Hanging in the balance.

More companies are adding Bitcoin to their balance sheet.

More than 100 publicly traded companies, including Tesla, MicroStrategy, and Coinbase, now hold Bitcoin on their balance sheet. What started as a bold move by a few pioneers is turning into a broader shift among corporates. It’s a strong signal that Bitcoin is no longer just for tech-savvy individuals — it’s becoming a legitimate part of institutional financial strategy.

The motivation is clear. Bitcoin is increasingly seen as the digital equivalent of gold: scarce, decentralized, and immune to inflation. In a world where central banks continue to print money and fiat currencies steadily lose value, companies are looking for more resilient stores of value. Holding Bitcoin allows them to hedge against economic uncertainty — independent from political or monetary interference.

Governments are still mostly in the planning stages when it comes to holding Bitcoin as a reserve asset, but companies have the freedom to move faster — and they are. The fact that businesses are taking the leap first is a sign that we’re entering a new monetary era. Each company that joins confirms Bitcoin’s role as a serious financial instrument and a foundational layer for tomorrow’s economy.

Gold hits new record, Bitcoin lags (for now).

Gold reached a new all-time high of $3,350 per ounce, up 28% in 2025. The reason? Global uncertainty. In times of geopolitical tension, slowing growth, and institutional distrust, investors and central banks traditionally flee to gold as a safe haven. And that’s exactly what we’re seeing now.

Still, the rise of gold raises a familiar question: if Bitcoin is digital gold, why is it falling while gold rises? The answer is twofold. First, Bitcoin is still relatively new and not yet widely seen as a safe haven — especially not by central banks, who are currently the biggest buyers of gold. Bitcoin, meanwhile, remains in the hands of faster-moving retail and corporate investors.

But that doesn’t mean Bitcoin’s role as a safe haven is fading — quite the opposite. Historically, gold often leads Bitcoin by a few months. Once confidence returns and risk appetite grows, Bitcoin tends to catch up quickly. Gold’s rise may not contradict Bitcoin’s value — it may be a signal of what’s coming next.

New SEC chair signals turning point for crypto.

The appointment of Paul Atkins as the new chairman of the SEC marks a major moment for crypto. A former SEC commissioner known for his pro-market, pro-innovation stance, Atkins steps in at a critical time — just as the industry is demanding clarity and direction. The U.S. plays a central role in shaping the global crypto landscape, and the SEC is one of its most powerful levers.

Atkins inherits a regulator that left a regulatory mess behind. In recent years, the SEC has mostly governed crypto through lawsuits, warnings, and unclear guidance — creating confusion and dragging innovation down. Although momentum is building toward proper recognition of crypto, the framework remains incomplete. Atkins has the expertise to change that.

Expectations are high. With his leadership, the SEC could finally deliver the coherent, transparent rulebook that institutional investors need. His appointment feels like the missing puzzle piece falling into place — a signal that the crypto industry may finally accelerate into its next phase of maturity.