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businessDec 25, 202525:45pending

Ep. 695 CoinShares CEO on Institutions, ETFs, Treasury Companies, and Bitcoin’s Long Game

CRYPTO 101

About this episode

In this episode of the Crypto 101 Podcast, CoinShares CEO Jean-Marie Mognetti joins Bryce to unpack how institutional adoption of crypto is unfolding in real time. He explains why Bitcoin ETFs, Ethereum exposure, and digital asset treasury companies are driving growth—but also creating short-term technical pressure through trade unwinds. Mognetti emphasizes that institutions are still in the earliest learning phase, while retail has led adoption, flipping the traditional investment pyramid. He closes by stressing long-term conviction, disciplined portfolio construction, and the importance of not confusing temporary market mechanics with Bitcoin’s broader macro trajectory.


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Chapters


00:00 — Intro

01:10 — CoinShares’ origin, early Bitcoin discovery, and hedge-fund roots.

04:08 — Public vs. private blockchains and why institutions ultimately embraced open chains like Ethereum.

06:44 — CoinShares’ product suite: ETFs, listed funds, capital markets, and future tokenization.

09:00 — Altcoin ETF explosion creates confusion for advisors and investors.

11:50 — Digital asset treasury companies explained and why MicroStrategy is uniquely positioned.

17:56 — Bitcoin’s weakness framed as a technical unwind, not a broken macro thesis.

21:42 — Altcoins, benchmarking against Bitcoin, and where real crypto utility is emerging.


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Ep. 695 CoinShares CEO on Institutions, ETFs, Treasury Companies, and Bitcoin’s Long Game

CRYPTO 101

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25:45

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