俄羅斯農業銀行和俄羅斯銀行正在探索將加密貨幣用於谷物支付，旨在提高交易便利性，通過針對小衆作物而非傳統作物如小麥來提升利潤，此舉是在俄羅斯谷物論壇上進行的討論後提出的。

加密貨幣

首頁新聞* **俄羅斯農業銀行** 和 **俄羅斯中央銀行** 正在研究使用加密貨幣進行糧食支付的方法。
* 該計劃在俄羅斯糧食論壇的商務早餐會上進行了討論。
* 根據銀行官員的說法，使用加密貨幣可以使谷物交易更加便利。
* 參與者強調了在出口農產品方面，特別是小批量作物的合作需求。
* 關注點從小麥轉向像豌豆和鷹嘴豆這樣的特色作物，這些作物顯示出更強的盈利潛力。
**俄羅斯農業銀行**與**俄羅斯央行**合作，正在研究在糧食交易支付中使用加密貨幣的選項。該銀行在5月30日於索契舉行的俄羅斯糧食論壇期間的商務早餐討論後分享了這一倡議。

- 廣告 - 根據銀行的首席副執行官Irina Zhachkina的說法，組織正在共同評估在糧食市場中使用加密貨幣進行結算支付的可能性。她解釋道，*“我們相信加密貨幣可以成爲一種便利的替代工具，目前我們與俄羅斯銀行及所有利益相關者一起，正在考慮在糧食交易中使用加密貨幣工具進行支付的機會。”*

論壇上的參與者還談到了在出口農產品時合作的重要性——尤其是那些生產量低於小麥的作物。他們提到，增加合作可以幫助降低將小衆農業產品發送到海外的運輸和物流成本。

銀行指出，雖然小麥交易的利潤有所下降，但對低產量、高利潤作物如豌豆和鷹嘴豆的興趣正在增加。這些細分作物可能爲生產者提供更好的財務回報。

尚未公布在糧食交易中使用加密貨幣的具體時間表或實施計劃。額外的物流細節和監管步驟可能會在相關方的持續討論中得到解決。

#### 之前的文章：

* FTX 將開始 50 億美元的還款，這可能會提振加密市場
* SEC澄清大多數加密質押不是證券，減輕不確定性
* 特朗普媒體籌集24億美元創建巨型比特幣國庫基金
* 法拉奇公布改革英國法案，承諾比特幣儲備和加密貨幣減稅
* Stripe 正在與銀行進行早期談判，以在全球範圍內整合穩定幣

- 廣告 -

Russian Agricultural Bank and Bank of Russia are exploring cryptocurrency use for grain payments, aiming to enhance transaction convenience and boost profits by targeting niche crops over traditional ones like wheat, following discussions at the Russian Grain Forum.

HomeNews* The **Russian Agricultural Bank** and the **Bank of Russia** are examining ways to use cryptocurrency for grain payments.
* The plan was discussed at the Russian Grain Forum during a business breakfast.
* Using cryptocurrencies could make grain transactions more convenient, according to bank officials.
* Participants highlighted the need for cooperation in exporting agricultural goods, especially smaller-volume crops.
* There is a shift in focus from wheat to niche crops like peas and chickpeas, which show stronger profit potential.
The **Russian Agricultural Bank**, in partnership with the **Bank of Russia**, is looking into the option of using cryptocurrencies in payments for grain trading. The bank shared this initiative following discussions at a business breakfast during the Russian Grain Forum held in Sochi on May 30.

- Advertisement -  According to Irina Zhachkina, First Deputy CEO of the bank, the organizations are working together to assess the use of cryptocurrency for settling payments in the grain market. She explained, *“We believe cryptocurrencies can be a convenient alternative instrument and at the moment, we together with the Bank of Russia and all the stakeholders are considering the opportunity of using cryptocurrency tools for payments in grain trading.”*

Participants at the forum also talked about the importance of collaboration when exporting agricultural products—especially crops produced in smaller quantities than wheat. They mentioned that increased cooperation could help lower transportation and logistics costs when sending niche agricultural goods overseas.

The bank noted that while profits from wheat trading have declined, there is growing interest in lower-volume, higher-margin crops such as peas and chickpeas. These niche crops may offer better financial returns for producers.

