01/05/21 UPDATE: Net Assets Under Management, Holdings per Share, and Market Price per Share for our Investment Products.

Total AUM: $23.3 billion

MicroStrategy made waves among institutions and bitcoiners alike when it began buying #bitcoin. Now the company is up more than $1 billion on its investment. — link

$20 billion locked in DeFi

Source: DeFipulse

Billionaires buying Bitcoin
Hedge funds buying Bitcoin
Pension funds buying Bitcoin
Public companies buying Bitcoin
Investment banks buying Bitcoin

In 2021, we’ll see governments hold #Bitcoin on their balance sheets. — link

NEW: One River Asset Management has worked with Coinbase to invest an undisclosed amount in cryptocurrency, which the exchange is calling “one of the largest digital asset trades in history” — link

The supply of dollars increased 309% 𝗮𝗳𝘁𝗲𝗿 #Bitcoin was created. — link

#Bitcoin is the first store of value in the world where supply is entirely unaffected by increased demand. — link

More bad news for XRP.

@blockchain will halt XRP trading beginning on Jan. 14, 2021, at 11:59 GMT. Customers will be able to withdrawal XRP after the trading halt, but new deposits will not be accepted. — link

One of the greatest and most poignant pieces on Bitcoin I’ve ever read. — link

The number of XRP 'whales' has fallen since the SEC filed suit against Ripple — link

Bitcoin's number of whale addresses with at least 1,000 $BTC has reached an All Time High of 2,323 with Tuesday's market close 45 minutes ago. There may not be a more notable bullish metric than one pointing to growing holders with $33.7M+ on the line. — link

Progress of "Bitcoin" Google search volume reaching 2017 peak:

▓▓▓▓▓▓▓▓▓▓▓▓░░░ 79%

— link

"Warren Buffett famously called bitcoin “rat poison.” He may well be right. #Bitcoin could be rat poison, and the rat could be cash." -Bill Miller, CFA — link

$35,500 / Bitcoin

New ATH

Bitfinex appears to have run out of USD to borrow ... lending rates hit 7% per day — link

All Stablecoins: All Exchanges Inflow Transaction Count

Ripple co-founder Jed McCaleb sold $400 million worth of XRP in 2020 — link

Bitcoin rallied overnight towards the strike of the Jan 21, 36k calls. Open 17.7k options or $630 mln notional. — link

Bitcoin climbed to yet another All Time High $35,820 three hours ago to the delight of accumulating whales, and chagrin of mid-tier holders who have taken profits aggressively since $BTC hit $30k. Addresses and on-chain transactions continue to rise. — link

$BTC: Few experiments with Glassnode's liquidity-supply metrics that were recently published, shown below (as of Jan. 3).

Great thread from David Puell — read