According to a recent LinkedIn post from Fireblocks, a survey of more than 600 banking executives across six markets suggests that banks are largely funding digital-asset infrastructure but remain slow to reach production. The post indicates that 88% of banks are allocating budget to infrastructure, while only 16% reportedly have digital-asset initiatives in production.
Claim 55% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
The post attributes this gap not to conviction or budget, but to unresolved custody architecture, noting that 85% of institutions have yet to determine how they will manage wallets and governance at scale. It further suggests that infrastructure decisions, rather than pilot projects, may determine which institutions advance meaningfully in digital assets by 2026.
For investors, this framing implies a potentially extended infrastructure investment cycle in digital assets for banks, with spending focused on custody, wallet management, and governance tooling. If Fireblocks can position its platform as a solution to these architectural bottlenecks, it could benefit from accelerating demand as institutions move from experimentation to scaled deployment.
The emphasis on 2026 as an inflection point indicates that near-term revenue growth in institutional digital-asset infrastructure could be driven more by planning and system build-outs than by full-scale transaction volumes. This could favor providers of secure, compliant infrastructure over trading-focused platforms in the medium term, while also signaling that meaningful ramp-up in production use cases may still be several years out.