No specific timeline or implementation plan for the use of cryptocurrencies in grain trading has been announced. Additional logistical details and regulatory steps will likely be addressed in ongoing discussions among involved parties.

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* Farage Unveils Reform UK Bill Promising Bitcoin Reserve, Crypto Tax Cuts
* Stripe in Early Talks With Banks to Integrate Stablecoins Globally

- Advertisement -

Russian Agricultural Bank Eyes Cryptocurrency For Grain Trade Payments

俄羅斯農業銀行關注加密貨幣用於谷物貿易支付

HomeNews 英國改革黨在領導人奈傑爾·法拉奇提出支持比特幣和減少加密貨幣稅收的計劃後發布了其加密資產和數字金融法案。
該法案提議建立政府比特幣儲備，爲加密貨幣降低資本利得稅率，並接受加密貨幣作爲稅款支付方式

加密

首頁新聞* **改革英國** 在領導人 **奈傑爾·法拉奇** 提出支持比特幣和降低加密貨幣稅的計劃後發布了其加密資產和數字金融法案。
* 該法案提議設立政府比特幣儲備，爲加密貨幣降低資本利得稅率，並接受加密貨幣用於稅款支付和捐贈。
* 該法案設定了政府對加密貨幣進行研究的90天截止期限。
* 稅務專家對捐贈加密貨幣提出了因資本利得稅責任而產生的問題。
* 英國政府和反對黨保持謹慎態度，引用了對波動性和監管穩定性的擔憂。
**改革英國**在黨首**奈傑爾·法拉奇**於比特幣2025大會上的演講後發布了其加密貨幣和數字金融法案。該法案旨在支持英國的加密貨幣使用，包括建立比特幣儲備和降低加密活動的稅收。

- 廣告 -  提議的立法將允許人們使用加密貨幣支付稅款和進行政治捐款。加密貨幣的資本利得稅將降至10%。該法案還要求政府在90天內進行有關加密貨幣的研究，盡管可以延長時間。

該法案規定，銀行不能根據加密交易活動拒絕服務。**奈傑爾·法拉奇** 在活動中表示，*“將加密貨幣從寒冷中帶入。* 他還稱中央銀行數字貨幣 （CBDC） 是*“暴政的終極形式”，並承諾如果他獲勝，則不會引入此類貨幣。

相比之下，英國政府和工黨對加密貨幣的熱情較低。財政部表示，它不打算推出比特幣儲備，理由是對加密貨幣價格波動的擔憂。財政部經濟祕書表示，沒有計劃遵循美國關於國家比特幣儲備(source)政策。

英國金融行爲監管局最近放寬了對穩定幣發行者的限制，允許加密貨幣公司在國際上競爭 (source)。四月，工黨的Rachel Reeves宣布草案立法，爲加密貨幣公司提供明確的規則，並支持一個“**跨大西洋數字證券沙盒**” (details here)。

**改革英國**更廣泛的影響力促使政府在最近的(see more)地方選舉中表現出色後，在移民問題上採取更強硬的立場。內政部最近強調了驅逐出境和警方行動，首相基爾·斯塔默 （Keir Starmer） 強調了對移民(read details)的新控制。

- 廣告 - Protos 已聯繫勞動部以獲取評論，稍後將更新任何回應。

#### 以前的文章：

* Stripe 正在與銀行進行初步洽談，以全球整合穩定幣
* Radix 基金推動增長：Rakoon、DefiPlaza、OASIS 備受關注
* 房屋金融服務領導人公布兩黨支持的CLARITY法案
* 泰達計劃到2025年成爲全球最大的比特幣礦工
* Uniswap的UNI因看跌市場壓力加劇而下跌8%

- 廣告 -

HomeNews Reform UK released its Cryptoassets and Digital Finance Bill after leader Nigel Farage presented plans to support Bitcoin and reduce crypto taxes.
 The bill proposes a government bitcoin reserve, a lower capital gains tax rate for crypto, and acceptance of cryptocurrencies for tax

HomeNews* **Reform UK** released its Cryptoassets and Digital Finance Bill after leader **Nigel Farage** presented plans to support Bitcoin and reduce crypto taxes.
* The bill proposes a government bitcoin reserve, a lower capital gains tax rate for crypto, and acceptance of cryptocurrencies for tax payments and donations.
* The bill sets a 90-day deadline for government studies on cryptocurrencies.
* Tax experts have raised issues on donating crypto due to capital gains liabilities.
* The UK government and opposition parties maintain a cautious approach, citing concerns over volatility and regulatory stability.
**Reform UK** published its Cryptoassets and Digital Finance Bill following a speech by party leader **Nigel Farage** at Bitcoin 2025. The bill aims to support cryptocurrency use in the UK, including setting up a bitcoin reserve and reducing taxes on crypto activities.

