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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 11 LONG Mike Belshe
CEO and Co-founder of BitGo
"Clarity Act is a complicated bill... There's a lot of folks waiting for clarity to be passed so that they can come into the market still." The passage of the Clarity Act is the catalyst that removes legal ambiguity. Once passed, it unlocks the "waiting" capital from risk-averse institutions, directly benefiting regulated infrastructure providers (custodians, banks, settlement layers) that operate within the US. LONG. The legislation stalling or being watered down, or regulators taking longer than the estimated 12-24 months to define rules. CNBC
BitGo CEO Mike Belshe: The latest bitcoin dow...