The biggest institutional Bitcoin move of 2025?

The biggest institutional Bitcoin move of 2025? 

Twenty One Capital now holds 42,000 BTC

Twenty One Capital just made one of the boldest plays in Bitcoin’s history — snapping up 4,812 BTC in a single deal and immediately landing in the top three public holders of BTC.

Backed by Tether, SoftBank, and Bitfinex, the newly launched investment firm acquired the Bitcoin via a $459 million PIPE deal, making headlines for both the scale of the purchase and the power behind it.

The BTC was originally held in a Tether wallet and sold following a $3.6 billion SPAC merger with Cantor Equity Partners. The result? A brand-new company with institutional firepower, 42,000 BTC in total, and a mission to reshape Bitcoin-native investing.

Why this matters:

• Twenty One Capital now holds 42,000 BTC, worth ~$4B — trailing only MicroStrategy and Marathon

• Created through a $3.6B merger involving Cantor Fitzgerald, SoftBank, and Tether

• Headed by Jack Mallers, Strike founder and Bitcoin maximalist

• Cantor Equity Partners’ stock (CEP) is already up 460% since April
  

The firm isn’t trying to mimic Strategy — it's going full Bitcoin-native. That means no altcoins, no dilution, and no distractions. Its playbook includes BTC-backed lending, advisory services, and financial education, all rooted in one asset: Bitcoin.

The takeaway: This isn’t just a big buy. It’s a shift in tone. With SoftBank, Tether, and Bitfinex all backing the move, Twenty One Capital isn’t betting on BTC’s future — it’s trying to define it.

📜 Regulation Watch: 

SEC delays Solana and Litecoin ETFs

In its latest move, the U.S. Securities and Exchange Commission delayed decisions on Grayscale’s Solana and Litecoin ETF proposals, extending the review window through October. Meanwhile, the agency opened public comment periods for two headline-making filings: 21Shares’ Dogecoin ETF and BlackRock’s request to allow in-kind redemptions on its iShares Bitcoin Trust.

What’s going on:

• Grayscale’s Solana ETF now has a final deadline of August 11, Litecoin’s is October 10

• The SEC says it's reviewing whether the listings meet standards on investor protection and market integrity

• Dogecoin ETF (21Shares) and BlackRock’s redemption mechanism change are now open for public comment

• Prediction markets put SOL ETF approval odds at 82% and LTC at 80% by end of year — but no early verdicts expected

ETF analysts like James Seyffart and Eric Balchunas say the delays are routine — and nothing will likely be approved until Chair Paul Atkins finishes internal meetings and sets a regulatory direction.

The takeaway: It’s a regulatory holding pattern — delays up front, comment sections in the back. The SEC isn’t saying no to altcoin ETFs, but it’s far from ready to say yes.

📊 Market Watch: 

USDT on TRON surpasses Ethereum — First time in six months

For the first time since November 2024, TRC-20 USDT supply has overtaken ERC-20 USDT, signaling a shift in liquidity, whale activity, and global payment behavior. TRON now hosts 73.7B USDT, slightly ahead of Ethereum’s 71.3B, thanks to aggressive minting and rising usage in international markets.

Why this matters:

• Tether’s total supply hits 150B, with most new mints landing on TRON

• Whale transfers on TRON spiked in May, especially during Asian trading hours

• TRON’s DeFi TVL is recovering, now at $6.64B, aided by stablecoin expansion

• USDT makes up 99% of all stablecoin liquidity on TRON and 53% on Ethereum

• TRX price holds steady, now around $0.27

TRON’s growing USDT share isn’t just about volume — it reflects broader trends. TRON is winning in markets less constrained by U.S. or EU regulations, where stablecoin demand remains high and cost-effective transfers matter more than L2 innovation.

The takeaway: USDT’s center of gravity is shifting again — and TRON is back in the lead. Whether it's sustainable depends on regulation, demand, and how Ethereum responds to the next wave of stablecoin innovation.

💼 This week’s best web3 roles

This week’s top Web3 openings include roles at leading companies like Uniswap Labs, Coinbase, Ripple, and Stellar — with salaries ranging from $60K to $385K.

1. Senior Site Reliability Engineer – Uniswap Labs
   $198K–$220K | 5+ yrs | Remote USA

2. Senior Analytics Engineer – Coinbase
   $180K–$210K | 3+ yrs | Remote USA

3. SEO Manager – Ripple
   $128K–$150K | 5+ yrs | Hybrid USA

4. Product Marketing Lead – Metaplex
   $175K–$225K | 5+ yrs | Remote USA

5. Head of Payments, Business Development – Stellar
   $255K–$385K | 10+ yrs | Remote

👉 Check out and apply for more roles across marketing, tech, and operations.

Market-moving headlines 🔥

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