Hein Tibosch

Sales & product @flowtraders Opinions my own

[The Capital Summit @CapSummitGlobal]

Capital Summit HK @consensus_hk — RWA: who wins the stack

If RWAs scale, the battle isn’t “RWA or not”—it’s where value accrues across:
issuance → custody → distribution → secondary markets

Takeaways from the room:
Distribution + compliance rails determine who gets flow
Custody + settlement are becoming product surfaces, not back-office
Secondary liquidity is the unlock: without it, RWAs stay pilots

Speakers: HashKey Tokenisation (Andy Lee) @apwlxyz, Digital Asset/Canton (Beatriz Callaghan) @CantonGirl1, Amber Premium (Jelena Zhang), Flow Traders (Hein Tibosch) @Heintsight, Cointelegraph (Bradley Peak)

@HashKeyGroup @CantonNetwork @ambergroup_io @FlowTraders @Cointelegraph

[Flow Traders @FlowTraders]

Thank you for stopping by our Amsterdam office, @cameron and @tyler! Great conversations on the digital asset space, markets, and what’s ahead. Looking forward to joining the @Gemini livestream in New York soon!

[Flow Traders @FlowTraders]

🚀 This Friday, catch us at the 2025 @cryptocongress in Amsterdam!

Our Global Head of Digital Asset Trading, @michaellie_ joins Kim Schneider (Deloitte), Roy van Krimpen (OKX), along with moderator Raoul Esseboom, for a panel on digital assets, liquidity, and AI in trading.

Gain fresh insights into the industry's future. See you there!

[Flow Traders @FlowTraders]

What’s the real benefit of tokenization?
Different views at our panel with @21Shares, @tradeon21x and @KemarTiti, from faster settlements to unlocking access to illiquid assets.
Is it the future of finance or just another buzz word? Kudos @heintsight for the insightful panel!

[Flow Traders @FlowTraders]

We’re excited to join @proofoftalk next week!

Our workshop dives into tokenization, full of ideas, innovation, and hype. But what will actually stick?

Join us + a panel of experts, featuring @21Shares, @PythNetwork and @tradeon21x to explore what tokenization really means for the future of finance. https://t.co/AzP9cVU5uZ

[Hein Tibosch @heintsight]

Bitcoin officially proved itself as reserve currency. Or was it just Strategy buying another 2BN this week?

[Cryptocast @CryptocastNL]

De Amerikaanse beleggingsfondsen zijn nu één jaar beschikbaar voor de markt. Welke impact hebben deze ETF's nu? En welk effect hebben deze producten op institutionele beleggers? Te gast is @heintsight van @FlowTraders. Co-host is @cryptotakkies

https://t.co/aCKYVvDBJM

[Hein Tibosch @heintsight]

@FelixOHartmann Although without Saylor btc would be few pct down. Don’t confuse btc with any other coin, btc will keep on seeing larger adoption as an asset class, although road ahead might have some bumps @FelixOHartmann

[Hein Tibosch @heintsight]

@Cointelegraph Long story short: all the FUD around how much of etf flow is speculative/hedging vs genuine inflow is massively overrated

[Hein Tibosch @heintsight]

@Cointelegraph @Cointelegraph we wrote an extensive article about the origin of arbitrage strategies. Arbitrage strategies are also a proxy for longer term holdings. Check it out: https://t.co/nhX2ygjU1r

[Hein Tibosch @heintsight]

@loomdart People tend to overindex short term action vs long term trends. Sure MSTR has been stronger, but only a small catalyst will move btc up -> inflows in ETFs -> mstr strength

[Hein Tibosch @heintsight]

@EricBalchunas @HODL15Capital Very interesting take @EricBalchunas & @HODL15Capital . How much of btc that is mined is hodled?
However, are you suggesting that ~550k net buying would move the price up 300%?
I’m sure there are some nuances we could find here, @liquidityintern

[Flow Traders @FlowTraders]

Many misconceptions exist about the bitcoin carry trade's size and how it affects spot ETF AuM and flows.

Our latest article shows that basis arbitrage accounts for just 16.7% of ETF AuM and serves as a channel for genuine demand for bitcoin exposure.

Read more here: https://t.co/ILUdSrc0Sy

[Hein Tibosch @heintsight]

@Cointelegraph This statement just massively increased odds of an actual BTC reserve. Europe is so divided, that some countries will go straight against this

[Flow Traders @FlowTraders]

Is there something more behind a buzz word?

"You often hear people mention the crypto buzz words, everyone is talking about bitcoins, tokens and more. For us these words have a real meaning and they motivate us to always remain an active player in the space. All the innovations, as well as the enhanced efficiency impact the crypto space which will change the financial markets over time." @heintsight

Want to know more? check out this podcast with
@bitvavocom

LINK: https://t.co/kpYlfetMNK

[Hein Tibosch @heintsight]

@zoomerfied Could the reason they are buying Sol instead of BTC be, that the strategic reserve is revealed tomorrow? So they don’t want to get scrutinized

[Flow Traders @FlowTraders]

We are coming to you with our 1st Weekly Crypto Twitter Digest!

Take of the week: We proudly announced our investment in @GTE_XYZ, a @megaeth-based DEX. The platform raised $10M from leading investors like @Maven11Capital, @robotventures, Wintermute, and IMC Trading. $2.5M of this came from a round on @Cobie’s https://t.co/d8I0anZos5, in which 720 unique investors filled the allocation in seconds.

[Hein Tibosch @heintsight]

@arkham A possible sale could accelerate plans for a strategic reserve, as a way of payback to the Dems. Curious whether they would really do this, very little upside IMO

[Hein Tibosch @heintsight]

@tarunchitra If he happens to be a taxi driver, this might be the top 😁

[Hein Tibosch @heintsight]

@aubreystrobel You should try LaGuardia!