24, 2025.

According to @VanessaGrellet_, tariffs are inflationary, lifting bond yields and tightening financial conditions, which is negative for stocks and risk assets (source: @VanessaGrellet_). Crypto is short-term bearish as a stronger USD and reduced liquidity weigh on the market (source: @VanessaGrellet_). The dollar strengthens while commodities are mixed, defining near-term trading conditions for digital assets (source: @VanessaGrellet_).

According to @VanessaGrellet_, a key hidden risk in Digital Asset Treasuries is selling long-duration digital assets to finance short-term share buybacks, which she characterizes as a strategic failure rather than a timing mistake. Source: @VanessaGrellet_ on X, Nov 21, 2025. For trading impact, this view flags buybacks funded by treasury asset sales as red flags, prompting traders to scrutinize the funding source behind buyback announcements and assess potential sell pressure from treasury disposals. Source: @VanessaGrellet_ on X, Nov 21, 2025.

According to @VanessaGrellet_, an SEC speech by Paul Atkins on Nov 12 outlined a clear, common-sense framework for how crypto should be treated under U.S. securities law, reframing digital-asset regulation for the U.S. market, source: sec.gov/newsroom/speeches-statements/atkins-111225-securities-exchange-commissions-approach-digital-assets-inside-project-crypto; source: x.com/VanessaGrellet_/status/1989759397392761269. Traders should review the official SEC language as the primary reference before adjusting exposure to U.S.-facing crypto assets and crypto-linked equities to align with the updated framework, source: sec.gov/newsroom/speeches-statements/atkins-111225-securities-exchange-commissions-approach-digital-assets-inside-project-crypto.

According to @VanessaGrellet_, the key capital-markets shift is the rise of Digital Asset Treasury (DAT) companies—public vehicles holding BTC, ETH, SOL and ecosystem tokens at scale, source: @VanessaGrellet_ on X. According to @VanessaGrellet_, the "Merger Playbook" focuses on converting discounts in these public holdings into alpha through M&A-driven strategies, signaling event-driven setups for traders tracking DAT discounts and deal catalysts, source: @VanessaGrellet_ on X.

According to @VanessaGrellet_, the post is only a laughter emoji reaction linking to another X thread and includes no commentary, quantitative figures, or references to crypto prices or macro data, source: @VanessaGrellet_ on X, Nov 13, 2025. As a result, there is no verifiable trading signal or identifiable market impact to extract, and traders should not base positions on this content, source: @VanessaGrellet_ on X, Nov 13, 2025.

According to @VanessaGrellet_, Changpeng Zhao (@cz_binance) has been pardoned by Donald Trump (@realDonaldTrump) and is “back,” with tags to @binance and @BNBCHAIN indicating relevance to the BNB ecosystem (source: @VanessaGrellet_ on X, Oct 23, 2025). The post provides no official pardon document, court docket, or U.S. government announcement link to verify the claim (source: @VanessaGrellet_ on X, Oct 23, 2025). No price data, market reaction, or on-chain evidence is included, so there is no verified information on immediate impact to BNB or broader crypto markets from this post alone (source: @VanessaGrellet_ on X, Oct 23, 2025). Given that the only evidence cited is a single social post without documentation, traders tracking BNB and Binance-linked assets should await official confirmation from U.S. authorities or Binance corporate channels before adjusting positions (source: @VanessaGrellet_ on X, Oct 23, 2025).

According to @VanessaGrellet_ on X, Robinhood has listed BNB (Binance Coin) for trading. The same source does not provide details on supported regions, trading pairs, or rollout timing, indicating traders should confirm live availability and pair support directly via Robinhood’s official app or website before executing orders.

According to @VanessaGrellet_, liquidity in crypto is harmed by fragmentation across providers, while consolidation leads to stronger outcomes for market depth and execution conditions. According to @VanessaGrellet_, Digital Asset Treasury (DAT) companies are emerging as the next institutional layer of crypto markets, signaling a structural shift in how liquidity and treasury operations are organized.

According to @VanessaGrellet_, crypto alpha comes from mastering two things: volatility and jetlag, highlighting the edge gained by handling sharp price swings and nonstop global trading schedules (source: @VanessaGrellet_ on X, Aug 30, 2025). Continuous 24/7 crypto markets require time-zone coverage and risk frameworks such as disciplined position sizing and volatility-based targeting to capture opportunities while containing drawdowns (source: Binance Academy on 24/7 crypto markets; source: CFA Institute on position sizing and volatility risk).

According to @VanessaGrellet_, the CFTC clarified that non-U.S. exchanges do not need to register as U.S. Designated Contract Markets and that Foreign Board of Trade registration remains the route to permit U.S. trader access, source: @VanessaGrellet_. For trading and compliance, this indicates exchanges seeking to serve U.S. users should prioritize FBOT registration over DCM approval when offering permissible products, source: @VanessaGrellet_. Under CFTC rules, FBOT is the registration framework that authorizes certain foreign venues to provide direct access to U.S. participants subject to conditions, source: CFTC. Crypto derivatives traders in BTC and ETH should monitor which venues hold or pursue FBOT status to assess compliant liquidity and venue eligibility, source: @VanessaGrellet_.

