EPOCH

Investing in #bitcoin adoption. An epoch is a remarkable period in time. That time is now.

[EPOCH @epochvc_]

The 2026 Annual #Bitcoin Ecosystem Report

https://t.co/pZijRo89aA

[OranjeBTC @ORANJEBTC]

Conhecimento global agora acessível em português na OranjeBTC.

Muitas das melhores análises sobre Bitcoin são publicadas originalmente em inglês, o que cria uma barreira para o investidor brasileiro. Na OranjeBTC, decidimos mudar isso. Iniciamos hoje uma curadoria de traduções autorizadas dos conteúdos mais relevantes do cenário internacional.

O primeiro artigo já está no ar em nosso blog: "Status da Adoção do Bitcoin: ETFs, Empresas, Bancos e Nações".

Este texto faz parte do relatório anual "The Bitcoin Ecosystem 2026" da Epoch (@epochvc_), fundada por @ericyakes. Ele detalha como o interesse institucional e soberano está moldando a legitimidade do Bitcoin e influenciando as finanças globais de forma irreversível.

Eliminamos a barreira do idioma para entregar o que há de mais aprofundado em análises e estudos fundamentalistas do Bitcoin para o público brasileiro.

Comece sua leitura através do link abaixo e nos conte aqui nos comentários, qual seu autor preferido que você quer ver o artigo traduzido e publicado em nosso blog? ⤵️

[EPOCH @epochvc_]

@callebtc The logo on those mesh cores goes v hard we’re flattered

[Eric Yakes @ericyakes]

If anyone has read every single word of this report we want to talk to you

Comment your feedback and we will pick the best one to join the @epochvc_ team call to tell us more

[Eric Yakes @ericyakes]

A good article on the @epochvc_ report

https://t.co/9EjSBkRyXT via @bitcoinmagazine

[Eric Yakes @ericyakes]

We're releasing the 2026 annual #bitcoin ecosystem report tomorrow

150 pages covering:

- Price analysis
- Market sizes of adoption
- Treasury companies
- Media Narratives
- Business models
- Protocol layers
- Regulatory
- Venture Capital

Follow and turn on notifications

[Alexandra @alexandralutch]

if your in these countries getting pressured- i’ll share the playbook!

[VJ Vesnaver @victoreejones]

A #bitcoin company was nearly put out of business because of FATF: https://t.co/4FIWLG1GUa

FATF threatened to grey list the country of Trinidad & Tobago - resulting in a proposed blanket ban on bitcoin related activities

@guap_app - one of our portfolio companies @epochvc_ - would have been the primary victim of this policy

This was a textbook example of the unintended harm caused by heavy-handed international regulators like FATF where small companies are the collateral damage

Instead, Guap ran a public advocacy campaign - circulating petitions and getting media coverage to alert policymakers and their constituents.

This got them in the room with regulators, resulting in 200+ amendments and a regulatory sandbox for digital asset companies in the country

Founders & Policymakers take note - this is what good looks like and you can just do things

As an investor involved in this here is what we learned:

[Eric Yakes @ericyakes]

#bitcoin is going to infect the reserves of stablecoins market until fiat is dead

A thread on the next 10 years (1/n)

[EPOCH @epochvc_]

The Future of Banking with Bitcoin

https://t.co/pZijRo8H08

[Eric Yakes @ericyakes]

NEW REPORT:

@epochvc_ is releasing a 100 page report tomorrow

30K words covering everything about banks adopting bitcoin:

- Stablecoins vs. Bitcoin
- Central Banks vs. Bitcoin
- Treasury companies and banks
- Market overview and predictions

Follow & turn on notifications

[Eric Yakes @ericyakes]

New report coming from @epochvc_ this week

Here's a teaser

#bitcoin will consume cross border payments

[Chris Lane @D_CentralBanker]

haven’t listened to this one yet, but agree with the Narrow Bank framing

Banks may get some traction with technically equivalent tokenized deposits, but will find, as @MartyBent says, the actual competition is on monetary principles, not tech

much discussion on the topics of stablecoin, tokenized deposits, and Bitcoin-Bank integrations in the upcoming @epochvc_ report I’m working on with @ericyakes

dropping soon

[Eric Yakes @ericyakes]

Into the eye of the storm @epochvc_ climbs

[Eric Yakes @ericyakes]

SoFI adopting #bitcoin for cross border settlement is huge point of validation that bitcoin has significant advantages over stablecoins

Namely: economic, regulatory, and actual settlement finality (a stablecoin isn't finality)

@epochvc_ is covering this in a report coming soon

[EPOCH @epochvc_]

You’re invested in #bitcoin treasury companies

We’re invested in their picks and shovels

We are not the same

[Castle @savewithcastle]

https://t.co/E3vkIqYtHx

[Bitwise @Bitwise]

It’s the Great Balance Sheet Swappening.

If the top 10 companies swapped just 5% of their cash for BTC, we’d see $40B in BTC inflows.

That alone is more than what we’ve seen for spot bitcoin ETFs.

[The Space @SpaceDenver]

We're going to keep building on bitcoin with our friends and host of the Developer Meetup @citrea_xyz, @epochvc_, @BitcoinLayers, & @blockspace

Per usual, you can expect great bitcoin only discussion, food, and drink

🕔 5pm-9pm RSVP Link Below

[Jacob Brown @JakeBlockchain]

Missed last week's 21 Minutes of Bitcoin?
Catch up now.

Topics Covered
- Latest Lightning Report
- Max Flow Lightning Metric
- @fold_app goes public on Nasdaq
- Return to Bitcoin / Alt Season
- @LeonidasNFT's Operation DOG Domination
- @Ducatstable launches V2 on Testnet
- @lemondropfi announces fundraise
- @epochvc_ 2024 Bitcoin Ecosystem Report

🔥🔥🔥 We bullish on Bitcoin out chea.
https://t.co/NkgO3vVK7A

[Dr. Jan Wüstenfeld @JanWues]

Bitcoin can serve as a dilution protection for startups.

Adding Bitcoin to their balance sheets can extend the time until the startup needs another capital raise, protecting the founders from equity dilution.

This is from the first annual @epochvc_ 2024 Bitcoin report:

"Consider a startup that raised $1 million for 10% equity, and is burning $20,000 per month. If this startup allocated 50% of its cash to Bitcoin and Bitcoin's price increased annually by 30%, the company would eliminate fundraising needs over the next five-year period. This strategy reduces the hassles of fundraising, while allowing shareholders to keep more of their equity, which would extend runway toward profitability and self-sustainability."