- Advertisement -  The proposed legislation would allow people to use cryptocurrencies for paying taxes and making political donations. The capital gains tax on crypto would drop to 10%. The bill also mandates that the government conduct studies on crypto within 90 days, though extensions are possible.

The bill states that banks would not be able to deny services based on crypto transaction activity. **Nigel Farage** said during the event, *“bring crypto in from the cold.”* He also called Central Bank Digital Currencies, or CBDCs, the *“ultimate form of tyranny,”* pledging that such currencies would not be introduced if he wins.

In contrast, the UK government and the Labour party have expressed less enthusiasm for cryptocurrencies. The Treasury stated that it does not plan to launch a bitcoin reserve, citing concerns about the price volatility of cryptocurrencies. The Treasury’s economic secretary said there are no plans to follow U.S. policies on national bitcoin reserves (source).

The UK’s Financial Conduct Authority has recently moved to relax restrictions on stablecoin issuers, allowing crypto firms to compete internationally (source). In April, Labour’s Rachel Reeves announced draft legislation to provide clear rules for crypto firms and support a “**transatlantic Sandbox for digital securities**” (details here).

**Reform UK’s** wider influence has prompted the government to toughen its stance on migration, after its strong performance in recent local elections (see more). The Home Office has recently highlighted deportations and police action, with Prime Minister Keir Starmer emphasizing new controls on migration (read details).

- Advertisement -  Protos has contacted Labour for comment and will update with any response.

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- Advertisement -

Farage Unveils Reform UK Bill Promising Bitcoin Reserve, Crypto Tax Cuts

法拉奇公布改革英國法案，承諾比特幣儲備和加密貨幣稅收削減

首頁新聞 西班牙桑坦德銀行正在考慮推出歐元和美元穩定幣或向其客戶提供第三方穩定幣。
銀行的數字單位Openbank已根據新的Mica法規申請了歐洲加密貨幣許可證。
 如果桑坦德繼續前進，它將成爲 f

穩定幣

首頁新聞* **桑坦德銀行** 正在考慮推出歐元和美元穩定幣，或向其客戶提供第三方穩定幣。
* 銀行的數字部門，**Openbank**，已根據新的Mica法規申請了歐洲加密貨幣許可證。
* 如果桑坦德銀行繼續前進，它將成爲第四家全球系統重要性銀行，致力於穩定幣。
* 包括 **法興銀行**、**德意志銀行** 和 **渣打銀行** 在內的全球銀行已經參與了類似的穩定幣倡議。
* 穩定幣的使用正從加密貨幣交易擴展到主流跨境支付，並得到了最近美國政策決策的支持。
**桑坦德銀行**正在探索推出歐元和美元穩定幣的潛力，消息來源引述自彭博社。該銀行還在審查爲客戶提供其他公司發行的穩定幣的可能性。這是該銀行擴大其在數字資產市場影響力的更廣泛努力的一部分。

- 廣告 - **桑坦德**的數字部門**Openbank** reportedly已經申請了根據新的Mica法規所需的歐洲加密貨幣許可證，旨在讓零售客戶能夠在歐洲訪問數字資產產品。這些舉措使**桑坦德**與其他正在開發或支持穩定幣項目的主要國際銀行保持一致。

法國興業銀行的FORGE部門是2023年首家發行歐元穩定幣的大型銀行。**德意志銀行**與ALLUnity合作，該穩定幣項目計劃在今年發布，待監管審批。**渣打銀行**參與了一個總部位於香港的穩定幣合資企業。如果**桑坦德**確認這些計劃，它將成爲第四家加入該領域的全球系統重要性銀行。

