Simply Bitcoin FORGET $103,000: Wall Street is SILENTLY BUYING ALL The Bitcoin | EP 1374
Nov 11, 2025
Banks are quietly ramping up their Bitcoin holdings, with major players like JP Morgan and BNY Mellon increasing their exposure. Discussions also revolve around using Bitcoin as mortgage collateral and the implications of proposed 50-year mortgages on the housing market. Meanwhile, new legislation is in the works for crypto regulation, underscored by institutions favoring hard assets like Bitcoin and gold amid inflation concerns. Historical lessons show that holding assets through turbulent times can be more beneficial than trying to time the market.
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Banks Are Quietly Accumulating Bitcoin
- Major banks like JP Morgan and BNY Mellon quietly increased Bitcoin exposure in Q3, signaling institutional demand beyond public statements.
- This private buying contrasts with public skepticism and suggests banks are preparing for wider adoption.
Self-Custody Your Bitcoin
- Buy Bitcoin and hold it in self-custody rather than leaving it on exchanges.
- Prioritize running your own node and keeping private keys offline to reduce custodial risk.
Legacy Firms Reallocate Into Bitcoin
- BNY Mellon raised Bitcoin holdings ~140% in Q3 and JP Morgan increased exposure over 60% while reducing Ethereum.
- These moves imply legacy financial firms are reallocating toward Bitcoin as a reserve asset.