According to @VanessaGrellet_, the latest change brings regulatory clarity after years of uncertainty, restores a legal path for Americans to trade on global platforms, and aligns crypto and digital assets with long-standing Foreign Boards of Trade (FBOT) rules, supporting compliant market access for U.S. participants (source: @VanessaGrellet_). Under the CFTC’s FBOT regime, U.S. persons may access foreign exchanges that have obtained FBOT registration or comparable relief, which imposes venue-level obligations on compliance, reporting, and market surveillance (source: U.S. Commodity Futures Trading Commission). For trading execution and venue selection, market participants should verify whether specific offshore platforms hold CFTC FBOT recognition before routing order flow or enabling API connectivity, as only FBOT-recognized venues lawfully permit direct U.S. access (source: U.S. Commodity Futures Trading Commission; source: @VanessaGrellet_).

According to @VanessaGrellet_, the CFTC is signaling a shift toward greater competitiveness and regulatory clarity that would benefit U.S. traders, global exchanges, and digital assets (source: @VanessaGrellet_). The reference to FBOT indicates attention on Foreign Board of Trade access and oversight, a trading-relevant area that directly impacts venue availability and cross-border participation in crypto derivatives (source: @VanessaGrellet_). This signal highlights domains traders track for execution quality and compliance planning, including exchange connectivity and market access under evolving CFTC frameworks (source: @VanessaGrellet_).

According to @VanessaGrellet_, on Aug 28 the CFTC issued new guidance on Foreign Board of Trade (FBOT) registration. Source: @VanessaGrellet_. Under the FBOT framework, registered non-U.S. exchanges can offer direct access to U.S. participants subject to CFTC oversight and conditions, which is the mechanism this guidance addresses. Source: CFTC Foreign Boards of Trade program. According to @VanessaGrellet_, the update could reopen U.S. access to global markets, including crypto exchanges. Source: @VanessaGrellet_. For trading desks, market access changes will depend on which offshore venues obtain FBOT status and what products are permitted, as the CFTC maintains a public FBOT registration list and imposes product-level conditions. Source: CFTC FBOT registrations and conditions; @VanessaGrellet_. Near term, monitor exchange announcements and CFTC dockets for FBOT applications and approvals to gauge timing and scope of potential U.S. access to crypto derivatives. Source: CFTC FBOT process; @VanessaGrellet_.

According to @VanessaGrellet_, for crypto exchanges this development could unlock access to U.S. liquidity, end fear of shifting regulation by enforcement, and put digital assets on equal footing with traditional markets (source: @VanessaGrellet_). For trading, the liquidity access and regulatory clarity highlighted by @VanessaGrellet_ make U.S. order flow, cross-exchange spreads, and listing pipelines key areas to monitor for market impact (source: @VanessaGrellet_).

According to @VanessaGrellet_, the team behind @stsssol has raised the largest SOL treasury to date, as stated in her post on X dated Aug 25, 2025 (source: @VanessaGrellet_ on X, Aug 25, 2025). According to @VanessaGrellet_, the announcement did not disclose the raise amount, participating investors, or lock-up terms (source: @VanessaGrellet_ on X, Aug 25, 2025). According to @VanessaGrellet_, the wording indicates a SOL-denominated treasury, establishing a new benchmark within the Solana ecosystem (source: @VanessaGrellet_ on X, Aug 25, 2025).

According to @VanessaGrellet_, the U.S. Commodity Futures Trading Commission has launched the next phase of its Crypto Sprint initiative and is seeking public input (source: @VanessaGrellet_ on X, Aug 22, 2025). Requests for public comment typically precede a Notice of Proposed Rulemaking under the Administrative Procedure Act, which can alter derivatives market requirements such as margin, custody, and compliance (source: U.S. CFTC Rulemakings and Public Comments; 5 U.S.C. § 553). CFTC oversight directly covers U.S.-listed crypto derivatives, including CME Bitcoin (BTC) and Ether (ETH) futures and options, making any rule changes immediately relevant to trading liquidity, leverage, and basis (source: U.S. CFTC jurisdiction over commodity derivatives; CME Group product listings for Bitcoin and Ether futures). Traders should monitor the comment window length, proposed definitions of digital commodity, and any margin or capital proposals for FCMs and DCOs, as these factors influence position sizing and funding costs in BTC and ETH derivatives (source: CFTC Regulations 1.17 on net capital and 39.13 on risk management; CFTC customer advisories on virtual currencies).

According to @VanessaGrellet_, DeFi Education Fund (DEF) and Andreessen Horowitz (a16z) have urged the U.S. SEC to establish a regulatory safe harbor for blockchain applications, highlighting a potential policy catalyst for crypto markets. Source: @VanessaGrellet_ on X, Aug 13, 2025. A16z has previously advocated a time-limited token safe harbor with baseline disclosures and anti-fraud obligations to allow projects to decentralize before full securities compliance, framing how such a regime could reduce legal uncertainty for on-chain apps. Source: a16z crypto policy materials on token safe harbor. DEF has a track record of engaging U.S. regulators via comment letters and court filings on DeFi policy, indicating organized industry input behind the safe harbor request. Source: DeFi Education Fund policy and advocacy materials. For traders, potential SEC engagement on a safe harbor framework is a policy timeline catalyst that can affect perceived regulatory risk premia for U.S.-exposed DeFi protocols and crypto-sensitive equities; monitoring the SEC rulemaking calendar, public comment windows, and open meeting agendas is a common event-driven approach. Source: U.S. SEC rulemaking process guidance.