Institutions are warming up to crypto treasury assets.
🟠 Bitcoin? Already happening.
🟣 Ethereum? Tom Lee says it’s next.
🟡 But what about Polkadot?
Let’s talk about what it takes to be considered a treasury-grade asset, and what Polkadot must do to get there. 🧵👇
1. Institutions want predictability.
Bitcoin has a fixed supply.
Ethereum has a credible burn and declining issuance.
Polkadot is still running 7.75% inflation. It’s dynamic, but not capped.
If we want billion-dollar treasuries holding DOT, we need to fix that.
2. Liquidity is key.
Treasury managers need to know they can move large amounts without crushing the price.
DOT has decent liquidity, but we’re not at “BlackRock-size entries” yet.
Growing the JAM economy and coretime demand will help change that.
3. Regulatory clarity matters.
Bitcoin is clean.
Ethereum is increasingly accepted as a commodity.
Polkadot isn’t officially labeled either way.
The Web3 Foundation has made progress, but more clarity means more confidence.
4. Simple story beats complex tech.
Institutions don’t buy technology, they buy value.
BTC is a store of value
ETH is decentralized compute
DOT is secure, programmable blockspace for the internet of value
The message must be loud, clear, and consistent.
5. Polkadot’s secret weapon is governance.
Most chains have a few people pulling levers.
Polkadot has full on-chain, transparent, accountable governance through OpenGov.
Institutions can participate, propose, vote, and shape the future.
No other top chain offers that.
6. What Polkadot needs next:
Cap supply and introduce a halving-like model
Make DOT deflationary through coretime burns and JAM demand
Secure custody support from Fireblocks, Coinbase Prime, etc.
Nail the treasury narrative - "DOT is programmable trust"
Polkadot doesn’t need to copy Bitcoin.
It can become something better - a digital trust layer backed by real usage, strong governance, and economic alignment.
The future treasury asset isn’t just scarce.
It’s useful, verifiable, and on-chain.
That’s $DOT
