Basel Reform May Bring Wave of Fresh Bank Capital to BTC — Analyst
Revised Basel III rules in 2026 could unlock significant liquidity for Bitcoin if its risk rating is lowered.Summary
Market analyst Nic Puckrin suggests that if the upcoming 2026 revision of Basel III rules assigns a lower risk rating to Bitcoin (BTC), it could trigger a "huge" influx of liquidity into the asset. Currently, under Basel rules, BTC is assigned a 1,250% risk weight, forcing banks to hold a 1:1 reserve ratio for any BTC on their balance sheets, making it nearly impossible for banks to hold BTC or offer related services. The recent proposal by the Fed regarding US implementation, which includes a 90-day comment window, offers a potential avenue for improvement. Experts argue that the current high risk weighting—compared to investment-grade corporate bonds (up to 75%) or gold (0%)—is a subtle method of suppressing crypto activity by making it prohibitively expensive for banks. A slight improvement in BTC's treatment could allow banks to integrate the digital asset into the financial system.
(Source：Cointelegraph)