According to @AltcoinDaily, the US national bank regulator says banks can now act as crypto intermediaries, as posted on Dec 9, 2025 (source: @AltcoinDaily on X, Dec 9, 2025). The US national bank regulator is the Office of the Comptroller of the Currency, which charters and supervises national banks in the United States, providing the relevant authority for any bank crypto intermediation guidance (source: OCC mission and authority overview). For context, the OCC has previously clarified that national banks may provide cryptocurrency custody, hold stablecoin reserves for issuers, and use stablecoin networks for payment activities subject to supervisory non-objection via Interpretive Letters 1170, 1172, and 1174 (source: OCC Interpretive Letters 1170, 1172, 1174). From a trading perspective, confirmation of a new OCC bulletin or interpretive letter would define the scope of intermediation and compliance requirements that determine bank rollout timelines, directly affecting access to bank-channel custody and settlement rails relevant to BTC and ETH liquidity (source: OCC interpretive letter process and supervisory non-objection framework). Key watchpoints for traders are 1) an official OCC release confirming the policy and its effective date, 2) announcements from major US banks on custody, settlement, or agency services, and 3) subsequent changes in BTC and ETH spot volumes on US venues to assess liquidity impact (source: OCC newsroom; bank investor relations disclosures; exchange public volume dashboards).

According to @julian2kwan, regulated digital-asset rails progressed via 2018 tokenisation, 2019 licensing, 2020 real-world-asset (RWA) infrastructure, 2021 IXS, and indicate 2025 will involve banks and custodians, a timeline traders can use to track institutional market access and venue readiness; source: @julian2kwan (X, Nov 28, 2025). For trading execution and risk control, focus on 2025 bank/custodian custody rollouts, licensing updates, and issuance/flow data in tokenized RWAs as operational milestones implied by this progression; source: @julian2kwan (X, Nov 28, 2025).

According to @BTC_Archive, Michael Saylor said that once U.S. banks hold Bitcoin (BTC), everyone will want it, no one will sell it, and you won’t be able to afford it, highlighting a potential demand-supply squeeze narrative for BTC (source: @BTC_Archive, Aug 29, 2025). According to @BTC_Archive, Saylor links U.S. bank custody of BTC with extreme scarcity in the market (source: @BTC_Archive, Aug 29, 2025).

According to @rovercrc, Michael Saylor said the road is now clear for Bitcoin and banking in a video posted on Aug 15, 2025, signaling a favorable stance toward deeper integration between BTC and traditional financial institutions. source: @rovercrc The clip does not specify any concrete policy changes, counterparties, or implementation timelines, implying no immediate, verifiable operational impact for exchanges or banks at this time. source: @rovercrc For traders, the prudent setup is headline-driven: wait for named bank custody, payment integration, or balance-sheet disclosures before positioning for sustained BTC liquidity and adoption flows. source: @rovercrc