Sees Tokenization And State Bitcoin Reserves Taking Off In 2026 Sygnum
Sygnum predicts US crypto regulation could spur sovereign Bitcoin reserves and accelerate tokenized bond issuance by major financial institutions in 2026.
US regulatory developments could unlock a new phase of blockchain adoption in 2026, including sovereign Bitcoin reserves and a broader shift by banks toward tokenized financial infrastructure, according to a report by crypto banking group Sygnum.
The highly anticipated CLARITY Act and potential passage of the Bitcoin Act may provide the legal framework that sovereign actors have been waiting for, Sygnum forecasted in a Thursday report shared with Cointelegraph.
The company said clearer rules in the US may inspire more trust in Bitcoin (BTC) as a treasury asset globally, predicting that at least three G20 or G20-equivalent economies could publicly add Bitcoin to their sovereign reserves.
Bitcoin’s economic model favors the earlier adopters, which may lead to more urgency to form national BTC reserves ahead of other countries and purchase Bitcoin at lower prices.
The most plausible early adopters will include financially “pragmatic” countries with “acute currency distress,” such as Brazil, Japan, Germany, Hong Kong and Poland, according to Sygnum.
Brazil’s House of Representatives held a hearing on a national Bitcoin reserve proposal in August 2025. Hong Kong legislators also proposed adding Bitcoin as a national reserve in December 2024.
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Japanese lawmaker Satoshi Hamade proposed in December 2024 that the government create a national Bitcoin reserve by converting part of its foreign exchange reserves, citing the creation of the US strategic Bitcoin reserve.
In October 2025, Germany’s main opposition party, Alternative for Germany (AfD), submitted an official motion to the parliament opposing the overregulation of Bitcoin and urging lawmakers to consider creating a national Bitcoin reserve.
Source: CoinTelegraph
