Wednesday, July 9, 2025



Capitalizing on U.S. state crypto legislation through regulated custody solutions, compliance tech, and regional banks with legislative exposure.As 17+ U.S. states advance crypto legislation mirroring Wyoming's successful 2022 framework, strategic exposure to compliant custody providers and regional banks positions investors to capture growing institutional demand for regulated digital asset infrastructure.Context2024 sees Minnesota and Alabama replicating Wyoming's blockchain laws that attracted $700M in corporate filings. Historical precedent shows early compliant exchanges captured 72% of institutional flows post-2015 BitLicense implementation.Strategy ExplanationTarget three verticals: 1) Regulated custody (60% allocation), 2) Banking partners (30%), 3) Compliance tools (10%). This tripartite approach hedges against political risk while capturing mandatory infrastructure spending.Token Targets- BitGo/Paxos (primary custody beneficiaries)

- Western Alliance Bank (replacing Silvergate's role)

- Chainalysis (state contract leader)

- $1B+ in state BTC treasury allocations

- 2+ custody providers securing state charters

- Regional bank crypto deposits exceeding 15% https://redrobot.online/2025/05/crypto-idea-state-level-bitcoin-adoption-infrastructure-play/

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