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TEXXR

Chronicles

The story behind the story

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Block says it has submitted an application to US regulators to establish a federally regulated, uninsured national trust bank called Builders Bank & Trust

The financial technology company is seeking to establish a federally regulated, uninsured national trust bank  —  Block wants to build a bank.

Wall Street Journal Elias Schisgall

Context & Ripple Effects

Block’s proposed trust bank extends its regulated-finance buildout after expanding Cash App Borrow through Square Financial Services. It also enters a charter path Circle pursued in 2025, culminating in regulatory approval for Circle’s digital-currency trust bank in July 2026.

The application matters because a national trust charter can place custody and related financial infrastructure inside a federally regulated entity, rather than leaving those functions solely within Block’s existing product businesses.

First-order effects

  • Builders Bank & Trust becomes a proposed, regulator-reviewed vehicle for Block’s bitcoin and stablecoin custody plans; it cannot operate as a bank unless the application is approved.
  • Block gains a defined institutional-finance structure alongside its consumer lending activity, while the proposed bank is explicitly uninsured.

Second-order effects

  • Circle’s approved trust-bank operation and Block’s application sharpen competition to provide regulated custody infrastructure for institutional digital-asset clients.
  • The application raises the value of a federal trust charter for firms that want to combine digital-asset custody with payments and other regulated financial services.

Third-order effects

  • If more fintech and crypto firms pursue this route, national trust banks may become a core layer of digital-asset market structure: regulated custodians connecting consumer platforms, institutional clients, and payment systems.
  • The divide between deposit-taking banks and uninsured trust institutions may become more consequential, making charter scope and custody safeguards central competitive variables.

The trend: Digital-asset platforms are moving custody and settlement functions into federally supervised trust-bank structures rather than treating them as standalone crypto services.

Discussion

  • @smtuffy Tuffy on bluesky
    An uninsured bank?  Cool, cool.  Maybe we'll get an S&L crisis but with crypto [embedded post]
  • @caseynewton Casey Newton on bluesky
    Excited to put all my money into Jack Dorsey Uninsured National Trust Bank [embedded post]
  • Richard Rosenthal Richard Rosenthal on linkedin
    Proud to reshare Block's announcement that it has submitted an application to the OCC to form Builders Bank & Trust, N.A. (proposed and subject to regulatory approval). …
  • Mark P. Mark P. on linkedin
    Block announced today that it has submitted an application to the OCC to establish Builders Bank & Trust, N.A., a proposed uninsured national trust bank. …