CoinShares US @CoinSharesUS

Bitcoin mining economics came under heavy pressure in Q2, while demand for the power infrastructure miners already control continued to grow. Luke Nolan (@eazygambit) looks at how listed miners are responding, and what it means for the sector in our Q2 2026 @Bitcoin Mining Report. Read the report: coinshares.com/insights/resea…

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Zcash has some of the strongest privacy technology in crypto. But privacy is opt-in, and only part of the supply is actually shielded. Strong cryptography. More limited privacy in practice. @Zcash Read Luke Nolan’s (@eazygambit) full research: coinshares.com/insights/resea…

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Hyperliquid is back in focus after President Trump said work is underway on a compliant path to bring the platform into the US. The details of what that could look like remain undefined. So, what is @HyperliquidX and why does it matter? A timely revisit of our explainer: coinshares.com/insights/knowl…

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What is money when value can take more forms than ever before? @yoniassia, Co-Founder and CEO of @eToro, reflects on the changing meaning of money, from @Bitcoin, prediction markets, NFTs and the changing meaning of money. Watch the full interview on The Node: coinshares.com/insights/the-n…

WGMI is evolving. The CoinShares Bitcoin Mining ETF is now the CoinShares Bitcoin Mining and Digital Power ETF. Same ticker. Broader story. @Bitcoin miners are increasingly becoming digital infrastructure operators, powering both Bitcoin and AI. More here: coinshares.com/us/news/coinsh…

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Not all @Bitcoin miners are built the same. Energy costs, operational efficiency, financial resilience and governance can define who survives across cycles. That’s why selection matters. Full article in the first comment.

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Bitcoin exposure is not always @Bitcoin ownership. A Bitcoin ETP gives exposure to the asset. Bitcoin mining gives exposure to listed companies operating the infrastructure behind the network. Full article in the first comment.

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Over the past 365 days, real-world assets (RWAs) have moved beyond tokenisation into increasingly active onchain markets. Together with @tokenterminal, we look at the growth of Hybrid Finance across deposits, trading and derivatives, and what could define its next phase. Explore the full data. Link in the first comment.

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“The whole world is not going to load up a MetaMask account.” The Node sat down with @ethena founder Guy Young (@gdog97_) to discuss USDe, yield-bearing stablecoins, regulation and why crypto needs to meet users where they already are. Full interview in the first comment.

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Softer US inflation data has helped sentiment turn for @Bitcoin, reshaping rate expectations and bringing inflows back after eight weeks of global digital asset ETP outflows across all issuers. But @jbutterfill, Head of Research at CoinShares, sees a cautious setup: the floor may be in, but upside still looks capped without a stronger shift in monetary policy expectations.

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Open USD is not live yet, but its model already matters. In his latest research, Luke Nolan (@eazygambit), Senior Research Associate at CoinShares, looks at how @openstandard’s OUSD could challenge stablecoin economics by sharing reserve income with distribution partners. As he writes: “With direct yield pretty much off the table, OUSD has chosen to fight on distribution instead.” Read the full research: coinshares.com/insights/resea…

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The Node sits down with Guy Young, founder of @ethena. From USDe and yield-bearing stablecoins to regulation, distribution and the challenge of reaching users beyond crypto-native audiences, the conversation explores what the next phase of stablecoin adoption could look like. $ENA Watch the interview: coinshares.com/insights/the-n…

On @Monocle_Radio’s The Entrepreneurs with Tom Edwards, @jmmognetti reflects on CoinShares’ early discovery of @Bitcoin, and the rabbit hole that followed. More than a decade later, it keeps getting deeper. Full episode here: monocle.com/radio/shows/th…

Our Co-Founder, President and CEO, @jmmognetti brings a builder’s perspective from one of the longest-standing digital asset firms on the latest episode of @Monocle_Radio ’s The Entrepreneurs podcast with Tom Edwards. Listen to the full episode: monocle.com/radio/shows/th…

Price swings are only part of the story. For investors, volatility is also a tool: it informs positioning, hedging and portfolio construction. With BVX, @Bitcoin now has a forward-looking benchmark for expected 30-day volatility. More here: coinshares.com/insights/knowl…

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Most crypto tokens are hard to value. HYPE is different: @HyperliquidX’s usage flows directly into token demand through an on-chain buyback mechanism. Our latest research by Luke Nolan (@eazygambit) introduces a 5-year valuation framework for HYPE, built across seven revenue streams. Base case: ~$147 by 2031. Bull case? More below. Hyperliquid. coinshares.com/insights/resea…

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Professional @Bitcoin ownership faced its first real ETF-era bear market test. As our latest report by Matthew Kimmel (@bc1matt) shows, 13F holdings fell 17% in Q1, but the selling was highly concentrated. Hedge funds and brokerages drove most of the reduction, while advisors held relatively steady and banks continued to add. Not all institutional flows tell the same story. More here: coinshares.com/insights/resea…

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Crypto privacy is often framed as a compliance problem. But the real issue may be architectural. Zero-knowledge proofs, selective disclosure and institutional networks like @CantonNetwork show that privacy and compliance don’t have to be opposites. Full article: coinshares.com/insights/knowl…

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Ethereum is getting harder to value. After Dencun, fees collapsed, but network usage kept growing. Our latest research by Luke Nolan (@eazygambit) introduces a 5-year sum-of-parts framework for ETH, combining cash flows, monetary premium, and network effects. Base case: ~$4,935 by 2031. @ethereum More here: coinshares.com/insights/resea…

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