XBTO

Disruptive markets hold big opportunities. From asset management to capital markets, we help our clients capture them.

[XBTO @xbtogroup]

XBTO Middle East clients can now on- and off-ramp USD, in addition to AED, directly on the platform.

➡️ Off-ramp USD to your own bank account
➡️ On-ramp USD on your XBTO account
➡️ No new account required

[XBTO @xbtogroup]

Karl Naïm, our Group Chief Commercial Officer, will be speaking at Blockchain Life 2026 @BlLife_Forum in Dubai on 1-2 December.

The forum brings together the leading players across the blockchain industry during one of the UAE's most active business weeks of the year.

If you are attending, we look forward to seeing you there. Register: https://t.co/WxprRjfNr8

[XBTO @xbtogroup]

July 18 marks one year since the GENIUS Act became law - the first federal framework for payment stablecoins in the US.

Federal agencies are due to finalize implementation guidelines this month, with enforcement expected before year-end.

Read all about what the Act requires, the two primary issuer categories, how USDC and USDT now diverge, and what asset managers, family offices and corporate treasurers should check before the enforcement date:👇

https://t.co/5KT42IhtNW

[XBTO @xbtogroup]

Most institutions holding 0% Bitcoin never actually decided to.

Karl Naim, our Chief Commercial Officer, makes the case in @unlockbc: "A 0% Bitcoin Allocation Is Still an Allocation Decision."

Read the piece:👇
https://t.co/829oXrlYJu

[Unlock Blockchain @unlockbc]

The most common Bitcoin allocation among institutions isn't 1%. It's 0%.

But zero isn't the absence of a decision. It's a portfolio weight with consequences that deserve the same scrutiny as any other allocation.

In fact, every allocation in a portfolio is expected to survive analysis. Why should exclusion be any different?

This opinion piece by Karl Naim, Chief Commercial Officer & SEO Middle East at @xbtogroup, explores why the real governance question isn't whether to own Bitcoin, but whether the decision not to own it was ever properly tested.

Read the full analysis here 👇

https://t.co/xahLlwwLq9

#Bitcoin #AssetManagement #PortfolioManagement #InstitutionalInvesting #DigitalAssets #WealthManagement #FamilyOffices #RiskManagement #Crypto

[XBTO @xbtogroup]

9/
The regime call: crypto-specific stress compounding a genuine macro headwind, not a structural breakdown. The open question for July is whether ETF outflows extend into a second consecutive month of record outflows, confirming a genuine demand problem rather than a one-month reaction to the Fed's tone.

Full structural analysis in this month's edition of The Wire. 🔗

https://t.co/hF6EXftdqk

[XBTO @xbtogroup]

BTC had its worst month since June 2022. Equities barely noticed. The buyer of last resort blinked.

The data underneath the headline tells a more nuanced story. 🧵

[XBTO @xbtogroup]

8/⚠️
The damage was concentrated in leverage and sentiment, not the holder base. Long-term holder supply kept climbing through the selloff. Exchange reserves held flat at 2.48 million BTC.

[XBTO @xbtogroup]

Karl Naïm, our Group Chief Commercial Officer, sat down for an interview with @FINTECHTVglobal at the @ADX_AE.

Bitcoin allocation is more than just about passive exposure. Just as no portfolio today exists without hedge funds, digital assets are on the same trajectory.

Infrastructure is in place. Regulation is clearer than it has been in years. The only thing holding allocators back is familiarity at the investment committee level.

Passive ETF exposure is the starting point. Active management and yield strategies are next.

Watch:👇

[FINTECH.TV @FINTECHTVglobal]

Sovereign wealth funds and pension funds want into digital assets. So what's still holding them back?

Karl Naim, Group Chief Commercial Officer and SEO of Middle East at XBTO, tells the three hurdles every institutional investor needs cleared before making their first allocation, custody, volatility management, and manager due diligence.
"Really having this traditional finance discipline and risk management approach, more than just managers that talk about returns without talking about risk."

[XBTO @xbtogroup]

8/
The question for allocators is not whether the structural case has broken. It has not.

The question is whether this is the exhaustion point or an early stage of deeper distribution.

Full analysis in this month's edition of The Wire. 🔗
https://t.co/xwFjhdXadE

[XBTO @xbtogroup]

BTC peaked at $82,400 in early May and hit the 200-day moving average. It did not cross it. Then the floor broke too.

The data underneath the headline tells a more nuanced story. 🧵

[XBTO @xbtogroup]

7/
The structural base has not broken:
1️⃣ LTH supply at 78% of circulating supply, broadly intact
2️⃣ Lifetime ETF inflows still exceed $55 billion
3️⃣ Global M2 growing at over 10% year-on-year: the historical 1-2 month transmission lag points to a potential demand recovery in Q3

The floor has not been confirmed. The conditions for one are increasingly visible. 📡