Analyst: Sovereign funds will become the largest holders of Bitcoin & mining companies in the future, and pledge income may become UBI universal basic income
The market value of blockchain pledged assets has exceeded US$300 billion. Analyst Jamie Coutts predicts that sovereign funds will dominate Bitcoin and pledge income in the future, and even create "digital dividends" for everyone.
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According to blockchain analyst @Jamie1Coutts’ post on X in the afternoon, he pointed out that the current market value of blockchain pledged assets has exceeded 300 billion US dollars, forming a “thick foundation for grassroots income.” He believes that this huge scale will not only continue to attract private funds, but also attract sovereign funds with the mission of national wealth to enter the market.
I see a future in which sovereign funds—those giant pools of money tasked with ensuring national prosperity—will become the largest holders of Bitcoin and related industries such as mining. They will not only regard Bitcoin as a store of value, but as infrastructure for grid optimization and energy balance in the era of artificial intelligence.
At the same time, these funds will also run large-scale blockchain staking businesses to directly capture profits from the on-chain and tokenized economy.
Coutts further predicted that as artificial intelligence may eliminate some jobs, he envisioned that staking income may be turned into an indirect source of universal basic income (UBI), similar to the "sovereign digital dividend" of the 21st century. Coutts' metaphor:
"Just as oil taxes supported social welfare in the 20th century, blockchain staking income may provide a stable foundation in this century."
img/datapic/js/2025122918212221 Some community users expressed doubts about Coutts's prediction. After all, if UBI is to be supported, For the allocation of grades, the scale of pledged assets needs to reach an unprecedented height. Even 1,000 times the current scale is still too little.
However, for national sovereign funds, blockchain pledge income may indeed make up for part of the tax deficiency, and may become a stable cash flow for some long-term social security. When the scale is enlarged, it is a direction worthy of government officials' future consideration.
