The Next Game for Sovereign Wealth
This chart shows the explosive growth in the blockchain staking market—the base layer of yield now exceeds $300 billion.
I believe that in the future, sovereign wealth funds, tasked with protecting national prosperity, will become the largest holders of Bitcoin and its related sectors (such as mining)—not only as a store of value, but also as a pillar for grid optimization and energy balance in the AI era.
At the same time, these funds will engage in large-scale blockchain staking operations, reaping the rewards of the on-chain token economy. In a world where AI replaces entire industries, staking revenue could evolve into an indirect universal basic income—a sovereign "digital dividend" redistributed to citizens.
Just as oil royalties funded social programs in the 20th century, blockchain revenues may fund welfare and stability in the 21st.