Ep. 695 CoinShares CEO on Institutions, ETFs, Treasury Companies, and Bitcoin’s Long Game
Published: December 25, 2025
Duration: 25:45
In this episode of the Crypto 101 Podcast, CoinShares CEO Jean-Marie Mognetti joins Bryce to unpack how institutional adoption of crypto is unfolding in real time. He explains why Bitcoin ETFs, Ethereum exposure, and digital asset treasury companies are driving growth—but also creating short-term technical pressure through trade unwinds. Mognetti emphasizes that institutions are still in the earliest learning phase, while retail has led adoption, flipping the traditional investment pyramid. He closes by stressing long-term conviction, disciplined portfolio construction, and the importance of not confusing temporary market mechanics with Bitcoin’s broader macro trajectory.
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