**桑坦德銀行** 在自己的項目之外也有利益。該銀行是 The Clearing House 的股東，據《華爾街日報》報道，該銀行參與了美國主要銀行可能聯合推出穩定幣的討論。這可能涉及其他重要機構，例如美國銀行、巴克萊銀行、BMO、紐約梅隆銀行、花旗銀行、匯豐銀行、摩根大通、道明銀行和富國銀行。

研究顯示，近年來有超過20家銀行加入或試點穩定幣項目。穩定幣是一種與美元或歐元等資產掛鉤的加密貨幣，之前主要用於結算數字貨幣交易或在國家貨幣不穩定的國家中使用。現在，它們的基礎設施正在發展，以支持更廣泛的用途，包括例行國際支付。

在特朗普總統執政下，美國政府發布了一項行政命令，優先考慮穩定幣，這一話題開始獲得關注。政府的目標是，穩定幣的更廣泛採用將提高對美國國債的需求，這有助於降低政府的借款成本。

**桑坦德銀行** 在區塊鏈和數字金融方面有着早期採用的歷史。該銀行之前投資了 Ripple 並將其技術用於某些支付服務。桑坦德銀行也是 2019 年首批在以太坊區塊鏈上發行數字債券的公司之一，後來與法國興業銀行 （Societe Generale FORGE） 和高盛 （Goldman Sachs） 合作爲歐洲投資銀行發行數字債券。它的最新參與包括支持 Fxality，這是一個面向金融機構的基於區塊鏈的結算網路。

- 廣告 -  與此同時，銀行對穩定幣的採用正在加速。行業觀察人士預計，隨着法規的發展以及更多銀行進入市場，這一趨勢將持續增長。

#### 以前的文章:

* Hyperliquid交易員James Wynn因比特幣下跌被清算9900萬美元
* 比特幣未平倉合約創下歷史新高， bullish 情緒激增
* 比特幣在亞洲開盤時保持在$105K；山寨幣交易量和加密貨幣法案上升
* Cantor Fitzgerald推出比特幣基金，具有黃金下行安全性
* 美國制裁菲律賓公司因其運營332,000個加密詐騙網站

- 廣告 -

HomeNews Banco Santander is considering launching euro and U.S. dollar stablecoins or offering third-party stablecoins to its customers.
 The bank’s digital unit, Openbank, has applied for a European cryptocurrency license under new Mica regulations.
 If Santander moves forward, it will become the f

HomeNews* **Banco Santander** is considering launching euro and U.S. dollar stablecoins or offering third-party stablecoins to its customers.
* The bank’s digital unit, **Openbank**, has applied for a European cryptocurrency license under new Mica regulations.
* If Santander moves forward, it will become the fourth global systemically important bank to work on stablecoins.
* Global banks including **Societe Generale**, **Deutsche Bank**, and **Standard Chartered** are already involved in similar stablecoin initiatives.
* Stablecoin use is expanding from cryptocurrency trades to mainstream cross-border payments and is supported by recent U.S. policy decisions.
**Banco Santander** is exploring the potential launch of both euro and U.S. dollar stablecoins, according to sources cited in Bloomberg. The bank is also reviewing the possibility of providing clients with access to stablecoins issued by other companies. This is part of the bank’s broader efforts to expand its presence in the digital assets market.

- Advertisement -  The digital arm of **Santander**, **Openbank**, has reportedly applied for a European cryptocurrency license as required under the new Mica regulations, aiming to allow retail customers to access digital asset products in Europe. These moves bring **Santander** into line with other major international banks that are developing or backing stablecoin projects.

Societe Generale’s FORGE unit was the first among major banks to issue a euro stablecoin in 2023. **Deutsche Bank** works with ALLUnity, a stablecoin project set for release this year, pending regulatory approvals. **Standard Chartered** participates in a Hong Kong-based stablecoin joint venture. If **Santander** confirms these plans, it would be the fourth global systemically important bank to join this sector.

**Santander** also has stakes beyond its own projects. The bank is a shareholder in The Clearing House, which, according to The Wall Street Journal, is involved in discussions about a possible joint stablecoin effort by major U.S. banks. This could involve other significant institutions, such as Bank of America, Barclays, BMO, BNY Mellon, Citi, HSBC, JP Morgan, TD Bank, and Wells Fargo.

