YuriY

Investor. Formerly Anchorage, Galois Capital, Goldman Sachs & Fidelity. Nothing is investment advice here.

#GoAvs2026

[Nathan McCauley ⚓ @nathanmccauley]

Iconic event tonight.

[YuriY @yanosov]

@davidmarcus @spencerpratt Would be nice, I would love LA/SF to be like normal global cities again, they are very geographically beautiful.

[Anchorage Digital ⚓️ @Anchorage]

Agents will need access to cash, cards, and crypto. This is one of the most important shifts happening in financial infrastructure today that we're pioneering.

[Paolo Ardoino 🤖 @paoloardoino]

Tether froze 3.29M USDT to the hackers.
Tether cares.

[Joshua Lim @joshua_j_lim]

1/ I’ve spent most of the last few weeks since the Google, Caltech papers to think about tradable implications around quantum computing and crypto

specifically what happens to the market around q-day

[Alea Research @AleaResearch]

On this Market Cap episode, our Director of Institutional Services @stefanosanabria speaks with @dlawant, Head of Research at @Anchorage.

Anchorage Digital is a key crypto infrastructure provider for institutions to securely hold, move, and actively use digital assets.

Positioned at the intersection of custody, staking, and market access, it’s helping shift crypto from passive exposure to a fully integrated financial system.

On Market Cap we feature firms and funds to explore the thinking that guides them, the patterns they observe, and other forces moving the markets.

Chapters
01:44 Real vs Perceived Crypto Momentum
05:22 Late-Stage Bear Market Psychology and Fatigue
10:44 Crypto Institutionalization through a TradFi Lens
16:17 What Anchorage Actually Does Beyond Custody
20:45 Who Anchorage Really Serves Across The Market
22:48 Why Institutions Need External Research Partners
31:09 Market Apathy in Volumes and Leverage
35:37 Everyone thinks BTC will Chop 60–80k
38:30 Options Boom: Yield Strategies
48:23 Signals that Confirm a Market Regime Shift
54:06 Directions for Future Research

[YuriY @yanosov]

@DerrickEvans4WV I went through LGA yesterday, and security was maybe 10 mins or so.

[David Lawant @dlawant]

Crypto's notable resilience during this moment of market turmoil is a masterclass on the importance of liquidity, leverage, and investor positioning trends.

It's also a great reminder not to overindex on short-term price movement!

[Jeff Park @dgt10011]

Also as mentioned in the article, if you’re not already following @dlawant I would urge a subscribe asap! He is one of best at his craft for his uncompromised fidelity towards accurate and unbiased data

[Jeff Park @dgt10011]

https://t.co/dvhDRKa1Gm

[Daniel Barabander @dbarabander]

Thinking of hosting a salon style dinner in early Feb in NYC for people building / trading options in crypto.

Who's in?

[YuriY @yanosov]

Excited to do a live talk about digital assets with two of our great clients! Be sure to tune in, you don't want this FOMO.

[Anchorage Digital ⚓️ @Anchorage]

🚨 THIS WEEK

Mark your calendars for Wednesday at 3:30 PM ET

Anchorage Digital is hosting a discussion between @avichal, @calebshough, and @yanosov on how institutional crypto markets are evolving — from prime brokerage to what's ahead for 2026.

Tune in live here on X.

[YuriY @yanosov]

I've never been anti or pro nice racing cars (or whatever the proper way to call them is), but after living in Miami for a bit now, I can officially say that I hate @Lamborghini and the people who drive them.

That is all.

[Elon Musk @elonmusk]

Every seat in this giant arena that isn’t roped off for security is packed to the ceiling. Honored to be here.

All for Charlie Kirk.

[Anchorage Digital ⚓️ @Anchorage]

Anchorage Digital Bank—the first and only crypto bank and stablecoin issuance platform under federal @USOCC oversight—is proud to be the issuer of @tether’s new GENIUS-compliant stablecoin, advancing the strength of the U.S. dollar for decades to come.

[YuriY @yanosov]

@TrungTPhan Would love it if they updated their advanced UI sometime from the current windows 98 look/feel. Otherwise, great company with solid product set.

[YuriY @yanosov]

Special thank you to our compliance staff and everyone else who worked tirelessly over the last 3+ years to ensure that Anchorage does not just meet, but exceed the high standards that the OCC sets for chartered banks.

[YuriY @yanosov]

When most crypto folk think of Q2 2022, the immediate thing that comes to mind was Terra/Luna collapse, but for me the event that hits closest to home is this was also when Anchorage received its consent order from the OCC.

Consent order is no more.

[YuriY @yanosov]

Thank you David, it was great working with your team.

[David Bailey🇵🇷 $2.0mm/btc is the floor @DavidFBailey]

Think people will find this interesting

1. We’ve documented the entire merger process (including buying the btc) on film.

2. When we were in the market we were buying roughly $1m per minute. Bitcoin ate it like a buzz saw. This market is insanely liquid.

3. @Anchorage nailed execution

[YuriY @yanosov]

These statistics are crazy.

esp, knowing how banks IT departments work.

[Overton @overton_news]

NOW - DOGE Staffer Speaks Out, Unveiling Mission to Fix IRS’ Outdated Infrastructure |

“I really care a lot about this country, and this is a huge program that is currently 30 years behind schedule.”

For the first time, a member of the DOGE team has spoken publicly about the mission that they're on.

Sam Corcos, now a special adviser to the U.S. Treasury Department, is laying out his undertaking to drag the IRS’ outdated systems into the present.

Corcos said:

“I have been brought in to look at the IRS’ modernization program, in particular, as well as the operations and maintenance budget. I really care a lot about this country, and this is a huge program that is currently 30 years behind schedule and it’s already $15 billion over budget.”

“The goal is to take——the IRS has some pretty legacy infrastructure——It’s actually very similar to what banks have been using. It’s old main frames running COBOL and assembly.”

“The challenge has been, how do we migrate that to a modern system. Virtually every bank has already done this, but we’re still using a lot of those same systems.”

“Typically, in the industry this takes a few years, maybe a few hundred million dollars, and we’re now 35 years into this program.”