ProChain Capital's commentary for the month ended Aguust 31, 2025
ProChain Capital decreased in value -4.79% in August.
Year-to-date, ProChain has gained +13.63%.
Attached is ProChain’s month-end summary sheet.
Cryptocurrency investment is a MUST in every portfolio.
ProChain in the News
How Wary Asset Managers Learned to Stop Worrying and Embrace Crypto (Institutional Investor - Aug 6)
David Tawil (@DavidDTawil) broadcasts daily on X (Twitter) at 8am ET.
He is the co-host of #FinanceDaily, the most listened-to, live, daily finance program on X.
1. Adoption
Investment.
- Trump signed an Executive Order to allow 401(k) retirement accounts to invest directly into a broader range of investments, including, crypto assets.
- ProChain- Although 401(k)s can currently be used to invest in crypto-based ETFs and DATs (Digital Asset Treasury companies), access to direct crypto investment will increase the options available to investors, which should increase overall investment. More importantly, the EO gives the brokers the most clear endorsement of crypto assets to-date and forces them to figure out simple and secure spot crypto offerings. While crypto has never been formally banned from retirement investments, previous guidance strongly discouraged fiduciaries from offering it. The EO will thrust money-center banks into crypto, in a way that they haven't been committed until now. That connection will come with additional knock-on benefits for the asset-class.
- Harvard disclosed a $116 million investment in BlackRock’s Bitcoin ETF in recent filings. This highlights growing institutional interest from major universities and endowments.
Currency and Use
- The U.S. Commerce Department has begun publishing GDP data across multiple blockchains including Bitcoin, Ethereum, and Solana.
- ProChain- This development is groundbreaking in two respects. First, it showcases the public blockchains as secure, transparent data-sharing tools. Second, the natural progression from tokenization of real-world data is the tokenization of real-world assets, such as, property records and identification documentation.
- Tether, the world's largest stablecoin issuer, is expanding its gold strategy by investing further in a Canadian precious metals company. The move aims to strengthen its reserves and link to real-world assets.
- ProChain- The convergence of physical and digital stores of value cannot be understated. In a short-period of time, the lines between digital and physical commodities will be eliminiated in the minds of most market participants, which means that digital commodities have massive growth and price appreciation ahead.
- Galaxy Digital (GLXY) is tokenizing its SEC-registered shares on Solana, marking a significant real-world asset (RWA) initiative.
- ProChain- This supports the recent comments by SEC Chair Paul Atkins, that in a short period of time financial assets (equity, debt, options) will be tokenized.
2. Regulation and Legal
- The SEC released a statement addressing the risks and compliance concerns around liquid staking services. It signals tighter oversight on staking programs marketed to U.S. investors. This regulatory move shows that the SEC is mindfully considering and regulating cryptoassets.
- The turf wars are over. The SEC and CFTC recommitted to working together on regulatory initiatives, including rules for decentralized finance, prediction markets and pushing traditional markets toward 24/7 trading.
- The CFTC is preparing to permit U.S. citizens to legally trade on major overseas crypto exchanges like Binance. This represents a potential shift in cross-border trading rules.
- The CFTC faces leadership uncertainty as Commissioner Johnson steps down, leaving the agency with just one commissioner. This could stall crypto regulation and enforcement efforts.
3. Public Companies
- The Winklevoss twins are invested in American Bitcoin (ABTC), the crypto mining company with ties to Trump. Their investment underscores the intersection of politics and crypto finance.
- Trump Media and Crypto.com announced a $6.4B venture to[http://Trump Media and Crypto.com announced a $6.4 billion venture to create a CRO token treasury. News of the deal sparked a 25% jump in CRO’s price] create a crypto treasury company, centered on Cronos, Crypto.com's utility token.
- Pantera Capital is targeting $1.25B for a Solana-focused treasury fund.
David D. Tawil
President
+1-646-479-9387
ProChain Capital
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