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Trezor Executive: Handing Over All Bitcoin to ETFs Could Be the Worst Possible Outcome for the Industry, Undermining the Core Principle of Self-Custody
Svmuu News: Danny Sanders, Chief Commercial Officer of hardware wallet manufacturer Trezor, stated that “putting everything into an ETF” could be the worst possible outcome for the Bitcoin ecosystem.Since the launch of U.S. spot Bitcoin ETFs in early 2024, cumulative inflows have exceeded $53 billion, making them a key driver of BTC prices, but they may also alter the structure of how users hold their assets. Sanders believes that overreliance on ETFs will undermine Bitcoin’s core principle of “self-custody,” causing users to gradually hand over control of their assets to third-party institutions rather than retaining control of their private keys themselves.While self-custody carries risks such as the loss of mnemonic phrases or the irreversible compromise of private keys, these are largely psychological barriers rather than technical challenges, and he noted that “it’s not difficult once you actually get started.” Data shows that among the approximately 600 million crypto users worldwide, only about 10% practice self-custody, with only about 12 to 13 million of those using hardware wallets. As an early hardware wallet manufacturer in the industry, Trezor has driven the adoption of the BIP-39 mnemonic standard and continues to advocate for lowering the barriers to self-custody through improved user experience and educational tools, rather than relying on custodial services. Sanders concluded that the industry’s long-term goal should be to gradually approach a Web2-level user experience, rather than simply replacing self-custody with ETFs, noting that “that would likely be the worst-case scenario for the entire industry.” (The Block)
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