According to @saylor, Bitcoin’s real 2025 progress is visible in institutions, credit markets, accounting rules, and bank adoption rather than short-term price action. Source: Michael Saylor on X, Jan 12, 2026 https://x.com/saylor/status/2010809374424645842 According to @saylor, the discussion with Danny Knowles examined Bitcoin treasury companies, mNAV, and corporate adoption, with @saylor rejecting conventional criticisms and emphasizing optionality, operating leverage, and risk versus ETFs. Source: Michael Saylor on X, Jan 12, 2026 https://x.com/saylor/status/2010809374424645842 According to @saylor, Bitcoin is evolving as digital capital supporting digital credit, and credit—not price—drives power, underscoring a market focus on credit dynamics over short-term price narratives. Source: Michael Saylor on X, Jan 12, 2026 https://x.com/saylor/status/2010809374424645842 According to @saylor, trading-relevant chapters include whether the four-year cycle is fading, the ESG collapse with AI reshaping the energy debate, the number of treasury companies, the optionality of operating companies versus ETFs, mNAV gravity to 1, digital credit as a core business model, holding USD reserves, and the roles of capital investors versus credit investors. Source: Michael Saylor on X, Jan 12, 2026 https://x.com/saylor/status/2010809374424645842 According to @saylor, focus and endurance matter more than narratives, reinforcing attention to institutional adoption, bank integration, accounting treatment, and corporate treasury execution for assessing BTC market structure. Source: Michael Saylor on X, Jan 12, 2026 https://x.com/saylor/status/2010809374424645842

According to @jessepollak, a growing list of major financial institutions including Bank of America, HSBC, Wells Fargo, MUFG, Citi, Morgan Stanley, Santander, Barclays, and UBS have the potential to leverage stablecoins to increase operational efficiency by up to 10 times, as already demonstrated at JPMorgan scale (Source: Twitter/@jessepollak). This development points to a significant institutional adoption trend that could drive greater stablecoin demand and liquidity, impacting trading volumes and price stability for cryptocurrencies such as USDT and USDC. Traders should monitor announcements from these banks for potential market-moving partnerships and infrastructure shifts.

According to @AltcoinGordon, citing Fireblocks, 90% of banks are actively rolling out stablecoins. This significant move indicates a rapid institutional embrace of blockchain-based digital assets. For traders, increased stablecoin issuance by banks could boost liquidity and facilitate faster fiat-to-crypto conversions, potentially driving up trading volumes and tightening spreads across major exchanges. The report underscores a trend where traditional finance is increasingly integrating stablecoins, making them core infrastructure for settlement and cross-border payments, which could lead to new arbitrage and yield opportunities for crypto traders. Source: @AltcoinGordon on Twitter, May 18, 2025.