Packformoon

🤝

$BTGO 🤝 South Korea? Just a reminder - @BitGo Korea obtained VASP licence from Korea Financial Intelligence Unit in Aug 2026 Big things coming for $BTGO 🤔 Investing in tokenisation and stablecoin adoption is not just $COIN and $CRCL anymore

$BTGO closing green while everything in crypto in the red New capital not flowing in yet - more like capital reallocation People wrote @BitGo off after IPO but Q2 earnings put Bitgo right back in the game Imagine when capital starts flowing in $BTGO $COIN $CRCL $SECZ

Somehow market seems to like @BitGo's Q2 earnings Numbers dragged down by crypto bear market but it is one of the few crypto stocks that closed alot higher the day after earnings $BTC unchanged but $BTGO +11% $SECZ -27%... $BTGO was written off - now is time for repricing 🚀

Clarity Act is coming You need exposure to stablecoins, tokenization, RWAs What else apart from $COIN, $CRCL? The ticker is $BTGO -Building institutional infrastructure layer - The only regulated custodian for DTCC tokenisation project - Only 1.5% mcap of $COIN @BitGo

7/ Stage 3 (now): Solid base begins to form For $BTGO, it seems to be between $4.5 and $6.5 Can it go lower? - Of course, if $BTC makes new lows. But I’m in the camp that $BTC has bottomed or is very close to bottoming

6/ So, in a $BTC bear market, what usually happens when 90% of the float suddenly becomes unlocked? Look at Stage 2 again... All the pre-IPO investors who wants out rushes to the exit door at the same time

2/ Stage 2: Red candles! Day after day, for 15 trading days… From $12 all the way down to $4.66 What happened? What caused this huge drop?

1/ Stage 1: $BTGO’s price action after the initial IPO hype (see chart) From Feb to early May, price generally hovered around $10 - $12 Everything looked ok! Price is stabilising Until…

@BitGo's price - what happened since IPO? IPO at $18 in Jan 2026 Since then, 70% drop to around $5 (see chart) Disgusting… BUT - there is good news! Let me explain why I think most of the selling is behind us and why I think $BTGO price likely bottomed 🧵 below

Seems like (5) got hidden in X's algo. Here is it again. $BTGO at fire sale prices 🔥