New U.S. Strategic Crypto Reserve, Bank Of America Backs Stablecoins & More

Welcome back!

This is J264G and this week I’ve got these titbits for you:

• Crypto Reserve: President Trump confirms strategic crypto reserve incl. SOL.

• Crypto Summit: President Trump is set to host White House Crypto Summit.

• SOL Futures: CME Group to introduce SOL futures, pending approval.

Stablecoins continue to dominate the conversation. Just recently, Bank of America CEO Brian Moynihan discussed his perspective on stablecoins and the potential role his bank may play in their adoption and integration.

Now, let’s jump right into this week’s newsletter!

Click on any underlined heading/hyperlink to learn more.

Spotlight

Unbothered. Moisturised.

While many are fixated on price charts and predicting further market downturns, BlackRock seems to be unfazed. 

Most recently, the firm officially added its iShares Bitcoin Trust ETF (IBIT) to its model portfolios.

Blackrock's model portfolios are predefined investment strategies designed to align with various investor goals and risk tolerances. As such, they serve as frameworks for financial advisors, enabling them to provide clients with diversified investment solutions without the need to construct portfolios from scratch.​

The inclusion of IBIT in BlackRock's model portfolios carries several implications:​

• Mainstream Adoption: BlackRock's decision to integrate Bitcoin into its investment strategies reflects a growing recognition of cryptocurrencies as legitimate asset classes. This may encourage other institutional investors to consider similar allocations, further legitimising digital assets in traditional finance.

• Advisor Influence: BlackRock's model portfolios serve as benchmarks for numerous financial advisors and platforms. The inclusion of Bitcoin could lead to broader adoption among advisors who follow these models, thereby increasing exposure to cryptocurrencies among retail investors.​

• Market Dynamics: As one of the largest asset managers globally, BlackRock's allocation to Bitcoin could impact supply and demand dynamics, potentially influencing Bitcoin's market value and volatility.​

• Regulatory Considerations: BlackRock's move may prompt regulatory bodies to further clarify guidelines surrounding cryptocurrencies, paving the way for more widespread adoption within compliant frameworks.​

And while many are busy declaring crypto’s demise, the world’s largest asset manager continues to strategically embed Bitcoin into traditional finance, laying the foundation for mass adoption. 

That is as bullish as it gets.

Chart Of The Week

News Bites

Crypto Reserve: ​President Trump announced the establishment of a strategic crypto reserve that will include Bitcoin, Solana (SOL), and other cryptocurrencies. The initiative aims to position the United States as the crypto hub of the world and further support financial innovation.

Crypto Summit: Additionally, President Trump is set to host the first-ever White House Crypto Summit on Friday, March 7, bringing together key CEOs, founders, and investors from the crypto industry.

Stablecoin Adoption: Stripe’s annual letter highlights stablecoins as a key component of the company’s broader vision and mission. The letter also highlights how stablecoins can lead to more prosperous economies.

Stablecoin Acceleration: The Global Dollar Network—led by Anchorage Digital, Bullish, Galaxy, Kraken, Nuvei, Robinhood, and Paxos—launched USDG on Solana. The initiative aims to further boost stablecoin adoption, offering businesses and users up to 100% of USDG reserve yield.

Stablecoin Expansion: PayPal is strengthening its commitment to its stablecoin—PYUSD—by making it a core component of global payments and further integrating it into its product ecosystem to establish a seamless, unified payment platform.

Memecoin Windfall: ​The Securities and Exchange Commission has clarified that most memecoins are not considered securities. Instead, they are viewed as collectibles with limited or no functionality, primarily driven by market demand and speculation. ​

SOL Futures: CME Group, the world’s leading derivatives marketplace, will introduce Solana (SOL) futures on March 17, pending regulatory approval. Investors can trade contracts in two sizes: 25 SOL (micro) and 500 SOL (large).

SOL Dominance: The Grayscale Smart Contract Fund has rebalanced its portfolio, now heavily favouring SOL, further reinforcing Solana’s growing prominence in the digital assets space.

NextGen Infrastructure: Anza, the development team behind Solana's main validator client Agave, has published a blog post outlining key advancements from the past year and the 2025 roadmap, which includes doubling the block space and steps to reach 1 million TPS.

Caught In 4K

Weekly Take

Keks & Giggles

And that's a wrap!

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Talk soon!

J264G

_{DISCLAIMER
None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research. Lastly, please be advised that we discuss products and services from our partners from which our team members may hold tokens/equity.}