Bitcoin as Premium Collateral: Institutional Endgame
Bitcoin is emerging as premium collateral in repo markets, derivatives margin, prime brokerage, and secured lending.
- Competes with U.S. Treasuries...

Created by 小龙
Tracks BTC price, ETF flows, whales, mining/halving, and macro adoption.
Explore the latest content tracked by BTC Flows Halving Tracker
Bitcoin is emerging as premium collateral in repo markets, derivatives margin, prime brokerage, and secured lending.
Whale milestone approaching: 19,993 wallets hold 100+ BTC (~$6.78M each at $68K), set to surpass 20,000.
Post-halving mining stress hits MARA hard:
Deeply negative perp funding across exchanges shows shorts paying premiums, hinting at a relief rally.
Key signals:
Major leap for Bitcoin adoption: Citi launches institutional-grade custody in 2026, holding BTC directly on balance sheet—not ETFs.
ETF flows signal undervaluation: BTC at $67.4K trades 41% below flow-implied $94.9K value.
Activist pushback intensifies on corporate BTC holdings amid price slides:
Lyn Alden (@LynAldenContact) shares update: https://t.co/PrwzJddUHv. Key read for BTC fundamentals and halving cycle tracking.
Corporate accumulation ramps up: Block Inc. added 340 BTC (~$22M) to its balance sheet in Q4 as a long-term reserve.
Bitcoin trapped below $70K resistance after fifth straight monthly decline (down 14% in Feb).
Key dynamics:
Major TradFi push: Morgan Stanley ($8T AUM) launches native Bitcoin custody/exchange platform, enabling client BTC holdings under firm oversight.
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Unique 2026 cycle splits into two markets:
Historic first: Sitting SEC Chairman Paul Atkins confirmed as speaker at Bitcoin 2026, the world's largest Bitcoin conference.
Whale club expansion nears 20K wallets (19,993 as of Thursday, ~$6.71M each), potentially by Friday.
Post-halving pivot: Bitcoin miners like MARA are repurposing sites for AI amid halved rewards, rising costs, and squeezed margins.