Research shows that over 20 additional banks have joined or piloted stablecoin projects in recent years. Stablecoins, which are cryptocurrencies pegged to assets like the U.S. dollar or euro, were previously used mainly for settling digital currency transactions or in countries with unstable national currencies. Now, their infrastructure is developing to support broader uses, including routine international payments.

The topic gained momentum after the United States government, under President Trump, issued an executive order giving priority to stablecoins. The administration’s stated goal is that wider adoption will raise demand for U.S. Treasury bonds, which can help lower borrowing costs for the government.

**Santander** has a history of early adoption in blockchain and digital finance. The bank previously invested in Ripple and used its technology for certain payment services. Santander was also among the first to issue a digital bond on the Ethereum blockchain in 2019 and later worked with **Societe Generale FORGE** and **Goldman Sachs** on a digital bond for the European Investment Bank. Its latest involvement includes supporting Fxality, a blockchain-based settlement network for financial institutions.

- Advertisement -  Meanwhile, banks’ adoption of stablecoins continues to accelerate. Industry observers expect the trend to grow as regulations develop and more banks enter the market.

#### Previous Articles:

* Hyperliquid Trader James Wynn Liquidated for $99M as Bitcoin Falls
* Bitcoin Open Interest Hits Record High as Bullish Sentiment Surges
* Bitcoin Holds $105K as Asia Opens; Altcoin Volumes, Crypto Bills Rise
* Cantor Fitzgerald Launches Bitcoin Fund With Gold Downside Safety
* US Sanctions Philippines Firm for Running 332,000 Crypto Scam Sites

- Advertisement -

Santander Considers Launching Euro And Dollar Stablecoins For Clients

桑坦德考慮爲客戶推出歐元和刀/美元穩定幣

首頁新聞 機構投資者預計到2026年底將收購超過420萬比特幣，佔總供應的20%。
國家預計將引領採用，潛在流入達1620億美元，受美國戰略比特幣儲備驅動。
上市公司加速比特幣

上市

首頁新聞* 機構投資者預計到2026年底將獲得超過420萬比特幣，佔總供應量的20%。
* 國家預計將以1620億美元的潛在流入主導採用，這一趨勢受到美國戰略比特幣儲備的推動。
* 公共公司加速比特幣財務策略，預計企業採購達到1180億美元。
* 代表60萬億美元資產的財富管理平台開始向客戶提供比特幣訪問。
* 比特幣收益機會隨着機構尋求超越簡單持有策略的回報而出現。



---

來自**UTXO管理**和**Bitwise資產管理**的新報告預測，機構投資者將在接下來的18個月內推動對比特幣的前所未有的需求。

- 廣告 -  分析預測到2026年，機構流入約**4270億美元**，可能獲得超過**420萬個比特幣**——相當於該加密貨幣總供應量的20%.

這項於2025年5月發布的研究確定了五個主要的機構採用者類別：

* 國家
* 財富管理平台，
* 公衆公司，
* 美國各州，和
* 主權財富基金。

這些預測假設比特幣價格固定在$100,000，盡管作者指出，這種規模的資金流入可能會顯著推高價格。

## **政府主導的採用加速**

**國家**代表了預計需求的最大來源，潛在購買額估計爲**$162 billion**。

美國在這一趨勢中處於領先地位，因其在2025年3月建立了戰略比特幣儲備，目前持有通過各種執法行動沒收的約198,000比特幣。

比特幣法案，由參議員辛西婭·盧米斯提出，建議每年購買20萬比特幣，持續五年，創建100萬比特幣儲備。*“比特幣正從一種被容忍的沒收資產轉變爲正式認可的戰略儲備資產，”* 報告中指出。

- 廣告 - 除了聯邦倡議，超過20個美國州正在探索比特幣儲備。新罕布什爾州和亞利桑那州已經頒布立法，德克薩斯州最近通過了戰略比特幣儲備法案。報告預計，在適度採用場景下，州級採用可能產生**196億美元**的資金流入。

## **企業財務革命**

**上市公司**代表第二大類，預計流入 **$1180億**。報告跟蹤那些將比特幣作爲財政資產的公司，指出到2024年底，上市公司持有603,055比特幣。

戰略(前身爲MicroStrategy)，由Michael Saylor領導，已經積累了**超過570,000比特幣**，並開創了研究人員所稱的“比特幣標準”企業手冊。

