Blockchain Staked Assets Market Value Exceeds $300 Billion: Analyst Jamie Coutts Predicts Sovereign Funds Will Dominate Bitcoin and Staking Yields, Creating “Digital Dividends” for All
Summary: The largest Bitcoin miner dreams of collaborating with South American agricultural company Adecoagro to introduce renewable energy mining.
Background: Peter Thiel, founder of Palantir, acquired a 9.1% stake in BitMine mining company, optimistic about betting on Ethereum.
According to blockchain analyst @Jamie1Coutts’s post on X in the afternoon, the current market value of blockchain-staked assets has surpassed $300 billion, forming a “solid foundation for grassroots income.” He believes that this enormous scale will not only continue to attract private investment but also draw sovereign funds, which are tasked with safeguarding national wealth, into the market.
“I see a future where sovereign funds—those massive pools of capital responsible for ensuring national prosperity—will become the largest holders of Bitcoin and related industries, such as mining. They will not only treat Bitcoin as a store of value, but will also view it as infrastructure for optimizing the power grid and balancing energy in the age of artificial intelligence.”
At the same time, these funds will run large-scale blockchain staking operations, directly capturing yields from the on-chain and tokenized economy.
Coutts further predicts that as artificial intelligence may eliminate some jobs, he envisions staking yields could transform into an indirect source of universal basic income (UBI), akin to a “sovereign digital dividend” of the 21st century. Coutts likens this to:
“Just as 20th-century oil tax revenues supported social welfare, blockchain staking yields may provide a stable foundation in this century.”
From Investment Allocation to Scale Challenges
However, some community users have expressed skepticism regarding Coutts’s predictions, as supporting a UBI-level distribution would require the scale of staked assets to reach unprecedented heights; even 1,000 times the current scale might still be insufficient.
Nonetheless, for national sovereign funds, blockchain staking yields could indeed supplement some tax shortfalls, potentially becoming a stable cash flow for certain long-term social security measures. As the scale increases, this direction is worth considering for government officials in the future.
