Strategy and BlackRock's IBIT trust hold 1.65 million bitcoin worth about $140.8 billion, 7.87% of the 21 million cap. Strategy owns its coins as a corporate treasury, while IBIT's belong to a trust whose balance moves with share redemptions.
Reality
- Evidence58
- Adoption70
- Hype gap+8
- Incentives
- Insufficient
- Confidence55
The OCC has conditionally approved Bastion Platforms National Trust Company to issue, custody and convert stablecoins on behalf of clients, a fee business housed inside a charter that bars deposits and FDIC cover.
Reality
- Evidence70
- Adoption25
- Hype gap+15
- Incentives65
- Confidence58
Builders Bank & Trust would custody bitcoin and stablecoins under one federal supervisor instead of fifty state ones. That is worth paying for. But 23 of the OCC's last 40 applications want much the same thing.
Reality
- Evidence56
- Adoption48
- Hype gap+16
- Incentives72
- Confidence57
Gizmodo reports that a StarkWare researcher's transaction needed no soft fork. That fact moves post-quantum migration out of the developer debate and into the custody workflow, where somebody has to schedule it and pay for it.
Reality
- Evidence42
- Adoption18
- Hype gap+20
- Incentives62
- Confidence45
Google has floated 2029 for moving digital assets off elliptic curve cryptography. Roughly 93% of the market sits on it, and no single party can order the migration.
Reality
- Evidence42
- Adoption30
- Hype gap+32
- Incentives74
- Confidence52