According to @LexSokolin, banks are actively engaging with the crypto treasury segment, comparing the moment to Netflix’s chance to buy Blockbuster and citing Coin Metrics data to support the view (source: @LexSokolin on X; Coin Metrics referenced by @LexSokolin). For trading, the signal is that incumbent financial institutions are not standing still in crypto treasury services, which can affect where institutional flows are executed and custodied (source: @LexSokolin on X). The post does not provide asset-level metrics or tickers, indicating a thematic signal rather than a quantified dataset for immediate trade calibration (source: @LexSokolin on X).

According to @LexSokolin, every major bank will need digital asset treasury capabilities by 2026, setting a clear adoption timeline for institutional crypto infrastructure (source: @LexSokolin on X, Aug 14, 2025). He states "Acquire or die," signaling banks will have to purchase or integrate digital asset treasury solutions to stay competitive (source: @LexSokolin on X, Aug 14, 2025). He credits Coin Metrics as the data source underpinning this view, indicating data-driven support for accelerated bank adoption of crypto treasury functions (source: @LexSokolin on X, Aug 14, 2025; data source cited: Coin Metrics).