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Saylor's Agency Bet, ARK Tokenizes & Wealth Manager Crypto Intent
Audio is available on Spreaker — see link below.
MicroStrategy's Michael Saylor abandons Congress and targets the SEC, CFTC, and Treasury directly to unlock commercial bank Bitcoin custody and lending. Plus: ARK Invest tokenizes a $9B venture fund, XRPL Batch V1.1 nears launch, and 60% of wealth managers plan crypto exposure within 12 months.
Audio is available on Spreaker — see link below.
Michael Saylor isn't waiting for Congress anymore. After the CLARITY Act failed by a single vote, MicroStrategy's chairman has shifted his lobbying focus entirely to the executive branch, pushing the SEC, CFTC, and Treasury to enable commercial bank Bitcoin custody and collateralized lending within two years.
Saylor's push connects to a wider pattern in this cycle: infrastructure ahead of regulation. Payments is another clear example.
On the settlement infrastructure side, the XRP Ledger's Batch V1.1 upgrade is targeting an October second launch. This one matters for institutional use cases specifically.
ARK Invest has tokenized its venture fund, ARKVX, through Securitize. At nine billion dollars plus in assets, this is institutional-grade infrastructure meeting on-chain distribution for the first time at this scale.
The Firmus IPO adds another data point to the broader capital reallocation story. The Australian data center operator is pricing its bookbuild at a one hundred twenty-eight billion dollar valuation, which would make it the second-largest float in ASX history.
Separate research tracking fifteen institutional investors shows allocations currently sitting at one to two percent, with Bitcoin as the primary position across the board. Sixty percent of wealth managers surveyed intend to add crypto exposure within twelve months.
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