Bitcoin · CoinDesk
Recent 13F filings suggest that long-duration institutional investors are not all running for the exit
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But staying the course is easier to justify when a bitcoin position can produce cash flow without depending on price appreciation alone.
Key facts
- Hurricane risk in Florida does not care if bitcoin is trading at $40,000 or $100,000
- BTC remains in institutional-grade custody within a corporate structure with legal segregation intended to isolate different investors’ assets, with investors able to have 24/7 on-chain proof
- As bitcoin BTC $ 60,930.61 adoption matures, a centuries-old financial structure is emerging as a compelling alternative: reinsurance
- BTC is currently trading well below its 2025 highs, and the drawdown is testing conviction across the investor spectrum
Summary
You're reading Crypto Long & Short, their weekly newsletter featuring insights, news and analysis for the professional investor. Welcome to their institutional newsletter, Crypto Long & Short. To win over big investors, DeFi builders must act like accountable money managers, not software developers, writes Ben Nadareski. Bitcoin holders can survive crashes and protect their assets by earning income through reinsurance, says Stephen Stonberg. “Hyperliquid's 70% Rally: What Drove HYPE from $40 to $75 in Six Weeks” in Chart of the Week.