- 廣告 - 新進入者包括Twenty One，一家由Tether和SoftBank支持的比特幣本土上市公司，計劃以超過**42,000 Bitcoin.**開始運營。

GameStop最近籌集了15億美元，表示將部分資金分配給比特幣，而東京上市的**Metaplanet**和香港上市的**Moon**等國際公司也採取了類似的策略。

## **財富管理平台開放大門**

報告指出**財富管理平台**是一個重要的未開發市場，全球控制約60萬億美元的客戶資產。主要的投資銀行，包括摩根士丹利、高盛和摩根大通，開始在經過廣泛盡職調查後批準比特幣ETF的接入。

*“根據研究，預計在2024年，由於缺乏機構投資者的可及性，約有350億美元的比特幣需求被擱置，”* 該分析預測，隨着這些平台擴大比特幣的可及性，潛在的資金流入將在**600億美元**到**6000億美元**之間，具體取決於分配比例。

## **國際主權利益**

**主權財富基金**和國際政府對比特幣配置表現出日益增長的興趣。報告模擬了中央銀行將其黃金儲備的一部分（全球約37,755公噸）重新分配到比特幣中的情景。

經歷高通貨膨脹的國家，包括**土耳其**(38%年CPI)、**尼日利亞**(24%重新基準後的通貨膨脹)，以及**阿根廷**(23%預計2025年通貨膨脹)，面臨特別的壓力以多樣化儲備。

研究表明，這些經濟狀況加速了包括比特幣在內的美元替代品的採用。

## **比特幣收益機會浮現**

展望簡單的積累，報告指出隨着機構尋求其持有資產的回報，新的**比特幣收益**策略正在興起。比特幣國庫公司正在探索借貸、質押和去中心化金融協議，以加速資產負債表的增長。

當前比特幣本地收益機會根據風險概況的不同，範圍從2%到20%，平均收益約爲8%。

該報告預計，假設比特幣市值爲 5%，這可能會爲基於比特幣的去中心化金融創造一個 **1000 億美元的市場**。

*“BTCfi將在本週期中因其迅速的採用、機構支持以及不斷演變的監管環境，佔據DeFi市場的重要份額，”* 作者們寫道。

## **市場影響考慮**

報告承認，預計的流入可能會造成顯著的價格漲壓力，從而可能使計算中使用的$100,000價格假設失效。研究模型考慮了不同的採用率，並強調由於市場動態，實際的比特幣獲取金額可能會大幅降低。

該分析的數據來源包括Newhedge、比特幣Treasuries.net、VanEck和Glassnode，提供了對當前機構持有量和多個司法管轄區立法管道的詳細分析。

這種機構採用浪潮代表了研究人員所描述的比特幣從投機資產到戰略金融基礎設施的轉變，其影響遠超傳統加密貨幣市場。

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- 廣告 -

HomeNews Institutional investors expected to acquire over 4.2 million Bitcoin by end of 2026, representing 20% of total supply.
 Nation-states projected to lead adoption with $162 billion in potential inflows, driven by U.S. Strategic Bitcoin Reserve.
 Public companies accelerating Bitcoin

HomeNews* Institutional investors expected to acquire over 4.2 million Bitcoin by end of 2026, representing 20% of total supply.
* Nation-states projected to lead adoption with $162 billion in potential inflows, driven by U.S. Strategic Bitcoin Reserve.
* Public companies accelerating Bitcoin treasury strategies, with estimated $118 billion in corporate purchases.
* Wealth management platforms representing $60 trillion in assets begin offering Bitcoin access to clients.
* Bitcoin yield opportunities emerge as institutions seek returns beyond simple holding strategies.



---

A new report from **UTXO Management** and **Bitwise Asset Management** projects that institutional investors will drive unprecedented demand for Bitcoin over the next 18 months.

- Advertisement -  The analysis forecasts approximately **$427 billion** in institutional inflows through 2026, potentially acquiring over **4.2 million Bitcoin** – equivalent to 20% of the cryptocurrency’s total supply.

The research, published in May 2025, identifies five primary categories of institutional adopters:

* nation-states,
* wealth management platforms,
* public companies,
* U.S. states, and
* sovereign wealth funds.

These projections assume a static Bitcoin price of $100,000, though the authors note that inflows of this magnitude would likely drive prices significantly higher.

