BitGo

September is behind us, and the ETF flows are in: US bitcoin ETFs took in ~$2.65 billion, with BlackRock's IBIT and Fidelity's FBTC pulling in $2.49 billion of it, or 94% of the total. A year earlier those same two funds captured 91%, so the concentration at the top has tightened. The month also marks a major improvement from June, when the category saw $4.5 billion in net outflows.

Roughly 30% of all Bitcoin UTXOs today sit in addresses whose public keys have already been exposed onchain, the exact thing a future quantum computer would need to target. On the Stephan Livera Podcast, BitGo CEO Mike Belshe makes the case that this is already fixable: BitGo's wallets show that exposure directly and restructure how they spend to avoid creating more of it. His broader point is simple. If every wallet provider did the same, quantum resistance wouldn't be a future problem to solve, it would already be solved. You can check your own exposure using BitGo's Quantum Resistance Checker, which scores any Bitcoin address using only public onchain data: https://lnkd.in/gRfjBW-s

"Institutional markets are becoming more open, interoperable and capital-efficient. Institutions should be able to choose where they custody assets and where they execute without sacrificing access to liquidity.” - Star Xu, Founder and CEO, OKX. We’re putting that principle into practice by expanding our integration with BitGo internationally through Go Network Off-Exchange Settlement. Eligible institutions outside the U.S. can now access OKX liquidity while supported assets remain in segregated, regulated custody with BitGo Singapore. Building on our existing integration for U.S. institutions, this creates a more consistent global model for separating custody from execution, while enabling efficient post-trade settlement. Find out more: https://lnkd.in/ePBZBdeK

BitGo and OKX are expanding Off-Exchange Settlement to eligible institutions outside the U.S., bringing Go Network to more markets. Through the expanded integration, clients can access OKX's global liquidity while supported assets remain in segregated, regulated custody with BitGo Singapore until settlement. 🔒 Regulated, independent custody 💧 Access to exchange liquidity ⚡ Automated post-trade settlement through Go Network ⚖️ Clear separation between custody and execution Read the announcement and learn more about our expanded integration: https://lnkd.in/e-uf6d6i

BitGo's Baylor Myers spoke at KBW2026 yesterday! 🇰🇷 Thank you to everyone who joined us for a great panel.

Owning crypto is the starting point, and the conversation has moved on to what follows. A portfolio in custody can serve as collateral, earn income, or hedge risk, and at BitGo Prime it can do all three while staying in qualified custody. Crypto-backed loans provide liquidity against diversified holdings, including staked and locked assets, with no forced sales. Lending to BitGo Prime puts idle balances to work earning yield, and OTC derivatives let a long position generate premium. Get more from your assets: https://lnkd.in/gdFWq3X7

BitGo clients can now trade directly on Decibel while keeping their existing wallet controls in place. No separate wallet. No new workflow, no gap between where assets sit and where the trading happens. Read more 👇

This week's BitGo Market Pulse has bitcoin posting its highest weekly close since late January at $84,450, up more than 40% for the quarter, even as Treasury yields hit 5.23% and gold slipped. Spot Bitcoin ETFs drew $2.39B, their biggest inflow week of the year. Plus Bitget's $387.5M hack, Hester Peirce's SEC exit, and the first interbank tokenized deposit transactions among seven UK banks. Read the full pulse. 👇

A new US home went from 1.1 million BTC to 5.7 BTC in 15 years. If that pace even half repeats, what will you want to be holding in 2040?