According to @caprioleio, Jefferies strategist Chris Wood removed Bitcoin BTC from his long-term asset allocation model last week due to quantum computing risks, as relayed by @matthew_sigel on X. Source: @caprioleio on X; @matthew_sigel on X. @caprioleio states that BTC upside is capped until the quantum threat is addressed and calls to make 2026 the year to fix Bitcoin’s quantum security. Source: @caprioleio on X. For traders, the move by a widely followed Wall Street strategist highlights the quantum risk narrative as a near-term headwind to institutional allocation and price upside, aligning with the author’s view. Source: description of Chris Wood as widely followed from @matthew_sigel on X; upside cap view from @caprioleio on X. Key catalysts to monitor include the paper referenced in the thread’s replies and any subsequent responses from the cited parties regarding quantum-resilient measures. Source: “The paper that spooked him is in replies” from @matthew_sigel on X; call to fix BTC in 2026 from @caprioleio on X.

According to @Matt_Hougan, having BITW speeds up the "how do I allocate?" conversations with institutions, signaling demand for a single-ticker crypto allocation tool, source: @Matt_Hougan. BITW is the Bitwise 10 Crypto Index Fund offering market-cap-weighted exposure to leading assets such as BTC and ETH through a publicly traded share class, source: Bitwise Asset Management. For trading, monitor BITW’s daily volume and premium/discount to NAV because they reflect secondary-market demand for diversified crypto exposure and affect execution relative to NAV, source: Bitwise Asset Management. Allocations into BITW are implemented by the fund holding the underlying crypto assets per the Bitwise 10 Index methodology, linking fund demand to its BTC and ETH weights, source: Bitwise Asset Management.

According to @saylor, restricting passive index investment in BTC would mirror restricting capital into oil and oil rigs in the 1900s, spectrum and cell towers in the 1980s, or compute and data centers in the 2000s, underscoring Bitcoin’s role as critical digital infrastructure for long-horizon capital allocation (Source: @saylor on X, Dec 11, 2025). He frames the debate as part of broader “digital credit” considerations and argues against any limitations on passive index exposure to BTC, positioning the asset alongside foundational industries historically financed by index-linked capital (Source: @saylor on X, Dec 11, 2025). For traders, his stance signals continued advocacy for open passive-access pathways to BTC, a narrative that ties directly to index-tracking capital behavior and institutional participation in Bitcoin markets (Source: @saylor on X, Dec 11, 2025).

According to @StockMKTNewz, CrowdStrike ($CRWD) is set to release its earnings after the stock markets close today. Historically, CrowdStrike's financial reports have influenced not only cybersecurity stocks but have also had ripple effects across the tech sector, which is closely watched by crypto traders for sentiment shifts (source: @StockMKTNewz, June 3, 2025). Strong or weak results from CrowdStrike could affect risk appetite in both equities and digital assets, especially as institutional investors increasingly allocate to both sectors. Traders should monitor after-hours volatility for potential impact on crypto market sentiment and correlated tech tokens.

According to Compounding Quality on Twitter, a curated PDF featuring 100 quality stocks has been released for traders seeking robust equity investment opportunities (source: @QCompounding, May 11, 2025). For crypto traders, shifts in capital allocation to high-quality stocks could signal short-term outflows from cryptocurrencies, potentially increasing volatility in digital assets. Monitoring institutional preferences for these stocks might provide early indicators of cross-market trends affecting Bitcoin, Ethereum, and leading altcoins.

According to The Kobeissi Letter, Berkshire Hathaway currently holds approximately $305.5 billion in US Treasury Bills, which is about $110.2 billion more than the US Federal Reserve’s $195.3 billion T-bill holdings. This means Berkshire Hathaway’s T-bill balance is roughly 56% higher than the Fed's, signaling a significant shift in institutional allocation towards short-term US government debt. For traders, this trend underscores growing confidence in T-bills as a safe haven amid uncertain market conditions, and may influence liquidity and yields in the fixed income market (source: The Kobeissi Letter Twitter, May 3, 2025).