## **Government-Led Adoption Accelerates**

**Nation-states** represent the largest projected source of demand, with an estimated **$162 billion** in potential purchases.

The United States leads this trend following the establishment of a Strategic Bitcoin Reserve in March 2025, which currently holds approximately 198,000 Bitcoin seized through various enforcement actions.

The BITCOIN Act, introduced by Senator Cynthia Lummis, proposes purchasing 200,000 Bitcoin annually for five years, creating a one-million Bitcoin reserve. *“Bitcoin is transitioning from a tolerated seized asset to a formally recognized strategic reserve asset,”* the report states.

- Advertisement -  Beyond federal initiatives, over 20 U.S. states are exploring Bitcoin reserves. New Hampshire and Arizona have already enacted legislation, with Texas recently passing the Strategic Bitcoin Reserve Act. The report projects state-level adoption could generate **$19.6 billion** in inflows under moderate adoption scenarios.

## **Corporate Treasury Revolution**

**Public companies** represent the second-largest category, with projected inflows of **$118 billion**. The report tracks companies that have adopted Bitcoin as a treasury asset, noting that publicly traded firms held 603,055 Bitcoin at the end of 2024.

Strategy (formerly MicroStrategy), led by Michael Saylor, has accumulated **over 570,000 Bitcoin** and pioneered what researchers call the “Bitcoin Standard” corporate playbook.

- Advertisement -  New entrants include Twenty One, a Bitcoin-native public company backed by Tether and SoftBank, which plans to begin operations with over **42,000 Bitcoin.**

GameStop recently raised $1.5 billion with stated intentions to allocate portions to Bitcoin, while international companies like Tokyo-listed **Metaplanet** and Hong Kong-listed **Moon** have adopted similar strategies.

## **Wealth Management Platforms Open Gates**

The report identifies **wealth management platforms** as a significant untapped market, controlling approximately $60 trillion in client assets globally. Major wirehouses including Morgan Stanley, Goldman Sachs, and JPMorgan are beginning to approve Bitcoin ETF access after extensive due diligence periods.

*“In 2024, an estimated $35 billion in Bitcoin demand remained sidelined due to the lack of accessibility for institutional investors,”* according to the research. The analysis projects between **$60 billion** and **$600 billion** in potential inflows as these platforms expand Bitcoin access, depending on allocation percentages.

## **International Sovereign Interest**

**Sovereign wealth funds** and international governments show growing interest in Bitcoin allocation. The report models scenarios where central banks reallocate portions of their gold reserves – approximately 37,755 metric tons globally – into Bitcoin.

Countries experiencing high inflation, including **Turkey** (38% annual CPI), **Nigeria** (24% post-rebasing inflation), and **Argentina** (23% projected 2025 inflation), face particular pressure to diversify reserves.

The research suggests these economic conditions accelerate adoption of dollar alternatives, including Bitcoin.

## **Bitcoin Yield Opportunities Emerge**

Looking beyond simple accumulation, the report identifies emerging **Bitcoin yield** strategies as institutions seek returns on their holdings. Bitcoin Treasury Companies are exploring lending, staking, and decentralized finance protocols to accelerate balance sheet growth.

Current Bitcoin-native yield opportunities range from 2% to 20% depending on risk profiles, with average yields around 8%.

The report projects this could create a **$100 billion market** for Bitcoin-based decentralized finance, assuming 5% utilization of Bitcoin’s market capitalization.

*“BTCfi is set to carve out a significant portion of the DeFi market this cycle due to its rapid adoption, institutional backing, and the evolving regulatory landscape,”* the authors write.

## **Market Impact Considerations**

The report acknowledges that projected inflows would likely create significant upward price pressure, potentially invalidating the $100,000 price assumption used in calculations. The research models various adoption rates and emphasizes that actual Bitcoin acquisition amounts could be substantially lower due to market dynamics.

The analysis draws data from sources including Newhedge, BitcoinTreasuries.net, VanEck, and Glassnode, providing detailed breakdowns of current institutional holdings and legislative pipelines across multiple jurisdictions.

This institutional adoption wave represents what researchers describe as Bitcoin’s transition from speculative asset to strategic financial infrastructure, with implications extending well beyond traditional cryptocurrency markets.

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* SOL Strategies Files $1B Shelf Prospectus for Solana Investments
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