Ep. 695 CoinShares CEO on Institutions, ETFs, Treasury Companies, and Bitcoin’s Long Game
CRYPTO 101
Bryce Paul & Brendan Viehman
4.6 • 821 Ratings
🗓️ 25 December 2025
⏱️ 26 minutes
🧾️ Download transcript
Summary
In this episode of the Crypto 101 Podcast, CoinShares CEO Jean-Marie Mognetti joins Bryce to unpack how institutional adoption of crypto is unfolding in real time. He explains why Bitcoin ETFs, Ethereum exposure, and digital asset treasury companies are driving growth—but also creating short-term technical pressure through trade unwinds. Mognetti emphasizes that institutions are still in the earliest learning phase, while retail has led adoption, flipping the traditional investment pyramid. He closes by stressing long-term conviction, disciplined portfolio construction, and the importance of not confusing temporary market mechanics with Bitcoin’s broader macro trajectory.
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Chapters
00:00 — Intro
01:10 — CoinShares’ origin, early Bitcoin discovery, and hedge-fund roots.
04:08 — Public vs. private blockchains and why institutions ultimately embraced open chains like Ethereum.
06:44 — CoinShares’ product suite: ETFs, listed funds, capital markets, and future tokenization.
09:00 — Altcoin ETF explosion creates confusion for advisors and investors.
11:50 — Digital asset treasury companies explained and why MicroStrategy is uniquely positioned.
17:56 — Bitcoin’s weakness framed as a technical unwind, not a broken macro thesis.
21:42 — Altcoins, benchmarking against Bitcoin, and where real crypto utility is emerging.
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Transcript
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| 0:00.0 | Welcome to the Crypto 101 podcast presented by Gemini, your bridge to the future of money. |
| 0:09.7 | All right, everybody, welcome back to another episode of the Crypto 101 podcast. |
| 0:18.7 | I am flying solo today without my compadre, Mr. Brendan, |
| 0:23.9 | who is dealing with some reconstruction at his place of work. So we are very lucky to be having |
| 0:31.6 | the CEO and co-founder of coin shares, Jean-Marieetti, joining us today. Sir, welcome to the show, |
| 0:39.7 | and how are you doing? Thank you for having me, Bryce. And sorry, Brendan, can be with us today. |
| 0:45.1 | I'm sorry, too, because this is going to be a great one. And he loves talking all things, |
| 0:50.2 | institutional involvement in crypto, you know, structured products and all sorts of things like that. |
| 0:56.8 | Leverage, of course. |
| 0:57.9 | But we're going to just dial it back real quick and just get our audience acquainted with who you are. |
| 1:03.9 | And really, what was the impetus or the catalyst to starting coin shares? |
| 1:10.6 | So, as you say, my name is Jean Marni Moni. |
| 1:12.6 | I'm the CEO and co-founder of Coinshares. |
| 1:14.6 | Coinshare is Europe larger digital asset manager with a listing in Sweden, |
| 1:20.6 | and we are moving this listed in Q1 to the US on NASDAQ. |
| 1:25.6 | Hey. |
| 1:26.6 | How did we start coin share? |
| 1:29.3 | We were community traders. |
| 1:31.8 | And the hedge fund we were running started his life in 1998 and finished this life in |
| 1:37.7 | 2013. |
| 1:39.6 | And we were at that point where the partners like each other works very well together |
| 1:43.1 | and we're looking for what is the next big thing to do. We had a kind of a strong deep value investing |
... |
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